Platform Technology Partners
Filing Date
Global Rank
#3,111
/ 8,605
▲ 215
· as of Mar 2026
Top Industry
Consumer Electronics
11.1%
3Y Alpha vs SPY
-2.1%
Period ended 3 months ago
Filed Apr 27, 2026 · 2mo
23 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+69.3%
SPY
+76.5%
Annualised alpha
-1.7%
Max drawdown
−18.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
258 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.6%
−1.2 pts
Top 5
27.8%
−3.4 pts
Top 10
38.4%
−5.0 pts
HHI
256
Diversified−54
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.5% | $99,417,753 |
| Financial Services | 17.2% | $62,098,409 |
| Consumer Cyclical | 10.5% | $37,960,750 |
| Healthcare | 8.4% | $30,220,244 |
| Industrials | 7.8% | $27,985,982 |
| Consumer Defensive | 6.5% | $23,585,797 |
| Communication Services | 6.2% | $22,367,189 |
| Energy | 4.6% | $16,677,765 |
| Unclassified | 4.4% | $16,038,152 |
| Utilities | 3.5% | $12,635,930 |
| Real Estate | 2.2% | $7,905,499 |
| Basic Materials | 1.1% | $3,995,711 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FNGR | FingerMotion, Inc. | +92,028 | 259,643 | $258,344 | |
| NVDA | Nvidia Corp | +13,458 | 130,662 | $22,787,452 | |
| BX | Blackstone Inc. | +13,035 | 38,003 | $4,369,964 | |
| IBIT | iShares Bitcoin Trust ETF | +11,951 | 43,636 | $1,676,495 | |
| NMZ | Nuveen Municipal High Income Opportunity Fund | +10,000 | 173,235 | $1,798,179 | |
| AAPL | Apple Inc. | +7,338 | 150,464 | $38,186,258 | |
| AMZN | Amazon Com Inc | +6,313 | 68,595 | $14,286,280 | |
| CGEN | Compugen Ltd | +5,000 | 55,000 | $117,150 | |
| CRMT | Americas Carmart Inc | +5,000 | 25,400 | $323,342 | |
| BXSL | Blackstone Secured Lending Fund | +4,508 | 26,060 | $617,361 | |
| SBUX | Starbucks Corp | +4,444 | 29,529 | $2,645,503 | |
| BAC | Bank Of America Corp /De/ | +4,303 | 21,838 | $1,064,602 | |
| DIS | Walt Disney Co | +3,935 | 10,314 | $994,063 | |
| MSFT | Microsoft Corp | +3,922 | 42,594 | $15,767,020 | |
| CLX | Clorox Co /De/ | +3,552 | 13,264 | $1,374,548 | |
| T | At&T Inc. | +3,224 | 25,501 | $739,273 | |
| TSLA | Tesla, Inc. | +3,140 | 19,025 | $7,072,543 | |
| NKE | NIKE, Inc. | +3,124 | 30,974 | $1,636,046 | |
| PG | PROCTER & GAMBLE Co | +2,786 | 20,807 | $3,005,363 | |
| GOOGL | Alphabet Inc. | +2,640 | 29,333 | $8,434,997 | |
| ZTS | Zoetis Inc. | +2,496 | 7,127 | $842,482 | |
| ORI | Old Republic International Corp | +2,484 | 10,064 | $401,553 | |
| APO | Apollo Global Management, Inc. | +2,455 | 64,877 | $7,228,595 | |
| CL | Colgate Palmolive Co | +2,414 | 22,555 | $1,922,362 | |
| COP | Conocophillips | +2,405 | 19,946 | $2,632,872 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PCT | PureCycle Technologies, Inc. | −49,804 | 154,638 | $802,571 | |
| EVLV | Evolv Technologies Holdings, Inc. | −18,176 | 134,831 | $815,727 | |
| MO | Altria Group, Inc. | −2,281 | 6,202 | $409,269 | |
| VZ | Verizon Communications Inc | −1,963 | 35,774 | $1,795,854 | |
| EPD | Enterprise Products Partners L.P. | −1,490 | 40,487 | $1,532,028 | |
| SPY | Spdr S&P 500 ETF Trust | −1,095 | 7,159 | $4,655,784 | |
| APH | Amphenol Corp /De/ | −646 | 4,247 | $536,608 | |
| PFE | Pfizer Inc | −602 | 22,996 | $645,727 | |
| VRT | Vertiv Holdings Co | −500 | 2,398 | $600,890 | |
| ACN | Accenture plc | −450 | 1,624 | $322,022 | |
| ABT | Abbott Laboratories | −370 | 6,737 | $691,687 | |
| WBS | Webster Financial Corp | −328 | 3,213 | $223,046 | |
| EQR | Equity Residential | −312 | 5,017 | $296,755 | |
| QQQ | Invesco Qqq Trust, Series 1 | −241 | 3,931 | $2,268,894 | |
| SHOP | Shopify Inc. | −228 | 3,536 | $419,440 | |
| CP | Canadian Pacific Kansas City Ltd/Cn | −224 | 7,170 | $563,992 | |
| KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | −163 | 14,248 | $203,461 | |
| AMAT | Applied Materials Inc /De | −155 | 1,854 | $633,678 | |
| LYG | Lloyds Banking Group plc | −152 | 33,489 | $168,449 | |
| CEG | Constellation Energy Corp | −128 | 1,276 | $356,323 | |
| INTC | Intel Corp | −119 | 5,566 | $245,627 | |
| UL | Unilever PLC | −88 | 4,185 | $238,419 | |
| WAB | Westinghouse Air Brake Technologies Corp | −85 | 1,831 | $457,585 | |
| NSC | Norfolk Southern Corp | −33 | 1,140 | $327,180 | |
| TMO | Thermo Fisher Scientific Inc. | −19 | 2,228 | $1,095,128 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MU | Micron Technology Inc | 1,105 | $373,313 | |
| SHW | Sherwin Williams Co | 1,143 | $366,388 | |
| SLV | iShares Silver Trust | 5,321 | $362,572 | |
| CI | Cigna Group | 1,260 | $336,105 | |
| SSB | SouthState Bank Corp | 3,632 | $336,032 | |
| PPG | Ppg Industries Inc | 3,129 | $334,427 | |
| GD | General Dynamics Corp | 970 | $332,923 | |
| MNST | Monster Beverage Corp | 4,500 | $326,070 | |
| KHC | Kraft Heinz Co | 14,486 | $325,790 | |
| ABNB | Airbnb, Inc. | 2,489 | $314,310 | |
| HBAN | Huntington Bancshares Inc /Md/ | 19,755 | $309,165 | |
| RF | Regions Financial Corp | 11,818 | $308,686 | |
| ABCB | Ameris Bancorp | 3,941 | $307,358 | |
| LNG | Cheniere Energy, Inc. | 1,021 | $289,718 | |
| CLH | Clean Harbors Inc | 989 | $283,575 | |
| QCOM | Qualcomm Inc/De | 2,197 | $282,929 | |
