Platform Technology Partners - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Platform Technology Partners held in its portfolio 259 assets valued at $469,586,650 (i.e. $469.59M).
The most valuable assets in the portfolio included: APPLE INC ($38.91M), NVIDIA CORPORATION ($21.86M), and MICROSOFT CORP ($18.70M).
The chart below shows the top 10 valuable assets, and the table below shows the top 259 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Platform Technology Partners - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 143126 | 38910261 | COM |
| NVIDIA CORPORATION | 117204 | 21858590 | COM |
| MICROSOFT CORP | 38672 | 18702383 | COM |
| AMAZON COM INC | 62282 | 14375990 | COM |
| MORGAN STANLEY ETF TRUST | 249401 | 12830130 | EATON VANCE SHOR |
| FEDERATED HERMES ETF TRUST | 456337 | 11586391 | HERMES TOTAL RET |
| SCHWAB STRATEGIC TR | 350652 | 9618391 | US DIVIDEND EQ |
| JPMORGAN CHASE & CO. | 29102 | 9377202 | COM |
| APOLLO GLOBAL MGMT INC | 62422 | 9036264 | COM |
| ISHARES TR | 12289 | 8417094 | CORE S&P500 ETF |
| ALPHABET INC | 26693 | 8354815 | CAP STK CL A |
| SERIES PORTFOLIOS TR | 275925 | 8094193 | EQUABLE SHARES H |
| META PLATFORMS INC | 12027 | 7939077 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 15553 | 7817583 | CL B NEW |
| ALPHABET INC | 23469 | 7364593 | CAP STK CL C |
| TESLA INC | 15885 | 7143729 | COM |
| VANGUARD INDEX FDS | 10626 | 6664053 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 93873 | 6540139 | US SMALL CAP ETF |
| VANGUARD INDEX FDS | 12129 | 5917246 | GROWTH ETF |
| SPDR S&P 500 ETF TR | 8254 | 5628381 | TR UNIT |
| GOLDMAN SACHS GROUP INC | 5550 | 4878572 | COM |
| JOHNSON & JOHNSON | 23408 | 4844262 | COM |
| RTX CORPORATION | 25641 | 4702516 | COM |
| VISA INC | 12845 | 4504716 | COM CL A |
| SPDR GOLD TR | 10275 | 4072216 | GOLD SHS |
| CHEVRON CORP NEW | 26389 | 4021911 | COM |
| BLACKSTONE INC | 24968 | 3848554 | COM |
| LAM RESEARCH CORP | 21260 | 3639287 | COM NEW |
| BOEING CO | 16354 | 3550724 | COM |
| NEXTERA ENERGY INC | 41104 | 3299823 | COM |
| HOME DEPOT INC | 9398 | 3233795 | COM |
| VANGUARD WHITEHALL FDS | 21855 | 3136576 | HIGH DIV YLD |
| CHUBB LIMITED | 9905 | 3091469 | COM |
| PROLOGIS INC. | 24030 | 3067660 | COM |
| COSTCO WHSL CORP NEW | 3548 | 3059703 | COM |
| ISHARES TR | 96454 | 2986216 | PFD AND INCM SEC |
| PEPSICO INC | 19530 | 2802942 | COM |
| MCDONALDS CORP | 9097 | 2780194 | COM |
| WILLIAMS COS INC | 45214 | 2717800 | COM |
| WALMART INC | 24195 | 2695614 | COM |
| ELI LILLY & CO | 2472 | 2656639 | COM |
| HARBOR ETF TRUST | 106192 | 2635692 | HARBOR COMMODITY |
| PROCTER AND GAMBLE CO | 18021 | 2582642 | COM |
| INVESCO QQQ TR | 4172 | 2563009 | UNIT SER 1 |
