Platform Technology Partners
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 29, 2025), Platform Technology Partners reported 256 stock positions worth $417.2 million. Its top holding was Apple (AAPL) at 8.5% of the portfolio, followed by Microsoft (MSFT, 4.4%) and Nvidia (NVDA, 3.2%). Compared with Q2 2025, it opened 17 new positions, sold out of 20, added to 99 and reduced 93. The biggest buy was Tesla (TSLA, shares +6%) and the biggest sale General Electric (GE, shares −68%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001830817
- Portfolio Value
- $417.2M (Q3 2025)
- SEC Filing
- 0001830817-25-000008 ↗ filed Oct 29, 2025
Holdings Value
Holdings 256 stocks · $417.2M
| AAPL Apple Inc. | 8.47% | 138,755 | $35.3M | Reduce -0.3% |
| MSFT Microsoft Corp. | 4.42% | 35,618 | $18.4M | Reduce -0.3% |
| NVDA Nvidia Corp. | 3.16% | 70,681 | $13.2M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 3.06% | 58,065 | $12.7M | Add +2.7% |
| EVSD Eaton Vance SHRT Dur Inc. | 2.42% | 196,128 | $10.1M | Add +17.9% |
| APO Apollo Global Management Inc. | 2.23% | 69,962 | $9.3M | Add +1.3% |
| JPM JPMorgan Chase & Co. | 2.17% | 28,753 | $9.1M | Add +1.8% |
| SCHD Schwab US DVD Equity ETF | 2.11% | 322,726 | $8.8M | Add +4.1% |
| IVV iShares Core S&P 500 ETF | 1.96% | 12,197 | $8.2M | Add +0.1% |
| FTRB Fed Hermes TTL RTRN BND | 1.95% | 319,850 | $8.1M | Add +15.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.84% | 15,245 | $7.7M | Add +2.8% |
| META Meta Platforms Inc. Class A | 1.78% | 10,124 | $7.4M | Add +1.7% |
| TSLA Tesla Inc. | 1.72% | 16,182 | $7.2M | Add +6.0% |
| GOOGL Alphabet Inc. Class A | 1.52% | 26,143 | $6.4M | Add +2.5% |
| VOO Vanguard S&P 500 ETF | 1.41% | 9,622 | $5.9M | Reduce -3.7% |
| GOOG Alphabet Inc. Class C | 1.39% | 23,764 | $5.8M | Reduce -0.4% |
| DFAS Dimensional US Small Cap ETF | 1.35% | 82,496 | $5.6M | Add +50.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.27% | 7,953 | $5.3M | Add +17.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.24% | 10,812 | $5.2M | Add +13.8% |
| GS Goldman Sachs Group Inc. | 1.05% | 5,508 | $4.4M | Add +3.7% |
| JNJ Johnson & Johnson | 1.02% | 22,873 | $4.2M | Add +2.7% |
| RTX RTX Corp. | 1.02% | 25,312 | $4.2M | Add +2.0% |
| V Visa Inc. Class A | 1.01% | 12,370 | $4.2M | Add +3.6% |
| BX Blackstone Inc. | 0.98% | 23,956 | $4.1M | Add +4.3% |
| CVX Chevron Corp. | 0.98% | 26,205 | $4.1M | Add +4.2% |
| HD Home Depot Inc. | 0.90% | 9,233 | $3.7M | Add +3.2% |
| BA The Boeing Co. | 0.82% | 15,819 | $3.4M | Add +3.9% |
| COST Costco Wholesale Corp. | 0.80% | 3,623 | $3.4M | Reduce -1.0% |
| GLD SPDR Gold Shares | 0.77% | 9,066 | $3.2M | Add +5.4% |
| VYM Vanguard High DVD Yield ETF | 0.74% | 21,855 | $3.1M | Reduce -0.6% |
| NEE Nextera Energy Inc. | 0.73% | 40,421 | $3.1M | Add +5.2% |
| LRCX Lam Research Corp. | 0.68% | 21,195 | $2.8M | Add +0.1% |
| ORCL Oracle Corp. | 0.68% | 10,041 | $2.8M | Reduce -7.2% |
| CB Chubb Ltd. | 0.66% | 9,812 | $2.8M | Add +6.6% |
| WMB Williams Cos Inc. | 0.66% | 43,539 | $2.8M | Add +6.4% |
| PG The Procter & Gamble Co. | 0.65% | 17,734 | $2.7M | Add +4.0% |
| PEP Pepsico Inc. | 0.64% | 19,031 | $2.7M | Add +5.8% |
| MCD McDonald's Corp. | 0.63% | 8,678 | $2.6M | Add +5.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.61% | 4,212 | $2.5M | Add +10.4% |
| WMT Walmart Inc. | 0.59% | 23,933 | $2.5M | Reduce -2.0% |
| DUK Duke Energy Corp. | 0.58% | 19,451 | $2.4M | Add +7.3% |
