Platform Technology Partners
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Platform Technology Partners reported 393 stock positions worth $610.8 million. Its top holding was Apple (AAPL) at 7.2% of the portfolio, followed by Nvidia (NVDA, 4.4%) and Microsoft (MSFT, 2.8%). Compared with Q1 2026, it opened 79 new positions, sold out of 30, added to 172 and reduced 98. The biggest buy was a new position in Cipher Digital (CIFR) and the biggest sale Chevron (CVX, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001830817
- Portfolio Value
- $610.8M (Q2 2026)
- SEC Filing
- 0001830817-26-000003 ↗ filed Jul 24, 2026
Holdings Value
Holdings 393 stocks · $610.8M
| AAPL Apple Inc. | 7.15% | 150,937 | $43.7M | Add +0.3% |
| NVDA Nvidia Corp. | 4.35% | 132,818 | $26.6M | Add +1.6% |
| MSFT Microsoft Corp. | 2.79% | 45,761 | $17.1M | Add +7.4% |
| AMZN Amazon.com Inc. | 2.64% | 67,547 | $16.1M | Reduce -1.5% |
| EVSD Eaton Vance SHRT Dur Inc. | 2.41% | 289,968 | $14.7M | Add +11.4% |
| FTRB Fed Hermes TTL RTRN BND | 2.28% | 554,045 | $13.9M | Add +15.2% |
| SCHD Schwab US DVD Equity ETF | 2.13% | 409,809 | $13.0M | Add +7.4% |
| IVV iShares Core S&P 500 ETF | 1.96% | 15,946 | $11.9M | Add +2.2% |
| GOOGL Alphabet Inc. Class A | 1.72% | 29,436 | $10.5M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 1.64% | 30,506 | $10.0M | Reduce -2.5% |
| LRCX Lam Research Corp. | 1.52% | 21,490 | $9.3M | Add +0.1% |
| HEDG Equable Shares HDG Eqty ETF | 1.50% | 305,957 | $9.2M | Add +9.4% |
| DFAS Dimensional US Small Cap ETF | 1.50% | 111,354 | $9.2M | Add +11.3% |
| GOOG Alphabet Inc. Class C | 1.49% | 25,752 | $9.1M | Add +0.5% |
| CIFR Cipher Digital Inc. | 1.40% | 350,000 | $8.6M | New |
| TSLA Tesla Inc. | 1.36% | 19,801 | $8.3M | Add +4.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.36% | 16,612 | $8.3M | Add +1.2% |
| META Meta Platforms Inc. Class A | 1.28% | 13,838 | $7.8M | Add +2.9% |
| VOO Vanguard S&P 500 ETF | 1.25% | 11,075 | $7.6M | Add +6.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.21% | 85,543 | $7.4M | Add +10.8% |
| APO Apollo Global Management Inc. | 1.20% | 62,164 | $7.4M | Reduce -4.2% |
| JNJ Johnson & Johnson | 1.02% | 24,647 | $6.3M | Reduce -3.5% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 1.00% | 78,189 | $6.1M | Add +42.9% |
| GS Goldman Sachs Group Inc. | 0.97% | 5,879 | $5.9M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.86% | 7,000 | $5.2M | Reduce -2.2% |
| RTX RTX Corp. | 0.85% | 27,232 | $5.2M | Add +2.3% |
| V Visa Inc. Class A | 0.82% | 14,633 | $5.0M | Add +6.9% |
