Platform Technology Partners holds a diversified book of 393 stocks worth $610.8M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Cipher Digital Inc and trimmed Amazon.com Inc. Their largest long position is Apple Inc at 7% of the equity book. They also disclosed $434K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +8% (+11.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Platform Technology Partners's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Platform Technology Partners's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
68% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $43.7M | 150.9K | 7.2% | ▲+0.3% Added · +473 sh | |
| 2 | Nvidia Corporation COM | $26.6M | 132.8K | 4.4% | ▲+1.6% Added · +2K sh | |
| 3 | Microsoft Corp COM | $17.1M | 45.8K | 2.8% | ▲+7.4% Added · +3K sh | |
| 4 | Amazon Com Inc COM | $16.1M | 67.5K | 2.6% | ▼−1.5% Reduced · −1K sh | |
| 5 | Morgan Stanley ETF Trust EATO VA DURA ETF | $14.7M | 290.0K | 2.4% | ▲+11% Added · +30K sh | |
| 6 | Federated Hermes ETF Trust TOTA RETU BD ETF | $13.9M | 554.0K | 2.3% | ▲+15% Added · +73K sh | |
| 7 | Schwab Strategic TR US DIVIDEND EQ | $13.0M | 409.8K | 2.1% | ▲+7.4% Added · +28K sh | |
| 8 | Ishares TR CORE S&P500 ETF | $11.9M | 15.9K | 2.0% | ▲+2.2% Added · +348 sh | |
| 9 | Alphabet Inc CAP STK CL A | $10.5M | 29.4K | 1.7% | ▲+0.3% Added · +103 sh | |
| 10 | JPMorgan Chase & Co COM | $10.0M | 30.5K | 1.6% | ▼−2.5% Reduced · −785 sh | |
| 11 | Lam Research Corp COM NEW | $9.3M | 21.5K | 1.5% | ▲+0.1% Added · +13 sh | |
| 12 | Series Portfolios TR EQUAB EQUIT ETF | $9.2M | 306.0K | 1.5% | ▲+9.4% Added · +26K sh | |
| 13 | Dimensional ETF Trust US SMALL CAP ETF | $9.2M | 111.4K | 1.5% | ▲+11% Added · +11K sh | |
| 14 | Alphabet Inc CAP STK CL C | $9.1M | 25.8K | 1.5% | ▲+0.4% Added · +115 sh | |
| 15 | Cipher Digital Inc COM | $8.6M | 350.0K | 1.4% | ▲New New position | |
| 16 | Tesla Inc COM | $8.3M | 19.8K | 1.4% | ▲+4.1% Added · +776 sh | |
| 17 | Berkshire Hathaway Inc Del CL B NEW | $8.3M | 16.6K | 1.4% | ▲+1.2% Added · +201 sh | |
| 18 | Meta Platforms Inc CL A | $7.8M | 13.8K | 1.3% | ▲+2.9% Added · +389 sh | |
| 19 | Vanguard Index FDS S&P 500 ETF SHS | $7.6M | 11.1K | 1.2% | ▲+6.5% Added · +672 sh | |
| 20 | Vanguard Index FDS GROWTH ETF | $7.4M | 85.5K | 1.2% | ▲+565% Added · +73K sh | |
| 21 | Apollo Global Mgmt Inc COM | $7.4M | 62.2K | 1.2% | ▼−4.2% Reduced · −3K sh | |
| 22 | Johnson & Johnson COM | $6.3M | 24.6K | 1.0% | ▼−3.5% Reduced · −897 sh | |
| 23 | J P Morgan Exchange Traded F SMALL & MID CAP | $6.1M | 78.2K | 1.0% | ▲+43% Added · +23K sh | |
| 24 | Goldman Sachs Group Inc COM | $5.9M | 5.9K | 1.0% | ▲+0.7% Added · +41 sh | |
| 25 | State STR SPDR S&P 500 ETF T TR UNIT | $5.2M | 7.0K | 0.9% | ▼−2.2% Reduced · −159 sh | |
| 26 | RTX Corporation COM | $5.2M | 27.2K | 0.8% | ▲+2.3% Added · +619 sh | |
| 27 | Visa Inc COM CL A | $5.0M | 14.6K | 0.8% | ▲+6.8% Added · +939 sh | |
| 28 | Ishares TR 0-3 MTH TREASURY | $4.5M | 44.8K | 0.7% | ▲+210% Added · +30K sh | |
| 29 | Chevron Corporation COM | $4.3M | 25.8K | 0.7% | ▼−2.9% Reduced · −784 sh | |
| 30 | SPDR Gold TR GOLD SHS | $4.2M | 11.3K | 0.7% | ▼−2.7% Reduced · −316 sh | |
| 31 | Home Depot Inc COM | $4.1M | 11.5K | 0.7% | ▲+13% Added · +1K sh | |
| 32 | Harbor ETF Trust COMM ALL WEA ETF | $4.0M | 138.0K | 0.7% | ▲+14% Added · +17K sh | |
| 33 | Blackstone Inc COM | $4.0M | 34.4K | 0.7% | ▼−9.5% Reduced · −4K sh | |
| 34 | NextEra Energy Inc COM | $3.9M | 44.3K | 0.6% | ▲+5.5% Added · +2K sh | |
| 35 | Eli Lilly & Co COM | $3.9M | 3.2K | 0.6% | ▲+25% Added · +640 sh | |
| 36 | First TR Exchange-Traded FD LTD DUR INVT ETF | $3.8M | 203.1K | 0.6% | ▲+104% Added · +104K sh | |
| 37 | Boeing Co COM | $3.8M | 17.3K | 0.6% | ▲+2.8% Added · +479 sh | |
| 38 | Chubb Limited COM | $3.6M | 10.5K | 0.6% | ▲+2.9% Added · +295 sh | |
| 39 | Costco Wholesale Corporation COM | $3.6M | 3.8K | 0.6% | ▲+0.1% Added · +5 sh | |
| 40 | Williams Cos Inc COM | $3.5M | 46.7K | 0.6% | ▲+2.0% Added · +901 sh | |
| 41 | First TR Exchange-Traded FD AAA CMBS ETF | $3.4M | 169.6K | 0.6% | ▲+80% Added · +75K sh | |
| 42 | Vanguard Whitehall FDS HIGH DIV YLD | $3.4M | 21.7K | 0.6% | ▼−0.7% Reduced · −146 sh | |
| 43 | Prologis Inc. COM | $3.4M | 25.3K | 0.6% | ▲+2.4% Added · +586 sh | |
| 44 | Procter & Gamble Co COM | $3.4M | 23.2K | 0.6% | ▲+11% Added · +2K sh | |
| 45 | Invesco Exchange Traded FD T S&P500 QUALITY | $3.1M | 34.9K | 0.5% | ▲+15% Added · +4K sh | |
| 46 | Starbucks Corp COM | $3.1M | 30.6K | 0.5% | ▲+3.8% Added · +1K sh | |
| 47 | Amgen Inc COM | $3.1M | 8.5K | 0.5% | ▲+1.3% Added · +113 sh | |
| 48 | First TR Exchange Traded FD RISNG DIVD ACHIV | $3.0M | 37.5K | 0.5% | ▲+18% Added · +6K sh | |
| 49 | Unitedhealth Group Inc COM | $3.0M | 7.2K | 0.5% | ▲+4.8% Added · +333 sh | |
| 50 | Ishares TR PFD AND INCM SEC | $2.9M | 96.5K | 0.5% | —Held |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | APPLE INCAAPL | $434K | 2K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.