Funds › Platform Technology Partners
Platform Technology Partners
13F for Q3 2026, filed Nov 2, 2026. 393 positions worth $632.3M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 2, 2026
Reported value
$632.3M
+$21.1M (3.5%) vs Q2 2026
Positions
393
393 in Q2 2026
Top 10 share
31.0%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 149,399 | $49.8M | 7.9% | -1.0% | 13F ↗ |
| 2 | NVDA NVIDIA Corporation | 135,982 | $31.1M | 4.9% | +2.4% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 44,778 | $23.0M | 3.6% | -2.1% | 13F ↗ |
| 4 | AMZN Amazon.com, Inc. | 67,763 | $16.9M | 2.7% | +0.3% | 13F ↗ |
| 5 | Morgan Stanley ETF Trust Eaton Vance Shor | 303,445 | $15.1M | 2.4% | +4.6% | 13F ↗ |
| 6 | Federated Hermes ETF Trust Etf | 593,682 | $14.2M | 2.2% | +7.2% | 13F ↗ |
| 7 | Schwab Strategic Tr Us Dividend Eq | 419,025 | $13.6M | 2.2% | +2.2% | 13F ↗ |
| 8 | iShares Tr Core S&P500 Etf | 15,780 | $12.1M | 1.9% | -1.0% | 13F ↗ |
| 9 | GOOGL Alphabet Inc. Class A | 30,257 | $10.4M | 1.6% | +2.8% | 13F ↗ |
| 10 | META Meta Platforms, Inc. | 14,040 | $10.2M | 1.6% | +1.5% | 13F ↗ |
| 11 | JPM JPMorgan Chase & Co. | 30,543 | $10.1M | 1.6% | +0.1% | 13F ↗ |
| 12 | Series Portfolios Tr Equab Equit Etf | 300,702 | $9.2M | 1.5% | -1.7% | 13F ↗ |
| 13 | Dimensional ETF Trust Us Small Cap Etf | 116,509 | $9.0M | 1.4% | +4.6% | 13F ↗ |
| 14 | iShares Tr 0-3 Mth Treasury | 87,723 | $8.8M | 1.4% | +95.9% | 13F ↗ |
| 15 | GOOG Alphabet Inc. Class C | 25,688 | $8.8M | 1.4% | -0.2% | 13F ↗ |
| 16 | BRK-B Berkshire Hathaway Inc. Class B | 17,113 | $8.5M | 1.3% | +3.0% | 13F ↗ |
| 17 | Vanguard Index Fds Mrngstr Grwt Etf | 94,216 | $8.5M | 1.3% | +10.1% | 13F ↗ |
| 18 | TSLA Tesla, Inc. | 22,854 | $8.1M | 1.3% | +15.4% | 13F ↗ |
| 19 | Vanguard Index Fds S&P 500 Etf Shs | 10,687 | $7.5M | 1.2% | -3.5% | 13F ↗ |
| 20 | LRCX Lam Research Corporation | 21,577 | $7.1M | 1.1% | +0.4% | 13F ↗ |
| 21 | APO Apollo Global Management, Inc. | 60,021 | $7.0M | 1.1% | -3.4% | 13F ↗ |
| 22 | JNJ Johnson & Johnson | 25,234 | $6.7M | 1.1% | +2.4% | 13F ↗ |
| 23 | J P Morgan Exchange Traded F Small & Mid Cap | 81,812 | $6.0M | 1.0% | +4.6% | 13F ↗ |