| SGOV iShares 0-3 Month Treasury B | 0.74% | 44,779 | $4.5M | Add +209.6% |
| CVX Chevron Corp. | 0.70% | 25,821 | $4.3M | Reduce -3.0% |
| GLD SPDR Gold Shares | 0.68% | 11,311 | $4.2M | Reduce -2.7% |
| HD Home Depot Inc. | 0.67% | 11,547 | $4.1M | Add +12.5% |
| HGER Harbor Commodity All Weather | 0.66% | 138,010 | $4.0M | Add +14.0% |
| BX Blackstone Inc. | 0.66% | 34,390 | $4.0M | Reduce -9.5% |
| NEE Nextera Energy Inc. | 0.64% | 44,260 | $3.9M | Add +5.5% |
| LLY Eli Lilly & Co. | 0.63% | 3,230 | $3.9M | Add +24.7% |
| FSIG FT Ltd. Duration Inv Grade | 0.63% | 203,116 | $3.8M | Add +103.9% |
| BA The Boeing Co. | 0.61% | 17,346 | $3.8M | Add +2.8% |
| CB Chubb Ltd. | 0.59% | 10,527 | $3.6M | Add +2.9% |
| COST Costco Wholesale Corp. | 0.59% | 3,821 | $3.6M | Add +0.1% |
| WMB Williams Cos Inc. | 0.57% | 46,721 | $3.5M | Add +2.0% |
| CAAA First Trust Aaa CMBS ETF-Usd | 0.56% | 169,633 | $3.4M | Add +79.9% |
| VYM Vanguard High DVD Yield ETF | 0.56% | 21,709 | $3.4M | Reduce -0.7% |
| PLD Prologis Inc. | 0.56% | 25,270 | $3.4M | Add +2.4% |
| PG The Procter & Gamble Co. | 0.56% | 23,172 | $3.4M | Add +11.4% |
| SPHQ Invesco S&P 500 Quality ETF | 0.52% | 34,949 | $3.1M | Add +14.7% |
| SBUX Starbucks Corp. | 0.51% | 30,648 | $3.1M | Add +3.8% |
| AMGN Amgen Inc. | 0.50% | 8,500 | $3.1M | Add +1.4% |
| RDVY First Trust Rising Dividend | 0.50% | 37,453 | $3.0M | Add +18.3% |
| UNH Unitedhealth Group Inc. | 0.49% | 7,226 | $3.0M | Add +4.8% |
| PFF iShares Preferred & Income S | 0.48% | 96,454 | $2.9M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.48% | 3,961 | $2.9M | Add +0.8% |
| MCD McDonald's Corp. | 0.48% | 10,788 | $2.9M | Add +7.8% |
| PEP Pepsico Inc. | 0.47% | 21,109 | $2.9M | Reduce -0.5% |
| WMT Walmart Inc. | 0.47% | 25,199 | $2.9M | Reduce -4.7% |
| DUK Duke Energy Corp. | 0.46% | 22,181 | $2.8M | Add +4.7% |
| UNP Union Pacific Corp. | 0.45% | 10,102 | $2.7M | Reduce -0.9% |
| CAT Caterpillar Inc. | 0.45% | 2,568 | $2.7M | Add +1.6% |
| ABBV Abbvie Inc. | 0.44% | 10,636 | $2.7M | Reduce -1.9% |
| IHDG Wisdomtree International Hed | 0.43% | 50,230 | $2.6M | Add +14.7% |
| VEA Vanguard Ftse Developed ETF | 0.41% | 35,536 | $2.5M | Add +5.4% |
| APD Air Products & Chemicals Inc. | 0.41% | 8,605 | $2.5M | Add +6.0% |
| LMT Lockheed Martin Corp. | 0.39% | 4,683 | $2.4M | Add +4.4% |
| TY Tri-Continental Corp. | 0.38% | 68,034 | $2.3M | Add +1.6% |
| MDT Medtronic PLC | 0.38% | 29,485 | $2.3M | Add +12.2% |
| XOM Exxon Mobil Corp. | 0.35% | 15,832 | $2.2M | Reduce -7.8% |
