Platform Technology Partners 13F annual report

Platform Technology Partners is an investment fund managing more than $289 billion ran by Kiah Seymour. There are currently 203 companies in Seymour’s portfolio. The largest investments include Apple Inc and Microsoft, together worth $44.2 billion.

$289 billion Assets Under Management (AUM)

As of 23rd July 2024, Platform Technology Partners’s top holding is 131,357 shares of Apple Inc currently worth over $27.7 billion and making up 9.6% of the portfolio value. Relative to the number of outstanding shares of Apple Inc, Platform Technology Partners owns more than approximately 0.1% of the company. In addition, the fund holds 36,911 shares of Microsoft worth $16.5 billion, whose value grew 7.0% in the past six months. The third-largest holding is Amazon.com worth $10.6 billion and the next is NVIDIA Corp worth $9.29 billion, with 75,224 shares owned.

Currently, Platform Technology Partners's portfolio is worth at least $289 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Platform Technology Partners

The Platform Technology Partners office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Kiah Seymour serves as the Compliance Consultant at Platform Technology Partners.

Recent trades

In the most recent 13F filing, Platform Technology Partners revealed that it had opened a new position in Federated Hermes Etf Trust and bought 95,703 shares worth $2.37 billion.

The investment fund also strengthened its position in Apple Inc by buying 3,406 additional shares. This makes their stake in Apple Inc total 131,357 shares worth $27.7 billion. Apple Inc dropped approximately 0.1% in the past year.

On the other hand, there are companies that Platform Technology Partners is getting rid of from its portfolio. Platform Technology Partners closed its position in Federated Hermes Etf Trust on 30th July 2024. It sold the previously owned 30,727 shares for $687 million. Kiah Seymour also disclosed a decreased stake in Microsoft by approximately 0.1%. This leaves the value of the investment at $16.5 billion and 36,911 shares.

One of the smaller hedge funds

The two most similar investment funds to Platform Technology Partners are Axs Investments and Trinity Legacy Partners. They manage $289 billion and $289 billion respectively.


Kiah Seymour investment strategy

Platform Technology Partners’s portfolio is diversified across 11 sectors. Currently, their heaviest sector is Consumer Discretionary — making up 16.8% of the total portfolio value. The fund focuses on investments in the United States as 48.8% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 45% of the total holdings value. On the other hand, small-cap stocks make up only 3.9% of the portfolio. The average market cap of the portfolio companies is close to $155 billion.

The complete list of Platform Technology Partners trades based on 13F SEC filings