| 24 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 7,277 | $5.5M | 0.9% | +4.0% | 13F ↗ |
| 25 | CIFR Cipher Digital Inc. | 350,000 | $5.5M | 0.9% | Unchanged | 13F ↗ |
| 26 | V Visa Inc. | 14,825 | $5.3M | 0.8% | +1.3% | 13F ↗ |
| 27 | Harbor ETF Trust Comm All Wea Etf | 148,702 | $5.2M | 0.8% | +7.7% | 13F ↗ |
| 28 | CVX Chevron Corporation | 25,099 | $5.1M | 0.8% | -2.8% | 13F ↗ |
| 29 | GS Goldman Sachs Group, Inc. | 5,618 | $5.1M | 0.8% | -4.4% | 13F ↗ |
| 30 | RTX RTX Corporation | 27,040 | $5.0M | 0.8% | -0.7% | 13F ↗ |
| 31 | GLD SPDR Gold Shares · Gold Shs | 11,878 | $4.5M | 0.7% | +5.0% | 13F ↗ |
| 32 | LLY Eli Lilly and Company | 3,678 | $4.3M | 0.7% | +13.9% | 13F ↗ |
| 33 | BX Blackstone Inc. | 34,911 | $3.9M | 0.6% | +1.5% | 13F ↗ |
| 34 | First Tr Exchange-Traded Fd Ltd Dur Invt Etf | 203,413 | $3.7M | 0.6% | +0.1% | 13F ↗ |
| 35 | AMGN Amgen Inc. | 8,516 | $3.6M | 0.6% | +0.2% | 13F ↗ |
| 36 | COST Costco Wholesale Corporation | 3,891 | $3.5M | 0.6% | +1.8% | 13F ↗ |
| 37 | Invesco Exchange Traded Fd T S&P500 Quality | 41,125 | $3.5M | 0.5% | +17.7% | 13F ↗ |
| 38 | CB Chubb Limited | 10,612 | $3.5M | 0.5% | +0.8% | 13F ↗ |
| 39 | HD Home Depot, Inc. | 11,755 | $3.3M | 0.5% | +1.8% | 13F ↗ |
| 40 | PLD Prologis, Inc. | 25,404 | $3.3M | 0.5% | +0.5% | 13F ↗ |
| 41 | BA Boeing Company | 17,648 | $3.3M | 0.5% | +1.7% | 13F ↗ |
| 42 | PG Procter & Gamble Company | 22,148 | $3.2M | 0.5% | -4.4% | 13F ↗ |
| 43 | NEE NextEra Energy, Inc. | 42,449 | $3.2M | 0.5% | -4.1% | 13F ↗ |
| 44 | WMB Williams Companies, Inc. | 47,089 | $3.2M | 0.5% | +0.8% | 13F ↗ |
| 45 | Vanguard Whitehall Fds High Div Yld | 20,320 | $3.2M | 0.5% | -6.4% | 13F ↗ |
| 46 | First Tr Exchange Traded Fd Risng Divd Achiv | 40,264 | $3.2M | 0.5% | +7.5% | 13F ↗ |
| 47 | First Tr Exchange-Traded Fd | 158,025 | $3.1M | 0.5% | -6.8% | 13F ↗ |
| 48 | PEP PepsiCo, Inc. | 23,722 | $3.0M | 0.5% | +12.4% | 13F ↗ |
| 49 | Wisdomtree Tr Itl Hdg Qtly Div | 55,182 | $2.9M | 0.5% | +9.9% | 13F ↗ |
| 50 | Invesco Qqq Tr | 3,848 | $2.8M | 0.5% | -2.9% | 13F ↗ |
Showing the top 50 of 393 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
44 new, 178 added to, 117 trimmed, 44 exited, 54 unchanged. By estimated dollars.
