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CIK: 0001830817
Total reported value
$611.2M
$611.2M
224 檔
12.1%
During the Q3 2024 filing period, Platform Technology Partners (CIK: 0001830817) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $611.2M across 224 reported positions.
Platform Technology Partners executed strategic sector rebalancing during Q3 2024, establishing 5 new positions while fully exiting 6 holdings and trimming 16 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 12.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
TY
市值: $1.9M
Top Position Liquidated / Trimmed
BR
前期市值: $621.3K
Showing top 200 holdings (of 224 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.64% | -0.14% | +1.27% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.94% | -0.25% | -1.10% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.18% | -0.12% | -0.90% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.79% | -0.04% | -2.88% | |
| 5 | APO | Apollo Global Management Inc | Stock-Financials | 2.66% | -0.19% | +3.58% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.24% | -0.13% | +7.45% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.05% | -0.16% | +1.54% | |
| 8 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 1.87% | — | +33.16% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.86% | -0.14% | -1.54% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.81% | -0.01% | +8.69% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.71% | -0.20% | -5.21% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.28% | -0.04% | +0.63% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | +0.09% | +1.28% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.20% | +0.07% | -4.34% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | -0.18% | -1.28% | |
| 16 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 1.19% | -0.06% | +52.91% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.11% | +0.02% | -0.32% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.06% | -0.36% | +22.53% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.04% | -0.15% | -0.27% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 0.98% | -0.14% | -0.37% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.94% | — | -1.01% | |
| 22 | FMHI | First Trust Municipal High I | ETF-Other | 0.92% | -0.02% | +1.79% | |
| 23 | GE | General Electric | Stock-Industrials | 0.92% | +0.04% | -1.91% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.92% | -0.16% | -1.37% | |
| 25 | BX | Blackstone Inc | Stock-Financials | 0.91% | -0.18% | +4.33% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.89% | -0.06% | — | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.88% | +0.13% | +17.45% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.88% | -0.11% | -0.52% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | +0.04% | -15.72% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | +0.02% | +1.39% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.83% | -0.02% | -0.43% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.82% | -0.12% | +0.55% | |
| 33 | CB | Chubb Limited | Stock-Financials | 0.82% | -0.05% | -0.52% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.81% | -0.04% | -13.01% | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.81% | +0.02% | -0.53% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.76% | +0.13% | +25.13% | |
| 37 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.76% | -0.13% | +0.46% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.75% | +0.13% | -0.22% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.66% | -0.07% | +0.37% | |
| 40 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.66% | — | +11.97% | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.66% | -0.03% | -0.48% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.16% | +0.02% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | -0.01% | -2.68% | |
| 44 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 0.61% | -0.01% | -5.98% | |
