You're signed outSign in or to get full access.
Platform Technology Partners
Platform Technology Partners provides investment supervisory and advisory services, including financial consultation, to clients such as individuals, pension plans, trusts, and corporations. The firm manages portfolios consisting of publicly traded securities, including stocks, bonds, and mutual funds.
Investment Strategy
Primarily manages portfolios of publicly traded securities, including common stocks, bonds, and mutual funds. The firm also considers switching holdings to lower-cost share classes.
Latest 13F Filing Activity
Platform Technology Partners filed their most recent 13F report on Jun 30, 2025 disclosing 256 equity positions with a total 13F market value of $383M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Ishares Bitcoin Trust Etf among other positions. Platform Technology Partners reduced exposure to Apple Inc., Unitedhealth Group Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (256)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 7.46% | $28.6M | 139,180 | $217.37 | $205.17 | -$2.7M |
M MSFT | MICROSOFT CORP | 4.64% | $17.8M | 35,710 | $456.11 | $497.41 | +$4.0M |
A AMZN | AMAZON COM INC | 3.24% | $12.4M | 56,554 | $197.45 | $219.39 | +$1.9M |
N NVDA | NVIDIA CORPORATION | 2.94% | $11.2M | 71,148 | $126.67 | $157.99 | +$4.1M |
A APO | APOLLO GLOBAL MGMT INC | 2.56% | $9.8M | 69,071 | $121.93 | $141.87 | +$1.6M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more