Platform Technology Partners

CIK 1830817 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$611.2M
#3.336 dari 9.443 berdasarkan nilai 13F · top 35.3%
Posisi
394
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +17.8% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
29,04%
Bobot 25 kepemilikan teratas
47,96%
Posisi di atas 1%
23
Jumlah posisi efektif
66,1

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 2,58% Perkiraan pembelian $70.865.246 · penjualan $14.551.651

Kepemilikan median: 5,0 kuartal Dilacak Q4 2024–Q2 2026 · 83,8% masih dipegang

Posisi baru
82
Meningkat
175
Menurun
93
Tertutup
31
Di halaman ini

Rincian sektor

Technology
21,3%
Industrials
5,7%
Healthcare
5,6%
Financial Services
5,4%
Retail
5,1%
Communication Services
4,9%
Financials
3,4%
Consumer Discretionary
3,2%
Energy
2,9%
Utilities
2,2%
Real Estate
1,6%
Consumer Staples
1,4%
Consumer products
1,3%
Materials
0,9%
Telecommunication
0,5%
Communications
0,4%
Logistics & Transportation
0,1%
Packaging
0,1%
Diversified Consumer Services
0,0%
Lainnya/Tidak terpetakan
34,2%

Portofolio lengkap 394 posisi

Tipe Rentetan Tren 8 kuartal
AAPL Apple Inc. - Common Stock $43.675.135 7,15% 150.937 $5.488.874 Naik ×3
NVDA NVIDIA Corporation - Common Stock $26.575.488 4,35% 132.818 $3.787.991 Naik ×3
MSFT Microsoft Corporation - Common Stock $17.069.720 2,79% 45.761 $1.302.704 Naik ×3
AMZN Amazon.com, Inc. - Common Stock $16.099.244 2,63% 67.547 $1.813.017 Turun ×1
EVSD Eaton Vance Short Duration Income ETF $14.746.341 2,41% 289.968 $1.490.036 Naik ×6
FTRB $13.903.772 2,27% 554.045 $1.812.510 Naik ×6
SCHD $12.995.038 2,13% 409.809 $1.287.987 Naik ×6
IVV $11.941.802 1,95% 15.946 $1.753.160 Naik ×4
GOOGL Alphabet Inc. - Class A Common Stock $10.519.662 1,72% 29.436 $2.084.657 Naik ×5
JPM JP Morgan Chase & Co. Common Stock $9.985.631 1,63% 30.506 $781.015 Turun ×1
LRCX Lam Research Corporation - Common Stock $9.312.262 1,52% 21.490 $4.723.486 Naik ×5
HEDG $9.178.698 1,50% 305.957 $1.075.409 Naik ×2
DFAS $9.168.905 1,50% 111.354 $2.052.397 Naik ×6
GOOG Alphabet Inc. - Class C Capital Stock $9.099.037 1,49% 25.752 $1.744.680 Naik ×2
CIFR Cipher Mining Inc. - Common Stock $8.575.000 1,40% 350.000 Naik ×1
TSLA Tesla, Inc. - Common Stock $8.328.244 1,36% 19.801 $1.255.872 Naik ×2
BRKB $8.312.534 1,36% 16.612 $448.327 Naik ×6
META Meta Platforms, Inc. - Class A Common Stock $7.794.958 1,28% 13.838 $100.639 Naik ×6
VOO $7.606.563 1,24% 11.075 $1.390.488 Naik ×1
VUG $7.368.635 1,21% 85.543 $1.749.128 Naik ×6
APO Apollo Global Management, Inc. (New) Common Stock $7.354.619 1,20% 62.164 $126.071 Turun ×1
JNJ Johnson & Johnson Common Stock $6.259.662 1,02% 24.647 $15.799 Turun ×1
JMEE $6.101.098 1,00% 78.189 $2.448.312 Naik ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $5.946.132 0,97% 5.879 $1.007.558 Naik ×6