| AMGEN INC | 7784 | 2547712 | COM |
| DUKE ENERGY CORP NEW | 20489 | 2401478 | COM NEW |
| MEDTRONIC PLC | 24853 | 2387334 | SHS |
| ABBVIE INC | 10144 | 2317794 | COM |
| UNION PAC CORP | 9811 | 2269490 | COM |
| S&P GLOBAL INC | 4208 | 2198952 | COM |
| TRI CONTL CORP | 66996 | 2188089 | COM |
| INVESCO EXCHANGE TRADED FD T | 28820 | 2162960 | S&P500 QUALITY |
| STARBUCKS CORP | 25085 | 2112398 | COM |
| LOCKHEED MARTIN CORP | 4332 | 2095064 | COM |
| FIRST TR EXCHANGE-TRADED FD | 108365 | 2079528 | LIMITED DURATION |
| INTERNATIONAL BUSINESS MACHS | 6898 | 2043297 | COM |
| VANGUARD TAX-MANAGED FDS | 32370 | 2022181 | VAN FTSE DEV MKT |
| ORACLE CORP | 10169 | 1981980 | COM |
| FIRST TR EXCHANGE TRADED FD | 28013 | 1946072 | RISNG DIVD ACHIV |
| EXXON MOBIL CORP | 15763 | 1896977 | COM |
| ABACUS FCF ETF TR | 26186 | 1868922 | ABACUS FCF LEADE |
| AB ACTIVE ETFS INC | 73735 | 1858851 | TAX AWARE SHRT |
| WISDOMTREE TR | 37805 | 1839612 | ITL HDG QTLY DIV |
| NIKE INC | 27850 | 1774337 | CL B |
| UNITEDHEALTH GROUP INC | 5342 | 1763603 | COM |
| PURECYCLE TECHNOLOGIES INC | 204442 | 1756153 | COM |
| MASTERCARD INCORPORATED | 3026 | 1727557 | CL A |
| AIR PRODS & CHEMS INC | 6770 | 1672358 | COM |
| NUVEEN MUN HIGH INCOME OPPOR | 163235 | 1663360 | COM |
| CONOCOPHILLIPS | 17541 | 1642025 | COM |
| COLGATE PALMOLIVE CO | 20141 | 1591556 | COM |
| DIGITAL RLTY TR INC | 10198 | 1577738 | COM |
| ISHARES BITCOIN TRUST ETF | 31685 | 1573160 | SHS BEN INT |
| VERIZON COMMUNICATIONS INC | 37737 | 1537009 | COM |
| INVESCO EXCHANGE TRADED FD T | 7846 | 1503057 | S&P500 EQL WGT |
| DOMINION ENERGY INC | 25363 | 1486010 | COM |
| VANGUARD INDEX FDS | 5064 | 1469751 | MID CAP ETF |
| CAPITAL ONE FINL CORP | 5989 | 1451494 | COM |
| ENTERPRISE PRODS PARTNERS L | 41977 | 1345783 | COM |
| WISDOMTREE TR | 39781 | 1330674 | US SMALLCAP DIVD |
| ISHARES TR | 16039 | 1328331 | 1 3 YR TREAS BD |
| PALANTIR TECHNOLOGIES INC | 7411 | 1317350 | CL A |
| MERCK & CO INC | 12487 | 1314340 | COM |
| THERMO FISHER SCIENTIFIC INC | 2247 | 1302274 | COM |
| CATERPILLAR INC | 2249 | 1288559 | COM |
| PHILIP MORRIS INTL INC | 7940 | 1273513 | COM |
| AMERICAN EXPRESS CO | 3422 | 1265920 | COM |
| TJX COS INC NEW | 8205 | 1260328 | COM |
| NETFLIX INC | 13404 | 1256749 | COM |
| FIRST TR EXCH TRADED FD III | 64525 | 1251145 | INSTL PFD SECS |
| VANGUARD INDEX FDS | 6517 | 1244743 | VALUE ETF |
| FIRST TR EXCHANGE-TRADED FD | 59570 | 1221182 | AAA CMBS ETF |
| BROADCOM INC | 3510 | 1214903 | COM |
| WISDOMTREE TR | 13597 | 1197624 | US LARGECAP DIVD |
| AB ACTIVE ETFS INC | 30217 | 1135555 | HIGH YIELD ETF |
| ENERGY TRANSFER L P | 68529 | 1130046 | COM UT LTD PTN |
