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CIK: 0001830817
Total reported value
$611.2M
$611.2M
343 檔
17.1%
At the close of Q1 2026, Platform Technology Partners disclosed equity holdings valued at approximately $611.2M, spread across 343 reported holdings.
In Q1 2026, Platform Technology Partners displayed an active expansion posture, initiating 92 new positions and adding to 84 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 343 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.36% | -0.14% | +5.13% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.39% | -0.04% | +11.48% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.04% | -0.25% | +10.14% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.75% | -0.12% | +10.14% | |
| 5 | EVSD | Eaton Vance Shrt Dur Inc | ETF-Other | 2.56% | -0.15% | +4.34% | |
| 6 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 2.33% | -0.06% | +5.37% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.26% | -0.13% | +8.82% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.96% | -0.01% | +26.93% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.77% | -0.14% | +7.52% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.63% | +0.09% | +9.89% | |
| 11 | HEDG | Equable Shares Hdg Eqty ETF | ETF-Other | 1.56% | -0.06% | +1.34% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.52% | -0.16% | +5.52% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.48% | -0.20% | +11.82% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.42% | +0.07% | +9.24% | |
| 15 | APO | Apollo Global Management Inc | Stock-Financials | 1.39% | -0.19% | +3.93% | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.37% | +0.13% | +6.58% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.36% | — | +19.77% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.20% | -0.18% | +9.13% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +0.04% | -2.10% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 1.08% | +0.13% | +6.07% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.06% | -0.36% | +0.82% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 0.99% | -0.14% | +3.79% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.96% | -0.28% | +13.16% | |
| 24 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.95% | +0.02% | +5.19% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.90% | -0.04% | -13.27% | |
| 26 | LRCX | Lam Research CORP | Stock-Tech | 0.88% | +0.64% | +1.02% | |
| 27 | BX | Blackstone Inc | Stock-Financials | 0.84% | -0.18% | +52.21% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | +0.02% | +6.61% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.75% | -0.11% | +2.03% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.15% | +7.55% | |
| 31 | HGER | Harbor Commodity All Weather | ETF-Commodities | 0.72% | -0.06% | +13.96% | |
| 32 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.70% | +0.30% | — | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | +0.02% | +9.21% | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 0.65% | -0.04% | +3.14% | |
| 35 | CB | Chubb Limited | Stock-Financials | 0.64% | -0.05% | +3.30% | |
| 36 | WMB | Williams Cos Inc | Stock-Energy | 0.64% | -0.07% | +1.34% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | -0.16% | +8.59% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.16% | +9.32% | |
| 39 | PLD | Prologis Inc | Stock-Real Estate | 0.63% | -0.07% | +2.72% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.62% | -0.06% | — | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.12% | +9.99% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.02% | +15.46% | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.57% | -0.07% | +7.75% | |
| 44 | PFF | Ishares Preferred & Income S | ETF-Other | 0.56% | -0.08% | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.21% | +8.97% | |
| 46 | DUK | Duke Energy CORP | Stock-Utilities | 0.53% | -0.07% | +3.40% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.52% | -0.13% | +3.53% | |
