Platform Technology Partners
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Platform Technology Partners reported 343 stock positions worth $518.4 million. Its top holding was Apple (AAPL) at 7.4% of the portfolio, followed by Nvidia (NVDA, 4.4%) and Microsoft (MSFT, 3.0%). Compared with Q4 2025, it opened 95 new positions, sold out of 12, added to 169 and reduced 44. The biggest buy was a new position in JPM Sma & Mid Cap En Eq Et-U (JMEE) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001830817
- Portfolio Value
- $518.4M (Q1 2026)
- SEC Filing
- 0001830817-26-000002 ↗ filed Apr 27, 2026
Holdings Value
Holdings 343 stocks · $518.4M
| AAPL Apple Inc. | 7.37% | 150,464 | $38.2M | Add +5.1% |
| NVDA Nvidia Corp. | 4.40% | 130,662 | $22.8M | Add +11.5% |
| MSFT Microsoft Corp. | 3.04% | 42,594 | $15.8M | Add +10.1% |
| AMZN Amazon.com Inc. | 2.76% | 68,595 | $14.3M | Add +10.1% |
| EVSD Eaton Vance SHRT Dur Inc. | 2.56% | 260,234 | $13.3M | Add +4.3% |
| FTRB Fed Hermes TTL RTRN BND | 2.33% | 480,861 | $12.1M | Add +5.4% |
| SCHD Schwab US DVD Equity ETF | 2.26% | 381,586 | $11.7M | Add +8.8% |
| IVV iShares Core S&P 500 ETF | 1.97% | 15,598 | $10.2M | Add +26.9% |
| JPM JPMorgan Chase & Co. | 1.78% | 31,291 | $9.2M | Add +7.5% |
| GOOGL Alphabet Inc. Class A | 1.63% | 29,333 | $8.4M | Add +9.9% |
| HEDG Equable Shares HDG Eqty ETF | 1.56% | 279,617 | $8.1M | Add +1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.52% | 16,411 | $7.9M | Add +5.5% |
| META Meta Platforms Inc. Class A | 1.48% | 13,449 | $7.7M | Add +11.8% |
| GOOG Alphabet Inc. Class C | 1.42% | 25,637 | $7.4M | Add +9.2% |
| APO Apollo Global Management Inc. | 1.39% | 64,877 | $7.2M | Add +3.9% |
| DFAS Dimensional US Small Cap ETF | 1.37% | 100,049 | $7.1M | Add +6.6% |
| TSLA Tesla Inc. | 1.36% | 19,025 | $7.1M | Add +19.8% |
| JNJ Johnson & Johnson | 1.20% | 25,544 | $6.2M | Add +9.1% |
| VOO Vanguard S&P 500 ETF | 1.20% | 10,403 | $6.2M | Reduce -2.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.08% | 12,865 | $5.6M | Add +6.1% |
| CVX Chevron Corp. | 1.06% | 26,605 | $5.5M | Add +0.8% |
| RTX RTX Corp. | 0.99% | 26,613 | $5.1M | Add +3.8% |
| GLD SPDR Gold Shares | 0.96% | 11,627 | $5.0M | Add +13.2% |
| GS Goldman Sachs Group Inc. | 0.95% | 5,838 | $4.9M | Add +5.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.90% | 7,159 | $4.7M | Reduce -13.3% |
| LRCX Lam Research Corp. | 0.89% | 21,477 | $4.6M | Add +1.0% |
| BX Blackstone Inc. | 0.84% | 38,003 | $4.4M | Add +52.2% |
| V Visa Inc. Class A | 0.80% | 13,694 | $4.1M | Add +6.6% |
