Platform Technology Partners reported 289 positions worth $417.10M for the quarter ended Jun 30, 2026, up 15.8% on the prior quarter. It opened 66 new positions, added to 127, trimmed 81 and exited 28. Its largest holding is Apple Inc. at 10.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CIFR Cipher Digital Inc. | +350.0K | – | $8.58M | 2.06% |
| MSFT Microsoft Corp | +3,167 | +7.4% | $1.18M | 4.09% |
| WOLF Wolfspeed, Inc. | +16.1K | – | $774.70K | 0.186% |
| LLY ELI LILLY & Co | +640 | +24.7% | $767.56K | 0.929% |
| HONA Honeywell Aerospace Inc. | +2,496 | – | $551.82K | 0.132% |
| NBIS Nebius Group N.V. | +1,682 | – | $464.49K | 0.111% |
| ISRG Intuitive Surgical Inc | +1,163 | +117.2% | $462.43K | 0.205% |
| HD Home Depot, Inc. | +1,283 | +12.5% | $452.49K | 0.976% |
| NVDA Nvidia Corp | +2,156 | +1.7% | $431.39K | 6.37% |
| AXON Axon Enterprise, Inc. | +661 | – | $370.56K | 0.089% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BX Blackstone Inc. | -3,613 | -9.5% | $425.14K | 0.97% |
| SSB SouthState Bank Corp | -3,632 | -100.0% | $336.03K | Exited |
| GD General Dynamics Corp | -970 | -100.0% | $332.89K | Exited |
| APO Apollo Global Management, Inc. | -2,713 | -4.2% | $320.97K | 1.76% |
| HBAN Huntington Bancshares Inc | -19.8K | -100.0% | $309.17K | Exited |
| RF Regions Financial Corp | -11.8K | -100.0% | $308.69K | Exited |
| ABCB Ameris Bancorp | -3,941 | -100.0% | $307.36K | Exited |
| HDB Hdfc Bank Ltd | -12.0K | -100.0% | $299.78K | Exited |
| CAH Cardinal Health Inc | -1,329 | -100.0% | $280.83K | Exited |
| CMCSA Comcast Corp | -9,359 | -100.0% | $268.69K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CIFR Cipher Digital Inc. | +350.0K | $8.58M | 2.06% |
| WOLF Wolfspeed, Inc. | +16.1K | $774.70K | 0.186% |
| HONA Honeywell Aerospace Inc. | +2,496 | $551.82K | 0.132% |
| NBIS Nebius Group N.V. | +1,682 | $464.49K | 0.111% |
| AXON Axon Enterprise, Inc. | +661 | $370.56K | 0.089% |
| FBIN Fortune Brands Innovations, Inc. | +6,061 | $332.75K | 0.08% |
| PH Parker-Hannifin Corp | +330 | $322.78K | 0.077% |
| CHD Church & Dwight Co Inc | +3,262 | $316.02K | 0.076% |
| WRAP Wrap Technologies, Inc. | +234.6K | $302.64K | 0.073% |
| DDOG Datadog, Inc. | +1,122 | $292.12K | 0.07% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SSB SouthState Bank Corp | -3,632 | $336.03K | 0.093% |
| GD General Dynamics Corp | -970 | $332.89K | 0.092% |
| HBAN Huntington Bancshares Inc | -19.8K | $309.17K | 0.086% |
| RF Regions Financial Corp | -11.8K | $308.69K | 0.086% |
| ABCB Ameris Bancorp | -3,941 | $307.36K | 0.085% |
| HDB Hdfc Bank Ltd | -12.0K | $299.78K | 0.083% |
| CAH Cardinal Health Inc | -1,329 | $280.83K | 0.078% |
| CMCSA Comcast Corp | -9,359 | $268.69K | 0.075% |
| CF CF Industries Holdings, Inc. | -2,017 | $261.89K | 0.073% |
| KR Kroger Co | -3,394 | $245.59K | 0.068% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 150.9K | $43.68M | 10.47% | +473 | +0.3% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 132.8K | $26.58M | 6.37% | +2,156 | +1.7% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 45.8K | $17.07M | 4.09% | +3,167 | +7.4% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 67.5K | $16.10M | 3.86% | -1,048 | -1.5% | Reduced | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 29.4K | $10.52M | 2.52% | +103 | +0.4% | Added | 0% |
| 6 | JPM Jpmorgan Chase & Co | Financial Services | 30.5K | $9.99M | 2.39% | -785 | -2.5% | Reduced | 0% |
| 7 | LRCX Lam Research Corp | Technology | 21.5K | $9.31M | 2.23% | +13 | +0.1% | Added | 0% |
| 8 | GOOG Alphabet Inc. | Technology | 25.8K | $9.10M | 2.18% | +115 | +0.4% | Added | 0% |
| 9 | CIFR Cipher Digital Inc. | Technology | 350.0K | $8.58M | 2.06% | +350.0K | – | New | 0.08% |
| 10 | TSLA Tesla, Inc. | Consumer Discretionary | 19.8K | $8.33M | 2% | +776 | +4.1% | Added | 0% |
| 11 | BRK-B Berkshire Hathaway Inc | Financial Services | 16.6K | $8.31M | 1.99% | +201 | +1.2% | Added | 0% |
| 12 | META Meta Platforms, Inc. | Technology | 13.8K | $7.79M | 1.87% | +389 | +2.9% | Added | 0% |
| 13 | APO Apollo Global Management, Inc. | Financial Services | 62.2K | $7.35M | 1.76% | -2,713 | -4.2% | Reduced | 0.01% |
| 14 | JNJ Johnson & Johnson | Healthcare | 24.6K | $6.26M | 1.5% | -897 | -3.5% | Reduced | 0% |
| 15 | GS Goldman Sachs Group Inc | Financial Services | 5,879 | $5.95M | 1.43% | +41 | +0.7% | Added | 0% |
Tip. Select a row to see that position’s full history at Platform Technology Partners.
As of its Q2 2026 13F filing, Platform Technology Partners’s five largest positions were Apple Inc. (AAPL) at 10.5%, Nvidia Corp (NVDA) at 6.4%, Microsoft Corp (MSFT) at 4.1%, Amazon Com Inc (AMZN) at 3.9%, Alphabet Inc. (GOOGL) at 2.5% of the reported portfolio.
Platform Technology Partners reported a 13F portfolio worth $417.10M across 289 positions for Q2 2026. That is up 15.8% from the previous quarter.
Its largest purchases by value were Cipher Digital Inc. ($8.58M), Microsoft Corp ($1.18M), Wolfspeed, Inc. ($774.70K). It opened 66 new positions.
Its largest sales by value were Blackstone Inc. ($425.14K), SouthState Bank Corp ($336.03K), General Dynamics Corp ($332.89K). It exited 28 positions entirely.
From the Form 13F-HR reports Platform Technology Partners files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.