Platform Technology Partners
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$518.7M
Q ending 2026-03-31
Prior quarter
$469.6M
Q ending 2025-12-31
Change
+10.5% QoQ · +51.0% YoY
Positions
344
reported holdings
Largest positions
Top 100 of 344 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $38.2M | 150K |
| Nvidia Corporation | NVDA | Shares | $22.8M | 131K |
| Microsoft Corp | MSFT | Shares | $15.8M | 43K |
| Amazon Com Inc | AMZN | Shares | $14.3M | 69K |
| Morgan Stanley Etf Trust | EVSD | Shares | $13.3M | 260K |
| Federated Hermes Etf Trust | FTRB | Shares | $12.1M | 481K |
| Schwab Strategic Tr | SCHD | Shares | $11.7M | 382K |
| Ishares Tr | IVV | Shares | $10.2M | 16K |
| Jpmorgan Chase & Co | JPM | Shares | $9.2M | 31K |
| Alphabet Inc | GOOGL | Shares | $8.4M | 29K |
| Series Portfolios Tr | HEDG | Shares | $8.1M | 280K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $7.9M | 16K |
| Meta Platforms Inc | META | Shares | $7.7M | 13K |
| Alphabet Inc | GOOG | Shares | $7.4M | 26K |
| Apollo Global Mgmt Inc | APO | Shares | $7.2M | 65K |
| Dimensional Etf Trust | DFAS | Shares | $7.1M | 100K |
| Tesla Inc | TSLA | Shares | $7.1M | 19K |
| Johnson & Johnson | JNJ | Shares | $6.2M | 26K |
| Vanguard Index Fds | VOO | Shares | $6.2M | 10K |
| Vanguard Index Fds | VUG | Shares | $5.6M | 13K |
| Chevron Corporation | CVX | Shares | $5.5M | 27K |
| Rtx Corporation | RTX | Shares | $5.1M | 27K |
| Spdr Gold Tr | GLD | Shares | $5.0M | 12K |
| Goldman Sachs Group Inc | GS | Shares | $4.9M | 6K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.7M | 7K |
| Lam Research Corp | LRCX | Shares | $4.6M | 21K |
| Blackstone Inc | BX | Shares | $4.4M | 38K |
| Visa Inc | V | Shares | $4.1M | 14K |
| Nextera Energy Inc | NEE | Shares | $3.9M | 42K |
| Costco Wholesale Corporation | COST | Shares | $3.8M | 4K |
| Harbor Etf Trust | HGER | Shares | $3.8M | 121K |
| J P Morgan Exchange Traded F | JMEE | Shares | $3.7M | 55K |
| Home Depot Inc | HD | Shares | $3.4M | 10K |
| Boeing Co | BA | Shares | $3.4M | 17K |
| Chubb Ltd Switz | Shares | $3.3M | 10K | |
| Williams Cos Inc | WMB | Shares | $3.3M | 46K |
| Pepsico Inc | PEP | Shares | $3.3M | 21K |
| Walmart Inc | WMT | Shares | $3.3M | 26K |
| Prologis Inc. | PLD | Shares | $3.3M | 25K |
| Vanguard Whitehall Fds | VYM | Shares | $3.2M | 22K |
| Mcdonalds Corp | MCD | Shares | $3.1M | 10K |
| Procter & Gamble Co | PG | Shares | $3.0M | 21K |
| Amgen Inc | AMGN | Shares | $3.0M | 8K |
| Ishares Tr | PFF | Shares | $2.9M | 96K |
| Exxon Mobil Corp | XOM | Shares | $2.9M | 17K |
| Duke Energy Corp New | DUK | Shares | $2.8M | 21K |
| Lockheed Martin Corp | LMT | Shares | $2.7M | 4K |
| Starbucks Corp | SBUX | Shares | $2.6M | 30K |
| Conocophillips | COP | Shares | $2.6M | 20K |