| NEE Nextera Energy Inc. | 0.75% | 41,938 | $3.9M | Add +2.0% |
| COST Costco Wholesale Corp. | 0.73% | 3,816 | $3.8M | Add +7.5% |
| HGER Harbor Commodity All Weather | 0.72% | 121,019 | $3.8M | Add +14.0% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.70% | 54,707 | $3.7M | New |
| HD Home Depot Inc. | 0.65% | 10,264 | $3.4M | Add +9.2% |
| BA The Boeing Co. | 0.65% | 16,867 | $3.4M | Add +3.1% |
| CB Chubb Ltd. | 0.64% | 10,232 | $3.3M | Add +3.3% |
| WMB Williams Cos Inc. | 0.64% | 45,820 | $3.3M | Add +1.3% |
| PEP Pepsico Inc. | 0.64% | 21,208 | $3.3M | Add +8.6% |
| WMT Walmart Inc. | 0.63% | 26,449 | $3.3M | Add +9.3% |
| PLD Prologis Inc. | 0.63% | 24,684 | $3.3M | Add +2.7% |
| VYM Vanguard High DVD Yield ETF | 0.62% | 21,855 | $3.2M | No change |
| MCD McDonald's Corp. | 0.60% | 10,006 | $3.1M | Add +10.0% |
| PG The Procter & Gamble Co. | 0.58% | 20,807 | $3.0M | Add +15.5% |
| AMGN Amgen Inc. | 0.57% | 8,387 | $3.0M | Add +7.8% |
| PFF iShares Preferred & Income S | 0.56% | 96,454 | $2.9M | No change |
| XOM Exxon Mobil Corp. | 0.56% | 17,177 | $2.9M | Add +9.0% |
| DUK Duke Energy Corp. | 0.54% | 21,186 | $2.8M | Add +3.4% |
| LMT Lockheed Martin Corp. | 0.52% | 4,485 | $2.7M | Add +3.5% |
| SBUX Starbucks Corp. | 0.51% | 29,529 | $2.6M | Add +17.7% |
| COP Conocophillips | 0.51% | 19,946 | $2.6M | Add +13.7% |
| UNP Union Pacific Corp. | 0.48% | 10,197 | $2.5M | Add +3.9% |
| LLY Eli Lilly & Co. | 0.46% | 2,590 | $2.4M | Add +4.8% |
| ABBV Abbvie Inc. | 0.45% | 10,844 | $2.4M | Add +6.9% |
| APD Air Products & Chemicals Inc. | 0.45% | 8,116 | $2.4M | Add +19.9% |
| SPHQ Invesco S&P 500 Quality ETF | 0.44% | 30,466 | $2.3M | Add +5.7% |
| MDT Medtronic PLC | 0.44% | 26,287 | $2.3M | Add +5.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.44% | 3,931 | $2.3M | Reduce -5.8% |
| RDVY First Trust Rising Dividend | 0.42% | 31,671 | $2.2M | Add +13.1% |
| VEA Vanguard Ftse Developed ETF | 0.42% | 33,708 | $2.2M | Add +4.1% |
| TY Tri-Continental Corp. | 0.41% | 66,996 | $2.1M | No change |
| IHDG Wisdomtree International Hed | 0.41% | 43,788 | $2.1M | Add +15.8% |
| DLR Digital Realty Trust Inc. | 0.38% | 10,897 | $2.0M | Add +6.8% |
| SPGI S&P Global Inc. | 0.37% | 4,560 | $1.9M | Add +8.4% |
| CL Colgate-Palmolive Co. | 0.37% | 22,555 | $1.9M | Add +12.0% |
| CAAA First Trust Aaa CMBS ETF-Usd | 0.37% | 94,307 | $1.9M | Add +58.3% |
| FSIG FT Ltd. Duration Inv Grade | 0.36% | 99,598 | $1.9M | Reduce -8.1% |
| UNH Unitedhealth Group Inc. | 0.36% | 6,893 | $1.9M | Add +29.0% |