SPY SPY $5.227.469 0,86% 7.000 $571.580 Turun ×2
RTX RTX Corporation Common Stock $5.166.754 0,85% 27.232 $33.129 Naik ×4
V Visa Inc. $5.020.284 0,82% 14.633 $881.348 Naik ×6
SGOV iShares 0-3 Month Treasury Bond ETF $4.507.943 0,74% 44.779 $3.051.890 Naik ×1
CVX Chevron Corporation Common Stock $4.280.015 0,70% 25.821 $-1.224.628 Turun ×1
GLD $4.166.901 0,68% 11.311 $-836.291 Turun ×1
HD Home Depot, Inc. (The) Common Stock $4.072.439 0,67% 11.547 $696.760 Naik ×4
HGER Harbor Commodity All-Weather Strategy ETF $4.049.224 0,66% 138.010 $296.433 Naik ×6
BX Blackstone Inc. Common Stock $4.046.689 0,66% 34.390 $-323.284 Turun ×1
NEE NextEra Energy, Inc. Common Stock $3.884.660 0,64% 44.260 $-10.573 Naik ×6
LLY Eli Lilly and Company Common Stock $3.873.758 0,63% 3.230 $1.491.528 Naik ×2
FSIG $3.829.748 0,63% 203.116 $1.943.357 Naik ×1
BA Boeing Company (The) Common Stock $3.754.804 0,61% 17.346 $397.817 Naik ×4
CB Chubb Limited Common Stock $3.586.908 0,59% 10.527 $251.917 Naik ×6
COST Costco Wholesale Corporation - Common Stock $3.574.315 0,58% 3.821 $-228.411 Naik ×2
WMB Williams Companies, Inc. (The) Common Stock $3.473.269 0,57% 46.721 $138.521 Naik ×4
CAAA $3.445.289 0,56% 169.633 $1.530.859 Naik ×4
VYM $3.430.660 0,56% 21.709 $193.990 Turun ×1
PLD Prologis, Inc. Common Stock $3.423.336 0,56% 25.270 $160.639 Naik ×4
PG Procter & Gamble Company (The) Common Stock $3.397.911 0,56% 23.172 $392.600 Naik ×6
SPHQ $3.148.890 0,52% 34.949 $858.130 Naik ×6
SBUX Starbucks Corporation - Common Stock $3.131.883 0,51% 30.648 $486.420 Naik ×3
AMGN Amgen Inc. - Common Stock $3.078.085 0,50% 8.500 $127.134 Naik ×6
RDVY First Trust Rising Dividend Achievers ETF $3.035.924 0,50% 37.453 $873.419 Naik ×6
UNH UnitedHealth Group Incorporated Common Stock (DE) $3.003.205 0,49% 7.226 $1.137.950 Naik ×6
PFF iShares Preferred and Income Securities ETF $2.940.882 0,48% 96.454 $16.397
QQQ Invesco QQQ Trust, Series 1 $2.917.245 0,48% 3.961 $648.432 Naik ×1
MCD McDonald's Corporation Common Stock $2.916.149 0,48% 10.788 $-193.762 Naik ×4
PEP PepsiCo, Inc. - Common Stock $2.858.108 0,47% 21.109 $-435.321 Turun ×1
WMT Walmart Inc. - Common Stock $2.854.000 0,47% 25.199 $-433.043 Turun ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $2.807.683 0,46% 22.181 $33.569 Naik ×6
UNP Union Pacific Corporation Common Stock $2.747.735 0,45% 10.102 $273.747 Turun ×1
CAT Caterpillar, Inc. Common Stock $2.735.152 0,45% 2.568 $944.548 Naik ×2
ABBV AbbVie Inc. Common Stock $2.676.501 0,44% 10.636 $318.072 Turun ×1
IHDG $2.631.040 0,43% 50.230 $522.624 Naik ×6
VEA $2.531.971 0,41% 35.536 $371.945 Naik ×6
APD Air Products and Chemicals, Inc. Common Stock $2.522.920 0,41% 8.605 $165.371 Naik ×2
LMT Lockheed Martin Corporation Common Stock $2.385.823 0,39% 4.683 $-324.674 Naik ×4
