Platform Technology Partners
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Platform Technology Partners reported 260 stock positions worth $469.6 million. Its top holding was Apple (AAPL) at 8.3% of the portfolio, followed by Nvidia (NVDA, 4.7%) and Microsoft (MSFT, 4.0%). Compared with Q3 2025, it opened 18 new positions, sold out of 14, added to 145 and reduced 65. The biggest buy was a new position in Equable Shares HDG Eqty ETF (HEDG) and the biggest sale Apollo Global Management (APO, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001830817
- Portfolio Value
- $469.6M (Q4 2025)
- SEC Filing
- 0001830817-26-000001 ↗ filed Feb 13, 2026
Holdings Value
Holdings 260 stocks · $469.6M
| AAPL Apple Inc. | 8.29% | 143,126 | $38.9M | Add +3.1% |
| NVDA Nvidia Corp. | 4.65% | 117,204 | $21.9M | Add +65.8% |
| MSFT Microsoft Corp. | 3.98% | 38,672 | $18.7M | Add +8.6% |
| AMZN Amazon.com Inc. | 3.06% | 62,282 | $14.4M | Add +7.3% |
| EVSD Eaton Vance SHRT Dur Inc. | 2.73% | 249,401 | $12.8M | Add +27.2% |
| FTRB Fed Hermes TTL RTRN BND | 2.47% | 456,337 | $11.6M | Add +42.7% |
| SCHD Schwab US DVD Equity ETF | 2.05% | 350,652 | $9.6M | Add +8.7% |
| JPM JPMorgan Chase & Co. | 2.00% | 29,102 | $9.4M | Add +1.2% |
| APO Apollo Global Management Inc. | 1.92% | 62,422 | $9.0M | Reduce -10.8% |
| IVV iShares Core S&P 500 ETF | 1.79% | 12,289 | $8.4M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 1.78% | 26,693 | $8.4M | Add +2.1% |
| HEDG Equable Shares HDG Eqty ETF | 1.72% | 275,925 | $8.1M | New |
| META Meta Platforms Inc. Class A | 1.69% | 12,027 | $7.9M | Add +18.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.66% | 15,553 | $7.8M | Add +2.0% |
| GOOG Alphabet Inc. Class C | 1.57% | 23,469 | $7.4M | Reduce -1.2% |
| TSLA Tesla Inc. | 1.52% | 15,885 | $7.1M | Reduce -1.8% |
| VOO Vanguard S&P 500 ETF | 1.42% | 10,626 | $6.7M | Add +10.4% |
| DFAS Dimensional US Small Cap ETF | 1.39% | 93,873 | $6.5M | Add +13.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.26% | 12,129 | $5.9M | Add +12.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.20% | 8,254 | $5.6M | Add +3.8% |
| GS Goldman Sachs Group Inc. | 1.04% | 5,550 | $4.9M | Add +0.8% |
| JNJ Johnson & Johnson | 1.03% | 23,408 | $4.8M | Add +2.3% |
| RTX RTX Corp. | 1.00% | 25,641 | $4.7M | Add +1.3% |
| V Visa Inc. Class A | 0.96% | 12,845 | $4.5M | Add +3.8% |
| GLD SPDR Gold Shares | 0.87% | 10,275 | $4.1M | Add +13.3% |
| CVX Chevron Corp. | 0.86% | 26,389 | $4.0M | Add +0.7% |
| BX Blackstone Inc. | 0.82% | 24,968 | $3.8M | Add +4.2% |
| LRCX Lam Research Corp. | 0.78% | 21,260 | $3.6M | Add +0.3% |
| BA The Boeing Co. | 0.76% | 16,354 | $3.6M | Add +3.4% |
| NEE Nextera Energy Inc. | 0.70% | 41,104 | $3.3M | Add +1.7% |
