Platform Technology Partners, a registered investment adviser, has filed its Form 13F-HR for the period ending September 30, 2026. The filing, submitted by Compliance Ops, Sr. Consultant Nicole Goff, details the firm's equity securities portfolio as of the specified date.
The report lists a total of 394 holdings. The largest position disclosed in the filing is Apple Inc., for which the firm holds 149,399 shares. Other significant individual stock holdings include Blackstone Inc. with 34,911 shares, Chevron Corporation with 25,099 shares, and BlackRock Inc. with 423 shares.
The portfolio is heavily diversified across various sectors. Technology companies represent a substantial portion of the holdings, with names such as Microsoft, Alphabet (Class A and Class C), Amazon, NVIDIA, and Meta Platforms listed. The filing also includes a significant allocation to exchange-traded funds (ETFs), including the iShares Core S&P 500 ETF, the Invesco QQQ Trust, and various sector-specific funds such as the iShares Bitcoin Trust and the iShares Ethereum Trust.
Other notable holdings include shares in energy companies like Exxon Mobil and ConocoPhillips, financial institutions such as JPMorgan Chase and Bank of America, and healthcare firms like Eli Lilly and Gilead Sciences.