These positions were updated on July 30th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security Shares Owned Value Allocation
Apple Inc
2.66%
131,357
$27,666,338,000 9.58%
Microsoft Corporation
1.74%
36,911
$16,497,589,000 5.71%
Amazon.com Inc.
5.44%
54,768
$10,583,960,000 3.66%
NVIDIA Corp
732.12%
75,224
$9,293,165,000 3.22%
Apollo Global Mgmt Inc
13.98%
65,460
$7,728,879,000 2.68%
Schwab Strategic Tr
76.01%
78,392
$6,095,795,000 2.11%
Jpmorgan Chase Co
4.62%
28,557
$5,775,903,000 2.00%
Berkshire Hathaway Inc.
4.35%
13,924
$5,664,283,000 1.96%
Meta Platforms Inc
4.24%
10,005
$5,044,676,000 1.75%
Ishares Tr
15.21%
64,135
$9,550,840,000 3.31%
J P Morgan Exchange Traded F
243.95%
94,223
$4,370,843,000 1.51%
Alphabet Inc
11.65%
47,436
$8,670,515,000 3.00%
Spdr Sp 500 Etf Tr
10.23%
7,036
$3,829,201,000 1.33%
Johnson Johnson
28.21%
23,686
$3,461,939,000 1.20%
Costco Whsl Corp New
2.09%
3,756
$3,192,266,000 1.10%
Vanguard Index Fds
26.79%
29,681
$8,160,213,000 2.82%
Home Depot, Inc.
22.45%
8,769
$3,018,678,000 1.04%
Chevron Corp.
60.41%
18,723
$2,928,687,000 1.01%
Pepsico Inc
26.50%
17,445
$2,877,227,000 1.00%
First Tr Exch Traded Fd Iii
18.08%
182,513
$5,169,294,000 1.79%
Vanguard Whitehall Fds
No change
21,996
$2,608,726,000 0.90%
RTX Corp
12.44%
25,740
$2,584,079,000 0.89%
GE Aerospace
1.18%
15,889
$2,525,941,000 0.87%
Procter And Gamble Co
19.06%
15,270
$2,518,344,000 0.87%
Visa Inc
4.07%
9,563
$2,510,094,000 0.87%
Federated Hermes Etf Trust
Opened
95,703
$2,371,508,000 0.82%
Goldman Sachs Group, Inc.
14.99%
5,240
$2,369,967,000 0.82%
NextEra Energy Inc
130.92%
33,227
$2,352,838,000 0.81%
Chubb Limited
7.56%
9,065
$2,312,230,000 0.80%
Tesla Inc
10.93%
11,506
$2,276,869,000 0.79%
Blackstone Inc
1.21%
18,194
$2,252,358,000 0.78%
Dimensional Etf Trust
87.27%
36,730
$2,206,748,000 0.76%
Mcdonalds Corp
12.43%
8,564
$2,182,368,000 0.76%
Unitedhealth Group Inc
21.28%
4,096
$2,085,801,000 0.72%
AMGEN Inc.
11.41%
6,495
$2,029,401,000 0.70%
Eli Lilly Co
4.09%
2,239
$2,027,400,000 0.70%
Trimtabs Etf Tr
16.11%
31,821
$1,930,379,000 0.67%
Union Pac Corp
7.06%
8,510
$1,925,398,000 0.67%
Lockheed Martin Corp.
25.86%
4,103
$1,916,688,000 0.66%
Williams Cos Inc
14.91%
44,262
$1,881,143,000 0.65%
AB Active ETFs Inc
4.23%
73,759
$1,841,753,000 0.64%
Vanguard Bd Index Fds
35.61%
24,201
$1,812,391,000 0.63%
Abbvie Inc
6.34%
10,449
$1,792,194,000 0.62%
Walmart Inc
185.43%
25,492
$1,726,062,000 0.60%
Boeing Co.
11.43%
9,467
$1,723,014,000 0.60%
Medtronic Plc
60.80%
20,938
$1,648,062,000 0.57%
Duke Energy Corp.
44.26%
16,411
$1,644,894,000 0.57%
Salesforce Inc
36.42%
6,102
$1,568,945,000 0.54%
Sp Global Inc
15.18%
3,422
$1,526,364,000 0.53%
Colgate-Palmolive Co.
23.11%
15,611
$1,514,889,000 0.52%
Constellation Brands Inc
23.18%
5,882
$1,513,436,000 0.52%
Merck Co Inc
2.43%
12,158
$1,505,179,000 0.52%
Starbucks Corp.
31.01%
19,174
$1,492,658,000 0.52%
Conocophillips
19.41%
13,049
$1,492,537,000 0.52%
Oracle Corp.
0.30%
10,494
$1,481,697,000 0.51%
