Platform Technology Partners
Top Portfolio Positions
258 positions ·
$356,994,363 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
150,464 | $38,186,258 | 10.70% | |
| NVDA |
Nvidia Corp
Technology
|
130,662 | $22,787,452 | 6.38% | |
| MSFT |
Microsoft Corp
Technology
|
42,594 | $15,767,020 | 4.42% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
68,595 | $14,286,280 | 4.00% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
31,291 | $9,204,560 | 2.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
29,333 | $8,434,997 | 2.36% | |
| META |
Meta Platforms, Inc.
Communication Services
|
13,449 | $7,694,576 | 2.16% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
64,877 | $7,228,595 | 2.02% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
19,025 | $7,072,543 | 1.98% | |
| JNJ |
Johnson & Johnson
Healthcare
|
25,544 | $6,243,975 | 1.75% |
Portfolio Trend
Holdings in EVLV
Shares Held
Position Value (USD)
18 of 18 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $815,727 | 134,831 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,095,530 | 153,007 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $498,911 | 66,081 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $908,157 | 145,538 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $701,382 | 224,802 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $732,531 | 185,451 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $729,081 | 180,020 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $498,300 | 195,412 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $374,654 | 79,376 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $172,384 | 35,470 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $542,400 | 90,400 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $411,528 | 131,900 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $318,699 | 123,050 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $301,782 | 142,350 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $148,960 | 56,000 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $127,465 | 48,100 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $139,821 | 31,350 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $91,200 | 15,200 | Shares | Sole | 2021-11-04 | |
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