| EVOLV TECHNOLOGIES HLDNGS IN | 153007 | 1095529 | COM CL A |
| BRISTOL-MYERS SQUIBB CO | 20224 | 1090859 | COM |
| WELLS FARGO CO NEW | 11596 | 1080701 | COM |
| ISHARES ETHEREUM TR | 47881 | 1073976 | SHS |
| ISHARES TR | 7437 | 1049608 | SELECT DIVID ETF |
| FIRST TR EXCHANGE-TRADED FD | 9500 | 1032080 | WTR ETF |
| PROSHARES TR | 9752 | 1014940 | S&P 500 DV ARIST |
| SELECT SECTOR SPDR TR | 22437 | 1003143 | STATE STREET ENE |
| GE VERNOVA INC | 1529 | 999313 | COM |
| SELECT SECTOR SPDR TR | 23401 | 998997 | STATE STREET UTI |
| CLOROX CO DEL | 9712 | 979211 | COM |
| HONEYWELL INTL INC | 4952 | 966003 | COM |
| BANK AMERICA CORP | 17535 | 964431 | COM |
| CISCO SYS INC | 12358 | 951933 | COM |
| FIRST TR EXCH TRADED FD III | 19060 | 913638 | MUNI HI INCM ETF |
| CONSTELLATION BRANDS INC | 6541 | 902396 | CL A |
| ABBOTT LABS | 7107 | 890441 | COM |
| WISDOMTREE TR | 17251 | 890152 | US MIDCAP DIVID |
| TRANE TECHNOLOGIES PLC | 2211 | 860521 | SHS |
| CONSOLIDATED EDISON INC | 8490 | 843262 | COM |
| ISHARES TR | 3295 | 811180 | RUSSELL 2000 ETF |
| VANGUARD INTL EQUITY INDEX F | 15039 | 808507 | FTSE EMR MKT ETF |
| SELECT SECTOR SPDR TR | 5118 | 792259 | STATE STREET HEA |
| J P MORGAN EXCHANGE TRADED F | 13620 | 779606 | EQUITY PREMIUM |
| VANGUARD BD INDEX FDS | 9845 | 766746 | INTERMED TERM |
| SELECT SECTOR SPDR TR | 5261 | 757364 | STATE STREET TEC |
| SIXTH STREET SPECIALTY LENDI | 34444 | 748124 | COM |
| DISNEY WALT CO | 6379 | 725786 | COM |
| SPDR SERIES TRUST | 19517 | 720871 | STATE STREET SPD |
| VANGUARD INDEX FDS | 2143 | 718472 | TOTAL STK MKT |
| BOOKING HOLDINGS INC | 134 | 717614 | COM |
| ISHARES TR | 1495 | 707461 | RUS 1000 GRW ETF |
| TIDAL TRUST II | 31543 | 697741 | DEFIANCE AI & PW |
| SCHWAB CHARLES CORP | 6976 | 696972 | COM |
| GE AEROSPACE | 2227 | 685989 | COM NEW |
| AMPHENOL CORP NEW | 4893 | 661240 | CL A |
| ONEOK INC NEW | 8673 | 637466 | COM |
| ISHARES TR | 1940 | 626639 | RUS 2000 GRW ETF |
| SALESFORCE INC | 2343 | 620614 | COM |
| ISHARES TR | 12576 | 605922 | FUTURE AI & TECH |
| SHOPIFY INC | 3764 | 605891 | CL A SUB VTG SHS |
| J P MORGAN EXCHANGE TRADED F | 6500 | 603200 | ACTIVE GROWTH |
| FIRST TR EXCHANGE-TRADED FD | 15693 | 601338 | SMID RISNG ETF |
| SELECT SECTOR SPDR TR | 7669 | 595720 | STATE STREET CON |
| AMERICAN ELEC PWR CO INC | 5166 | 595639 | COM |
| VERTEX PHARMACEUTICALS INC | 1304 | 591168 | COM |
| YUM BRANDS INC | 3903 | 590425 | COM |
| PFIZER INC | 23598 | 587595 | COM |
| ZOETIS INC | 4631 | 582672 | CL A |
| VANGUARD INDEX FDS | 2249 | 580010 | SMALL CP ETF |
| VANGUARD WORLD FD | 1391 | 574117 | MEGA GRWTH IND |
| BLACKSTONE SECD LENDING FD | 21552 | 567464 | COMMON STOCK |