Mastercard Incorporated
26.39%
3,319
$1,464,191,000 0.51%
Exxon Mobil Corp.
4.68%
10,797
$1,242,936,000 0.43%
Wisdomtree Tr
7.48%
92,260
$4,113,672,000 1.42%
Spdr Gold Tr
3.07%
5,665
$1,217,943,000 0.42%
Verizon Communications Inc
0.20%
28,782
$1,186,979,000 0.41%
Honeywell International Inc
4.31%
5,422
$1,157,814,000 0.40%
Energy Transfer L P
1.07%
69,716
$1,130,794,000 0.39%
Proshares Tr
21.14%
11,370
$1,093,030,000 0.38%
Bristol-Myers Squibb Co.
5.16%
25,236
$1,048,047,000 0.36%
Netflix Inc.
92.32%
1,452
$979,926,000 0.34%
Clorox Co.
39.53%
6,992
$954,138,000 0.33%
Nike, Inc.
13.26%
12,546
$945,569,000 0.33%
Vanguard Tax-managed Fds
34.20%
18,714
$924,824,000 0.32%
Tjx Cos Inc New
39.07%
8,278
$911,391,000 0.32%
American Express Co.
25.95%
3,792
$877,993,000 0.30%
Bank America Corp
2.34%
21,911
$871,404,000 0.30%
First Tr Exchange-traded Fd
98.10%
56,051
$1,448,151,000 0.50%
Abbott Labs
37.79%
7,820
$812,616,000 0.28%
Dominion Energy Inc
71.71%
16,567
$811,770,000 0.28%
Caterpillar Inc.
7.60%
2,392
$796,871,000 0.28%
Enterprise Prods Partners L
12.54%
26,805
$776,811,000 0.27%
Consolidated Edison, Inc.
10.30%
8,361
$747,657,000 0.26%
Select Sector Spdr Tr
46.10%
26,026
$2,246,384,000 0.78%
First Tr Exchange-traded Fd
Opened
12,691
$694,811,000 0.24%
Harbor ETF Trust
Opened
30,820
$693,296,000 0.24%
Philip Morris International Inc
164.82%
6,835
$692,637,000 0.24%
Federated Hermes Etf Trust
Closed
30,727
$686,791,000
Wells Fargo Co New
6.21%
11,395
$676,729,000 0.23%
Disney Walt Co
2.15%
6,749
$670,152,000 0.23%
Applied Matls Inc
0.81%
2,827
$667,142,000 0.23%
Purecycle Technologies Inc
246.27%
112,415
$665,496,000 0.23%
Ge Vernova Inc
Opened
3,876
$664,773,000 0.23%
Target Corp
4.51%
4,386
$649,345,000 0.22%
Driven Brands Holdings Inc.
No change
50,000
$636,500,000 0.22%
Vertex Pharmaceuticals, Inc.
4.98%
1,356
$635,584,000 0.22%
Broadridge Finl Solutions In
0.38%
3,154
$621,338,000 0.22%
Canadian Pacific Kansas City
0.30%
7,692
$605,712,000 0.21%
Accenture Plc Ireland
6.92%
1,994
$604,943,000 0.21%
Sixth Street Specialty Lendi
1.55%
28,093
$599,786,000 0.21%
International Business Machs
7.51%
3,449
$596,545,000 0.21%
Novo-nordisk A S
2.73%
4,093
$584,235,000 0.20%
Nu Hldgs Ltd
Opened
44,669
$575,783,000 0.20%
Spdr Ser Tr
Opened
8,732
$558,858,000 0.19%
Ares Capital Corp
Opened
26,402
$550,226,000 0.19%
Booking Holdings Inc
22.32%
137
$542,726,000 0.19%
Pfizer Inc.
51.90%
19,322
$540,628,000 0.19%
Coca-Cola Co
4.23%
8,351
$531,518,000 0.18%
Yum Brands Inc.
0.05%
3,966
$525,271,000 0.18%
Schwab Charles Corp
40.90%
6,827
$503,082,000 0.17%
Evolv Technologies Hldngs In
450.92%
195,412
$498,300,000 0.17%
Trane Technologies plc
0.27%
1,512
$497,342,000 0.17%
CSX Corp.
3.30%
14,670
$490,712,000 0.17%
Airbnb, Inc.
Closed
3,415
$468,572,000
HDFC Bank Ltd.
Opened
7,263
$467,229,000 0.16%
American Tower Corp.
Opened
2,358
$458,261,000 0.16%
Vanguard World Fd
15.24%
1,457
$457,785,000 0.16%
American Elec Pwr Co Inc
22.64%
5,124