| 48 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.51% | — | +17.72% | |
| 49 | COP | Conocophillips | Stock-Energy | 0.51% | -0.17% | +13.71% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.48% | -0.03% | +3.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +8.82% | Add |
| 2 | CVX | Chevron CORP | +0.2% | +0.82% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.2% | +26.93% | Add |
| 4 | JNJ | Johnson & Johnson | +0.2% | +9.13% | Add |
| 5 | HGER | Harbor Commodity All Weather | +0.2% | +13.96% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.2% | +8.97% | Add |
| 7 | COP | Conocophillips | +0.2% | +13.71% | Add |
| 8 | CAAA | First Trust Aaa Cmbs Etf-usd | +0.1% | +58.31% | Add |
| 9 | XLE | Ss Energy Select Sector | +0.1% | +22.29% | Add |
| 10 | LRCX | Lam Research CORP | +0.1% | +1.02% | Add |
| 11 | GLD | Spdr Gold Shares | +0.1% | +13.16% | Add |
| 12 | APD | Air Products & Chemicals Inc | +0.1% | +19.88% | Add |
| 13 | COST | Costco Wholesale CORP | +0.1% | +7.55% | Add |
| 14 | AVGO | Broadcom Inc | +0.1% | +59.94% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | +12.36% | Add |
| 16 | LMT | Lockheed Martin CORP | +0.1% | +3.53% | Add |
| 17 | WMB | Williams Cos Inc | +0.1% | +1.34% | Add |
| 18 | WMT | Walmart Inc | +0.1% | +9.32% | Add |
| 19 | SBUX | Starbucks CORP | +0.1% | +17.72% | Add |
| 20 | GEV | GE Vernova Inc | +0.1% | +5.89% | Add |
| 21 | NEE | Nextera Energy Inc | +0.1% | +2.03% | Add |
| 22 | MRK | Merck & Co. Inc. | +0.1% | +15.58% | Add |
| 23 | CLX | Clorox Company | +0.1% | +36.57% | Add |
| 24 | IWM | Ishares Russell 2000 ETF | +0.1% | +38.91% | Add |
| 25 | DLR | Digital Realty Trust Inc | 0% | +6.85% | Add |
| 26 | STZ | Constellation Brands Inc-a | 0% | +23.12% | Add |
| 27 | DIS | Walt Disney Co/the | 0% | +61.69% | Add |
| 28 | ZTS | Zoetis Inc | 0% | +53.90% | Add |
| 29 | C | Citigroup Inc | 0% | +97.31% | Add |
| 30 | PEP | Pepsico Inc | 0% | +8.59% | Add |
| 31 | PG | Procter & Gamble Co/the | 0% | +15.46% | Add |
| 32 | AMGN | Amgen Inc | 0% | +7.75% | Add |
| 33 | CL | Colgate-palmolive Co | 0% | +11.99% | Add |
| 34 | XLV | Ss Health Care Select Sector | 0% | +41.11% | Add |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +17.54% | Add |
| 36 | HON | Honeywell International Inc | 0% | +9.77% | Add |
| 37 | ED | Consolidated Edison Inc | 0% | +14.96% | Add |
| 38 | DVY | Ishares Select Dividend ETF | 0% | +15.25% | Add |
| 39 | JEPI | Jpmorgan Equity Premium Inco | 0% | +32.22% | Add |
| 40 | CPER | United States Copper Index | 0% | +85.98% | Add |
| 41 | MPC | Marathon Petroleum CORP | 0% | +15.91% | Add |
| 42 | BX | Blackstone Inc | 0% | +52.21% | Add |
| 43 | DUK | Duke Energy CORP | 0% | +3.40% | Add |
| 44 | IHDG | Wisdomtree International Hed | 0% | +15.83% | Add |
| 45 | VZ | Verizon Communications Inc | 0% | -5.20% | Trim |
| 46 | BMY | Bristol-myers Squibb Co | 0% | +6.39% | Add |
| 47 | ET | Energy Transfer LP | 0% | +0.86% | Add |
| 48 | T | At&t Inc | 0% | +14.47% | Add |
| 49 | TXN | Texas Instruments Inc | 0% | +17.15% | Add |
| 50 | ARTY | Ishares Future Ai & Tech ETF | 0% | +33.01% | Add |
According to official SEC Form 13F filings, Platform Technology Partners reported a total U.S. public equity portfolio value of $611.2M across 343 disclosed positions in Q1 2026.
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 17.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
JMEE
市值: $3.7M
Top Position Liquidated / Trimmed
INOD
前期市值: $474.3K
During Q1 2026, Platform Technology Partners's top holdings by market value included AAPL (7.4%)、NVDA (4.4%)、MSFT (3.0%). The largest single position, AAPL, represented 7.4% of total portfolio value.
In Q1 2026, Platform Technology Partners made 200 total portfolio adjustments, initiating 92 new buys, adding to 84 positions, trimming 14 holdings, and fully liquidating 10 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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