| CL Colgate-Palmolive Co. | 0.35% | 23,483 | $2.2M | Add +4.1% |
| COP Conocophillips | 0.34% | 20,253 | $2.1M | Add +1.5% |
| AVGO Broadcom Inc. | 0.34% | 5,532 | $2.1M | Reduce -1.5% |
| DLR Digital Realty Trust Inc. | 0.34% | 11,606 | $2.1M | Add +6.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 7,304 | $2.1M | Add +3.6% |
| NMZ Nuveen Muni Hi Inc. Opport | 0.33% | 193,277 | $2.0M | Add +11.6% |
| SPGI S&P Global Inc. | 0.33% | 4,924 | $2.0M | Add +8.0% |
| MA Mastercard Inc. Class A | 0.33% | 3,895 | $2.0M | Add +14.4% |
| ABFL Abacus FCF Leaders ETF | 0.33% | 23,289 | $2.0M | Reduce -5.4% |
| GEV GE Vernova Inc. | 0.32% | 1,652 | $1.9M | Add +2.0% |
| D Dominion Energy Inc. | 0.31% | 27,342 | $1.9M | Add +2.2% |
| TAFI AB Tax Aware Short Dur Muni filed as AB ACTIVE ETFS INC | 0.30% | 72,675 | $1.8M | Reduce -1.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.29% | 22,172 | $1.8M | Add +2.5% |
| MRK Merck & Co. Inc. | 0.28% | 13,444 | $1.7M | Reduce -6.8% |
| CSCO Cisco Systems Inc. | 0.27% | 13,970 | $1.6M | Add +0.6% |
| DES Wisdomtree US Smallcap Divid | 0.27% | 39,781 | $1.6M | No change |
| VZ Verizon Communications Inc. | 0.26% | 37,672 | $1.6M | Add +5.3% |
| PM Philip Morris International | 0.26% | 8,717 | $1.6M | Reduce -0.4% |
| EPD Enterprise Products Partners | 0.24% | 40,492 | $1.5M | Add +0.0% |
| ORCL Oracle Corp. | 0.24% | 10,079 | $1.5M | Reduce -1.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.24% | 9,526 | $1.4M | Add +3.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.23% | 6,538 | $1.4M | Add +0.2% |
| DVY iShares Select Dividend ETF | 0.23% | 9,071 | $1.4M | Add +5.8% |
| XLE SS Energy Select Sector | 0.23% | 26,583 | $1.4M | Reduce -3.1% |
| OPER Clearshares Ultra-Short Matu | 0.23% | 14,043 | $1.4M | Add +37.3% |
| IBIT iShares Bitcoin Trust ETF | 0.23% | 42,090 | $1.4M | Reduce -3.5% |
| NKE Nike Inc. Class B | 0.23% | 33,905 | $1.4M | Add +9.5% |
| PCT Purecycle Technologies Inc. | 0.23% | 169,781 | $1.4M | Add +9.8% |
| IWM iShares Russell 2000 ETF | 0.23% | 4,582 | $1.4M | Add +0.1% |
| AMAT Applied Materials Inc. | 0.22% | 1,898 | $1.4M | Add +2.4% |
| ET Energy Transfer LP | 0.22% | 69,676 | $1.3M | Add +0.8% |
| CLX Clorox Company | 0.22% | 13,864 | $1.3M | Add +4.5% |
| TXN Texas Instruments Inc. | 0.21% | 4,398 | $1.3M | Add +17.1% |
| DLN Wisdomtree US Largecap Divid | 0.21% | 13,597 | $1.3M | No change |
| COF Capital One Financial Corp. | 0.21% | 6,442 | $1.3M | Reduce -4.6% |
Options reported separately and not counted above: AAPL calls ($434K).