$449,543,000 0.16%
Rumble Inc
1.82%
80,880
$448,884,000 0.16%
Spdr Sp Midcap 400 Etf Tr
1.73%
825
$441,441,000 0.15%
Natixis Etf Tr
No change
18,215
$434,790,000 0.15%
Cisco Sys Inc
1.10%
9,003
$427,751,000 0.15%
Ge Healthcare Technologies I
2.48%
5,460
$425,444,000 0.15%
Innodata Inc
5.17%
28,661
$425,043,000 0.15%
Broadcom Inc
Opened
265
$424,936,000 0.15%
Elevance Health Inc
No change
748
$405,311,000 0.14%
Zoetis Inc
40.01%
2,284
$395,954,000 0.14%
Palantir Technologies Inc.
55.08%
15,600
$395,148,000 0.14%
AB Active ETFs Inc
Opened
10,833
$394,430,000 0.14%
Automatic Data Processing In
46.17%
1,650
$393,774,000 0.14%
Constellation Energy Corp
45.34%
1,964
$393,375,000 0.14%
Capital One Finl Corp
23.17%
2,841
$393,336,000 0.14%
Akamai Technologies Inc
2.27%
4,300
$387,344,000 0.13%
Eaton Corp Plc
28.40%
1,185
$371,557,000 0.13%
Thermo Fisher Scientific Inc.
20.90%
671
$371,283,000 0.13%
Altria Group Inc.
54.83%
8,141
$370,823,000 0.13%
Fingermotion Inc
470.46%
142,615
$363,668,000 0.13%
Vanguard Intl Equity Index F
54.68%
8,238
$360,488,000 0.12%
Ishares Tr
Closed
5,823
$620,761,000
Illumina Inc
Opened
3,371
$351,865,000 0.12%
Cigna Group (The)
13.05%
1,048
$346,345,000 0.12%
Black Hills Corporation
No change
6,340
$344,769,000 0.12%
Invesco Exchange Traded Fd T
Opened
2,077
$341,182,000 0.12%
Blackrock Inc.
21.35%
431
$339,335,000 0.12%
Mondelez International Inc.
9.11%
5,175
$338,652,000 0.12%
Sarepta Therapeutics Inc
31.62%
2,137
$337,646,000 0.12%
Terawulf Inc
Closed
330,000
$335,000,000
Att Inc
9.78%
17,261
$329,848,000 0.11%
Biogen Inc
10.32%
1,422
$329,648,000 0.11%
Amphenol Corp.
42.50%
4,788
$322,568,000 0.11%
Unilever plc
4.11%
5,860
$322,241,000 0.11%
Berkley W R Corp
4.18%
4,082
$320,764,000 0.11%
Watsco, Inc.
Opened
685
$317,319,000 0.11%
Tempur Sealy International Inc
Opened
6,565
$310,787,000 0.11%
Gen Digital Inc
No change
12,349
$308,478,000 0.11%
Simon Ppty Group Inc New
Opened
1,920
$291,456,000 0.10%
Edwards Lifesciences Corp
No change
3,138
$289,857,000 0.10%
Adobe Inc
17.31%
516
$286,659,000 0.10%
Novartis AG
8.83%
2,683
$285,675,000 0.10%
Snowflake Inc.
Opened
2,108
$284,770,000 0.10%
Comcast Corp New
11.17%
7,272
$284,758,000 0.10%
IQVIA Holdings Inc
50.97%
1,340
$283,330,000 0.10%
PayPal Holdings Inc
37.98%
4,853
$281,620,000 0.10%
Qualcomm, Inc.
Opened
1,390
$276,807,000 0.10%
Stryker Corp.
10.73%
807
$274,582,000 0.10%
The Southern Co.
Opened
3,485
$270,297,000 0.09%
Exelon Corp.
29.40%
7,781
$269,315,000 0.09%
Americas Car Mart, Inc.
Closed
2,958
$269,148,000
Iridium Communications Inc
Closed
5,900
$268,391,000
3M Co.
Opened
2,611
$266,818,000 0.09%
Prudential Finl Inc
Opened
2,252
$263,919,000 0.09%
United Parcel Service, Inc.
3.72%
1,926
$263,606,000 0.09%
Shopify Inc
Opened
3,988
$263,407,000 0.09%
Oreilly Automotive Inc
0.41%
243
$256,274,000 0.09%
Aptiv PLC
Closed
2,582
$254,559,000
Ishares Tr
Opened
2,067
$477,016,000 0.17%
Telesat Corp
47.00%
27,664
$251,743,000 0.09%
J P Morgan Exchange Traded F