| HD Home Depot Inc. | 0.69% | 9,398 | $3.2M | Add +1.8% |
| VYM Vanguard High DVD Yield ETF | 0.67% | 21,855 | $3.1M | No change |
| CB Chubb Ltd. | 0.66% | 9,905 | $3.1M | Add +0.9% |
| PLD Prologis Inc. | 0.65% | 24,030 | $3.1M | Add +28.0% |
| COST Costco Wholesale Corp. | 0.65% | 3,548 | $3.1M | Reduce -2.1% |
| PFF iShares Preferred & Income S | 0.64% | 96,454 | $3.0M | Add +400.7% |
| PEP Pepsico Inc. | 0.60% | 19,530 | $2.8M | Add +2.6% |
| MCD McDonald's Corp. | 0.59% | 9,097 | $2.8M | Add +4.8% |
| WMB Williams Cos Inc. | 0.58% | 45,214 | $2.7M | Add +3.9% |
| WMT Walmart Inc. | 0.57% | 24,195 | $2.7M | Add +1.1% |
| LLY Eli Lilly & Co. | 0.57% | 2,472 | $2.7M | Reduce -11.8% |
| HGER Harbor Commodity All Weather | 0.56% | 106,192 | $2.6M | Add +18.2% |
| PG The Procter & Gamble Co. | 0.55% | 18,021 | $2.6M | Add +1.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.55% | 4,172 | $2.6M | Reduce -0.9% |
| AMGN Amgen Inc. | 0.54% | 7,784 | $2.5M | Add +5.2% |
| DUK Duke Energy Corp. | 0.51% | 20,489 | $2.4M | Add +5.3% |
| MDT Medtronic PLC | 0.51% | 24,853 | $2.4M | Add +5.6% |
| ABBV Abbvie Inc. | 0.49% | 10,144 | $2.3M | Add +1.2% |
| UNP Union Pacific Corp. | 0.48% | 9,811 | $2.3M | Reduce -0.7% |
| SPGI S&P Global Inc. | 0.47% | 4,208 | $2.2M | Add +5.5% |
| TY Tri-Continental Corp. | 0.47% | 66,996 | $2.2M | Add +6.3% |
| SPHQ Invesco S&P 500 Quality ETF | 0.46% | 28,820 | $2.2M | Add +23.6% |
| SBUX Starbucks Corp. | 0.45% | 25,085 | $2.1M | Add +7.8% |
| LMT Lockheed Martin Corp. | 0.45% | 4,332 | $2.1M | Add +5.4% |
| FSIG FT Ltd. Duration Inv Grade | 0.44% | 108,365 | $2.1M | Add +12.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.44% | 6,898 | $2.0M | Reduce -0.6% |
| VEA Vanguard Ftse Developed ETF | 0.43% | 32,370 | $2.0M | Add +14.4% |
| ORCL Oracle Corp. | 0.42% | 10,169 | $2.0M | Add +1.3% |
| RDVY First Trust Rising Dividend | 0.41% | 28,013 | $1.9M | Add +22.2% |
| XOM Exxon Mobil Corp. | 0.40% | 15,763 | $1.9M | Add +0.8% |
| ABFL Abacus FCF Leaders ETF | 0.40% | 26,186 | $1.9M | Reduce -0.4% |
| TAFI AB Tax Aware Short Dur Muni filed as AB ACTIVE ETFS INC | 0.40% | 73,735 | $1.9M | Add +2.2% |
| IHDG Wisdomtree International Hed | 0.39% | 37,805 | $1.8M | Add +19.7% |
| NKE Nike Inc. Class B | 0.38% | 27,850 | $1.8M | Reduce -0.6% |
| UNH Unitedhealth Group Inc. | 0.38% | 5,342 | $1.8M | Add +4.0% |
| PCT Purecycle Technologies Inc. | 0.37% | 204,442 | $1.8M | Add +109.0% |
| MA Mastercard Inc. Class A | 0.37% | 3,026 | $1.7M | Reduce -1.9% |
| APD Air Products & Chemicals Inc. | 0.36% | 6,770 | $1.7M | Reduce -5.5% |
| NMZ Nuveen Muni Hi Inc. Opport | 0.35% | 163,235 | $1.7M | Add +134.9% |
| COP Conocophillips | 0.35% | 17,541 | $1.6M | Add +3.3% |