Portfolio Sells Q1 2026 → Q2 2026
| CVX Chevron Corp. | Reduce -3.0% | 0.70% | −0.36 |
| GLD SPDR Gold Shares | Reduce -2.7% | 0.68% | −0.28 |
| XOM Exxon Mobil Corp. | Reduce -7.8% | 0.35% | −0.21 |
| APO Apollo Global Management Inc. | Reduce -4.2% | 1.20% | −0.19 |
| BX Blackstone Inc. | Reduce -9.5% | 0.66% | −0.18 |
| JNJ Johnson & Johnson | Reduce -3.5% | 1.02% | −0.18 |
| PEP Pepsico Inc. | Reduce -0.5% | 0.47% | −0.17 |
| WMT Walmart Inc. | Reduce -4.7% | 0.47% | −0.17 |
| HON Honeywell International Inc. | Reduce -8.2% | 0.09% | −0.15 |
| JPM JPMorgan Chase & Co. | Reduce -2.5% | 1.64% | −0.14 |
| AMZN Amazon.com Inc. | Reduce -1.5% | 2.64% | −0.12 |
| ZTS Zoetis Inc. | Reduce -47.9% | 0.04% | −0.12 |
| IBIT iShares Bitcoin Trust ETF | Reduce -3.5% | 0.23% | −0.09 |
| XLE SS Energy Select Sector | Reduce -3.1% | 0.23% | −0.09 |
| FMNY First Trust NY Muni High Inc. | Sold out | 0.00% | −0.08 |
| SSB Southstate Bank Corp. | Sold out | 0.00% | −0.06 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.06 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.7% | 0.56% | −0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -42.9% | 0.06% | −0.06 |
| HBAN Huntington Bancshares Inc. | Sold out | 0.00% | −0.06 |
| RF Regions Financial Corp. | Sold out | 0.00% | −0.06 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.3% | 0.19% | −0.06 |
| ABCB Ameris Bancorp | Sold out | 0.00% | −0.06 |
| TAFI AB Tax Aware Short Dur Muni | Reduce -1.4% | 0.30% | −0.06 |
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −0.06 |
| ETHA iShares Ethereum Trust ETF | Reduce -2.1% | 0.09% | −0.06 |
| CAH Cardinal Health Inc. | Sold out | 0.00% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -6.8% | 0.28% | −0.05 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.05 |
| CF CF Industries Holdings Inc. | Sold out | 0.00% | −0.05 |
| ORCL Oracle Corp. | Reduce -1.7% | 0.24% | −0.05 |
| KR Kroger Co. | Sold out | 0.00% | −0.05 |
| INGR Ingredion Inc. | Sold out | 0.00% | −0.05 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.04 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.04 |
| CRM Salesforce Inc. | Reduce -27.7% | 0.05% | −0.04 |
| CRUS Cirrus Logic Inc. | Sold out | 0.00% | −0.04 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.04 |
| EMOP AB Emrg MRKT Opportuniti ETF | Sold out | 0.00% | −0.04 |
| ITT Itt Inc. | Sold out | 0.00% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.2% | 0.86% | −0.04 |
| ABT Abbott Laboratories | Reduce -8.1% | 0.09% | −0.04 |
| AXP American Express Co. | Reduce -14.5% | 0.18% | −0.04 |
| CCK Crown Holdings Inc. | Sold out | 0.00% | −0.04 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.04 |
| RL Ralph Lauren Corp. | Sold out | 0.00% | −0.04 |
| IFF Intl Flavors & Fragrances | Sold out | 0.00% | −0.04 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.04 |
| DT Dynatrace Inc. | Sold out | 0.00% | −0.04 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| CIFR Cipher Digital Inc. | New | 1.40% | +1.40 |
| LRCX Lam Research Corp. | Add +0.1% | 1.52% | +0.64 |
| SGOV iShares 0-3 Month Treasury B | Add +209.6% | 0.74% | +0.46 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Add +42.9% | 1.00% | +0.29 |