New positions (44)
| XOM ExxonMobil Holdings Corporation | 15,766 | New | $2.6M |
| iShares Inc Msci World Etf | 5,261 | New | $1.1M |
| OKE ONEOK, Inc. | 9,649 | New | $822.8K |
| SPCX Space Exploration Technologies Corp. | 5,178 | New | $781.2K |
| iShares Tr Msci Acwi Ex Us | 5,381 | New | $406.9K |
| iShares Inc Equity Etf | 5,273 | New | $355.0K |
| CMCSA Comcast Corporation | 15,474 | New | $336.7K |
| PEG Public Service Enterprise Group Incorporated | 4,902 | New | $330.1K |
| HEI HEICO Corporation | 1,027 | New | $311.4K |
| GD General Dynamics Corporation | 896 | New | $297.2K |
Added to (178)
| iShares Tr 0-3 Mth Treasury | 87,723 | +95.9% | $4.3M |
| ISRG Intuitive Surgical, Inc. | 4,889 | +127% | $1.1M |
| TSLA Tesla, Inc. | 22,854 | +15.4% | $1.1M |
| Federated Hermes ETF Trust Etf | 593,682 | +7.2% | $949.3K |
| Vanguard Index Fds Mrngstr Grwt Etf | 94,216 | +10.1% | $781.5K |
| NVDA NVIDIA Corporation | 135,982 | +2.4% | $722.6K |
| Morgan Stanley ETF Trust Eaton Vance Shor | 303,445 | +4.6% | $670.7K |
| Invesco Exchange Traded Fd T S&P500 Quality | 41,125 | +17.7% | $519.3K |
| LLY Eli Lilly and Company | 3,678 | +13.9% | $518.4K |
| NMZ Nuveen Municipal High Income Opportunity Fund | 245,044 | +26.8% | $463.8K |
Trimmed (117)
| AAPL Apple Inc. | 149,399 | -1.0% | -$512.2K |
| MSFT Microsoft Corporation | 44,778 | -2.1% | -$504.2K |
| ETF Ser Solutions Clearshs Ultra | 9,592 | -31.7% | -$445.5K |
| MCD McDonald's Corporation | 9,227 | -14.5% | -$360.5K |
| TXG 10x Genomics, Inc. | 4,634 | -45.7% | -$352.0K |
| Vanguard Index Fds S&P 500 Etf Shs | 10,687 | -3.5% | -$271.9K |
| APO Apollo Global Management, Inc. | 60,021 | -3.4% | -$248.7K |
| GS Goldman Sachs Group, Inc. | 5,618 | -4.4% | -$235.0K |
| First Tr Exchange-Traded Fd | 158,025 | -6.8% | -$228.8K |
| Vanguard Whitehall Fds High Div Yld | 20,320 | -6.4% | -$215.6K |
Exited (44)
| Exxon Mobil Corp | 15,832 | Exited | -$2.2M |
| Oneok Inc | 9,520 | Exited | -$827.7K |
| DLTR Dollar Tree, Inc. | 3,124 | Exited | -$377.8K |
| First Tr Exchange-Traded Fd Fst Low Oppt Eft | 7,226 | Exited | -$359.7K |
| Vanguard Bd Index Fds Total Bnd Mrkt | 4,721 | Exited | -$346.6K |
| FBIN Fortune Brands Innovations, Inc. | 6,061 | Exited | -$332.7K |
| ADBE Adobe Inc. | 1,472 | Exited | -$301.8K |
| MAA Mid-America Apartment Communities, Inc. | 2,097 | Exited | -$291.4K |
| CLH Clean Harbors, Inc. | 924 | Exited | -$276.0K |
| SYY Sysco Corporation | 3,248 | Exited | -$271.5K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 2, 2026 | 13F-HR | 394 | $632.3M | Current | SEC ↗ |
| Q2 2026 | Jul 24, 2026 | 13F-HR | 394 | $611.2M | Current | SEC ↗ |
| Q1 2026 | Apr 27, 2026 | 13F-HR | 344 | $518.7M | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 260 | $469.6M | Current | SEC ↗ |
| Q3 2025 | Oct 29, 2025 | 13F-HR | 256 | $417.2M | Current | SEC ↗ |
| Q2 2025 | Aug 11, 2025 | 13F-HR | 259 | $383.0M | Current | SEC ↗ |
| Q1 2025 | May 1, 2025 | 13F-HR | 235 | $343.5M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer