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Platform Technology Partners — 13F Holdings & Portfolio

CIK 1830817 · latest 13F-HR filed 2026-07-24

Backtest portfolio

Platform Technology Partners manages $611.2M in 13F-reported U.S. long-equity assets across 394 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (7.15%), NVDA (4.35%), MSFT (2.79%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 81 new positions and exited 31; 197 existing positions rose in reported value and 52 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$611.2M

Long-equity book

Holdings
394

Distinct positions

Period
2026-06-30

Filed 2026-07-24

Q/Q Activity
+81 / −31 / ↑197 / ↓52

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL7.2% · +0%NVDA4.4% · +2%MSFT2.8% · +7%AMZN2.6% · -2%EVSD2.4% · +11%FTRB2.3% · +15%SCHD2.1% · +7%IVV2.0% · +2%GOOGL1.7% · +0%JPM1.6% · -2%LRCX1.5% · +0%HEDG1.5% · +9%DFAS1.5% · +11%GOOG1.5% · +0%CIFR1.4% · newTSLA1.4% · +4%BRK.B1.4% · +1%META1.3% · +3%VOO1.2% · +6%VUG1.2% · +565%APO1.2% · -4%JNJ1.0% · -4%JMEE1.0% · +43%GS1.0% · +1%SPY0.9% · -2%RTX0.8% · +2%V0.8% · +7%SGOV0.7% · +210%CVX0.7% · -3%GLD0.7% · -3%HD0.7% · +12%HGER0.7% · +14%BX0.7% · -10%NEE0.6% · +6%LLY0.6% · +25%FSIG0.6% · +104%BA0.6% · +3%CB0.6% · +3%COST0.6% · +0%WMB0.6% · +2%CAAA0.6% · +80%VYM0.6% · -1%PLD0.6% · +2%PG0.6% · +11%SPHQ0.5% · +15%SBUX0.5% · +4%AMGN0.5% · +1%RDVY0.5% · +18%UNH0.5% · +5%PFF0.5% · 0%QQQ0.5% · +1%MCD0.5% · +8%PEP0.5% · -0%WMT0.5% · -5%DUK0.5% · +5%UNP0.5% · -1%CAT0.4% · +2%ABBV0.4% · -2%IHDG0.4% · +15%VEA0.4% · +5%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 29.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 28, 2026.

Assets Under Management
$1.23B
Discretionary
$1.11B
Employees
12
Accounts
2,257
Address
63 FOREST AVENUE
LOCUST VALLEY, NY 11560
Phone
(212) 444-2362
Website
Name Title / Status Ownership Type
UNITED ATLANTIC CAPITAL, LLC ControlOWNER
since Aug 2019
75% or moreDomestic Entity
KERNEY, THOMAS, DEKARICHIEF COMPLIANCE OFFICER
since Mar 2025
Less than 5%Individual
PENSKE, MARK, HULBERT Control
Indirect owner via UNITED ATLANTIC CAPITAL, LLC
MEMBER
since Aug 2019
75% or moreIndividual
Ownership & leadership changes · 3 filings with changes since Sep 5, 2019

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 31, 2025 filing
  • No longer listedSWENDIMAN, MATTHEW, ASHLEY · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Aug 2019
  • AddedKERNEY, THOMAS, DEKARI · CHIEF COMPLIANCE OFFICER · Less than 5%
Mar 28, 2024 filing
  • ChangedSWENDIMAN, MATTHEW, ASHLEY · no longer a control person
Nov 8, 2019 filing
  • AddedPENSKE, MARK, HULBERT · MEMBER · 75% or more · indirect via UNITED ATLANTIC CAPITAL, LLC · control person
  • AddedUNITED ATLANTIC CAPITAL, LLC · OWNER · 75% or more · control person
  • ChangedSWENDIMAN, MATTHEW, ASHLEY · title MEMBER AND CCO → CHIEF COMPLIANCE OFFICER
Sep 5, 2019 filing (earliest on record)
  • ListedSWENDIMAN, MATTHEW, ASHLEY · MEMBER AND CCO · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 197 →

