Platform Technology Partners

CIK

1830817

Location

NEW YORK, NY

Portfolio Value

Micro $23,585,797

Diversification

Diversified

Filing Date

Global Rank

#3,108 / 8,586 ▲ 217

Top Industry

Consumer Electronics 10.9%

3Y Alpha vs SPY

-3.0%

Period ended 3 months ago

Filed Apr 27, 2026 · 50d

23 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.5%

SPY

+78.1%

Annualised alpha

-2.9%

Max drawdown

−18.5%

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

259 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.5%

−1.2 pts

Top 5

27.5%

−3.5 pts

Top 10

38.0%

−5.0 pts

HHI

251

Diversified−54

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.3%	$99,681,573	42
Financial Services	17.0%	$62,203,002	42
Consumer Cyclical	10.6%	$38,664,042	25
Healthcare	8.3%	$30,220,244	32
Industrials	7.7%	$27,969,361	30
Consumer Defensive	6.5%	$23,585,797	22
Communication Services	6.1%	$22,367,189	12
Energy	5.4%	$19,592,014	12
Unclassified	4.4%	$16,038,152	10
Utilities	3.5%	$12,635,930	12
Real Estate	2.2%	$7,905,499	13
Basic Materials	1.1%	$3,995,711	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
CRMT	Americas Carmart Inc	+5,000	25,400	$323,342
CGEN	Compugen Ltd	+5,000	55,000	$117,150
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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

22 positions · $23,585,797 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FLO	Flowers Foods Inc Consumer Defensive	NEW	13,688	NEW	$111,557	NEW	0.47%
CAG	Conagra Brands Inc. Consumer Defensive	NEW	11,050	NEW	$173,706	NEW	0.74%
TSN	Tyson Foods, Inc. Consumer Defensive	NEW	3,137	NEW	$200,987	NEW	0.85%
DG	Dollar General Corp Consumer Defensive	NEW	1,709	NEW	$202,909	NEW	0.86%
UL	Unilever PLC Consumer Defensive	Reduced	4,185	-88	$238,419	−14.7%	1.01%
INGR	Ingredion Inc Consumer Defensive	NEW	2,173	NEW	$244,810	NEW	1.04%
KR	Kroger Co Consumer Defensive	NEW	3,394	NEW	$245,589	NEW	1.04%
DLTR	Dollar Tree, Inc. Consumer Defensive	NEW	2,249	NEW	$246,287	NEW	1.04%
KHC	Kraft Heinz Co Consumer Defensive	NEW	14,486	NEW	$325,790	NEW	1.38%
MNST	Monster Beverage Corp Consumer Defensive	NEW	4,500	NEW	$326,070	NEW	1.38%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	6,345	+1,719	$365,725	+46.9%	1.55%
MO	Altria Group, Inc. Consumer Defensive	Reduced	6,202	-2,281	$409,269	−16.3%	1.74%
TGT	Target Corp Consumer Defensive	Added	3,720	+122	$450,864	+28.2%	1.91%
KO	Coca Cola Co Consumer Defensive	Added	9,253	+1,193	$703,690	+24.9%	2.98%
STZ	Constellation Brands, Inc. Consumer Defensive	Added	8,053	+1,512	$1,207,950	+33.9%	5.12%
CLX	Clorox Co /De/ Consumer Defensive	Added	13,264	+3,552	$1,374,548	+40.4%	5.83%
PM	Philip Morris International Inc. Consumer Defensive	Added	8,752	+812	$1,447,055	+13.6%	6.14%
CL	Colgate Palmolive Co Consumer Defensive	Added	22,555	+2,414	$1,922,362	+20.8%	8.15%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	20,807	+2,786	$3,005,363	+16.4%	12.74%
WMT	Walmart Inc. Consumer Defensive	Added	26,449	+2,254	$3,287,081	+21.9%	13.94%
PEP	Pepsico Inc Consumer Defensive	Added	21,208	+1,678	$3,293,390	+17.5%	13.96%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,816	+268	$3,802,376	+24.3%	16.12%