| CL Colgate-Palmolive Co. | 0.34% | 20,141 | $1.6M | Add +0.9% |
| DLR Digital Realty Trust Inc. | 0.34% | 10,198 | $1.6M | Add +447.7% |
| IBIT iShares Bitcoin Trust ETF | 0.34% | 31,685 | $1.6M | Reduce -10.7% |
| VZ Verizon Communications Inc. | 0.33% | 37,737 | $1.5M | Add +3.6% |
| RSP Invesco S&P 500 Equal Weight | 0.32% | 7,846 | $1.5M | Add +105.0% |
| D Dominion Energy Inc. | 0.32% | 25,363 | $1.5M | Add +8.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.31% | 5,064 | $1.5M | Add +9.6% |
| COF Capital One Financial Corp. | 0.31% | 5,989 | $1.5M | Add +0.8% |
| EPD Enterprise Products Partners | 0.29% | 41,977 | $1.3M | Add +0.1% |
| DES Wisdomtree US Smallcap Divid | 0.28% | 39,781 | $1.3M | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.28% | 16,039 | $1.3M | Reduce -16.8% |
| PLTR Palantir Technologies Inc. Class A | 0.28% | 7,411 | $1.3M | Add +5.3% |
| MRK Merck & Co. Inc. | 0.28% | 12,487 | $1.3M | Reduce -2.8% |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 2,247 | $1.3M | Reduce -9.3% |
| CAT Caterpillar Inc. | 0.27% | 2,249 | $1.3M | Reduce -2.6% |
| PM Philip Morris International | 0.27% | 7,940 | $1.3M | Reduce -2.5% |
| AXP American Express Co. | 0.27% | 3,422 | $1.3M | Add +0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 8,205 | $1.3M | Add +2.8% |
| NFLX Netflix Inc. | 0.27% | 13,404 | $1.3M | Add +5.0% |
| FPEI First Trust Institutional PR | 0.27% | 64,525 | $1.3M | Add +14.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.27% | 6,517 | $1.2M | Add +0.3% |
| CAAA First Trust Aaa CMBS ETF-Usd | 0.26% | 59,570 | $1.2M | Add +18.8% |
| AVGO Broadcom Inc. | 0.26% | 3,510 | $1.2M | Add +8.3% |
| DLN Wisdomtree US Largecap Divid | 0.26% | 13,597 | $1.2M | No change |
| HYFI AB High Yield ETF filed as AB ACTIVE ETFS INC | 0.24% | 30,217 | $1.1M | Add +21.2% |
| ET Energy Transfer LP | 0.24% | 68,529 | $1.1M | Add +0.9% |
| EVLV Evolv Technologies Holdings | 0.23% | 153,007 | $1.1M | Add +131.5% |
| BMY Bristol-Myers Squibb Co. | 0.23% | 20,224 | $1.1M | Reduce -8.0% |
| WFC Wells Fargo & Co. | 0.23% | 11,596 | $1.1M | Reduce -11.5% |
| ETHA iShares Ethereum Trust ETF | 0.23% | 47,881 | $1.1M | Add +38.9% |
Portfolio Sells Q3 2025 → Q4 2025
| APO Apollo Global Management Inc. | Reduce -10.8% | 1.92% | −0.31 |
| FMHI First Trust Municipal High I | Reduce -56.6% | 0.19% | −0.31 |
| IBIT iShares Bitcoin Trust ETF | Reduce -10.7% | 0.34% | −0.22 |
| TSLA Tesla Inc. | Reduce -1.8% | 1.52% | −0.20 |
| COST Costco Wholesale Corp. | Reduce -2.1% | 0.65% | −0.15 |
| APD Air Products & Chemicals Inc. | Reduce -5.5% | 0.36% | −0.11 |
| GE General Electric | Reduce -37.1% | 0.15% | −0.11 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -16.8% | 0.28% | −0.10 |