| TAFI AB Tax Aware Short Dur Muni filed as AB ACTIVE ETFS INC | 0.36% | 73,735 | $1.9M | No change |
| NMZ Nuveen Muni Hi Inc. Opport | 0.35% | 173,235 | $1.8M | Add +6.1% |
| VZ Verizon Communications Inc. | 0.35% | 35,774 | $1.8M | Reduce -5.2% |
| CAT Caterpillar Inc. | 0.35% | 2,527 | $1.8M | Add +12.4% |
| ABFL Abacus FCF Leaders ETF | 0.34% | 24,626 | $1.8M | Reduce -6.0% |
| AVGO Broadcom Inc. | 0.34% | 5,614 | $1.7M | Add +59.9% |
| MRK Merck & Co. Inc. | 0.33% | 14,432 | $1.7M | Add +15.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 7,047 | $1.7M | Add +2.2% |
| MA Mastercard Inc. Class A | 0.33% | 3,405 | $1.7M | Add +12.5% |
| XLE SS Energy Select Sector | 0.32% | 27,438 | $1.7M | Add +22.3% |
| IBIT iShares Bitcoin Trust ETF | 0.32% | 43,636 | $1.7M | Add +37.7% |
| D Dominion Energy Inc. | 0.32% | 26,757 | $1.7M | Add +5.5% |
| NKE Nike Inc. Class B | 0.32% | 30,974 | $1.6M | Add +11.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.30% | 5,408 | $1.6M | Add +6.8% |
| EPD Enterprise Products Partners | 0.30% | 40,487 | $1.5M | Reduce -3.5% |
| ORCL Oracle Corp. | 0.29% | 10,249 | $1.5M | Add +0.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 9,177 | $1.5M | Add +11.8% |
| SGOV iShares 0-3 Month Treasury B | 0.28% | 14,465 | $1.5M | New |
| PM Philip Morris International | 0.28% | 8,752 | $1.4M | Add +10.2% |
| DES Wisdomtree US Smallcap Divid | 0.28% | 39,781 | $1.4M | No change |
| GEV GE Vernova Inc. | 0.27% | 1,619 | $1.4M | Add +5.9% |
| NFLX Netflix Inc. | 0.27% | 14,489 | $1.4M | Add +8.1% |
| PLTR Palantir Technologies Inc. Class A | 0.27% | 9,498 | $1.4M | Add +28.2% |
| CLX Clorox Company | 0.27% | 13,264 | $1.4M | Add +36.6% |
| ET Energy Transfer LP | 0.26% | 69,115 | $1.3M | Add +0.9% |
| BMY Bristol-Myers Squibb Co. | 0.25% | 21,517 | $1.3M | Add +6.4% |
| DVY iShares Select Dividend ETF | 0.25% | 8,571 | $1.3M | Add +15.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.25% | 6,527 | $1.3M | Add +0.1% |
| FPEI First Trust Institutional PR | 0.24% | 66,481 | $1.3M | Add +3.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.24% | 27,506 | $1.3M | Add +17.5% |
| COF Capital One Financial Corp. | 0.24% | 6,753 | $1.2M | Add +12.8% |
| HON Honeywell International Inc. | 0.24% | 5,436 | $1.2M | Add +9.8% |
| DLN Wisdomtree US Largecap Divid | 0.23% | 13,597 | $1.2M | No change |
| STZ Constellation Brands Inc. Class A | 0.23% | 8,053 | $1.2M | Add +23.1% |
Options reported separately and not counted above: DIS calls ($289K).