TY Tri Continental Corporation Common Stock $2.341.730 0,38% 68.034 $225.326 Naik ×1
MDT Medtronic plc. Ordinary Shares $2.306.582 0,38% 29.485 $28.780 Naik ×6
XOM Exxon Mobil Corporation Common Stock $2.164.605 0,35% 15.832 $-749.598 Turun ×1
CL Colgate-Palmolive Company Common Stock $2.152.914 0,35% 23.483 $230.577 Naik ×6
COP ConocoPhillips Common Stock $2.105.547 0,34% 20.253 $-527.371 Naik ×6
AVGO Broadcom Inc. - Common Stock $2.089.601 0,34% 5.532 $352.103 Turun ×1
DLR Digital Realty Trust, Inc. Common Stock $2.084.146 0,34% 11.606 $120.369 Naik ×3
IBM International Business Machines Corporation Common Stock $2.054.008 0,34% 7.304 $345.819 Naik ×2
NMZ Nuveen Municipal High Income Opportunity Fund Common Stock, $0.01 par value, per share $2.042.938 0,33% 193.277 $244.764 Naik ×4
SPGI S&P Global Inc. Common Stock $2.005.185 0,33% 4.924 $65.476 Naik ×6
MA Mastercard Incorporated Common Stock $2.000.538 0,33% 3.895 $299.118 Naik ×2
ABFL $1.999.624 0,33% 23.289 $247.734 Turun ×6
GEV GE Vernova Inc. Common Stock $1.940.881 0,32% 1.652 $527.648 Naik ×2
D Dominion Energy, Inc. Common Stock $1.867.178 0,31% 27.342 $213.088 Naik ×6
TAFI $1.832.855 0,30% 72.675 $-23.784 Turun ×1
VO $1.786.373 0,29% 22.172 $233.368 Naik ×5
MRK Merck & Company, Inc. Common Stock (new) $1.727.553 0,28% 13.444 $-8.515 Turun ×1
CSCO Cisco Systems, Inc. - Common Stock $1.640.932 0,27% 13.970 $563.151 Naik ×3
DES $1.618.291 0,26% 39.781 $188.562
VZ Verizon Communications Inc. Common Stock $1.595.030 0,26% 37.672 $-200.808 Naik ×1
PM Philip Morris International Inc Common Stock $1.576.921 0,26% 8.717 $129.931 Turun ×1
EPD Enterprise Products Partners L.P. Common Stock $1.488.486 0,24% 40.492 $-43.542 Naik ×1
ORCL Oracle Corporation Common Stock $1.477.147 0,24% 10.079 $-30.653 Turun ×1
TJX TJX Companies, Inc. (The) Common Stock $1.443.124 0,24% 9.526 $-22.461 Naik ×3
VTV $1.424.881 0,23% 6.538 $144.193 Naik ×3
DVY iShares Select Dividend ETF $1.417.788 0,23% 9.071 $120.085 Naik ×3
XLE XLE $1.411.832 0,23% 26.583 $-269.035 Turun ×1
OPER $1.405.353 0,23% 14.043 $382.035 Naik ×1
IBIT iShares Bitcoin Trust ETF $1.401.183 0,23% 42.090 $-275.320 Turun ×1
NKE Nike, Inc. Common Stock $1.391.817 0,23% 33.905 $-244.254 Naik ×2
PCT PureCycle Technologies, Inc. - Common stock $1.376.921 0,23% 169.781 $574.352 Naik ×1
IWM $1.376.747 0,23% 4.582 $241.667 Naik ×6
AMAT Applied Materials, Inc. - Common Stock $1.372.106 0,22% 1.898 $738.537 Naik ×1
ET Energy Transfer LP Common Units $1.332.213 0,22% 69.676 $-1.712 Naik ×3
CLX Clorox Company (The) Common Stock $1.323.207 0,22% 13.864 $-51.367 Naik ×6
TXN Texas Instruments Incorporated - Common Stock $1.310.912 0,21% 4.398 $581.528 Naik ×4
DLN $1.309.663 0,21% 13.597 $95.043
COF Capital One Financial Corporation Common Stock $1.292.394 0,21% 6.442 $60.444 Turun ×1