| UNP Union Pacific Corp. | 0.56% | 9,880 | $2.3M | Reduce -4.9% |
| ABBV Abbvie Inc. | 0.56% | 10,026 | $2.3M | Reduce -2.4% |
| HGER Harbor Commodity All Weather | 0.56% | 89,820 | $2.3M | Add +22.2% |
| IBIT iShares Bitcoin Trust ETF | 0.55% | 35,482 | $2.3M | Add +6.8% |
| MDT Medtronic PLC | 0.54% | 23,529 | $2.2M | Add +7.8% |
| PLD Prologis Inc. | 0.52% | 18,774 | $2.2M | Add +782.6% |
| TY Tri-Continental Corp. | 0.51% | 63,022 | $2.1M | No change |
| LLY Eli Lilly & Co. | 0.51% | 2,801 | $2.1M | Add +0.1% |
| AMGN Amgen Inc. | 0.50% | 7,400 | $2.1M | Add +8.8% |
| FMHI First Trust Municipal High I | 0.50% | 43,921 | $2.1M | Reduce -11.1% |
| LMT Lockheed Martin Corp. | 0.49% | 4,111 | $2.1M | Add +10.6% |
| SBUX Starbucks Corp. | 0.47% | 23,267 | $2.0M | Reduce -1.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.47% | 6,942 | $2.0M | Reduce -17.2% |
| NKE Nike Inc. Class B | 0.47% | 28,030 | $2.0M | Add +1.5% |
| APD Air Products & Chemicals Inc. | 0.47% | 7,164 | $2.0M | Add +683.0% |
| SPGI S&P Global Inc. | 0.47% | 3,990 | $1.9M | Add +8.1% |
| ABFL Abacus FCF Leaders ETF | 0.45% | 26,297 | $1.9M | Reduce -0.7% |
| FSIG FT Ltd. Duration Inv Grade | 0.44% | 95,962 | $1.8M | Add +9.8% |
| TAFI AB Tax Aware Short Dur Muni filed as AB ACTIVE ETFS INC | 0.44% | 72,149 | $1.8M | Reduce -2.2% |
| UNH Unitedhealth Group Inc. | 0.43% | 5,137 | $1.8M | Add +10.3% |
| XOM Exxon Mobil Corp. | 0.42% | 15,639 | $1.8M | Add +1.8% |
| MA Mastercard Inc. Class A | 0.42% | 3,084 | $1.8M | Reduce -3.7% |
| SPHQ Invesco S&P 500 Quality ETF | 0.41% | 23,311 | $1.7M | Add +7.1% |
| VEA Vanguard Ftse Developed ETF | 0.41% | 28,292 | $1.7M | Add +9.8% |
| COP Conocophillips | 0.39% | 16,989 | $1.6M | Add +10.6% |
| VZ Verizon Communications Inc. | 0.38% | 36,438 | $1.6M | Reduce -2.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.38% | 19,279 | $1.6M | Reduce -10.1% |
| CL Colgate-Palmolive Co. | 0.38% | 19,954 | $1.6M | Add +11.7% |
| RDVY First Trust Rising Dividend | 0.37% | 22,917 | $1.5M | Add +6.9% |
| NFLX Netflix Inc. | 0.37% | 1,276 | $1.5M | Add +0.1% |
| IHDG Wisdomtree International Hed | 0.35% | 31,583 | $1.5M | Add +9.6% |
| D Dominion Energy Inc. | 0.34% | 23,448 | $1.4M | Add +14.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.33% | 4,621 | $1.4M | Add +14.8% |
| DES Wisdomtree US Smallcap Divid | 0.32% | 39,781 | $1.3M | No change |
| PM Philip Morris International | 0.32% | 8,145 | $1.3M | Add +1.9% |
| EPD Enterprise Products Partners | 0.31% | 41,947 | $1.3M | Add +0.1% |
| PCT Purecycle Technologies Inc. | 0.31% | 97,799 | $1.3M | Add +13.1% |
| PLTR Palantir Technologies Inc. Class A | 0.31% | 7,038 | $1.3M | Add +3.2% |
| COF Capital One Financial Corp. | 0.30% | 5,942 | $1.3M | Add +0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.29% | 6,501 | $1.2M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.29% | 2,476 | $1.2M | No change |
| CLX Clorox Company | 0.29% | 9,695 | $1.2M | Add +16.8% |
| DLN Wisdomtree US Largecap Divid | 0.28% | 13,597 | $1.2M | No change |
| ET Energy Transfer LP | 0.28% | 67,895 | $1.2M | Reduce -0.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 7,982 | $1.2M | Reduce -2.9% |
| AXP American Express Co. | 0.27% | 3,404 | $1.1M | Reduce -2.8% |
| CAT Caterpillar Inc. | 0.26% | 2,309 | $1.1M | Add +0.3% |
| WFC Wells Fargo & Co. | 0.26% | 13,098 | $1.1M | Add +32.8% |
| FPEI First Trust Institutional PR | 0.26% | 56,531 | $1.1M | Reduce -8.6% |