Portfolio Sells Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -13.3% | 0.90% | −0.30 |
| VOO Vanguard S&P 500 ETF | Reduce -2.1% | 1.20% | −0.22 |
| PCT Purecycle Technologies Inc. | Reduce -24.4% | 0.15% | −0.22 |
| RSP Invesco S&P 500 Equal Weight | Reduce -31.1% | 0.20% | −0.12 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.8% | 0.44% | −0.11 |
| INOD Innodata Inc. | Sold out | 0.00% | −0.10 |
| FSIG FT Ltd. Duration Inv Grade | Reduce -8.1% | 0.36% | −0.08 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.08 |
| EVLV Evolv Technologies Holdings | Reduce -11.9% | 0.16% | −0.08 |
| HYFI AB High Yield ETF | Reduce -19.1% | 0.18% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.8% | 0.21% | −0.07 |
| ABFL Abacus FCF Leaders ETF | Reduce -6.0% | 0.34% | −0.06 |
| ACN Accenture PLC Class A | Reduce -21.7% | 0.06% | −0.06 |
| ABT Abbott Laboratories | Reduce -5.2% | 0.13% | −0.06 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.06 |
| ARCC Ares Capital Corp. | Sold out | 0.00% | −0.05 |
| MMM 3M Co. | Sold out | 0.00% | −0.05 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -9.1% | 0.23% | −0.05 |
| MHN BlackRock Muniholding NY QLT | Sold out | 0.00% | −0.05 |
| SHOP Shopify Inc. Class A | Reduce -6.1% | 0.08% | −0.05 |
| SCHF Schwab Intl Equity ETF | Sold out | 0.00% | −0.05 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.05 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.05 |
| ILF iShares Latin America 40 ETF | Sold out | 0.00% | −0.05 |
| BIV Vanguard Intermediate-Term B | Reduce -16.2% | 0.12% | −0.04 |
| APH Amphenol Corp. Class A | Reduce -13.2% | 0.10% | −0.04 |
| CEG Constellation Energy | Reduce -9.1% | 0.07% | −0.04 |
| XLP SS Consumer Staples Sel Sect | Reduce -18.6% | 0.10% | −0.03 |
| XLK SS Technology Select Sector | Reduce -0.1% | 0.13% | −0.03 |
| MO Altria Group Inc. | Reduce -26.9% | 0.08% | −0.03 |
| BLK BlackRock Inc. | Reduce -1.3% | 0.08% | −0.02 |
| VMRK Vivmark Residential | Reduce -5.8% | 0.06% | −0.01 |
| UL Unilever PLC-Sponsored ADR | Reduce -2.1% | 0.05% | −0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -3.7% | 0.06% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -6.9% | 0.06% | −0.01 |
| NEXT Nextdecade Corp. | Sold out | 0.00% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -2.8% | 0.06% | −0.01 |
| YUM Yum! Brands Inc. | Reduce -0.2% | 0.12% | −0.01 |
| CP Canadian Pacific Kansas City | Reduce -3.0% | 0.11% | −0.01 |
| ITA iShares U.S. Aerospace & Def | Reduce -1.6% | 0.06% | −0.01 |
| AMT American Tower Corp. | Reduce -0.9% | 0.04% | −0.01 |
| LYG Lloyds Banking Group PLC-ADR | Reduce -0.5% | 0.03% | −0.01 |
| WBS Webster Financial Corp. | Reduce -9.3% | 0.04% | −0.00 |
| FTNY FR New York Muni Inc. ETF | Reduce -11.1% | 0.02% | −0.00 |
| ASPIRE BIOPHARMA HLDGS INC | Sold out | 0.00% | −0.00 |
| PFE Pfizer Inc. | Reduce -2.5% | 0.12% | −0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.3% | 0.08% | +0.00 |
| ENB Enbridge Inc. | Reduce -0.1% | 0.05% | +0.00 |
| WAB Wabtec Corp. | Reduce -4.4% | 0.09% | +0.00 |