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
AAPL $43.675.135 7,15% naik ×3
NVDA $26.575.488 4,35% naik ×3
MSFT $17.069.720 2,79% naik ×3
EVSD $14.746.341 2,41% naik ×6
FTRB $13.903.772 2,27% naik ×6
SCHD $12.995.038 2,13% naik ×6
IVV $11.941.802 1,95% naik ×4
GOOGL $10.519.662 1,72% naik ×5
LRCX $9.312.262 1,52% naik ×5
DFAS $9.168.905 1,50% naik ×6
BRKB $8.312.534 1,36% naik ×6
META $7.794.958 1,28% naik ×6
VUG $7.368.635 1,21% naik ×6
GS $5.946.132 0,97% naik ×6
RTX $5.166.754 0,85% naik ×4

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
CIFR $8.575.000 350.000 1,40%
WOLF $774.702 16.056 0,13%
Penerbit tidak dikenal (CUSIP: 438516205) $558.854 2.496 0,09%
Penerbit tidak dikenal (CUSIP: 43849R105) $551.816 2.496 0,09%
NBIS $464.488 1.682 0,08%
AAPL $434.040 1.500 0,07%
IDV $426.334 10.290 0,07%
Penerbit tidak dikenal (CUSIP: 46654Q476) $388.422 7.740 0,06%
DFAI $378.551 9.177 0,06%
AXON $370.563 661 0,06%
FBIN $332.749 6.061 0,05%
PH $322.780 330 0,05%
CHD $316.023 3.262 0,05%
WRAP $302.643 234.607 0,05%
TAFM $300.019 11.683 0,05%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
AAPL Beli lebih banyak +473 +$5.5M
LRCX Beli lebih banyak +13 +$4.7M
NVDA Beli lebih banyak +2K +$3.8M
SGOV Beli lebih banyak +30K +$3.1M
JMEE Beli lebih banyak +23K +$2.4M
GOOGL Beli lebih banyak +103 +$2.1M
DFAS Beli lebih banyak +11K +$2.1M
FSIG Beli lebih banyak +104K +$1.9M
AMZN Dipangkas -1K +$1.8M
FTRB Beli lebih banyak +73K +$1.8M

