Latest Platform Technology Partners Stock Portfolio

Platform Technology Partners Performance:

2025 Q4: 1.84%YTD: 11.57%2024: 20.72%

Performance for 2025 Q4 is 1.84%, and YTD is 11.57%, and 2024 is 20.72%.

About Platform Technology Partners and 13F Hedge Fund Stock Holdings

Platform Technology Partners is a hedge fund based in New York, NY. On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Platform Technology Partners reported an equity portfolio of $469.6 Millions as of 31 Dec, 2025.

The top stock holdings of Platform Technology Partners are AAPL, NVDA, MSFT. The fund has invested 8.3% of it's portfolio in APPLE INC and 4.7% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off UNILEVER PLC (UL), CHENIERE ENERGY INC (LNG) and ISHARES TR (AMPS) stocks. They significantly reduced their stock positions in FIRST TR EXCH TRADED FD III (FCAL), SELECT SECTOR SPDR TR (XLB) and TELESAT CORP (TSAT). Platform Technology Partners opened new stock positions in SERIES PORTFOLIOS TR (ICAP), TIDAL TRUST II and GENERAC HLDGS INC (GNRC). The fund showed a lot of confidence in some stocks as they added substantially to DIGITAL RLTY TR INC (DLR), COMPUGEN LTD (CGEN) and NUVEEN MUN HIGH INCOME OPPOR.

Platform Technology Partners Annual Return Estimates Vs S&P 500

Our best estimate is that Platform Technology Partners made a return of 1.84% in the last quarter. In trailing 12 months, it's portfolio return was 11.57%.

Performance
S&P 500

New Buys

Ticker	$ Bought
series portfolios tr	8,094,190
tidal trust ii	697,741
blackstone secd lending fd	567,464
coreweave inc	548,835
generac hldgs inc	358,844
ishares tr	315,264
advanced micro devices inc	302,770
unilever plc	279,454

New stocks bought by Platform Technology Partners

Additions

Ticker	% Inc.
digital rlty tr inc	447
ishares tr	400
compugen ltd	400
nuveen mun high income oppor	134
evolv technologies hldngs in	131
purecycle technologies inc	109
invesco exchange traded fd t	105
innodata inc	83.45

Additions to existing portfolio by Platform Technology Partners

Reductions

Ticker	% Reduced
first tr exch traded fd iii	-56.6
select sector spdr tr	-51.04
telesat corp	-41.53
nextdecade corp	-38.89
select sector spdr tr	-38.43
constellation energy corp	-37.88
ge aerospace	-37.09
intel corp	-31.56

Platform Technology Partners reduced stake in above stock

Sold off

Ticker	$ Sold
purple innovation inc	-32,697
first tr exch traded fd iii	-373,908
babcock & wilcox enterprises	-53,650
nuveen floating rate income	-114,937
energy vault holdings inc	-40,095
rekor systems inc	-19,625
tilray brands inc	-86,500
unilever plc	-277,134

Platform Technology Partners got rid off the above stocks

Sector Distribution

Platform Technology Partners has about 35.7% of it's holdings in Others sector.

Sector	%
Others	35.7
Technology	21.1
Financial Services	8.3
Consumer Cyclical	7.6
Communication Services	6.1
Healthcare	5.5
Industrials	5.2
Consumer Defensive	3.8
Energy	3
Utilities	2.3
Real Estate	1.2

Market Cap. Distribution

Platform Technology Partners has about 62.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	45
UNALLOCATED	35.7
LARGE-CAP	17.6
SMALL-CAP	1.4

Stocks belong to which Index?

About 62.6% of the stocks held by Platform Technology Partners either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	61.1
Others	37.4
RUSSELL 2000	1.5

Top 5 Winners (%)		%
XLB	select sector spdr tr	91.2 %
XLB	select sector spdr tr	79.4 %
LLY	eli lilly & co	38.4 %
ILMN	illumina inc	37.4 %
GOOG	alphabet inc	28.7 %

Top 5 Winners ($)		$
AAPL	apple inc	2.4 M
GOOG	alphabet inc	1.8 M
GOOG	alphabet inc	1.7 M
LLY	eli lilly & co	0.8 M
LRCX	lam research corp	0.8 M

Top 5 Losers (%)		%
	microalgo inc	-51.7 %
	wimi hologram cloud inc	-48.0 %
	blaize hldgs inc	-40.6 %
	aspire biopharma hldgs inc	-36.0 %
ORCL	oracle corp	-30.6 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-1.3 M
ORCL	oracle corp	-0.9 M
META	meta platforms inc	-0.8 M
PCT	purecycle technologies inc	-0.7 M
HD	home depot inc	-0.6 M

Platform Technology Partners Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Platform Technology Partners

Platform Technology Partners has 257 stocks in it's portfolio. About 32.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Platform Technology Partners last quarter.

Last Reported on: 13 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	8.29	143,126	38,910,300	added	3.15

AAXJ	ishares tr	0.64	96,454	2,986,220	added	400

AAXJ	ishares tr	0.07	1,468	315,264	new

ABBV	abbvie inc	0.49	10,144	2,317,790	added	1.18

ABT	abbott labs	0.19	7,107	890,441	added	0.34

ACN	accenture plc ireland	0.12	2,074	556,466	added	10.61

ACWF	ishares tr	0.08	8,592	390,489	unchanged	0.00

ADBE	adobe inc	0.05	620	217,093	new

ADP	automatic data processing in	0.09	1,583	407,084	reduced	-1.49

AEP	american elec pwr co inc	0.13	5,166	595,639	added	0.56

AFK	vaneck etf trust	0.06	747	269,115	new

AFTY	pacer fds tr	0.06	6,400	283,968	unchanged	0.00

AGZD	wisdomtree tr	0.28	39,781	1,330,670	unchanged	0.00

AGZD	wisdomtree tr	0.26	13,597	1,197,620	unchanged	0.00

AGZD	wisdomtree tr	0.19	17,251	890,152	unchanged	0.00

AIRR	first tr exchange traded fd	0.41	28,013	1,946,070	added	22.24

AIRR	first tr exchange traded fd	0.06	2,861	277,100	reduced	-0.35

AKAM	akamai technologies inc	0.08	4,211	367,389	reduced	-0.94

AMAT	applied matls inc	0.11	2,009	516,174	added	2.97

AMD	advanced micro devices inc	0.06	1,414	302,770	new