| 45 | WMB | Williams Cos Inc | Stock-Energy | 0.61% | -0.07% | -4.55% | |
| 46 | DUK | Duke Energy CORP | Stock-Utilities | 0.60% | -0.07% | +0.85% | |
| 47 | TY | Tri-continental CORP | Stock-Other | 0.60% | -0.03% | — | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.17% | -3.89% | |
| 49 | MDT | Medtronic plc | Stock-Healthcare | 0.59% | -0.06% | -0.16% | |
| 50 | TAFI | AB Tax Aware Short Dur Muni | ETF-Other | 0.59% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TY | Tri-continental CORP | +0.6% | NEW | New buy |
| 2 | JSCP | Jpmorgan Short Duration Core | +0.4% | +33.16% | Add |
| 3 | FTRB | Fed Hermes Ttl Rtrn Bnd | +0.4% | +52.91% | Add |
| 4 | IWO | Ishares Russell 2000 Growth | +0.2% | NEW | New buy |
| 5 | TSLA | Tesla Inc | +0.2% | -1.01% | Trim |
| 6 | SBUX | Starbucks CORP | +0.2% | +11.97% | Add |
| 7 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +7.45% | Add |
| 8 | BX | Blackstone Inc | +0.1% | +4.33% | Add |
| 9 | AAPL | Apple Inc | +0.1% | +1.27% | Add |
| 10 | DFAS | Dimensional US Small Cap ETF | +0.1% | +17.45% | Add |
| 11 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.1% | NEW | New buy |
| 12 | VUG | Vanguard Growth ETF | +0.1% | +25.13% | Add |
| 13 | FSIG | Ft LTD Duration Inv Grade | +0.1% | +46.71% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.54% | Add |
| 15 | LMT | Lockheed Martin CORP | +0.1% | +0.46% | Add |
| 16 | CRMT | America's Car-mart Inc | +0.1% | NEW | New buy |
| 17 | RTX | Rtx CORP | +0.1% | -0.37% | Trim |
| 18 | PCT | Purecycle Technologies Inc | +0.1% | -4.57% | Trim |
| 19 | VKTX | Viking Therapeutics Inc | +0.1% | NEW | New buy |
| 20 | IVV | Ishares Core S&p 500 ETF | +0.1% | +8.69% | Add |
| 21 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 22 | HD | Home Depot Inc | +0.1% | -0.32% | Trim |
| 23 | NEE | Nextera Energy Inc | +0.1% | -0.52% | Trim |
| 24 | MCD | Mcdonald's CORP | +0.1% | +0.55% | Add |
| 25 | GLD | Spdr Gold Shares | +0.1% | +12.14% | Add |
| 26 | WMT | Walmart Inc | +0.1% | +0.02% | Add |
| 27 | HGER | Harbor Commodity All Weather | +0.1% | +38.68% | Add |
| 28 | CVX | Chevron CORP | +0.1% | +22.53% | Add |
| 29 | GE | General Electric | +0.1% | -1.91% | Trim |
| 30 | VZ | Verizon Communications Inc | +0.1% | +12.78% | Add |
| 31 | UNH | Unitedhealth Group Inc | 0% | -0.22% | Trim |
| 32 | DUK | Duke Energy CORP | 0% | +0.85% | Add |
| 33 | SPGI | S&p Global Inc | 0% | +0.76% | Add |
| 34 | CB | Chubb Limited | 0% | -0.52% | Trim |
| 35 | APO | Apollo Global Management Inc | — | +3.58% | Add |
| 36 | JNJ | Johnson & Johnson | — | -1.28% | Trim |
| 37 | META | Meta Platforms Inc-class A | 0% | -5.21% | Trim |
| 38 | SNOW | Snowflake Inc | -0.1% | EXIT | Sold out |
| 39 | QCOM | Qualcomm Inc | -0.1% | EXIT | Sold out |
| 40 | SGI | Somnigroup International Inc | -0.1% | EXIT | Sold out |
| 41 | ✓ | -0.2% | EXIT | Sold out | |
| 42 | INOD | Innodata Inc | -0.2% | EXIT | Sold out |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | -13.01% | Trim |
| 44 | VOO | Vanguard S&p 500 ETF | -0.2% | -15.72% | Trim |
| 45 | BR | Broadridge Financial Solutio | -0.2% | EXIT | Sold out |
| 46 | GOOGL | Alphabet Inc-cl A | -0.2% | +1.28% | Add |
| 47 | GOOG | Alphabet Inc-cl C | -0.3% | -4.34% | Trim |
| 48 | NVDA | Nvidia CORP | -0.4% | -2.88% | Trim |
| 49 | AMZN | Amazon.com Inc | -0.5% | -0.90% | Trim |
| 50 | MSFT | Microsoft CORP | -0.7% | -1.10% | Trim |
According to official SEC Form 13F filings, Platform Technology Partners reported a total U.S. public equity portfolio value of $611.2M across 224 disclosed positions in Q3 2024.
During Q3 2024, Platform Technology Partners's top holdings by market value included AAPL (9.6%)、MSFT (4.9%)、AMZN (3.2%). The largest single position, AAPL, represented 9.6% of total portfolio value.
In Q3 2024, Platform Technology Partners made 49 total portfolio adjustments, initiating 5 new buys, adding to 22 positions, trimming 16 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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