Sign in

You're signed outSign in or to get full access.

Platform Technology Partners

CIK:0001830817
Investment Adviser
$937M AUM
259 holdings
New York, NY, USA
Founded:2019
Latest filing:Jun 30, 2025

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 Buys
N
NVDANVIDIA CORPORATION
+$4.1M
M
MSFTMICROSOFT CORP
+$4.0M
I
IBITISHARES BITCOIN TRUST ETF
+$2.0M
A
AMZNAMAZON COM INC
+$1.9M
M
METAMETA PLATFORMS INC
+$1.8M
Top Sells
A
AAPLAPPLE INC
-$2.7M
U
UNHUNITEDHEALTH GROUP INC
-$692.8K
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$657.9K
F
FMHIFIRST TR EXCH TRADED FD III
-$528.9K
B
BMYBRISTOL-MYERS SQUIBB CO
-$358.6K

Top Holdings

A
AAPLAPPLE INC
+7.5%$28.6M
M
MSFTMICROSOFT CORP
+4.6%$17.8M
A
AMZNAMAZON COM INC
+3.2%$12.4M
N
NVDANVIDIA CORPORATION
+2.9%$11.2M
A
APOAPOLLO GLOBAL MGMT INC
+2.6%$9.8M

Equity Positions (256)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
APPLE INC7.46%$28.6M139,180$217.37$205.17-$2.7M
MICROSOFT CORP4.64%$17.8M35,710$456.11$497.41+$4.0M
AMAZON COM INC3.24%$12.4M56,554$197.45$219.39+$1.9M
NVIDIA CORPORATION2.94%$11.2M71,148$126.67$157.99+$4.1M
APOLLO GLOBAL MGMT INC2.56%$9.8M69,071$121.93$141.87+$1.6M

Industry Allocation

ELECTRONIC COMPUTERS
+8.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.1%
SERVICES-PREPACKAGED SOFTWARE
+5.9%
SEMICONDUCTORS & RELATED DEVICES
+4.0%
PHARMACEUTICAL PREPARATIONS
+3.4%