Holders — by stockHoldings — by fund
Platform Technology Partners
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001830817
$613.7M
disclosed book value
393
positions
7.1%
largest position share
Positions, as of 2026-06-30
top 100 of 393 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 150,937 | $43.7M | 7.1% |
| 2 | NVDANVIDIA CORPORATION | 132,818 | $26.6M | 4.3% |
| 3 | MSFTMICROSOFT CORP | 45,761 | $17.1M | 2.8% |
| 4 | AMZNAMAZON COM INC | 67,547 | $16.1M | 2.6% |
| 5 | EVSDMORGAN STANLEY ETF TRUST | 289,968 | $14.7M | 2.4% |
| 6 | FTRBFEDERATED HERMES ETF TRUST | 554,045 | $13.9M | 2.3% |
| 7 | SCHDSCHWAB STRATEGIC TR | 409,809 | $13.0M | 2.1% |
| 8 | IVVISHARES TR | 15,946 | $11.9M | 1.9% |
| 9 | GOOGLALPHABET INC | 29,436 | $10.5M | 1.7% |
| 10 | JPMJPMORGAN CHASE & CO | 30,506 | $10.0M | 1.6% |
| 11 | LRCXLAM RESEARCH CORP | 21,490 | $9.3M | 1.5% |
| 12 | HEDGSERIES PORTFOLIOS TR | 305,957 | $9.2M | 1.5% |
| 13 | DFASDIMENSIONAL ETF TRUST | 111,354 | $9.2M | 1.5% |
| 14 | GOOGALPHABET INC | 25,752 | $9.1M | 1.5% |
| 15 | CIFRCIPHER DIGITAL INC | 350,000 | $8.6M | 1.4% |
| 16 | TSLATESLA INC | 19,801 | $8.3M | 1.4% |
| 17 | BRK/BBERKSHIRE HATHAWAY INC DEL | 16,612 | $8.3M | 1.4% |
| 18 | METAMETA PLATFORMS INC | 13,838 | $7.8M | 1.3% |
| 19 | VOOVANGUARD INDEX FDS | 11,075 | $7.6M | 1.2% |
| 20 | VUGVANGUARD INDEX FDS | 85,543 | $7.4M | 1.2% |
| 21 | APOAPOLLO GLOBAL MGMT INC | 62,164 | $7.4M | 1.2% |
| 22 | JNJJOHNSON & JOHNSON | 24,647 | $6.3M | 1% |
| 23 | JMEEJ P MORGAN EXCHANGE TRADED F | 78,189 | $6.1M | 1% |
| 24 | GSGOLDMAN SACHS GROUP INC | 5,879 | $5.9M | 1% |
| 25 | SPYSTATE STR SPDR S&P 500 ETF T | 7,000 | $5.2M | 0.9% |
| 26 | RTXRTX CORPORATION | 27,232 | $5.2M | 0.8% |
| 27 | VVISA INC | 14,633 | $5.0M | 0.8% |
| 28 | SGOVISHARES TR | 44,779 | $4.5M | 0.7% |
| 29 | CVXCHEVRON CORPORATION | 25,821 | $4.3M | 0.7% |
| 30 | GLDSPDR GOLD TR | 11,311 | $4.2M | 0.7% |
| 31 | HDHOME DEPOT INC | 11,547 | $4.1M | 0.7% |
| 32 | HGERHARBOR ETF TRUST | 138,010 | $4.0M | 0.7% |
| 33 | BXBLACKSTONE INC | 34,390 | $4.0M | 0.7% |
| 34 | NEENEXTERA ENERGY INC | 44,260 | $3.9M | 0.6% |
| 35 | LLYELI LILLY & CO | 3,230 | $3.9M | 0.6% |
| 36 | FSIGFIRST TR EXCHANGE-TRADED FD | 203,116 | $3.8M | 0.6% |
| 37 | BABOEING CO | 17,346 | $3.8M | 0.6% |
| 38 | CHUBB LIMITED | 10,527 | $3.6M | 0.6% |
| 39 | COSTCOSTCO WHOLESALE CORPORATION | 3,821 | $3.6M | 0.6% |
| 40 | WMBWILLIAMS COS INC | 46,721 | $3.5M | 0.6% |
| 41 | CAAAFIRST TR EXCHANGE-TRADED FD | 169,633 | $3.4M | 0.6% |
| 42 | VYMVANGUARD WHITEHALL FDS | 21,709 | $3.4M | 0.6% |
| 43 | PLDPROLOGIS INC. | 25,270 | $3.4M | 0.6% |
| 44 | PGPROCTER & GAMBLE CO | 23,172 | $3.4M | 0.6% |
| 45 | SPHQINVESCO EXCHANGE TRADED FD T | 34,949 | $3.1M | 0.5% |
| 46 | SBUXSTARBUCKS CORP | 30,648 | $3.1M | 0.5% |
| 47 | AMGNAMGEN INC | 8,500 | $3.1M | 0.5% |
