Institutional Fund
Platform Technology Partners
New York, NYCIK 18308175 filings on record
Portfolio Value
$518.44M
Q1 2026
Holdings
343
Reported positions
New Buys
95
Opened this quarter
QoQ Change
+10.4%
from $469.59M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc7.4%
- Nvidia Corporation4.4%
- Microsoft Corp3.0%
- Amazon Com Inc2.8%
- Morgan Stanley ETF Trust2.6%
- Federated Hermes ETF Trust2.3%
- Other77.6%
Portfolio Holdings
343 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 150.5K | $38.19M | 7.4% | +7.3K | Added |
| 2 | Nvidia Corporation | 130.7K | $22.79M | 4.4% | +13.5K | Added |
| 3 | Microsoft Corp | 42.6K | $15.77M | 3.0% | +3.9K | Added |
| 4 | Amazon Com Inc | 68.6K | $14.29M | 2.8% | +6.3K | Added |
| 5 | Morgan Stanley ETF Trust | 260.2K | $13.26M | 2.6% | +10.8K | Added |
| 6 | Federated Hermes ETF Trust | 480.9K | $12.09M | 2.3% | +24.5K | Added |
| 7 | Schwab Strategic Tr | 381.6K | $11.71M | 2.3% | +30.9K | Added |
| 8 | Ishares Tr | 15.6K | $10.19M | 2.0% | +3.3K | Added |
| 9 | Jpmorgan Chase & Co. | 31.3K | $9.20M | 1.8% | +2.2K | Added |
| 10 | Alphabet Inc | 29.3K | $8.44M | 1.6% | +2.6K | Added |
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