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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Platform Technology Partners

Quarter ended Q2 2025 · Filed August 11, 2025 · Accession 0001830817-25-000005

Total Value
$383.0M
Positions
259
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (259)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL139,180$28.6M7.46%
2MICROSOFT CORPMSFT35,710$17.8M4.64%
3AMAZON COM INCAMZN56,554$12.4M3.24%
4NVIDIA CORPORATIONNVDA71,148$11.2M2.94%
5APOLLO GLOBAL MGMT INC03769M10669,071$9.8M2.56%
6MORGAN STANLEY ETF TRUSTMS-PQ166,382$8.5M2.22%
7SCHWAB STRATEGIC TR808524797309,925$8.2M2.14%
8JPMORGAN CHASE & CO.VYLD28,245$8.2M2.14%
9ISHARES TR46428720012,190$7.6M1.98%
10META PLATFORMS INCMETA9,956$7.3M1.92%
11BERKSHIRE HATHAWAY INC DELBRK-A14,837$7.2M1.88%
12FEDERATED HERMES ETF TRUSTFHI277,092$7.0M1.82%
13VANGUARD INDEX FDS9229083639,992$5.7M1.48%
14TESLA INCTSLA15,270$4.9M1.27%
15ALPHABET INCGOOG25,501$4.5M1.17%
16VISA INCV11,943$4.2M1.11%
17ALPHABET INCGOOG23,861$4.2M1.11%
18SPDR S&P 500 ETF TRSPY6,796$4.2M1.10%
19VANGUARD INDEX FDS9229087369,503$4.2M1.09%
20GOLDMAN SACHS GROUP INCGSCE5,312$3.8M0.98%
21COSTCO WHSL CORP NEW22160K1053,661$3.6M0.95%
22RTX CORPORATIONRTX24,803$3.6M0.95%
23CHEVRON CORP NEWCVX25,160$3.6M0.94%
24DIMENSIONAL ETF TRUST25434V50054,797$3.5M0.91%
25BLACKSTONE INCBX22,958$3.4M0.90%
26JOHNSON & JOHNSONJNJ22,267$3.4M0.89%
27HOME DEPOT INCHD8,945$3.3M0.86%
28BOEING COBA-PA15,230$3.2M0.83%
29VANGUARD WHITEHALL FDS92194640621,996$2.9M0.77%
30GE AEROSPACE36960430111,040$2.8M0.74%
31PROCTER AND GAMBLE CO74271810917,045$2.7M0.71%
32NEXTERA ENERGY INCNEE-PW38,442$2.7M0.70%
33CHUBB LIMITEDCB9,206$2.7M0.70%
34SPDR GOLD TRGLD8,599$2.6M0.68%
35WILLIAMS COS INC96945710040,937$2.6M0.67%
36INTERNATIONAL BUSINESS MACHSINTR8,382$2.5M0.65%
37MCDONALDS CORPMCD8,229$2.4M0.63%
38UNION PAC CORPUNP10,390$2.4M0.62%
39WALMART INCWMT24,431$2.4M0.62%
40PEPSICO INCPEP17,983$2.4M0.62%
41ORACLE CORPORCL-PD10,816$2.4M0.62%
42FIRST TR EXCH TRADED FD III33739P30149,407$2.3M0.60%
43ELI LILLY & COLLY2,799$2.2M0.57%
44STARBUCKS CORPSBUX23,658$2.2M0.57%
45DUKE ENERGY CORP NEWDUKB18,120$2.1M0.56%
46INVESCO QQQ TRIVZ3,815$2.1M0.55%
47LAM RESEARCH CORPLRCX21,179$2.1M0.54%
48ISHARES BITCOIN TRUST ETFIBIT33,231$2.0M0.53%
49TRI CONTL CORP89543610363,022$2.0M0.52%
50NIKE INCNKE27,626$2.0M0.51%
51S&P GLOBAL INCSPGI3,691$1.9M0.51%
52SALESFORCE INCCRM7,120$1.9M0.51%
53ABBVIE INCABBV10,267$1.9M0.50%