| 48 | RDVYFIRST TR EXCHANGE TRADED FD | 37,453 | $3.0M | 0.5% |
| 49 | UNHUNITEDHEALTH GROUP INC | 7,226 | $3.0M | 0.5% |
| 50 | PFFISHARES TR | 96,454 | $2.9M | 0.5% |
| 51 | QQQINVESCO QQQ TR | 3,961 | $2.9M | 0.5% |
| 52 | MCDMCDONALDS CORP | 10,788 | $2.9M | 0.5% |
| 53 | PEPPEPSICO INC | 21,109 | $2.9M | 0.5% |
| 54 | WMTWALMART INC | 25,199 | $2.9M | 0.5% |
| 55 | DUKDUKE ENERGY CORP NEW | 22,181 | $2.8M | 0.5% |
| 56 | UNPUNION PAC CORP | 10,102 | $2.7M | 0.4% |
| 57 | CATCATERPILLAR INC | 2,568 | $2.7M | 0.4% |
| 58 | ABBVABBVIE INC | 10,636 | $2.7M | 0.4% |
| 59 | IHDGWISDOMTREE TR | 50,230 | $2.6M | 0.4% |
| 60 | VEAVANGUARD TAX-MANAGED FDS | 35,536 | $2.5M | 0.4% |
| 61 | APDAIR PRODUCTS AND CHEMICALS I | 8,605 | $2.5M | 0.4% |
| 62 | LMTLOCKHEED MARTIN CORP | 4,683 | $2.4M | 0.4% |
| 63 | TYTRI CONTL CORP | 68,034 | $2.3M | 0.4% |
| 64 | MEDTRONIC PLC | 29,485 | $2.3M | 0.4% |
| 65 | EXMOCEXXON MOBIL CORP | 15,832 | $2.2M | 0.4% |
| 66 | CLCOLGATE PALMOLIVE CO | 23,483 | $2.2M | 0.4% |
| 67 | COPCONOCOPHILLIPS | 20,253 | $2.1M | 0.3% |
| 68 | AVGOBROADCOM INC | 5,532 | $2.1M | 0.3% |
| 69 | DLRDIGITAL RLTY TR INC | 11,606 | $2.1M | 0.3% |
| 70 | IBMINTERNATIONAL BUSINESS MACHS | 7,304 | $2.1M | 0.3% |
| 71 | NMZNUVEEN MUN HIGH INCOME OPPOR | 193,277 | $2.0M | 0.3% |
| 72 | SPGIS&P GLOBAL INC | 4,924 | $2.0M | 0.3% |
| 73 | MAMASTERCARD INCORPORATED | 3,895 | $2.0M | 0.3% |
| 74 | ABFLABACUS FCF ETF TR | 23,289 | $2.0M | 0.3% |
| 75 | GEVGE VERNOVA INC | 1,652 | $1.9M | 0.3% |
| 76 | DDOMINION ENERGY INC | 27,342 | $1.9M | 0.3% |
| 77 | TAFIAB ACTIVE ETFS INC | 72,675 | $1.8M | 0.3% |
| 78 | VOVANGUARD INDEX FDS | 22,172 | $1.8M | 0.3% |
| 79 | MRKMERCK & CO INC | 13,444 | $1.7M | 0.3% |
| 80 | CSCOCISCO SYS INC | 13,970 | $1.6M | 0.3% |
| 81 | DESWISDOMTREE TR | 39,781 | $1.6M | 0.3% |
| 82 | VZVERIZON COMMUNICATIONS INC | 37,672 | $1.6M | 0.3% |
| 83 | PMPHILIP MORRIS INTL INC | 8,717 | $1.6M | 0.3% |
| 84 | EPDENTERPRISE PRODS PARTNERS L | 40,492 | $1.5M | 0.2% |
| 85 | ORCLORACLE CORP | 10,079 | $1.5M | 0.2% |
| 86 | TJXTJX COS INC NEW | 9,526 | $1.4M | 0.2% |
| 87 | VTVVANGUARD INDEX FDS | 6,538 | $1.4M | 0.2% |
| 88 | DVYISHARES TR | 9,071 | $1.4M | 0.2% |
| 89 | XLESELECT SECTOR SPDR TR | 26,583 | $1.4M | 0.2% |
| 90 | OPERETF SER SOLUTIONS | 14,043 | $1.4M | 0.2% |
| 91 | IBITISHARES BITCOIN TRUST ETF | 42,090 | $1.4M | 0.2% |
| 92 | NKENIKE INC | 33,905 | $1.4M | 0.2% |
| 93 | PCTPURECYCLE TECHNOLOGIES INC | 169,781 | $1.4M | 0.2% |
| 94 | IWMISHARES TR | 4,582 | $1.4M | 0.2% |
| 95 | AMATAPPLIED MATLS INC | 1,898 | $1.4M | 0.2% |
| 96 | ETENERGY TRANSFER L P | 69,676 | $1.3M | 0.2% |
| 97 | CLXCLOROX CO DEL | 13,864 | $1.3M | 0.2% |
| 98 | TXNTEXAS INSTRS INC | 4,398 | $1.3M | 0.2% |
| 99 | DLNWISDOMTREE TR | 13,597 | $1.3M | 0.2% |
| 100 | COFCAPITAL ONE FINL CORP | 6,442 | $1.3M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.