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Filers›Holding Co.›Platform Technology Partners
DOSSIER · 13F-HR · Q1 2026

Platform Technology Partners

Platform Technology's holding co. based in Stamford, CT — $519M in tracked AUM across 344 positions as of Q1 2026.

PT
Platform Technology·Stamford, CT·Holding Co.
CIK 0001830817 · last filed Mar 31, 2026
Total AUM
$519M
▲ 19.9%
vs prior
Holdings
344
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
42% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Platform Technology Partners filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$38M150K7.4%
02
NVDA
NVIDIA CORPORATION
$23M131K4.4%
03
MSFT
MICROSOFT CORP
$16M43K3.0%
04
AMZN
AMAZON COM INC
$14M69K2.8%
05
EVSD
MORGAN STANLEY ETF TRUST
$13M260K2.6%
06
FTRB
FEDERATED HERMES ETF TRUST
$12M481K2.3%
07
SCHD
SCHWAB STRATEGIC TR
$12M382K2.3%
08
IVV
ISHARES TR
$10M16K2.0%
09
JPM
JPMORGAN CHASE & CO
$9M31K1.8%
10
GOOGL
ALPHABET INC
$8M29K1.6%

Filing history

Filing history loading…
AI Agent · grounded in Platform
haiku-4-5 · 344 positions indexed
Sector mix
  • Tech42%
  • Financials18%
  • Health Care25%
  • Cons. Disc.4%
  • Communications9%
  • Other2%
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