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CIK: 0001830817
Total reported value
$611.2M
$611.2M
259 檔
13.1%
In Q2 2025, Platform Technology Partners's U.S. equity holdings reached a combined market value of $611.2M, distributed across 259 disclosed stock positions.
In Q2 2025, Platform Technology Partners displayed an active expansion posture, initiating 9 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 259 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.46% | -0.14% | -1.03% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.64% | -0.25% | -2.31% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.24% | -0.12% | +2.06% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.94% | -0.04% | +7.46% | |
| 5 | APO | Apollo Global Management Inc | Stock-Financials | 2.56% | -0.19% | +14.91% | |
| 6 | EVSD | Eaton Vance Shrt Dur Inc | ETF-Other | 2.22% | -0.15% | +4.24% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.14% | -0.13% | +3.29% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.14% | -0.14% | +0.74% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.98% | -0.01% | -2.15% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.92% | -0.20% | +3.52% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.88% | -0.16% | +0.47% | |
| 12 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 1.82% | -0.06% | +14.55% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.48% | +0.04% | +3.89% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.27% | — | +2.10% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | +0.09% | +6.27% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.11% | +0.02% | +3.89% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | +0.07% | +3.37% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.10% | -0.04% | -4.60% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 1.09% | +0.13% | +5.73% | |
| 20 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.98% | +0.02% | +0.57% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.95% | -0.15% | -0.08% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 0.95% | -0.14% | -0.78% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.94% | -0.36% | +6.34% | |
| 24 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.91% | +0.13% | +9.31% | |
| 25 | BX | Blackstone Inc | Stock-Financials | 0.90% | -0.18% | +2.34% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | -0.18% | +0.97% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.86% | +0.02% | -0.17% | |
| 28 | BA | Boeing Co/the | Stock-Industrials | 0.83% | -0.04% | -6.90% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.77% | -0.06% | — | |
| 30 | GE | General Electric | Stock-Industrials | 0.74% | +0.04% | +0.01% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | -0.02% | +1.31% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.70% | -0.11% | +1.86% | |
| 33 | CB | Chubb Limited | Stock-Financials | 0.70% | -0.05% | +0.79% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.68% | -0.28% | +23.37% | |
| 35 | WMB | Williams Cos Inc | Stock-Energy | 0.67% | -0.07% | -4.44% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.65% | +0.01% | +51.52% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | -0.12% | -4.50% | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.62% | -0.03% | — | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.16% | -2.42% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.62% | -0.16% | +7.14% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.62% | -0.05% | +4.29% | |
| 42 | FMHI | First Trust Municipal High I | ETF-Other | 0.60% | -0.02% | -16.72% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.17% | +10.46% | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.57% | — | +5.57% | |
| 45 | DUK | Duke Energy CORP | Stock-Utilities | 0.56% | -0.07% | +4.84% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.04% | +5.30% | |
| 47 | LRCX | Lam Research CORP | Stock-Tech | 0.54% | +0.64% | +4.96% | |
| 48 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.53% | -0.09% | — | |