| NKE Nike Inc. Class B | Reduce -0.6% | 0.38% | −0.09 |
| FPE FT-Preferred Secur & Inc. ETF | Sold out | 0.00% | −0.09 |
| UNP Union Pacific Corp. | Reduce -0.7% | 0.48% | −0.08 |
| CEG Constellation Energy | Reduce -37.9% | 0.11% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.9% | 0.55% | −0.06 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.06 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.06 |
| ABFL Abacus FCF Leaders ETF | Reduce -0.4% | 0.40% | −0.06 |
| ZTS Zoetis Inc. | Reduce -9.2% | 0.12% | −0.05 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -1.9% | 0.37% | −0.05 |
| RACE Ferrari NV | Sold out | 0.00% | −0.05 |
| HON Honeywell International Inc. | Reduce -1.7% | 0.21% | −0.05 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.05 |
| IR Ingersoll-Rand Inc. | Sold out | 0.00% | −0.05 |
| PM Philip Morris International | Reduce -2.5% | 0.27% | −0.05 |
| ETN Eaton Corp. PLC | Reduce -2.3% | 0.12% | −0.04 |
| TSAT Telesat Corp. | Reduce -41.5% | 0.05% | −0.04 |
| BIV Vanguard Intermediate-Term B | Reduce -8.6% | 0.16% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -0.6% | 0.44% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -11.5% | 0.23% | −0.03 |
| BZAI Blaize Holdings Inc. | Reduce -13.2% | 0.02% | −0.03 |
| ARCC Ares Capital Corp. | Reduce -29.4% | 0.05% | −0.03 |
| BAC Bank of America Corp. | Reduce -8.3% | 0.21% | −0.03 |
| JFR Nuveen Floating Rate Income | Sold out | 0.00% | −0.03 |
| NOBL Proshares S&P 500 Dividend A | Reduce -0.7% | 0.22% | −0.03 |
| ADP Automatic Data Processing | Reduce -1.5% | 0.09% | −0.03 |
| ORLY O'reilly Automotive Inc. | Reduce -3.5% | 0.07% | −0.03 |
| AMT American Tower Corp. | Reduce -15.9% | 0.05% | −0.02 |
| INTC Intel Corp. | Reduce -31.6% | 0.04% | −0.02 |
| TLRY Tilray Brands Inc. | Sold out | 0.00% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -8.1% | 0.08% | −0.02 |
| SO The Southern Co. | Reduce -8.0% | 0.06% | −0.02 |
| CRM Salesforce Inc. | Reduce -11.5% | 0.13% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.9% | 0.05% | −0.02 |
| CP Canadian Pacific Kansas City | Reduce -0.4% | 0.12% | −0.02 |
| LMBS First Trust Low Duration Opp | Reduce -7.7% | 0.08% | −0.02 |
| NEXT Nextdecade Corp. | Reduce -38.9% | 0.01% | −0.02 |
| GEV GE Vernova Inc. | Reduce -1.4% | 0.21% | −0.02 |
| SYK Stryker Corp. | Reduce -5.5% | 0.06% | −0.01 |
| DRVN Driven Brands Holdings Inc. | Reduce -0.4% | 0.06% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| HEDG Equable Shares HDG Eqty ETF | New | 1.72% | +1.72 |
| NVDA Nvidia Corp. | Add +65.8% | 4.65% | +1.49 |
| FTRB Fed Hermes TTL RTRN BND | Add +42.7% | 2.47% | +0.52 |
| PFF iShares Preferred & Income S | Add +400.7% | 0.64% | +0.49 |
| EVSD Eaton Vance SHRT Dur Inc. | Add +27.2% | 2.73% | +0.32 |
