Latest Platform Technology Partners Stock Portfolio

Platform Technology Partners Performance:

2026 Q1: -2.68%YTD: -2.68%2025: 11.57%

Performance for 2026 Q1 is -2.68%, and YTD is -2.68%, and 2025 is 11.57%.

About Platform Technology Partners and 13F Hedge Fund Stock Holdings

Platform Technology Partners is a hedge fund based in New York, NY. On 2026-04-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Platform Technology Partners reported an equity portfolio of $518.7 Millions as of 31 Mar, 2026.

The top stock holdings of Platform Technology Partners are AAPL, NVDA, MSFT. The fund has invested 7.4% of it's portfolio in APPLE INC and 4.4% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off INNODATA INC (INOD), GENERAC HLDGS INC (GNRC) and REGENERON PHARMACEUTICALS (REGN) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), ALTRIA GROUP INC (MO) and PURECYCLE TECHNOLOGIES INC (PCT). Platform Technology Partners opened new stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), ISHARES TR (DMXF) and ETF SER SOLUTIONS (ACIO). The fund showed a lot of confidence in some stocks as they added substantially to CITIGROUP INC (C), ADOBE INC (ADBE) and UNITED STS COMMODITY INDEX F (CPER).

Platform Technology Partners Annual Return Estimates Vs S&P 500

Our best estimate is that Platform Technology Partners made a return of -2.68% in the last quarter. In trailing 12 months, it's portfolio return was 12.24%.

Performance
S&P 500

New Buys

Ticker	$ Bought
j p morgan exchange traded f	3,652,790
ishares tr	1,456,050
etf ser solutions	1,023,320
ishares tr	601,420
spdr series trust	600,883
micron technology inc	373,313
sherwin williams co	366,494
ishares silver tr	362,550

New stocks bought by Platform Technology Partners

Additions

Ticker	% Inc.
citigroup inc	97.31
adobe inc	89.84
united sts commodity index f	85.98
crowdstrike hldgs inc	80.2
broadcom inc	59.94
first tr exchange-traded fd	58.31
danaher corp del	58.03
fingermotion inc	54.9

Additions to existing portfolio by Platform Technology Partners

Reductions

Ticker	% Reduced
invesco exchange traded fd t	-31.1
altria group inc	-26.89
purecycle technologies inc	-24.36
accenture plc ireland	-21.7
ab active etfs inc	-19.12
select sector spdr tr	-18.61
vertiv holdings co	-17.25
vanguard bd index fds	-16.18

Platform Technology Partners reduced stake in above stock

Sold off

Ticker	$ Sold
aspire biopharma hldgs inc	-4,961
blackrock munihldgs ny qlty	-226,270
ares capital corp	-243,913
nextdecade corp	-55,072
innodata inc	-474,345
schwab strategic tr	-222,057
ishares tr	-213,515
select sector spdr tr	-214,754

Platform Technology Partners got rid off the above stocks

Sector Distribution

Platform Technology Partners has about 35.6% of it's holdings in Others sector.

Sector	%
Others	35.6
Technology	19.3
Financial Services	7.9
Consumer Cyclical	7.5
Healthcare	5.7
Communication Services	5.7
Industrials	5.2
Consumer Defensive	4.5
Energy	3.8
Utilities	2.5
Real Estate	1.5

Market Cap. Distribution

Platform Technology Partners has about 62.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	42.2
UNALLOCATED	35.6
LARGE-CAP	20.6

Stocks belong to which Index?

About 60.9% of the stocks held by Platform Technology Partners either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	60.9
Others	38

Top 5 Winners (%)		%
VRT	vertiv holdings co	50.0 %
MPC	marathon pete corp	45.1 %
XOM	exxon mobil corp	38.6 %
COP	conocophillips	37.6 %
CGEN	compugen ltd	36.8 %

Top 5 Winners ($)		$
CVX	chevron corporation	1.4 M
FNDA	schwab strategic tr	1.2 M
JNJ	johnson & johnson	0.9 M
LRCX	lam research corp	0.9 M
XOM	exxon mobil corp	0.8 M

Top 5 Losers (%)		%
CRMT	americas car-mart inc	-47.0 %
MVST	microvast holdings inc	-46.4 %
PCT	purecycle technologies inc	-34.8 %
HDB	hdfc bank ltd	-31.7 %
	gen digital inc	-29.6 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-4.6 M
AAPL	apple inc	-2.7 M
	apollo global mgmt inc	-2.1 M
NVDA	nvidia corporation	-1.5 M
AMZN	amazon com inc	-1.5 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 340 stocks in it's portfolio. About 30.1% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for Platform Technology Partners last quarter.

Last Reported on: 27 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAAU	goldman sachs physical gold	0.04	4,805	221,943	new

AAPL	apple inc	7.36	150,464	38,186,300	added	5.13

AAXJ	ishares tr	0.56	96,454	2,924,480	unchanged	0.00

AAXJ	ishares tr	0.06	1,444	315,920	reduced	-1.63

AAXJ	ishares tr	0.05	4,307	254,931	new

ABBV	abbvie inc	0.46	10,844	2,358,430	added	6.9

ABCB	ameris bancorp	0.06	3,941	307,359	new

ABNB	airbnb inc	0.06	2,489	314,311	new

ABT	abbott laboratories	0.13	6,737	691,692	reduced	-5.21

ACIO	etf ser solutions	0.20	10,225	1,023,320	new

ACN	accenture plc ireland	0.06	1,624	322,005	reduced	-21.7

ACWF	ishares tr	0.08	8,592	397,190	unchanged	0.00

ADBE	adobe inc	0.06	1,177	286,174	added	89.84

ADP	automatic data processing in	0.06	1,613	327,738	added	1.9

ADSK	autodesk inc	0.04	870	208,278	new

AEP	american elec pwr co inc	0.15	5,791	759,144	added	12.1

AFK	vaneck etf trust	0.06	747	286,504	unchanged	0.00

AFTY	pacer fds tr	0.06	6,400	287,168	unchanged	0.00

AGZD	wisdomtree tr	0.28	39,781	1,429,730	unchanged	0.00

AGZD	wisdomtree tr	0.23	13,597	1,214,620	unchanged	0.00