| ETHA iShares Ethereum Trust ETF | 0.26% | 34,481 | $1.1M | Add +10.9% |
| MRK Merck & Co. Inc. | 0.26% | 12,840 | $1.1M | Reduce -12.1% |
| AVGO Broadcom Inc. | 0.26% | 3,241 | $1.1M | Add +2.9% |
| FIW First Trust Water ETF | 0.26% | 9,500 | $1.1M | No change |
| GE General Electric filed as GE AEROSPACE | 0.26% | 3,540 | $1.1M | Reduce -67.9% |
| HON Honeywell International Inc. | 0.25% | 5,038 | $1.1M | Reduce -1.3% |
| DVY iShares Select Dividend ETF | 0.25% | 7,436 | $1.1M | Reduce -13.0% |
| CAAA First Trust Aaa CMBS ETF-Usd | 0.25% | 50,160 | $1.0M | Add +14.2% |
| NOBL Proshares S&P 500 Dividend A | 0.24% | 9,825 | $1.0M | Reduce -0.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.24% | 11,580 | $1.0M | Add +6.4% |
Portfolio Sells Q2 2025 → Q3 2025
| GE General Electric | Reduce -67.9% | 0.26% | −0.49 |
| CRM Salesforce Inc. | Reduce -62.8% | 0.15% | −0.36 |
| MSFT Microsoft Corp. | Reduce -0.3% | 4.42% | −0.22 |
| IBM Intl Business Machines Corp. | Reduce -17.2% | 0.47% | −0.18 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -69.1% | 0.07% | −0.16 |
| GEV GE Vernova Inc. | Reduce -43.2% | 0.23% | −0.15 |
| COST Costco Wholesale Corp. | Reduce -1.0% | 0.80% | −0.14 |
| PFF iShares Preferred & Income S | Reduce -42.9% | 0.15% | −0.12 |
| EVLV Evolv Technologies Holdings | Reduce -54.6% | 0.12% | −0.12 |
| FMHI First Trust Municipal High I | Reduce -11.1% | 0.50% | −0.10 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -60.3% | 0.07% | −0.10 |
| JMST JPM Ultra-Short Muni Income | Sold out | 0.00% | −0.10 |
| SBUX Starbucks Corp. | Reduce -1.6% | 0.47% | −0.09 |
| CSCO Cisco Systems Inc. | Reduce -24.3% | 0.20% | −0.09 |
| GILD Gilead Sciences Inc. | Reduce -52.3% | 0.07% | −0.09 |
| WRB WR Berkley Corp. | Sold out | 0.00% | −0.08 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -10.1% | 0.38% | −0.08 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.08 |
| STZ Constellation Brands Inc. Class A | Reduce -1.9% | 0.21% | −0.07 |
| VOO Vanguard S&P 500 ETF | Reduce -3.7% | 1.41% | −0.07 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.07 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.07 |
| UNP Union Pacific Corp. | Reduce -4.9% | 0.56% | −0.06 |
| VKTX Viking Therapeutics Inc. | Sold out | 0.00% | −0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -49.3% | 0.06% | −0.06 |
| CMS CMS Energy Corp. | Sold out | 0.00% | −0.06 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.06 |
| KMI Kinder Morgan Inc. | Reduce -43.0% | 0.06% | −0.06 |
| AMT American Tower Corp. | Reduce -32.2% | 0.07% | −0.06 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.06 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.06 |
| CI The Cigna Group | Sold out | 0.00% | −0.06 |
| HON Honeywell International Inc. | Reduce -1.3% | 0.25% | −0.06 |
| SUB iShares Short-Term National | Sold out | 0.00% | −0.06 |
| HDB HDFC Bank Ltd.-ADR | Reduce -21.8% | 0.10% | −0.06 |
| ZTS Zoetis Inc. | Reduce -10.7% | 0.18% | −0.05 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.05 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.05 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.05 |
| FLRN SS SPDR BB Ig Float RT ETF | Sold out | 0.00% | −0.05 |
| PAGP Plains GP Holdings LP | Sold out | 0.00% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -3.7% | 0.42% | −0.05 |
| TAFI AB Tax Aware Short Dur Muni | Reduce -2.2% | 0.44% | −0.05 |
| FPEI First Trust Institutional PR | Reduce -8.6% | 0.26% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -12.1% | 0.26% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.5% | 0.24% | −0.04 |
| DVY iShares Select Dividend ETF | Reduce -13.0% | 0.25% | −0.04 |
| ET Energy Transfer LP | Reduce -0.0% | 0.28% | −0.04 |
| BKNG Booking Holdings Inc. | Reduce -6.1% | 0.16% | −0.04 |
| DIS The Walt Disney Co. | Reduce -4.8% | 0.16% | −0.04 |
Portfolio Buys Q2 2025 → Q3 2025
| TSLA Tesla Inc. | Add +6.0% | 1.72% | +0.46 |
| PLD Prologis Inc. | Add +782.6% | 0.52% | +0.46 |
| DFAS Dimensional US Small Cap ETF | Add +50.5% | 1.35% | +0.44 |
| APD Air Products & Chemicals Inc. | Add +683.0% | 0.47% | +0.40 |
| GOOGL Alphabet Inc. Class A | Add +2.5% | 1.52% | +0.35 |
| EVSD Eaton Vance SHRT Dur Inc. | Add +17.9% | 2.42% | +0.19 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +17.0% | 1.27% | +0.17 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +13.8% | 1.24% | +0.15 |
| LRCX Lam Research Corp. | Add +0.1% | 0.68% | +0.14 |
| FTRB Fed Hermes TTL RTRN BND | Add +15.4% | 1.95% | +0.13 |
| ARTY iShares Future AI & Tech ETF | New | 0.13% | +0.13 |
| JNJ Johnson & Johnson | Add +2.7% | 1.02% | +0.13 |
| ETHA iShares Ethereum Trust ETF | Add +10.9% | 0.26% | +0.11 |
| INOD Innodata Inc. | New | 0.09% | +0.09 |
| HGER Harbor Commodity All Weather | Add +22.2% | 0.56% | +0.09 |
| GLD SPDR Gold Shares | Add +5.4% | 0.77% | +0.09 |
| BX Blackstone Inc. | Add +4.3% | 0.98% | +0.08 |
| DLR Digital Realty Trust Inc. | New | 0.08% | +0.08 |
| GS Goldman Sachs Group Inc. | Add +3.7% | 1.05% | +0.07 |
| RTX RTX Corp. | Add +2.0% | 1.02% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +3.2% | 0.31% | +0.07 |
| CRMT America's Car-Mart Inc. | Add +311.1% | 0.13% | +0.06 |
| DDS Dillards Inc. Class A | New | 0.06% | +0.06 |
| SGI Somnigroup International Inc. | New | 0.06% | +0.06 |
| WFC Wells Fargo & Co. | Add +32.8% | 0.26% | +0.06 |
| BZAI Blaize Holdings Inc. | New | 0.06% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +10.4% | 0.61% | +0.06 |
| CPER United States Copper Index | New | 0.06% | +0.06 |
| BABA Alibaba Group Holding-SP ADR | New | 0.05% | +0.05 |
| GIII G-III Apparel Group Ltd. | New | 0.05% | +0.05 |
| MRVL Marvell Technology Inc. | New | 0.05% | +0.05 |
| DELL Dell Technologies -C | New | 0.05% | +0.05 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.05% | +0.05 |
| UNH Unitedhealth Group Inc. | Add +10.3% | 0.43% | +0.05 |
| LMT Lockheed Martin Corp. | Add +10.6% | 0.49% | +0.04 |
| D Dominion Energy Inc. | Add +14.2% | 0.34% | +0.04 |
| HD Home Depot Inc. | Add +3.2% | 0.90% | +0.04 |
| MDT Medtronic PLC | Add +7.8% | 0.54% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +1.8% | 2.17% | +0.04 |
| CVX Chevron Corp. | Add +4.2% | 0.98% | +0.03 |
| NEE Nextera Energy Inc. | Add +5.2% | 0.73% | +0.03 |
| MLGO Microalgo Inc. | New | 0.03% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +14.8% | 0.33% | +0.03 |
| CAT Caterpillar Inc. | Add +0.3% | 0.26% | +0.03 |
| AVGO Broadcom Inc. | Add +2.9% | 0.26% | +0.03 |
| NEXT Nextdecade Corp. | New | 0.03% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +27.4% | 0.14% | +0.03 |
| CLX Clorox Company | Add +16.8% | 0.29% | +0.03 |
| COP Conocophillips | Add +10.6% | 0.39% | +0.03 |
| MHN BlackRock Muniholding NY QLT | Add +83.4% | 0.05% | +0.02 |
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 |