Top Trims

Show all 52 →

New Positions

Show all 81 →

Exited Positions

Show all 31 →

Platform Technology Partners Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $43.7M 7.15% 150,937 SH
2 NVIDIA CORPORATION NVDA 67066G104 $26.6M 4.35% 132,818 SH
3 MICROSOFT CORP MSFT 594918104 $17.1M 2.79% 45,761 SH
4 AMAZON COM INC AMZN 023135106 $16.1M 2.63% 67,547 SH
5 MORGAN STANLEY ETF TRUST EVSD 61774R825 $14.7M 2.41% 289,968 SH
6 FEDERATED HERMES ETF TRUST FTRB 31423L404 $13.9M 2.27% 554,045 SH
7 SCHWAB STRATEGIC TR SCHD 808524797 $13.0M 2.13% 409,809 SH
8 ISHARES TR IVV 464287200 $11.9M 1.95% 15,946 SH
9 ALPHABET INC GOOGL 02079K305 $10.5M 1.72% 29,436 SH
10 JPMORGAN CHASE & CO JPM 46625H100 $10.0M 1.63% 30,506 SH
11 LAM RESEARCH CORP LRCX 512807306 $9.3M 1.52% 21,490 SH
12 SERIES PORTFOLIOS TR HEDG 81752T411 $9.2M 1.50% 305,957 SH
13 DIMENSIONAL ETF TRUST DFAS 25434V500 $9.2M 1.50% 111,354 SH
14 ALPHABET INC GOOG 02079K107 $9.1M 1.49% 25,752 SH
15 CIPHER DIGITAL INC CIFR 17253J106 $8.6M 1.40% 350,000 SH
16 TESLA INC TSLA 88160R101 $8.3M 1.36% 19,801 SH
17 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $8.3M 1.36% 16,612 SH
18 META PLATFORMS INC META 30303M102 $7.8M 1.28% 13,838 SH
19 VANGUARD INDEX FDS VOO 922908363 $7.6M 1.24% 11,075 SH
20 VANGUARD INDEX FDS VUG 922908736 $7.4M 1.21% 85,543 SH
21 APOLLO GLOBAL MGMT INC APO 03769M106 $7.4M 1.20% 62,164 SH
22 JOHNSON & JOHNSON JNJ 478160104 $6.3M 1.02% 24,647 SH
23 J P MORGAN EXCHANGE TRADED F JMEE 46641Q118 $6.1M 1.00% 78,189 SH
24 GOLDMAN SACHS GROUP INC GS 38141G104 $5.9M 0.97% 5,879 SH
25 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $5.2M 0.86% 7,000 SH
26 RTX CORPORATION RTX 75513E101 $5.2M 0.85% 27,232 SH
27 VISA INC V 92826C839 $5.0M 0.82% 14,633 SH
28 ISHARES TR SGOV 46436E718 $4.5M 0.74% 44,779 SH
29 CHEVRON CORPORATION CVX 166764100 $4.3M 0.70% 25,821 SH
30 SPDR GOLD TR GLD 78463V107 $4.2M 0.68% 11,311 SH
31 HOME DEPOT INC HD 437076102 $4.1M 0.67% 11,547 SH
32 HARBOR ETF TRUST HGER 41151J505 $4.0M 0.66% 138,010 SH
33 BLACKSTONE INC BX 09260D107 $4.0M 0.66% 34,390 SH
34 NEXTERA ENERGY INC NEE 65339F101 $3.9M 0.64% 44,260 SH
35 ELI LILLY & CO LLY 532457108 $3.9M 0.63% 3,230 SH
36 FIRST TR EXCHANGE-TRADED FD FSIG 33738D804 $3.8M 0.63% 203,116 SH
37 BOEING CO BA 097023105 $3.8M 0.61% 17,346 SH
38 CHUBB LIMITED CB H1467J104 $3.6M 0.59% 10,527 SH
39 COSTCO WHOLESALE CORPORATION COST 22160K105 $3.6M 0.58% 3,821 SH
40 WILLIAMS COS INC WMB 969457100 $3.5M 0.57% 46,721 SH
41 FIRST TR EXCHANGE-TRADED FD CAAA 33738D762 $3.4M 0.56% 169,633 SH
42 VANGUARD WHITEHALL FDS VYM 921946406 $3.4M 0.56% 21,709 SH
43 PROLOGIS INC. PLD 74340W103 $3.4M 0.56% 25,270 SH
44 PROCTER & GAMBLE CO PG 742718109 $3.4M 0.56% 23,172 SH
45 INVESCO EXCHANGE TRADED FD T SPHQ 46137V241 $3.1M 0.52% 34,949 SH
46 STARBUCKS CORP SBUX 855244109 $3.1M 0.51% 30,648 SH
47 AMGEN INC AMGN 031162100 $3.1M 0.50% 8,500 SH
48 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $3.0M 0.50% 37,453 SH
49 UNITEDHEALTH GROUP INC UNH 91324P102 $3.0M 0.49% 7,226 SH
50 ISHARES TR PFF 464288687 $2.9M 0.48% 96,454 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $611.2M 394 0001830817-26-000003
2026-03-31 2026-04-27 $518.7M 344 0001830817-26-000002
2025-12-31 2026-02-13 $469.6M 260 0001830817-26-000001
Filer Information
Address
400 WALL STREET
17TH FLOOR
NEW YORK, NY 10005
Phone
(212) 444-2362
Filing Manager
Platform Technology Partners
NEW YORK, NY
Signatory
Blake Hylton
Senior Consultant