| ROST | Ross Stores, Inc. | 1,297 | $280,969 | |
| CAH | Cardinal Health Inc | 1,329 | $280,830 | |
| LAMR | Lamar Advertising Co/New | 2,159 | $273,458 | |
| CMCSA | Comcast Corp | 9,359 | $268,696 | |
| MSI | Motorola Solutions, Inc. | 616 | $267,325 | |
| NOW | ServiceNow, Inc. | 2,541 | $265,661 | |
| SWKS | Skyworks Solutions, Inc. | 4,959 | $265,554 | |
| TXG | 10x Genomics, Inc. | 12,492 | $265,205 | |
| USB | US Bancorp De | 5,089 | $264,678 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| INOD | Innodata Inc | 9,310 | $474,344 | |
| GNRC | Generac Holdings Inc. | 2,631 | $358,789 | |
| REGN | Regeneron Pharmaceuticals, Inc. | 335 | $258,576 | |
| ARCC | Ares Capital Corp | 12,057 | $243,913 | |
| MMM | 3M Co | 1,505 | $240,950 | |
| EXAS | EXACT SCIENCES CORP | 2,139 | $217,236 | |
| NEXT | NextDecade Corp | 10,450 | $55,071 | |
| No positions match the current search. | ||||
258 positions ·
$360,889,181 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 258 positions by value
· page 1 of 6
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 150,464 | $38,186,258 | 10.58% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 130,662 | $22,787,452 | 6.31% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 42,594 | $15,767,020 | 4.37% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 68,595 | $14,286,280 | 3.96% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 31,291 | $9,204,560 | 2.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 29,333 | $8,434,997 | 2.34% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 16,411 | $7,864,151 | 2.18% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 13,449 | $7,694,576 | 2.13% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
Added | 64,877 | $7,228,595 | 2.00% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 19,025 | $7,072,543 | 1.96% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 25,544 | $6,243,975 | 1.73% | |
| CVX |
Chevron Corp
Energy
|
Added | 26,605 | $5,504,574 | 1.53% | |
| RTX |
RTX Corp
Industrials
|
Added | 26,613 | $5,133,647 | 1.42% | |
| GLD |
Spdr Gold Trust
|
Added | 11,627 | $5,002,981 | 1.39% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 5,838 | $4,938,889 | 1.37% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 7,159 | $4,655,784 | 1.29% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 21,477 | $4,588,775 | 1.27% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 38,003 | $4,369,964 | 1.21% | |
| V |
Visa Inc.
Financial Services
|
Added | 13,694 | $4,138,874 | 1.15% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 41,938 | $3,895,201 | 1.08% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 3,816 | $3,802,376 | 1.05% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 10,264 | $3,375,726 | 0.94% | |
| BA |
Boeing Co
Industrials
|
Added | 16,867 | $3,357,039 | 0.93% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 10,232 | $3,334,915 | 0.92% | |
| WMB |
Williams Companies, Inc.
Energy
|
Added | 45,820 | $3,334,779 | 0.92% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 21,208 | $3,293,390 | 0.91% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 26,449 | $3,287,081 | 0.91% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 24,684 | $3,262,731 | 0.90% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 10,006 | $3,109,764 | 0.86% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 20,807 | $3,005,363 | 0.83% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 8,387 | $2,950,965 | 0.82% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 21,186 | $2,774,094 | 0.77% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 4,485 | $2,710,689 | 0.75% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 29,529 | $2,645,503 | 0.73% | |
| COP |
Conocophillips
Energy
|
Added | 19,946 | $2,632,872 | 0.73% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 10,197 | $2,473,996 | 0.69% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,590 | $2,382,204 | 0.66% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 10,844 | $2,358,461 | 0.65% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Added | 8,116 | $2,357,616 | 0.65% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 26,287 | $2,277,768 | 0.63% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 3,931 | $2,268,894 | 0.63% | |
| TY |
TRI-CONTINENTAL Corp
Financial Services
|
Held | 66,996 | $2,116,403 | 0.59% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Added | 10,897 | $1,963,748 | 0.54% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Added | 22,555 | $1,922,362 | 0.53% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 6,893 | $1,865,176 | 0.52% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 4,560 | $1,834,957 | 0.51% | |
| NMZ |
Nuveen Municipal High Income Opportunity Fund
Financial Services
|
Added | 173,235 | $1,798,179 | 0.50% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 35,774 | $1,795,854 | 0.50% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 2,527 | $1,790,278 | 0.50% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 5,614 | $1,737,589 | 0.48% |