| 49 | TY | Tri-continental CORP | Stock-Other | 0.52% | -0.03% | +2.47% | |
| 50 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.51% | -0.09% | +10.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | +7.46% | Add |
| 2 | MSFT | Microsoft CORP | +0.6% | -2.31% | Trim |
| 3 | IBIT | Ishares Bitcoin Trust ETF | +0.5% | NEW | New buy |
| 4 | META | Meta Platforms Inc-class A | +0.3% | +3.52% | Add |
| 5 | PFF | Ishares Preferred & Income S | +0.3% | NEW | New buy |
| 6 | IBM | Intl Business Machines CORP | +0.3% | +51.52% | Add |
| 7 | ORCL | Oracle CORP | +0.2% | +4.29% | Add |
| 8 | AMZN | Amazon.com Inc | +0.2% | +2.06% | Add |
| 9 | APO | Apollo Global Management Inc | +0.2% | +14.91% | Add |
| 10 | SPHQ | Invesco S&p 500 Quality ETF | +0.2% | +78.02% | Add |
| 11 | GILD | Gilead Sciences Inc | +0.2% | NEW | New buy |
| 12 | NMZ | Nuveen Muni Hi Inc Opport | +0.2% | NEW | New buy |
| 13 | ETHA | Ishares Ethereum Trust ETF | +0.2% | NEW | New buy |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +0.74% | Add |
| 15 | TSLA | Tesla Inc | +0.1% | +2.10% | Add |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | +0.57% | Add |
| 17 | GEV | GE Vernova Inc | +0.1% | -0.33% | Trim |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +76.48% | Add |
| 19 | KMI | Kinder Morgan, Inc. | +0.1% | NEW | New buy |
| 20 | VUG | Vanguard Growth ETF | +0.1% | +5.73% | Add |
| 21 | IJH | Ishares Core S&p Midcap ETF | +0.1% | NEW | New buy |
| 22 | LRCX | Lam Research CORP | +0.1% | +4.96% | Add |
| 23 | NFLX | Netflix Inc | +0.1% | +1.84% | Add |
| 24 | GE | General Electric | +0.1% | +0.01% | Add |
| 25 | GLD | Spdr Gold Shares | +0.1% | +23.37% | Add |
| 26 | JMST | JPM Ultra-short Muni Income | +0.1% | NEW | New buy |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.27% | Add |
| 28 | AVGO | Broadcom Inc | +0.1% | +9.38% | Add |
| 29 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | New buy |
| 30 | PLTR | Palantir Technologies Inc-a | +0.1% | -2.81% | Trim |
| 31 | CEG | Constellation Energy | +0.1% | +7.67% | Add |
| 32 | FTRB | Fed Hermes Ttl Rtrn Bnd | +0.1% | +14.55% | Add |
| 33 | GOOG | Alphabet Inc-cl C | +0.1% | +3.37% | Add |
| 34 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +5.30% | Add |
| 35 | COF | Capital One Financial CORP | +0.1% | +14.40% | Add |
| 36 | PCT | Purecycle Technologies Inc | +0.1% | -31.26% | Trim |
| 37 | NKE | Nike Inc -cl B | +0.1% | +10.83% | Add |
| 38 | VOO | Vanguard S&p 500 ETF | 0% | +3.89% | Add |
| 39 | DFAS | Dimensional US Small Cap ETF | 0% | +9.31% | Add |
| 40 | BA | Boeing Co/the | 0% | -6.90% | Trim |
| 41 | RTX | Rtx CORP | 0% | -0.78% | Trim |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.1% | -2.15% | Trim |
| 43 | GDX | Vaneck Gold Miners ETF | -0.1% | EXIT | Sold out |
| 44 | EVSD | Eaton Vance Shrt Dur Inc | -0.1% | +4.24% | Add |
| 45 | BMY | Bristol-myers Squibb Co | -0.1% | -1.16% | Trim |
| 46 | CVX | Chevron CORP | -0.2% | +6.34% | Add |
| 47 | FMHI | First Trust Municipal High I | -0.2% | -16.72% | Trim |
| 48 | UNH | Unitedhealth Group Inc | -0.2% | +13.68% | Add |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +0.47% | Add |
| 50 | AAPL | Apple Inc | -1.6% | -1.03% | Trim |
According to official SEC Form 13F filings, Platform Technology Partners reported a total U.S. public equity portfolio value of $611.2M across 259 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 13.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
IBIT
市值: $2.0M
Top Position Liquidated / Trimmed
GDX
前期市值: $321.8K
During Q2 2025, Platform Technology Partners's top holdings by market value included AAPL (7.5%)、MSFT (4.6%)、AMZN (3.2%). The largest single position, AAPL, represented 7.5% of total portfolio value.
In Q2 2025, Platform Technology Partners made 50 total portfolio adjustments, initiating 9 new buys, adding to 30 positions, trimming 10 holdings, and fully liquidating 1 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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