1y return+15.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2024: $129 against $137 in the S&P 500.2
Platform Technology PartnersS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $43.7M | 7.2% | |
| NVDANvidia Corporation | $26.6M | 4.4% | +1.7% |
| MSFTMicrosoft Corp | $17.1M | 2.8% | +7.4% |
| AMZNAmazon Com Inc | $16.1M | 2.6% | −1.5% |
| EVSDMorgan Stanley Etf Trust | $14.7M | 2.4% | +11.4% |
| FTRBFederated Hermes Etf Trust | $13.9M | 2.3% | +15.2% |
| SCHDSchwab Strategic Tr | $13.0M | 2.1% | +7.4% |
| IVVIshares Tr | $11.9M | 2.0% | +2.2% |
| GOOGLAlphabet Inc | $10.5M | 1.7% | |
| JPMJpmorgan Chase & Co | $10.0M | 1.6% | −2.5% |
| LRCXLam Research Corp | $9.3M | 1.5% | |
| HEDGSeries Portfolios Tr | $9.2M | 1.5% | +9.4% |
| Dimensional Etf TrustCUSIP 25434V500 | $9.2M | 1.5% | +11.3% |
| GOOGAlphabet Inc | $9.1M | 1.5% | |
| CIFRCipher Digital Inc | $8.6M | 1.4% | New |
| TSLATesla Inc | $8.3M | 1.4% | +4.1% |
| BRK/BBerkshire Hathaway Inc Del | $8.3M | 1.4% | +1.2% |
| METAMeta Platforms Inc | $7.8M | 1.3% | +2.9% |
| VOOVanguard Index Fds | $7.6M | 1.2% | +6.5% |
| VUGVanguard Index Fds | $7.4M | 1.2% | +10.8% |
| APOApollo Global Mgmt Inc | $7.4M | 1.2% | −4.2% |
| JNJJohnson & Johnson | $6.3M | 1.0% | −3.5% |
| JMEEJ P Morgan Exchange Traded F | $6.1M | 1.0% | +42.9% |
| GSGoldman Sachs Group Inc | $5.9M | 1.0% | |
| SPYState Str Spdr S&p 500 Etf T | $5.2M | 0.9% | −2.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | March 31, 2025 | +496.1% | $9.3M |
| GSGoldman Sachs Group Inc | June 30, 2024 | +123.6% | $5.9M |
| TSLATesla Inc | June 30, 2024 | +112.6% | $8.3M |
| GOOGLAlphabet Inc | June 30, 2024 | +96.2% | $10.5M |
| GOOGAlphabet Inc | June 30, 2024 | +92.6% | $9.1M |
| RTXRtx Corporation | June 30, 2024 | +89.0% | $5.2M |
| WMBWilliams Cos Inc | June 30, 2024 | +74.9% | $3.5M |
| JNJJohnson & Johnson | June 30, 2024 | +73.8% | $6.3M |
| GLDSpdr Gold Tr | June 30, 2024 | +71.3% | $4.2M |
| NVDANvidia Corporation | June 30, 2024 | +62.0% | $26.6M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $1.2M
- FMNYFirst Tr Exch Traded Fd III was $395K
- SSBSouthstate Bk Corp was $336K
- GDGeneral Dynamics Corp was $333K
- HBANHuntington Bancshares Inc was $309K
- RFRegions Financial Corp New was $309K
- ABCBAmeris Bancorp was $307K
- HDBHdfc Bank Ltd was $300K
- CAHCardinal Health Inc was $281K
- CMCSAComcast Corp New was $269K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.4% | +14.8% |
| March 31, 2026 | −2.8% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +7.2% | +7.8% |
| June 30, 2025 | +6.3% | +10.5% |
| March 31, 2025 | −3.6% | −4.6% |
| December 31, 2024 | +2.5% | +2.1% |
| September 30, 2024 | +6.8% | +5.4% |
| March 31, 2024 | +8.0% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +7.7% | +8.3% |
| March 31, 2023 | +5.8% | +7.0% |
| December 31, 2022 | +6.7% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −15.7% | −16.5% |
| March 31, 2022 | −4.8% | −4.9% |
| December 31, 2021 | +8.0% | +10.7% |
| September 30, 2021 | −1.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Platform Technology Partners Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1830817&type=13F-HR&dateb=&owner=include&count=40CIK 1830817
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1830817/000183081726000003/Filed July 24, 2026 · accession 0001830817-26-000003