Platform Technology Partners

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
344
Total value ($000)
$518,732
Net value change ($000)
+49,145 (10.5%)
New positions
95
Sold out positions
12
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JMEE 3,653 NEW
SCHD 2,089 21.7%
IVV 1,772 21.1%
CVX 1,483 36.9%
SGOV 1,456 NEW
JNJ 1,400 28.9%
HGER 1,117 42.4%
OPER 1,023 NEW
XOM 1,017 53.6%
COP 991 60.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,935 -15.7%
APO -1,807 -20.0%
SPY -972 -17.3%
PCT -953 -54.3%
AAPL -724 -1.9%
ORCL -474 -23.9%
INOD -474 -100.0%
RSP -465 -30.9%
VOO -448 -6.7%
V -366 -8.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 289 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type