| KYN Kayne Anderson Energy Infra | Reduce -1.1% | 0.04% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| JMEE JPM Sma & Mid Cap En Eq Et-U | New | 0.70% | +0.70 |
| SGOV iShares 0-3 Month Treasury B | New | 0.28% | +0.28 |
| SCHD Schwab US DVD Equity ETF | Add +8.8% | 2.26% | +0.21 |
| CVX Chevron Corp. | Add +0.8% | 1.06% | +0.21 |
| OPER Clearshares Ultra-Short Matu | New | 0.20% | +0.20 |
| IVV iShares Core S&P 500 ETF | Add +26.9% | 1.97% | +0.17 |
| JNJ Johnson & Johnson | Add +9.1% | 1.20% | +0.17 |
| HGER Harbor Commodity All Weather | Add +14.0% | 0.72% | +0.16 |
| COP Conocophillips | Add +13.7% | 0.51% | +0.16 |
| XOM Exxon Mobil Corp. | Add +9.0% | 0.56% | +0.16 |
| IXN iShares Global Tech ETF | New | 0.12% | +0.12 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.12% | +0.12 |
| XLE SS Energy Select Sector | Add +22.3% | 0.32% | +0.11 |
| LRCX Lam Research Corp. | Add +1.0% | 0.89% | +0.11 |
| CAAA First Trust Aaa CMBS ETF-Usd | Add +58.3% | 0.37% | +0.11 |
| APD Air Products & Chemicals Inc. | Add +19.9% | 0.45% | +0.10 |
| GLD SPDR Gold Shares | Add +13.2% | 0.96% | +0.10 |
| COST Costco Wholesale Corp. | Add +7.5% | 0.73% | +0.08 |
| LMT Lockheed Martin Corp. | Add +3.5% | 0.52% | +0.08 |
| AVGO Broadcom Inc. | Add +59.9% | 0.34% | +0.08 |
| MU Micron Technology Inc. | New | 0.07% | +0.07 |
| CAT Caterpillar Inc. | Add +12.4% | 0.35% | +0.07 |
| SHW The Sherwin-Williams Co. | New | 0.07% | +0.07 |
| SLV iShares Silver Trust | New | 0.07% | +0.07 |
| BND Vanguard Total Bond Market | New | 0.07% | +0.07 |
| XLI SS Industrial Select Sector | New | 0.07% | +0.07 |
| CI The Cigna Group | New | 0.06% | +0.06 |
| SSB Southstate Bank Corp. | New | 0.06% | +0.06 |
| PPG PPG Industries Inc. | New | 0.06% | +0.06 |
| WMB Williams Cos Inc. | Add +1.3% | 0.64% | +0.06 |
| GD General Dynamics Corp. | New | 0.06% | +0.06 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.06% | +0.06 |
| MNST Monster Beverage Corp. | New | 0.06% | +0.06 |
| KHC The Kraft Heinz Co. | New | 0.06% | +0.06 |
| ABNB Airbnb Inc. Class A | New | 0.06% | +0.06 |
| SBUX Starbucks Corp. | Add +17.7% | 0.51% | +0.06 |
| WMT Walmart Inc. | Add +9.3% | 0.63% | +0.06 |
| GEV GE Vernova Inc. | Add +5.9% | 0.27% | +0.06 |
| HBAN Huntington Bancshares Inc. | New | 0.06% | +0.06 |
| RF Regions Financial Corp. | New | 0.06% | +0.06 |
| ABCB Ameris Bancorp | New | 0.06% | +0.06 |
| CLX Clorox Company | Add +36.6% | 0.27% | +0.06 |
| LNG Cheniere Energy Inc. | New | 0.06% | +0.06 |
| MRK Merck & Co. Inc. | Add +15.6% | 0.33% | +0.06 |
| CLH Clean Harbors Inc. | New | 0.05% | +0.05 |
| QCOM Qualcomm Inc. | New | 0.05% | +0.05 |
| CAH Cardinal Health Inc. | New | 0.05% | +0.05 |
| ROST Ross Stores Inc. | New | 0.05% | +0.05 |
| LAMR Lamar Advertising Co. Class A | New | 0.05% | +0.05 |
| CMCSA Comcast Corp. Class A | New | 0.05% | +0.05 |
Options Activity Q4 2025 → Q1 2026
| DIS The Walt Disney Co. | call | New | 3,000 | $289K |
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 |