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
HON 30 Juni 2026 5.436 $1.228.688 0,8%
INOD 31 Maret 2026 9.310 $474.345 57,8%
ILMN 31 Maret 2025 3.512 $469.308 152,2%
FMNY 30 Juni 2026 14.942 $394.924 Tidak lagi dilacak
JMST 30 Sep. 2025 7.500 $381.900 Tidak lagi dilacak
FPE 31 Des. 2025 20.499 $373.908 Tidak lagi dilacak
GNRC 31 Maret 2026 2.631 $358.844 5,9%
SSB 30 Juni 2026 3.632 $336.033 10,2%
GD 30 Juni 2026 970 $332.888 11,6%
GDX 30 Juni 2025 7.000 $321.790 Tidak lagi dilacak
WRB 30 Sep. 2025 4.311 $316.729 -7,1%
MRVL 31 Maret 2025 2.805 $309.833 277,6%
HBAN 30 Juni 2026 19.755 $309.166 -0,4%
RF 30 Juni 2026 11.818 $308.686 4,6%
ABCB 30 Juni 2026 3.941 $307.359 -2,2%
WSO 30 Sep. 2025 685 $302.510 -20,3%
HDB 30 Juni 2026 12.049 $299.778 -10,1%
ADBE 31 Maret 2025 672 $299.061 -29,4%
XPO 31 Maret 2025 2.161 $283.521 91,3%
CAH 30 Juni 2026 1.329 $280.831 -0,5%
ULXXXX 31 Des. 2025 4.675 $277.134 Tidak lagi dilacak
SRPT 31 Maret 2025 2.262 $275.036 -69,3%
CMCSA 30 Juni 2026 9.359 $268.688 9,0%
GEHC 30 Sep. 2025 3.585 $265.542 -0,2%
CF 30 Juni 2026 2.017 $261.887 13,2%
REGN 31 Maret 2026 335 $258.712 8,8%
CMCSA 30 Sep. 2025 7.012 $250.263 -14,8%
KR 30 Juni 2026 3.394 $245.590 2,6%
VKTX 30 Sep. 2025 9.259 $245.373 31,4%
INGR 30 Juni 2026 2.173 $244.810 13,5%
ARCC 31 Maret 2026 12.057 $243.913 10,5%
CMS 30 Sep. 2025 3.519 $243.796 -2,7%
TEAM 31 Maret 2025 1.000 $243.380 -21,1%
FTNT 30 Sep. 2025 2.286 $241.697 82,8%
MMM 31 Maret 2026 1.505 $240.951 26,2%
LNG 31 Des. 2025 1.021 $239.869 40,0%
USMV 31 Des. 2025 2.500 $237.850 Tidak lagi dilacak
VBR 31 Maret 2025 1.172 $232.399 Tidak lagi dilacak
BIL 31 Des. 2025 2.528 $231.944 Tidak lagi dilacak
SNPS 30 Juni 2026 581 $230.355 -9,7%
SMCI 30 Sep. 2025 4.700 $230.347 -24,4%
EW 31 Maret 2025 3.090 $228.752 27,6%
PYPL 30 Sep. 2025 3.075 $228.534 -8,1%
MHN 31 Maret 2026 22.118 $226.270 Tidak lagi dilacak
AMT 30 Juni 2026 1.305 $225.225 6,8%
BABA 31 Des. 2025 1.256 $224.554 -12,7%
CRUS 30 Juni 2026 1.542 $223.004 -20,9%
FDX 30 Juni 2026 626 $222.801 7,8%
SCHF 31 Maret 2026 9.237 $222.057 Tidak lagi dilacak
EMOP 30 Juni 2026 5.057 $221.598 Tidak lagi dilacak
ITT 30 Juni 2026 1.149 $218.919 9,3%
GIII 30 Juni 2025 8.000 $218.800 52,2%
COO 30 Juni 2025 2.591 $218.551 9,0%
CI 30 Sep. 2025 659 $217.852 -1,9%
EXAS 31 Maret 2026 2.139 $217.237 Tidak lagi dilacak
XLF 31 Maret 2026 3.921 $214.754 Tidak lagi dilacak
PRU 30 Juni 2025 1.916 $213.949 15,6%
SUB 30 Sep. 2025 2.011 $213.850 Tidak lagi dilacak
SNAP 30 Juni 2025 24.515 $213.526 -41,0%
ILF 31 Maret 2026 7.012 $213.515 Tidak lagi dilacak
CCK 30 Juni 2026 2.118 $212.330 5,8%
IJR 31 Maret 2025 1.832 $211.174 Tidak lagi dilacak
SLV 30 Juni 2025 6.776 $209.982 Tidak lagi dilacak
AJG 30 Juni 2025 605 $208.870 -20,1%
RACE 31 Des. 2025 432 $208.870 13,9%
ADSK 30 Juni 2026 870 $208.278 30,1%
SRE 31 Maret 2025 2.357 $206.823 21,6%
ASML 30 Sep. 2025 257 $205.957 82,9%
RL 30 Juni 2026 597 $205.362 -5,1%
ELV 30 Sep. 2025 526 $204.593 23,9%
IFF 30 Juni 2026 2.817 $204.373 5,3%
DG 30 Juni 2026 1.709 $202.870 7,0%
DT 30 Juni 2026 5.477 $202.539 12,0%
PGR 30 Sep. 2025 758 $202.280 -13,5%
LHX 30 Juni 2026 586 $202.262 -3,9%
LOW 30 Juni 2026 854 $201.783 1,2%
TSN 30 Juni 2026 3.137 $200.988 4,1%
FOX 30 Juni 2026 3.778 $200.612 29,6%
FLRN 30 Sep. 2025 6.500 $200.395 Tidak lagi dilacak
DELL 31 Des. 2025 1.413 $200.321 246,2%
IR 31 Des. 2025 2.424 $200.271 2,7%
PAGP 30 Sep. 2025 10.125 $196.728 42,2%
SOFI 30 Juni 2025 12.000 $139.560 -0,8%
F 30 Juni 2026 10.770 $124.289 3,0%
MLGOXXXX 30 Sep. 2025 240.000 $122.184 Tidak lagi dilacak
JFR 31 Des. 2025 14.051 $114.937 -2,4%
FLO 30 Juni 2026 13.688 $111.557 -5,4%
CTOS 30 Sep. 2025 20.000 $98.800 51,7%
TLRY 31 Des. 2025 50.000 $86.500 -48,2%
BBBY 30 Sep. 2025 10.150 $69.833 Tidak lagi dilacak
CTOS 31 Maret 2025 13.791 $66.334 130,8%
NEXT 31 Maret 2026 10.450 $55.072 -11,5%
BW 31 Des. 2025 18.500 $53.650 38,5%
NRGV 31 Des. 2025 13.500 $40.095 -22,5%
PRPL 31 Des. 2025 35.000 $32.697 742,3%
REKR 31 Des. 2025 12.500 $19.625 -57,1%
ASBP 31 Maret 2026 37.611 $4.961 658,3%