54MEDTRONIC PLCMDT21,834$1.9M0.50%
55AMGEN INCAMGN6,803$1.9M0.50%
56ABACUS FCF ETF TR89628W30226,480$1.9M0.49%
57AB ACTIVE ETFS INC00039J20273,759$1.9M0.48%
58MASTERCARD INCORPORATEDMA3,203$1.8M0.47%
59HARBOR ETF TRUST41151J50573,521$1.8M0.47%
60ISHARES TR46428745721,442$1.8M0.46%
61LOCKHEED MARTIN CORPLMT3,717$1.7M0.45%
62NETFLIX INCNFLX1,275$1.7M0.45%
63FIRST TR EXCHANGE-TRADED FD33738D80487,427$1.7M0.44%
64EXXON MOBIL CORPXOM15,363$1.7M0.43%
65COLGATE PALMOLIVE COCL17,868$1.6M0.42%
66VERIZON COMMUNICATIONS INCVZ37,322$1.6M0.42%
67INVESCO EXCHANGE TRADED FD TIVZ21,767$1.6M0.41%
68VANGUARD TAX-MANAGED FDS92194385825,776$1.5M0.38%
69PHILIP MORRIS INTL INC7181721097,994$1.5M0.38%
70UNITEDHEALTH GROUP INCUNH4,655$1.5M0.38%
71GE VERNOVA INCGEV2,730$1.4M0.38%
72CONOCOPHILLIPSCOP15,366$1.4M0.36%
73FIRST TR EXCHANGE TRADED FD33738R50621,431$1.3M0.35%
74ENTERPRISE PRODS PARTNERS L29379210741,917$1.3M0.34%
75WISDOMTREE TRWT28,807$1.3M0.34%
76CAPITAL ONE FINL CORP14040H1055,941$1.3M0.33%
77WISDOMTREE TRWT39,781$1.3M0.33%
78ENERGY TRANSFER L PET-PI67,909$1.2M0.32%
79HONEYWELL INTL INC4385161065,104$1.2M0.31%
80PURECYCLE TECHNOLOGIES INCPCTTW86,487$1.2M0.31%
81FIRST TR EXCH TRADED FD III33739P85561,849$1.2M0.31%
82DOMINION ENERGY INCD20,535$1.2M0.30%
83MERCK & CO INCMRK14,602$1.2M0.30%
84VANGUARD INDEX FDS9229087446,501$1.1M0.30%
85ISHARES TR4642871688,544$1.1M0.30%
86VANGUARD INDEX FDS9229086294,027$1.1M0.29%
87AMERICAN EXPRESS COAXP3,502$1.1M0.29%
88WISDOMTREE TRWT13,597$1.1M0.29%
89CISCO SYS INCCSCO15,906$1.1M0.29%
90BRISTOL-MYERS SQUIBB COCELG-RI23,265$1.1M0.28%
91CONSTELLATION BRANDS INCSTZ6,529$1.1M0.28%
92ISHARES TR46428868733,751$1.0M0.27%
93FIRST TR EXCHANGE-TRADED FD33733B1009,500$1.0M0.27%
94ABBOTT LABSABLZF7,470$1.0M0.27%
95TJX COS INC NEW8725401098,222$1.0M0.27%
96THERMO FISHER SCIENTIFIC INCTMO2,476$1.0M0.26%
97CLOROX CO DELCLX8,302$996,8510.26%
98PROSHARES TR74348A4679,832$990,1230.26%
99TRANE TECHNOLOGIES PLCTT2,211$967,1140.25%
100SELECT SECTOR SPDR TR81369Y50610,974$930,7050.24%
101PALANTIR TECHNOLOGIES INCPLTR6,817$929,2320.24%
102VANGUARD BD INDEX FDS92193781911,824$914,4470.24%
103EVOLV TECHNOLOGIES HLDNGS INEVLVW145,538$908,1560.24%
104SPDR SERIES TRUST78464A85412,437$904,0560.24%
105BANK AMERICA CORP06050510419,072$902,4780.24%
106FIRST TR EXCHANGE-TRADED FD33738D76243,915$899,3770.23%
107CATERPILLAR INCCAT2,301$893,2270.23%
108ZOETIS INCZTS5,713$890,9420.23%
109SELECT SECTOR SPDR TR81369Y88610,888$889,0900.23%
