Platform Technology Partners
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Platform Technology Partners reported 259 stock positions worth $383.0 million. Its top holding was Apple (AAPL) at 7.5% of the portfolio, followed by Microsoft (MSFT, 4.6%) and Amazon.com (AMZN, 3.2%). Compared with Q1 2025, it opened 32 new positions, sold out of 8, added to 100 and reduced 78. The biggest buy was Nvidia (NVDA, shares +7%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001830817
- Portfolio Value
- $383.0M (Q2 2025)
- SEC Filing
- 0001830817-25-000005 ↗ filed Aug 11, 2025
Holdings Value
Holdings 259 stocks · $383.0M
| AAPL Apple Inc. | 7.46% | 139,180 | $28.6M | Reduce -1.0% |
| MSFT Microsoft Corp. | 4.64% | 35,710 | $17.8M | Reduce -2.3% |
| AMZN Amazon.com Inc. | 3.24% | 56,554 | $12.4M | Add +2.1% |
| NVDA Nvidia Corp. | 2.94% | 71,148 | $11.2M | Add +7.5% |
| APO Apollo Global Management Inc. | 2.56% | 69,071 | $9.8M | Add +14.9% |
| EVSD Eaton Vance SHRT Dur Inc. | 2.22% | 166,382 | $8.5M | Add +4.2% |
| SCHD Schwab US DVD Equity ETF | 2.14% | 309,925 | $8.2M | Add +3.3% |
| JPM JPMorgan Chase & Co. | 2.14% | 28,245 | $8.2M | Add +0.7% |
| IVV iShares Core S&P 500 ETF | 1.98% | 12,190 | $7.6M | Reduce -2.1% |
| META Meta Platforms Inc. Class A | 1.92% | 9,956 | $7.3M | Add +3.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.88% | 14,837 | $7.2M | Add +0.5% |
| FTRB Fed Hermes TTL RTRN BND | 1.82% | 277,092 | $7.0M | Add +14.6% |
| VOO Vanguard S&P 500 ETF | 1.48% | 9,992 | $5.7M | Add +3.9% |
| TSLA Tesla Inc. | 1.27% | 15,270 | $4.9M | Add +2.1% |
| GOOGL Alphabet Inc. Class A | 1.17% | 25,501 | $4.5M | Add +6.3% |
| V Visa Inc. Class A | 1.11% | 11,943 | $4.2M | Add +3.9% |
| GOOG Alphabet Inc. Class C | 1.11% | 23,861 | $4.2M | Add +3.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.10% | 6,796 | $4.2M | Reduce -4.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.09% | 9,503 | $4.2M | Add +5.7% |
| GS Goldman Sachs Group Inc. | 0.98% | 5,312 | $3.8M | Add +0.6% |
| COST Costco Wholesale Corp. | 0.95% | 3,661 | $3.6M | Reduce -0.1% |
| RTX RTX Corp. | 0.95% | 24,803 | $3.6M | Reduce -0.8% |
| CVX Chevron Corp. | 0.94% | 25,160 | $3.6M | Add +6.3% |
| DFAS Dimensional US Small Cap ETF | 0.91% | 54,797 | $3.5M | Add +9.3% |
| BX Blackstone Inc. | 0.90% | 22,958 | $3.4M | Add +2.3% |
| JNJ Johnson & Johnson | 0.89% | 22,267 | $3.4M | Add +1.0% |
| HD Home Depot Inc. | 0.86% | 8,945 | $3.3M | Reduce -0.2% |
| BA The Boeing Co. | 0.83% | 15,230 | $3.2M | Reduce -6.9% |
| VYM Vanguard High DVD Yield ETF | 0.77% | 21,996 | $2.9M | No change |
| GE General Electric filed as GE AEROSPACE | 0.74% | 11,040 | $2.8M | Add +0.0% |
| PG The Procter & Gamble Co. | 0.71% | 17,045 | $2.7M | Add +1.3% |
| NEE Nextera Energy Inc. | 0.70% | 38,442 | $2.7M | Add +1.9% |
| CB Chubb Ltd. | 0.70% | 9,206 | $2.7M | Add +0.8% |
| GLD SPDR Gold Shares | 0.68% | 8,599 | $2.6M | Add +23.4% |
| WMB Williams Cos Inc. | 0.67% | 40,937 | $2.6M | Reduce -4.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.65% | 8,382 | $2.5M | Add +51.5% |
| MCD McDonald's Corp. | 0.63% | 8,229 | $2.4M | Reduce -4.5% |
| UNP Union Pacific Corp. | 0.62% | 10,390 | $2.4M | No change |
| WMT Walmart Inc. | 0.62% | 24,431 | $2.4M | Reduce -2.4% |
| PEP Pepsico Inc. | 0.62% | 17,983 | $2.4M | Add +7.1% |
| ORCL Oracle Corp. | 0.62% | 10,816 | $2.4M | Add +4.3% |
