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Platform Technology Partners

RIA/Wealth

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).

CCOThomas Dekari Kerney
Portfolio Value
$417.5M
Positions
258
Top Holding
AAPL at 8.46%
Last Reported
Q3 2025
Address475 Fifth Ave, Suite 1501, New York, NY, 10017, United States

Top Holdings

Largest long holdings in Platform Technology Partners's portfolio (31.9% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Apple logo
Apple
AAPL
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
3
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$13.2M
3.16%
-$87.1K
Sold
0.00%
70.7K shares
4
Amazon logo
Amazon
AMZN
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

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Platform Technology Partners's latest filing

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Market Value
$417.5M
Prior: $383.0M
Q/Q Change
+9.02%
+$34.5M
Net Flows % of MV
+1.42%
Turnover Ratio
4.62%
New Purchases
13 stocks
$2.7M
Added To
101 stocks
+$19.0M
Sold Out Of
19 stocks
$4.3M
Reduced Holdings
92 stocks
-$11.5M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
3
Watsco logo
Sold
Sold
5
Comcast logo
Comcast
CMCSA
Sold

Analytics

Portfolio insights and performance metrics for Platform Technology Partners

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Sector Allocation

ETF: 27.00%ETFTechnology: 20.20%TechnologyFinancial Services: 12.90%Financial ServicesConsumer Cyclical: 8.30%Consumer CyclicalCommunication Services: 5.90%Healthcare: 5.50%Industrials: 5.40%Consumer Defensive: 4.30%Energy: 3.50%Utilities: 2.70%Real Estate: 0.80%Basic Materials: 0.50%
ETF
27.00%
Technology
20.20%
Financial Services
12.90%
Consumer Cyclical
8.30%
Communication Services
5.90%
Healthcare
5.50%
Industrials
5.40%
Consumer Defensive
4.30%
Energy
3.50%
Utilities
2.70%
Real Estate
0.80%
Basic Materials
0.50%

Market Cap Distribution

Mega Cap (> $200B): 45.50%Mega Cap (> $200B)Large Cap ($10B - $200B): 23.01%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.86%Small Cap ($300M - $2B): 0.26%Micro Cap ($50M - $300M): 0.25%Nano Cap (< $50M): 0.19%N/A (ETF or Unknown): 29.92%N/A (ETF or Unknown)
Mega Cap (> $200B)
45.50%
Large Cap ($10B - $200B)
23.01%
Mid Cap ($2B - $10B)
0.86%
Small Cap ($300M - $2B)
0.26%
Micro Cap ($50M - $300M)
0.25%
Nano Cap (< $50M)
0.19%
N/A (ETF or Unknown)
29.92%

Portfolio Concentration

Top 10 Holdings %
31.92%
Top 20 Holdings %
46.5%
Top 50 Holdings %
67.43%
Top 100 Holdings %
84.61%

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