| COCA COLA CO | 8060 | 563456 | COM |
| ACCENTURE PLC IRELAND | 2074 | 556466 | SHS CLASS A |
| TEXAS INSTRS INC | 3207 | 556382 | COM |
| AT&T INC | 22277 | 553356 | COM |
| COREWEAVE INC | 7664 | 548835 | COM CL A |
| EATON CORP PLC | 1712 | 545289 | SHS |
| CANADIAN PACIFIC KANSAS CITY | 7394 | 545147 | COM |
| APPLIED MATLS INC | 2009 | 516174 | COM |
| AMERICAS CAR-MART INC | 20400 | 515304 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 841 | 507358 | UTSER1 S&PDCRP |
| CONSTELLATION ENERGY CORP | 1404 | 495862 | COM |
| ALTRIA GROUP INC | 8483 | 489103 | COM |
| PNC FINL SVCS GROUP INC | 2323 | 484880 | COM |
| BLACKROCK INC | 447 | 477914 | COM |
| INNODATA INC | 9310 | 474345 | COM NEW |
| ISHARES TR | 7136 | 470991 | CORE S&P MCP ETF |
| ISHARES TR | 2234 | 469960 | RUS 1000 VAL ETF |
| VERTIV HOLDINGS CO | 2898 | 469439 | COM CL A |
| INTUITIVE SURGICAL INC | 818 | 463096 | COM NEW |
| UNITED PARCEL SERVICE INC | 4626 | 458894 | CL B |
| CSX CORP | 12095 | 438444 | COM |
| HDFC BANK LTD | 11843 | 432742 | SPONSORED ADS |
| NOVARTIS AG | 2984 | 411378 | SPONSORED ADR |
| WABTEC | 1916 | 408970 | COM |
| AUTOMATIC DATA PROCESSING IN | 1583 | 407084 | COM |
| NOVO-NORDISK A S | 7862 | 400019 | ADR |
| ON SEMICONDUCTOR CORP | 7366 | 398869 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 5127 | 390856 | SHS |
| ISHARES TR | 8592 | 390489 | MSCI INTL QUALTY |
| KKR & CO INC | 3042 | 387794 | COM |
| CUMMINS INC | 757 | 386625 | COM |
| ENTERGY CORP NEW | 4117 | 380503 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1238 | 376352 | SPONSORED ADS |
| AKAMAI TECHNOLOGIES INC | 4211 | 367389 | COM |
| PRINCIPAL EXCHANGE TRADED FD | 19000 | 362330 | SPECTRUM PFD |
| FIRST TR EXCHANGE-TRADED FD | 7226 | 361209 | FST LOW OPPT EFT |
| GENERAC HLDGS INC | 2631 | 358844 | COM |
| VANGUARD INDEX FDS | 4049 | 358287 | REAL ESTATE ETF |
| EXELON CORP | 8137 | 354710 | COM |
| TARGET CORP | 3598 | 351678 | COM |
| OLD REP INTL CORP | 7580 | 345951 | COM |
| GEN DIGITAL INC | 12659 | 344198 | COM |
| BLACK HILLS CORP | 4945 | 343282 | COM |
| NORFOLK SOUTHN CORP | 1173 | 338803 | COM |
| EQUITY RESIDENTIAL | 5329 | 335940 | SH BEN INT |
| GILEAD SCIENCES INC | 2687 | 329802 | COM |
| CVS HEALTH CORP | 4144 | 328881 | COM |
| OREILLY AUTOMOTIVE INC | 3516 | 320664 | COM |
| ISHARES TR | 1468 | 315264 | US AER DEF ETF |
| TRUIST FINL CORP | 6321 | 311037 | COM |
| SIMON PPTY GROUP INC NEW | 1657 | 306727 | COM |
| ADVANCED MICRO DEVICES INC | 1414 | 302770 | COM |
| NU HLDGS LTD | 18030 | 301822 | ORD SHS CL A |
| FIRST TR EXCH TRADED FD III | 11232 | 299845 | NEW YORK MUNI |
| ILLUMINA INC | 2202 | 288814 | COM |
| PACER FDS TR | 6400 | 283968 | US SMALL CAP CAS |
