Institutions / Platform Technology Partners
Platform Technology Partners
CIK 1830817 · Institution · as of Dec 31, 2025
Portfolio value
$469.59M
Positions
260
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 260 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $38.91M | 8.3% |
| NVIDIA Corp | $21.86M | 4.7% |
| Microsoft Corp | $18.70M | 4.0% |
| Amazon.com Inc | $14.38M | 3.1% |
| Morgan Stanley ETF Trust | $12.83M | 2.7% |
| Federated Hermes ETF Trust | $11.59M | 2.5% |
| Schwab Strategic Tr | $9.62M | 2.0% |
| JPMorgan Chase & Co | $9.38M | 2.0% |
| Apollo Global Management, Inc. | $9.04M | 1.9% |
| iShares Tr | $8.42M | 1.8% |
| Alphabet Inc. | $8.35M | 1.8% |
| Series Portfolios Tr | $8.09M | 1.7% |
| Meta Platforms Inc | $7.94M | 1.7% |
| Warren E. Buffett | $7.82M | 1.7% |
| Alphabet Inc. | $7.36M | 1.6% |
| Tesla Inc | $7.14M | 1.5% |
| Vanguard Index Fds | $6.66M | 1.4% |
| Dimensional ETF Trust | $6.54M | 1.4% |
| Vanguard Index Fds | $5.92M | 1.3% |
| SPDR S&P 500 ETF Tr | $5.63M | 1.2% |
| The Goldman Sachs Group, Inc. | $4.88M | 1.0% |
| Johnson & Johnson | $4.84M | 1.0% |
| RTX Corp | $4.70M | 1.0% |
| Visa Inc | $4.50M | 1.0% |
| SPDR Gold Tr | $4.07M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.