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CIK: 0001830817
Total reported value
$611.2M
$611.2M
260 檔
17.5%
During the Q4 2025 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 260 reported positions.
In Q4 2025, Platform Technology Partners displayed an active expansion posture, initiating 7 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 260 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.29% | -0.14% | +3.15% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.65% | -0.04% | +65.82% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.98% | -0.25% | +8.57% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.06% | -0.12% | +7.26% | |
| 5 | EVSD | Eaton Vance Shrt Dur Inc | ETF-Other | 2.73% | -0.15% | +27.16% | |
| 6 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 2.47% | -0.06% | +42.67% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.05% | -0.13% | +8.65% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.00% | -0.14% | +1.21% | |
| 9 | APO | Apollo Global Management Inc | Stock-Financials | 1.92% | -0.19% | -10.78% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.79% | -0.01% | +0.75% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.78% | +0.09% | +2.10% | |
| 12 | HEDG | Equable Shares Hdg Eqty ETF | ETF-Other | 1.72% | -0.06% | — | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.69% | -0.20% | +18.80% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.66% | -0.16% | +2.02% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.57% | +0.07% | -1.24% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.52% | — | -1.84% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.42% | +0.04% | +10.43% | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.39% | +0.13% | +13.79% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 1.26% | +0.13% | +12.18% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.20% | -0.04% | +3.78% | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.04% | +0.02% | +0.76% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | -0.18% | +2.34% | |
| 23 | RTX | Rtx CORP | Stock-Industrials | 1.00% | -0.14% | +1.30% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.96% | +0.02% | +3.84% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.87% | -0.28% | +13.34% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.86% | -0.36% | +0.70% | |
| 27 | BX | Blackstone Inc | Stock-Financials | 0.82% | -0.18% | +4.22% | |
| 28 | LRCX | Lam Research CORP | Stock-Tech | 0.77% | +0.64% | +0.31% | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 0.76% | -0.04% | +3.38% | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 0.70% | -0.11% | +1.69% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | +0.02% | +1.79% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.67% | -0.06% | — | |
| 33 | CB | Chubb Limited | Stock-Financials | 0.66% | -0.05% | +0.95% | |
| 34 | PLD | Prologis Inc | Stock-Real Estate | 0.65% | -0.07% | +28.00% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.15% | -2.07% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-Other | 0.64% | -0.08% | +400.70% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.60% | -0.16% | +2.62% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | -0.12% | +4.83% | |
| 39 | WMB | Williams Cos Inc | Stock-Energy | 0.58% | -0.07% | +3.85% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.16% | +1.09% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.17% | -11.75% | |
| 42 | HGER | Harbor Commodity All Weather | ETF-Commodities | 0.56% | -0.06% | +18.23% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.02% | +1.62% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.04% | -0.95% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.54% | -0.07% | +5.19% | |
| 46 | DUK | Duke Energy CORP | Stock-Utilities | 0.51% | -0.07% | +5.34% | |
| 47 | MDT | Medtronic plc | Stock-Healthcare | 0.51% | -0.06% | +5.63% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | -0.01% | +1.18% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.48% | -0.03% | -0.70% | |