| FMHI First Trust Municipal High I | 0.60% | 49,407 | $2.3M | Reduce -16.7% |
| LLY Eli Lilly & Co. | 0.57% | 2,799 | $2.2M | Add +10.5% |
| SBUX Starbucks Corp. | 0.57% | 23,658 | $2.2M | Add +5.6% |
| DUK Duke Energy Corp. | 0.56% | 18,120 | $2.1M | Add +4.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.55% | 3,815 | $2.1M | Add +5.3% |
| LRCX Lam Research Corp. | 0.54% | 21,179 | $2.1M | Add +5.0% |
| IBIT iShares Bitcoin Trust ETF | 0.53% | 33,231 | $2.0M | New |
| TY Tri-Continental Corp. | 0.52% | 63,022 | $2.0M | Add +2.5% |
| NKE Nike Inc. Class B | 0.51% | 27,626 | $2.0M | Add +10.8% |
| SPGI S&P Global Inc. | 0.51% | 3,691 | $1.9M | Add +2.8% |
| CRM Salesforce Inc. | 0.51% | 7,120 | $1.9M | Add +6.5% |
| ABBV Abbvie Inc. | 0.50% | 10,267 | $1.9M | Add +2.1% |
| MDT Medtronic PLC | 0.50% | 21,834 | $1.9M | Add +1.8% |
| AMGN Amgen Inc. | 0.50% | 6,803 | $1.9M | Add +0.5% |
| ABFL Abacus FCF Leaders ETF | 0.49% | 26,480 | $1.9M | Reduce -4.5% |
| TAFI AB Tax Aware Short Dur Muni filed as AB ACTIVE ETFS INC | 0.48% | 73,759 | $1.9M | No change |
| MA Mastercard Inc. Class A | 0.47% | 3,203 | $1.8M | No change |
| HGER Harbor Commodity All Weather | 0.47% | 73,521 | $1.8M | Add +12.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.46% | 21,442 | $1.8M | Reduce -5.4% |
| LMT Lockheed Martin Corp. | 0.45% | 3,717 | $1.7M | Reduce -5.2% |
| NFLX Netflix Inc. | 0.45% | 1,275 | $1.7M | Add +1.8% |
| FSIG FT Ltd. Duration Inv Grade | 0.44% | 87,427 | $1.7M | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 0.43% | 15,363 | $1.7M | Add +0.9% |
| CL Colgate-Palmolive Co. | 0.42% | 17,868 | $1.6M | Add +8.2% |
| VZ Verizon Communications Inc. | 0.42% | 37,322 | $1.6M | Add +18.4% |
| SPHQ Invesco S&P 500 Quality ETF | 0.41% | 21,767 | $1.6M | Add +78.0% |
| VEA Vanguard Ftse Developed ETF | 0.38% | 25,776 | $1.5M | Add +3.2% |
| PM Philip Morris International | 0.38% | 7,994 | $1.5M | Reduce -1.0% |
| UNH Unitedhealth Group Inc. | 0.38% | 4,655 | $1.5M | Add +13.7% |
| GEV GE Vernova Inc. | 0.38% | 2,730 | $1.4M | Reduce -0.3% |
| COP Conocophillips | 0.36% | 15,366 | $1.4M | Add +6.1% |
| RDVY First Trust Rising Dividend | 0.35% | 21,431 | $1.3M | Add +5.5% |
| EPD Enterprise Products Partners | 0.34% | 41,917 | $1.3M | Add +0.1% |
| IHDG Wisdomtree International Hed | 0.34% | 28,807 | $1.3M | Add +5.6% |
| COF Capital One Financial Corp. | 0.33% | 5,941 | $1.3M | Add +14.4% |
| DES Wisdomtree US Smallcap Divid | 0.33% | 39,781 | $1.3M | No change |
| ET Energy Transfer LP | 0.32% | 67,909 | $1.2M | Reduce -0.3% |
| HON Honeywell International Inc. | 0.31% | 5,104 | $1.2M | Reduce -2.1% |
| PCT Purecycle Technologies Inc. | 0.31% | 86,487 | $1.2M | Reduce -31.3% |
| FPEI First Trust Institutional PR | 0.31% | 61,849 | $1.2M | Reduce -11.9% |
| D Dominion Energy Inc. | 0.30% | 20,535 | $1.2M | Add +5.4% |
| MRK Merck & Co. Inc. | 0.30% | 14,602 | $1.2M | Reduce -0.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.30% | 6,501 | $1.1M | No change |
| DVY iShares Select Dividend ETF | 0.30% | 8,544 | $1.1M | Reduce -1.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.29% | 4,027 | $1.1M | Add +2.1% |
| AXP American Express Co. | 0.29% | 3,502 | $1.1M | Add +0.0% |
| DLN Wisdomtree US Largecap Divid | 0.29% | 13,597 | $1.1M | No change |
| CSCO Cisco Systems Inc. | 0.29% | 15,906 | $1.1M | Add +76.5% |
