Platform Technology Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
|
+$3.73M |
| 2 |
NVIDIA
NVDA
|
+$2.47M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.26M |
| 4 |
Apple
AAPL
|
+$1.91M |
| 5 |
Blackstone
BX
|
+$1.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$744K |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$484K |
| 3 |
Innodata
INOD
|
+$474K |
| 4 |
PureCycle Technologies
PCT
|
+$415K |
| 5 |
Generac Holdings
GNRC
|
+$359K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 31.79% |
| 2 | Technology | 19.22% |
| 3 | Financials | 11.56% |
| 4 | Consumer Discretionary | 7.45% |
| 5 | Healthcare | 5.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
351
3M
MMM
$84.8B
| – | – |
-1,505
| Closed | -$241K | – |
|
352
NextDecade
NEXT
$1.63B
| – | – |
-10,450
| Closed | -$55.1K | – |
|
353
Regeneron Pharmaceuticals
REGN
$80.1B
| – | – |
-335
| Closed | -$259K | – |
|
354
Schwab International Equity ETF
SCHF
$66.7B
| – | – |
-9,237
| Closed | -$222K | – |
|
355
State Street Financial Select Sector SPDR ETF
XLF
$50.7B
| – | – |
-3,921
| Closed | -$215K | – |
|
356
Aspire-Lakewood Holdings, Inc. Common Stock
ASBP
$11.4M
| – | – |
-31
| Closed | -$4.96K | – |
|
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Platform Technology Partners's Q1 2026 Portfolio in Review
As of Q1 2026, Platform Technology Partners held 356 positions worth $519M, up 10% from $470M the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Platform Technology Partners deployed $64.5M of net new capital in Q1 2026, opening 96 new positions and adding to 169 existing holdings. Its largest new stake was JPMorgan Small & Mid Cap Enhanced Equity ETF: 54,707 shares worth $3.65M.
By sector, the portfolio is most concentrated in Miscellaneous at 32% of assets, up from 31% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $744K trimmed.
- Platform Technology Partners's largest Q1 2026 buy was JPMorgan Small & Mid Cap Enhanced Equity ETF: 54,707 shares worth $3.65M.
- Platform Technology Partners added most to NVIDIA in Q1 2026, an estimated $2.47M increase.
- Platform Technology Partners's biggest Q1 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $744K.
- Platform Technology Partners fully exited Innodata in Q1 2026, selling an estimated $474K.
- Platform Technology Partners's ten largest holdings make up 30% of its $519M portfolio in Q1 2026.
- Platform Technology Partners opened 96 new positions and closed 12 in Q1 2026.
- Platform Technology Partners's portfolio value rose 10% quarter-over-quarter to $519M.
Based on Platform Technology Partners's 13F filing for Q1 2026, filed 27 Apr 2026.