| FSIG FT Ltd. Duration Inv Grade | Add +103.9% | 0.63% | +0.26 |
| CAAA First Trust Aaa CMBS ETF-Usd | Add +79.9% | 0.56% | +0.19 |
| LLY Eli Lilly & Co. | Add +24.7% | 0.63% | +0.17 |
| UNH Unitedhealth Group Inc. | Add +4.8% | 0.49% | +0.13 |
| DFAS Dimensional US Small Cap ETF | Add +11.3% | 1.50% | +0.13 |
| WOLF Wolfspeed Inc. | New | 0.13% | +0.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +10.8% | 1.21% | +0.12 |
| AMAT Applied Materials Inc. | Add +2.4% | 0.22% | +0.10 |
| CAT Caterpillar Inc. | Add +1.6% | 0.45% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 1.72% | +0.10 |
| INTC Intel Corp. | Add +8.5% | 0.14% | +0.09 |
| RDVY First Trust Rising Dividend | Add +18.3% | 0.50% | +0.08 |
| NBIS Nebius Group NV | New | 0.08% | +0.08 |
| TXN Texas Instruments Inc. | Add +17.1% | 0.21% | +0.07 |
| SPHQ Invesco S&P 500 Quality ETF | Add +14.7% | 0.52% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 1.49% | +0.07 |
| PCT Purecycle Technologies Inc. | Add +9.8% | 0.23% | +0.07 |
| IDV iShares International Select | New | 0.07% | +0.07 |
| JTNY JPM NY TX Free BD ETF | New | 0.06% | +0.06 |
| DFAI Dimensional International Co. | New | 0.06% | +0.06 |
| CSCO Cisco Systems Inc. | Add +0.6% | 0.27% | +0.06 |
| AXON Axon Enterprise Inc. | New | 0.06% | +0.06 |
| ARTY iShares Future AI & Tech ETF | Add +0.1% | 0.21% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +11.2% | 0.13% | +0.06 |
| FBIN Fortune Brands Innovations I | New | 0.05% | +0.05 |
| SMH Vaneck Semiconductor ETF | Add +36.4% | 0.11% | +0.05 |
| PH Parker Hannifin Corp. | New | 0.05% | +0.05 |
| ISRG Intuitive Surgical Inc. | Add +117.2% | 0.14% | +0.05 |
| CHD Church & Dwight Co. Inc. | New | 0.05% | +0.05 |
| WRAP Wrap Technologies Inc. | New | 0.05% | +0.05 |
| TAFM AB Tax Aware Inter Muni | New | 0.05% | +0.05 |
| DDOG Datadog Inc. Class A | New | 0.05% | +0.05 |
| AZO AutoZone Inc. | New | 0.05% | +0.05 |
| MTD Mettler-Toledo International | New | 0.05% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +6.5% | 1.25% | +0.05 |
| ANET Arista Networks Inc. | New | 0.05% | +0.05 |
| PSA Public Storage | New | 0.05% | +0.05 |
| IRDM Iridium Communications Inc. | New | 0.05% | +0.05 |
| GEV GE Vernova Inc. | Add +2.0% | 0.32% | +0.05 |
| SYY Sysco Corp. | New | 0.04% | +0.04 |
| KLAC KLA Corp. | New | 0.04% | +0.04 |
| AVY Avery Dennison Corp. | New | 0.04% | +0.04 |
| VXUS Vanguard Total Intl Stock | New | 0.04% | +0.04 |
| ENTG Entegris Inc. | New | 0.04% | +0.04 |
| HWM Howmet Aerospace Inc. | New | 0.04% | +0.04 |
| EOG EOG Resources Inc. | New | 0.04% | +0.04 |
Options Activity Q1 2026 → Q2 2026
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 393 | $610.8M | AAPL, NVDA, MSFT, AMZN, EVSD |
| Q1 2026 | 343 | $518.4M | AAPL, NVDA, MSFT, AMZN, EVSD |
| Q4 2025 | 260 | $469.6M | AAPL, NVDA, MSFT, AMZN, EVSD |
| Q3 2025 | 256 | $417.2M | AAPL, MSFT, NVDA, AMZN, EVSD |
| Q2 2025 | 259 | $383.0M | AAPL, MSFT, AMZN, NVDA, APO |
| Q1 2025 | 235 | $343.5M | AAPL, MSFT, AMZN, SCHD, APO |
| Q4 2024 | 218 | $330.1M | AAPL, MSFT, AMZN, APO, NVDA |
| Q3 2024 | 224 | $318.0M | AAPL, MSFT, AMZN, NVDA, APO |
| Q2 2024 | 227 | $290.5M | AAPL, MSFT, AMZN, NVDA, APO |