| DRIVEN BRANDS HLDGS INC | 19000 | 281580 | COM |
| SOUTHERN CO | 3207 | 279640 | COM |
| UNILEVER PLC | 4273 | 279454 | SPON ADR NEW |
| FIRST TR EXCHANGE TRADED FD | 2861 | 277100 | NASD TECH DIV |
| STRYKER CORPORATION | 769 | 270374 | COM |
| VANECK ETF TRUST | 747 | 269115 | SEMICONDUCTR ETF |
| DANAHER CORPORATION | 1146 | 262342 | COM |
| REGENERON PHARMACEUTICALS | 335 | 258712 | COM |
| ISHARES TR | 1492 | 251877 | ISHARES BIOTECH |
| ENBRIDGE INC | 5252 | 251689 | COM |
| ISHARES TR | 2040 | 251402 | S&P 500 GRWT ETF |
| KINDER MORGAN INC DEL | 9094 | 249998 | COM |
| MONDELEZ INTL INC | 4626 | 249018 | CL A |
| TELESAT CORP | 8551 | 248834 | CL A & CL B SHS |
| ARES CAPITAL CORP | 12057 | 243913 | COM |
| DILLARDS INC | 400 | 242536 | CL A |
| 3M CO | 1505 | 240951 | COM |
| AMERIPRISE FINL INC | 488 | 239286 | COM |
| ISHARES TR | 2530 | 237542 | U.S. REAL ES ETF |
| IQVIA HLDGS INC | 1048 | 236230 | COM |
| CROWDSTRIKE HLDGS INC | 500 | 234380 | CL A |
| SOMNIGROUP INTERNATIONAL INC | 2615 | 233467 | COM |
| G III APPAREL GROUP LTD | 8000 | 231680 | COM |
| AMERICAN TOWER CORP NEW | 1317 | 231234 | COM |
| CITIGROUP INC | 1972 | 230097 | COM NEW |
| UNITED STS COMMODITY INDEX F | 6500 | 227240 | CM REP COPP FD |
| BLACKROCK MUNIHLDGS NY QLTY | 22118 | 226270 | COM |
| MARATHON PETE CORP | 1389 | 225893 | COM |
| WEBSTER FINL CORP | 3541 | 222866 | COM |
| SCHWAB STRATEGIC TR | 9237 | 222057 | INTL EQTY ETF |
| PRUDENTIAL FINL INC | 1938 | 218806 | COM |
| MARVELL TECHNOLOGY INC | 2567 | 218184 | COM |
| T-MOBILE US INC | 1073 | 217862 | COM |
| EXACT SCIENCES CORP | 2139 | 217237 | COM |
| ADOBE INC | 620 | 217093 | COM |
| SELECT SECTOR SPDR TR | 3921 | 214754 | STATE STREET FIN |
| ISHARES TR | 7012 | 213515 | LATN AMER 40 ETF |
| INTEL CORP | 5685 | 209789 | COM |
| ISHARES TR | 1737 | 208703 | CORE S&P SCP ETF |
| CADENCE DESIGN SYSTEM INC | 667 | 208491 | COM |
| SPDR DOW JONES INDL AVERAGE | 432 | 207606 | UT SER 1 |
| FINGERMOTION INC | 167615 | 206166 | COM |
| KAYNE ANDERSON ENERGY INFRST | 14411 | 178408 | COM |
| LLOYDS BANKING GROUP PLC | 33641 | 178297 | SPONSORED ADR |
| TERAWULF INC | 10400 | 119496 | COM |
| BLAIZE HLDGS INC | 59333 | 115699 | COM |
| PUTNAM ETF TRUST | 11757 | 92234 | FRANKLIN NY MUNI |
| COMPUGEN LTD | 50000 | 76500 | ORD |
| ENOVIX CORPORATION | 10000 | 73100 | COM |
| MICROALGO INC | 14800 | 65416 | SHS CL A |
| NEXTDECADE CORP | 10450 | 55072 | COM |
| MICROVAST HOLDINGS INC | 15000 | 42000 | COM |
| WIMI HOLOGRAM CLOUD INC | 10000 | 23700 | ORD SHS CL B NEW |
| GERON CORP | 10100 | 13332 | COM |
| ASPIRE BIOPHARMA HLDGS INC | 37611 | 4961 | COM |
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