| Union Pac Corp | UNP | Shares | $2.5M | 10K |
| Eli Lilly & Co | LLY | Shares | $2.4M | 3K |
| Abbvie Inc | ABBV | Shares | $2.4M | 11K |
| Air Products And Chemicals I | APD | Shares | $2.4M | 8K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $2.3M | 30K |
| Medtronic Plc | Shares | $2.3M | 26K | |
| Invesco Qqq Tr | QQQ | Shares | $2.3M | 4K |
| First Tr Exchange Traded Fd | RDVY | Shares | $2.2M | 32K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2.2M | 34K |
| Tri Contl Corp | TY | Shares | $2.1M | 67K |
| Wisdomtree Tr | IHDG | Shares | $2.1M | 44K |
| Digital Rlty Tr Inc | DLR | Shares | $2.0M | 11K |
| S&P Global Inc | SPGI | Shares | $1.9M | 5K |
| Colgate Palmolive Co | CL | Shares | $1.9M | 23K |
| First Tr Exchange-Traded Fd | CAAA | Shares | $1.9M | 94K |
| First Tr Exchange-Traded Fd | FSIG | Shares | $1.9M | 100K |
| Unitedhealth Group Inc | UNH | Shares | $1.9M | 7K |
| Ab Active Etfs Inc | TAFI | Shares | $1.9M | 74K |
| Nuveen Mun High Income Oppor | NMZ | Shares | $1.8M | 173K |
| Verizon Communications Inc | VZ | Shares | $1.8M | 36K |
| Caterpillar Inc | CAT | Shares | $1.8M | 3K |
| Abacus Fcf Etf Tr | ABFL | Shares | $1.8M | 25K |
| Broadcom Inc | AVGO | Shares | $1.7M | 6K |
| Merck & Co Inc | MRK | Shares | $1.7M | 14K |
| International Business Machs | IBM | Shares | $1.7M | 7K |
| Mastercard Incorporated | MA | Shares | $1.7M | 3K |
| Select Sector Spdr Tr | XLE | Shares | $1.7M | 27K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $1.7M | 44K |
| Dominion Energy Inc | D | Shares | $1.7M | 27K |
| Nike Inc | NKE | Shares | $1.6M | 31K |
| Vanguard Index Fds | VO | Shares | $1.6M | 5K |
| Enterprise Prods Partners L | EPD | Shares | $1.5M | 40K |
| Oracle Corp | ORCL | Shares | $1.5M | 10K |
| Tjx Cos Inc New | TJX | Shares | $1.5M | 9K |
| Ishares Tr | SGOV | Shares | $1.5M | 14K |
| Philip Morris Intl Inc | PM | Shares | $1.4M | 9K |
| Wisdomtree Tr | DES | Shares | $1.4M | 40K |
| Ge Vernova Inc | GEV | Shares | $1.4M | 2K |
| Netflix Inc. | NFLX | Shares | $1.4M | 14K |
| Palantir Technologies Inc | PLTR | Shares | $1.4M | 9K |
| Clorox Co Del | CLX | Shares | $1.4M | 13K |
| Energy Transfer L P | ET | Shares | $1.3M | 69K |
| Bristol-Myers Squibb Co | BMY | Shares | $1.3M | 22K |
| Ishares Tr | DVY | Shares | $1.3M | 9K |
| Vanguard Index Fds | VTV | Shares | $1.3M | 7K |
| First Tr Exch Traded Fd Iii | FPEI | Shares | $1.3M | 66K |
| Select Sector Spdr Tr | XLU | Shares | $1.3M | 28K |
| Capital One Finl Corp | COF | Shares | $1.2M | 7K |
| Honeywell Intl Inc | HONGBP | Shares | $1.2M | 5K |
| Wisdomtree Tr | DLN | Shares | $1.2M | 14K |
| Constellation Brands Inc | STZ | Shares | $1.2M | 8K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.