| DLR Digital Realty Trust Inc. | Add +447.7% | 0.34% | +0.26 |
| GOOGL Alphabet Inc. Class A | Add +2.1% | 1.78% | +0.26 |
| NMZ Nuveen Muni Hi Inc. Opport | Add +134.9% | 0.35% | +0.18 |
| AIPO Defiance AI & Power Infr ETF | New | 0.15% | +0.15 |
| RSP Invesco S&P 500 Equal Weight | Add +105.0% | 0.32% | +0.15 |
| PLD Prologis Inc. | Add +28.0% | 0.65% | +0.14 |
| BXSL Blackstone Secured Lending F | New | 0.12% | +0.12 |
| CRWV Coreweave Inc. Class A | New | 0.12% | +0.12 |
| EVLV Evolv Technologies Holdings | Add +131.5% | 0.23% | +0.11 |
| LRCX Lam Research Corp. | Add +0.3% | 0.78% | +0.09 |
| GLD SPDR Gold Shares | Add +13.3% | 0.87% | +0.09 |
| GNRC Generac Holdings Inc. | New | 0.08% | +0.08 |
| ITA iShares U.S. Aerospace & Def | New | 0.07% | +0.07 |
| PCT Purecycle Technologies Inc. | Add +109.0% | 0.37% | +0.07 |
| AMD Advanced Micro Devices | New | 0.06% | +0.06 |
| SMH Vaneck Semiconductor ETF | New | 0.06% | +0.06 |
| REGN Regeneron Pharmaceuticals | New | 0.06% | +0.06 |
| IBB iShares Biotechnology ETF | New | 0.05% | +0.05 |
| SPHQ Invesco S&P 500 Quality ETF | Add +23.6% | 0.46% | +0.05 |
| C Citigroup Inc. | New | 0.05% | +0.05 |
| PRU Prudential Financial Inc. | New | 0.05% | +0.05 |
| EXAS Exact Sciences Corp. | New | 0.05% | +0.05 |
| ADBE Adobe Inc. | New | 0.05% | +0.05 |
| XLF SS Financial Select Sector | New | 0.05% | +0.05 |
| ILF iShares Latin America 40 ETF | New | 0.05% | +0.05 |
| RDVY First Trust Rising Dividend | Add +22.2% | 0.41% | +0.04 |
| IHDG Wisdomtree International Hed | Add +19.7% | 0.39% | +0.04 |
| AMGN Amgen Inc. | Add +5.2% | 0.54% | +0.04 |
| DFAS Dimensional US Small Cap ETF | Add +13.8% | 1.39% | +0.04 |
| KKR KKR & Co. Inc. | Add +71.1% | 0.08% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +14.4% | 0.43% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +31.7% | 0.15% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +30.3% | 0.17% | +0.02 |
| UPS United Parcel Service Class B | Add +19.8% | 0.10% | +0.02 |
| FTNY FR New York Muni Inc. ETF | New | 0.02% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +12.2% | 1.26% | +0.02 |
| JNJ Johnson & Johnson | Add +2.3% | 1.03% | +0.02 |
| HYFI AB High Yield ETF | Add +21.2% | 0.24% | +0.01 |
| AMAT Applied Materials Inc. | Add +3.0% | 0.11% | +0.01 |
| CAAA First Trust Aaa CMBS ETF-Usd | Add +18.8% | 0.26% | +0.01 |
| CGEN Compugen Ltd. | Add +400.0% | 0.02% | +0.01 |
| ILMN Illumina Inc. | Add +2.7% | 0.06% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +0.7% | 0.10% | +0.01 |
| FBTC Fidelity Wise Origin Bitcoin | Add +69.9% | 0.08% | +0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Add +5.7% | 0.13% | +0.01 |
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 |