Opened
4,430
$251,092,000 0.09%
Intel Corp.
16.51%
8,057
$249,534,000 0.09%
CDW Corp
69.60%
1,094
$244,881,000 0.08%
Taiwan Semiconductor Mfg Ltd
Opened
1,400
$243,334,000 0.08%
Pnc Finl Svcs Group Inc
Opened
1,558
$242,238,000 0.08%
T-Mobile US, Inc.
Closed
1,663
$232,903,000
Ishares Silver Tr
Opened
8,700
$231,159,000 0.08%
Cooper Cos Inc
Opened
2,602
$227,155,000 0.08%
Cummins Inc.
Opened
819
$226,834,000 0.08%
Atlassian Corporation
Closed
1,121
$225,893,000
Air Prods Chems Inc
Opened
872
$225,020,000 0.08%
Plains Gp Hldgs L P
4.14%
11,867
$223,331,000 0.08%
Texas Instrs Inc
Opened
1,144
$222,542,000 0.08%
Entergy Corp.
Opened
2,034
$217,638,000 0.08%
G-III Apparel Group Ltd.
Opened
8,000
$216,560,000 0.07%
Yum China Holdings Inc
Closed
3,873
$215,793,000
Teck Resources Ltd
Closed
5,006
$215,709,000
Kroger Co.
Opened
4,200
$209,706,000 0.07%
CVS Health Corp
Closed
2,967
$207,125,000
Ameriprise Finl Inc
Opened
482
$205,906,000 0.07%
Micron Technology Inc.
Opened
1,552
$204,135,000 0.07%
VanEck ETF Trust
Opened
6,000
$203,580,000 0.07%
Widepoint Corp
74.76%
46,753
$195,895,000 0.07%
Ford Mtr Co Del
Closed
15,801
$190,083,000
Kayne Anderson Energy Infrst
5.80%
17,464
$180,403,000 0.06%
Tilray Brands Inc
Opened
100,000
$166,000,000 0.06%
Beyond Inc
Opened
10,000
$130,800,000 0.05%
Nuveen Floating Rate Income
Opened
14,051
$121,541,000 0.04%
Inspired Entmt Inc
Opened
12,000
$109,800,000 0.04%
Lloyds Banking Group plc
1.94%
35,857
$97,890,000 0.03%
Cuentas Inc
Closed
59,191
$82,891,000
Gamida Cell Ltd
Closed
79,353
$81,734,000
Nokia Corp
0.73%
19,855
$75,052,000 0.03%
Gabelli Equity Tr Inc
Closed
14,600
$74,898,000
The Realreal Inc
53.86%
23,071
$73,598,000 0.03%
Kayne Anderson Nextgen Enrgy
Closed
10,023
$71,364,000
UNIFI, Inc.
Opened
10,000
$58,900,000 0.02%
PLBY Group, Inc.
Closed
62,053
$49,704,000
Allbirds Inc
Closed
43,000
$47,730,000
Geron Corp.
Opened
10,100
$42,824,000 0.01%
Rekor Systems Inc
Closed
15,000
$42,300,000
New York Cmnty Bancorp Inc
Opened
13,014
$41,904,000 0.01%
Tc Biopharm Holdings Plc
Opened
50,000
$41,215,000 0.01%
Spirit Airls Inc
Opened
10,712
$39,206,000 0.01%
Purple Innovation Inc
Opened
35,000
$36,400,000 0.01%
Tiziana Life Sciences Ltd
Opened
30,000
$27,570,000 0.01%
Matinas Biopharma Holdings Inc
3.79%
156,250
$24,734,000 0.01%
Wrap Technologies, Inc.
No change
11,977
$23,954,000 0.01%
Gd Culture Group Ltd
Opened
20,000
$23,000,000 0.01%
Hydrofarm Hldgs Group Inc
No change
32,974
$22,752,000 0.01%
Globalstar Inc.
No change
12,000
$13,440,000 0.00%
Synaptogenix Inc
Closed
25,138
$11,061,000
Container Store Group Inc
11.52%
18,580
$10,033,000 0.00%
Precision BioSciences, Inc.
Closed
27,000
$9,215,000
Fortress Biotech Inc
Closed
30,000
$8,709,000
Enthusiast Gaming Hldgs Inc
Closed
24,000
$8,256,000
RiceBran Technologies
Closed
18,363
$7,896,000
Kaival Brnds Innovatns Grp I
Closed
15,986
$6,746,000
Aterian Inc
Closed
10,992
$3,594,000
No transactions found
Showing first 500 out of 230 holdings