| 50 | SPGI | S&p Global Inc | Stock-Financials | 0.47% | -0.04% | +5.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | +65.82% | Add |
| 2 | FTRB | Fed Hermes Ttl Rtrn Bnd | +0.5% | +42.67% | Add |
| 3 | PFF | Ishares Preferred & Income S | +0.5% | +400.70% | Add |
| 4 | EVSD | Eaton Vance Shrt Dur Inc | +0.3% | +27.16% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.10% | Add |
| 6 | DLR | Digital Realty Trust Inc | +0.3% | +447.69% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -1.24% | Trim |
| 8 | NMZ | Nuveen Muni Hi Inc Opport | +0.2% | +134.86% | Add |
| 9 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +105.02% | Add |
| 10 | PLD | Prologis Inc | +0.1% | +28.00% | Add |
| 11 | EVLV | Evolv Technologies Holdings | +0.1% | +131.54% | Add |
| 12 | GLD | Spdr Gold Shares | +0.1% | +13.34% | Add |
| 13 | LRCX | Lam Research CORP | +0.1% | +0.31% | Add |
| 14 | LLY | Eli Lilly & Co | +0.1% | -11.75% | Trim |
| 15 | PCT | Purecycle Technologies Inc | +0.1% | +109.04% | Add |
| 16 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +23.63% | Add |
| 17 | DFAS | Dimensional US Small Cap ETF | 0% | +13.79% | Add |
| 18 | AMGN | Amgen Inc | 0% | +5.19% | Add |
| 19 | RDVY | First Trust Rising Dividend | 0% | +22.24% | Add |
| 20 | IHDG | Wisdomtree International Hed | 0% | +19.70% | Add |
| 21 | VUG | Vanguard Growth ETF | 0% | +12.18% | Add |
| 22 | VEA | Vanguard Ftse Developed ETF | 0% | +14.41% | Add |
| 23 | VOO | Vanguard S&p 500 ETF | 0% | +10.43% | Add |
| 24 | JNJ | Johnson & Johnson | 0% | +2.34% | Add |
| 25 | AMZN | Amazon.com Inc | — | +7.26% | Add |
| 26 | CB | Chubb Limited | — | +0.95% | Add |
| 27 | HGER | Harbor Commodity All Weather | — | +18.23% | Add |
| 28 | GS | Goldman Sachs Group Inc | 0% | +0.76% | Add |
| 29 | RTX | Rtx CORP | 0% | +1.30% | Add |
| 30 | V | Visa Inc-class A Shares | -0.1% | +3.84% | Add |
| 31 | SCHD | Schwab US Dvd Equity ETF | -0.1% | +8.65% | Add |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +3.78% | Add |
| 33 | META | Meta Platforms Inc-class A | -0.1% | +18.80% | Add |
| 34 | GE | General Electric | -0.1% | -37.09% | Trim |
| 35 | COST | Costco Wholesale CORP | -0.2% | -2.07% | Trim |
| 36 | JPM | Jpmorgan Chase & Co | -0.2% | +1.21% | Add |
| 37 | AAPL | Apple Inc | -0.2% | +3.15% | Add |
| 38 | IBIT | Ishares Bitcoin Trust ETF | -0.2% | -10.70% | Trim |
| 39 | HD | Home Depot Inc | -0.2% | +1.79% | Add |
| 40 | ORCL | Oracle CORP | -0.3% | +1.27% | Add |
| 41 | FMHI | First Trust Municipal High I | -0.3% | -56.60% | Trim |
| 42 | APO | Apollo Global Management Inc | -0.3% | -10.78% | Trim |
| 43 | HEDG | Equable Shares Hdg Eqty ETF | — | NEW | New buy |
| 44 | AIPO | Defiance Ai & Power Infr ETF | — | NEW | New buy |
| 45 | BXSL | Blackstone Secured Lending F | — | NEW | New buy |
| 46 | CRWV | Coreweave Inc-cl A | — | NEW | New buy |
| 47 | FPE | Ft-preferred Secur & Inc ETF | — | EXIT | Sold out |
| 48 | GNRC | Generac Holdings Inc | — | NEW | New buy |
| 49 | ITA | Ishares U.s. Aerospace & Def | — | NEW | New buy |
| 50 | AMD | Advanced Micro Devices | — | NEW | New buy |
According to official SEC Form 13F filings, Platform Technology Partners reported a total U.S. public equity portfolio value of $611.2M across 260 disclosed positions in Q4 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, NVDA, MSFT) accounted for 17.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
HEDG
市值: $8.1M
Top Position Liquidated / Trimmed
FPE
前期市值: $373.9K
During Q4 2025, Platform Technology Partners's top holdings by market value included AAPL (8.3%)、NVDA (4.7%)、MSFT (4.0%). The largest single position, AAPL, represented 8.3% of total portfolio value.
In Q4 2025, Platform Technology Partners made 50 total portfolio adjustments, initiating 7 new buys, adding to 35 positions, trimming 7 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.