| BMY Bristol-Myers Squibb Co. | 0.28% | 23,265 | $1.1M | Reduce -1.2% |
| STZ Constellation Brands Inc. Class A | 0.28% | 6,529 | $1.1M | Reduce -1.5% |
| PFF iShares Preferred & Income S | 0.27% | 33,751 | $1.0M | New |
| FIW First Trust Water ETF | 0.27% | 9,500 | $1.0M | Add +26.7% |
| ABT Abbott Laboratories | 0.27% | 7,470 | $1.0M | Reduce -2.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 8,222 | $1.0M | Reduce -1.6% |
| TMO Thermo Fisher Scientific Inc. | 0.26% | 2,476 | $1.0M | Reduce -0.6% |
| CLX Clorox Company | 0.26% | 8,302 | $997K | Add +7.1% |
| NOBL Proshares S&P 500 Dividend A | 0.26% | 9,832 | $990K | Reduce -6.8% |
| TT Trane Technologies PLC | 0.25% | 2,211 | $967K | Reduce -18.5% |
| XLE SS Energy Select Sector | 0.24% | 10,974 | $931K | Add +4.1% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.0% | 7.46% | −1.64 |
| FMHI First Trust Municipal High I | Reduce -16.7% | 0.60% | −0.22 |
| MCD McDonald's Corp. | Reduce -4.5% | 0.63% | −0.16 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.2% | 0.28% | −0.14 |
| HD Home Depot Inc. | Reduce -0.2% | 0.86% | −0.10 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.6% | 0.26% | −0.10 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -0.8% | 0.30% | −0.08 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -5.4% | 0.46% | −0.08 |
| STZ Constellation Brands Inc. Class A | Reduce -1.5% | 0.28% | −0.08 |
| FPEI First Trust Institutional PR | Reduce -11.9% | 0.31% | −0.08 |
| WMB Williams Cos Inc. | Reduce -4.4% | 0.67% | −0.07 |
| OKE Oneok Inc. | Reduce -0.9% | 0.19% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.6% | 1.10% | −0.06 |
| GIII G-III Apparel Group Ltd. | Sold out | 0.00% | −0.06 |
| COO The Cooper Cos Inc. | Sold out | 0.00% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -0.1% | 0.95% | −0.06 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.06 |
| SNAP Snap Inc. Class A | Sold out | 0.00% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -2.1% | 1.98% | −0.06 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.06 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -5.2% | 0.45% | −0.06 |
| NOBL Proshares S&P 500 Dividend A | Reduce -6.8% | 0.26% | −0.06 |
| BIV Vanguard Intermediate-Term B | Reduce -8.0% | 0.24% | −0.05 |
| ET Energy Transfer LP | Reduce -0.3% | 0.32% | −0.05 |
| FSIG FT Ltd. Duration Inv Grade | Reduce -0.2% | 0.44% | −0.05 |
| CAAA First Trust Aaa CMBS ETF-Usd | Reduce -6.7% | 0.23% | −0.04 |
| DVY iShares Select Dividend ETF | Reduce -1.8% | 0.30% | −0.04 |
| CI The Cigna Group | Reduce -37.2% | 0.06% | −0.04 |
| XLV SS Health Care Select Sector | Reduce -0.1% | 0.20% | −0.04 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.04 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -46.2% | 0.07% | −0.04 |
| ACN Accenture PLC Class A | Reduce -7.0% | 0.14% | −0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -2.5% | 0.14% | −0.04 |
| ARCC Ares Capital Corp. | Reduce -16.9% | 0.10% | −0.03 |
| UPS United Parcel Service Class B | Reduce -16.7% | 0.07% | −0.03 |
| YUM Yum! Brands Inc. | Reduce -2.0% | 0.15% | −0.03 |
| TJX TJX Companies Inc. | Reduce -1.6% | 0.27% | −0.03 |
| ABT Abbott Laboratories | Reduce -2.6% | 0.27% | −0.03 |
| ABFL Abacus FCF Leaders ETF | Reduce -4.5% | 0.49% | −0.03 |
| TGT Target Corp. | Reduce -8.2% | 0.09% | −0.03 |
