Platform Technology Partners is a RIA/Wealth based in New York, NY led by Thomas Dekari Kerney, reporting $1.1B in AUM as of Q3 2025 with AAPL as the largest holding (8% allocation).
Largest long holdings in Platform Technology Partners's portfolio (31.9% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $35.3M | 8.46% | -$108.2K Sold | 0.00% 138.8K shares | |
Software - Infrastructure Technology | $18.4M | 4.42% | -$47.7K Sold | 0.00% 35.6K shares | |
Semiconductors Technology | $13.2M | 3.16% | -$87.1K Sold | 0.00% 70.7K shares | |
Specialty Retail Consumer Cyclical | $12.7M | 3.05% | +$331.8K Bought | 0.00% 58.1K shares | |
ETF ETF | $10.1M | 2.41% | +$1.5M Bought | — 196.1K shares | |
Asset Management - Global Financial Services | $9.3M | 2.23% | +$118.7K Bought | 0.01% 70.0K shares | |
Banks - Diversified Financial Services | $9.1M | 2.17% | +$160.2K Bought | 0.00% 28.8K shares | |
ETF ETF | $8.8M | 2.11% | +$349.5K Bought | — 322.7K shares | |
ETF ETF | $8.2M | 1.96% | +$4.7K Bought | — 12.2K shares | |
ETF ETF | $8.1M | 1.94% | +$1.1M Bought | — 319.9K shares |
Portfolio activity, position movements, and quarter-over-quarter changes in Platform Technology Partners's latest filing
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Portfolio insights and performance metrics for Platform Technology Partners
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