| AEP American Electric Power | Reduce -1.1% | 0.14% | −0.03 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -12.7% | 0.10% | −0.02 |
| HYFI AB High Yield ETF | Reduce -0.8% | 0.23% | −0.02 |
| KO The Coca-Cola Co. | Reduce -0.5% | 0.15% | −0.02 |
| AMT American Tower Corp. | Reduce -4.2% | 0.13% | −0.02 |
| FMNY First Trust NY Muni High Inc. | Reduce -9.5% | 0.08% | −0.02 |
| RTX RTX Corp. | Reduce -0.8% | 0.95% | −0.02 |
| TSLX Sixth Street Specialty Lendi | Reduce -4.9% | 0.17% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +7.5% | 2.94% | +0.85 |
| IBIT iShares Bitcoin Trust ETF | New | 0.53% | +0.53 |
| META Meta Platforms Inc. Class A | Add +3.5% | 1.92% | +0.30 |
| PFF iShares Preferred & Income S | New | 0.27% | +0.27 |
| IBM Intl Business Machines Corp. | Add +51.5% | 0.65% | +0.24 |
| ORCL Oracle Corp. | Add +4.3% | 0.62% | +0.20 |
| AMZN Amazon.com Inc. | Add +2.1% | 3.24% | +0.17 |
| SPHQ Invesco S&P 500 Quality ETF | Add +78.0% | 0.41% | +0.17 |
| APO Apollo Global Management Inc. | Add +14.9% | 2.56% | +0.16 |
| GILD Gilead Sciences Inc. | New | 0.16% | +0.16 |
| NMZ Nuveen Muni Hi Inc. Opport | New | 0.16% | +0.16 |
| ETHA iShares Ethereum Trust ETF | New | 0.15% | +0.15 |
| GS Goldman Sachs Group Inc. | Add +0.6% | 0.98% | +0.14 |
| TSLA Tesla Inc. | Add +2.1% | 1.27% | +0.14 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 2.14% | +0.14 |
| CSCO Cisco Systems Inc. | Add +76.5% | 0.29% | +0.13 |
| KMI Kinder Morgan Inc. | New | 0.13% | +0.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.7% | 1.09% | +0.12 |
| IJH iShares Core S&P Midcap ETF | New | 0.12% | +0.12 |
| LRCX Lam Research Corp. | Add +5.0% | 0.54% | +0.11 |
| NFLX Netflix Inc. | Add +1.8% | 0.45% | +0.11 |
| JMST JPM Ultra-Short Muni Income | New | 0.10% | +0.10 |
| GLD SPDR Gold Shares | Add +23.4% | 0.68% | +0.10 |
| GE General Electric | Add +0.0% | 0.74% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +6.3% | 1.17% | +0.09 |
| VRT Vertiv Holdings Co. Class A | New | 0.09% | +0.09 |
| AVGO Broadcom Inc. | Add +9.4% | 0.23% | +0.09 |
| CVS CVS Health Corp. | New | 0.08% | +0.08 |
| TFC Truist Financial Corp. | New | 0.07% | +0.07 |
| CEG Constellation Energy | Add +7.7% | 0.20% | +0.07 |
| SCHF Schwab Intl Equity ETF | New | 0.07% | +0.07 |
| CRMT America's Car-Mart Inc. | New | 0.07% | +0.07 |
| VKTX Viking Therapeutics Inc. | New | 0.06% | +0.06 |
| CMS CMS Energy Corp. | New | 0.06% | +0.06 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Add +66.0% | 0.17% | +0.06 |
| SMCI Super Micro Computer Inc. | New | 0.06% | +0.06 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.06% | +0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +122.0% | 0.12% | +0.06 |
| COF Capital One Financial Corp. | Add +14.4% | 0.33% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.06% | +0.06 |
| IVW iShares S&P 500 Growth ETF | New | 0.06% | +0.06 |
| IJR iShares Core S&P Small-Cap E | New | 0.06% | +0.06 |
| SUB iShares Short-Term National | New | 0.06% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +3.4% | 1.11% | +0.06 |
| RACE Ferrari NV | New | 0.06% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.3% | 0.55% | +0.05 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.05% | +0.05 |
| CDNS Cadence Design SYS Inc. | New | 0.05% | +0.05 |
| ILMN Illumina Inc. | New | 0.05% | +0.05 |
| IR Ingersoll-Rand Inc. | New | 0.05% | +0.05 |
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 |