110AB ACTIVE ETFS INC00039J60823,288$872,6670.23%
111BROADCOM INCAVGO3,150$868,2430.23%
112WISDOMTREE TRWT17,251$864,6200.23%
113CONSOLIDATED EDISON INCED8,386$841,5600.22%
114WELLS FARGO CO NEW9497461019,862$790,1430.21%
115DISNEY WALT CO2546871066,266$777,0420.20%
116SELECT SECTOR SPDR TR81369Y2095,683$765,9790.20%
117BOOKING HOLDINGS INCBKNG132$764,1800.20%
118CONSTELLATION ENERGY CORPCEG2,330$752,1770.20%
119ONEOK INC NEWOKE8,716$711,4870.19%
120ISHARES TR4642876553,105$670,1220.17%
121SIXTH STREET SPECIALTY LENDITSLX27,945$665,3700.17%
122SELECT SECTOR SPDR TR81369Y8032,591$656,2360.17%
123SCHWAB CHARLES CORPSCHW-PJ7,172$654,3730.17%
124INVESCO EXCHANGE TRADED FD TIVZ3,592$652,8500.17%
125TEXAS INSTRS INC8825081043,144$652,7570.17%
126PACER FDS TR69374H85716,100$641,0220.17%
127AT&T INCT-PC21,986$636,2880.17%
128EATON CORP PLCETN1,753$625,8030.16%
129GILEAD SCIENCES INCGILD5,526$612,6680.16%
130NUVEEN MUN HIGH INCOME OPPORNU58,363$605,2240.16%
131J P MORGAN EXCHANGE TRADED F46641Q33210,524$598,2890.16%
132CANADIAN PACIFIC KANSAS CITYCP7,530$597,0790.16%
133ISHARES ETHEREUM TR46438R10531,086$592,8100.15%
134PFIZER INCPFE24,344$590,0940.15%
135HDFC BANK LTDHDB7,644$586,0630.15%
136YUM BRANDS INCYUM3,888$576,1440.15%
137COCA COLA COKO8,113$573,9970.15%
138VANGUARD INTL EQUITY INDEX F92204285811,594$573,4630.15%
139VANGUARD INDEX FDS9229087691,887$573,3740.15%
140J P MORGAN EXCHANGE TRADED F46654Q6096,500$559,4550.15%
141ISHARES TR4642876481,949$557,1410.15%
142ACCENTURE PLC IRELANDACN1,841$550,3540.14%
143VERTEX PHARMACEUTICALS INCVRTX1,234$549,3640.14%
144AMERICAN ELEC PWR CO INC0255371015,133$532,5490.14%
145NOVO-NORDISK A SNONOF7,560$521,7930.14%
146SELECT SECTOR SPDR TR81369Y3086,380$516,5900.13%
147VANGUARD WORLD FD9219108161,407$515,1460.13%
148FIRST TR EXCHANGE-TRADED FD33741X10214,501$511,5790.13%
149AMERICAN TOWER CORP NEW03027X1002,311$510,7870.13%
150AUTOMATIC DATA PROCESSING INADP1,605$494,9300.13%
151KINDER MORGAN INC DELEP-PC16,427$482,9610.13%
152ALTRIA GROUP INCMO8,236$482,9050.13%
153ISHARES TR4642876141,134$481,6070.13%
154PNC FINL SVCS GROUP INC6934751052,565$478,1670.12%
155SPDR S&P MIDCAP 400 ETF TRMDY841$476,4100.12%
156AMPHENOL CORP NEW0320951014,824$476,3700.12%
157BLACKROCK INCBLK447$468,4970.12%
158CSX CORPCSX14,276$465,8260.12%
159SPDR SERIES TRUST78468R6634,984$457,1970.12%
160ISHARES TR4642875077,182$445,4020.12%
161ISHARES TR4642875982,269$440,7360.12%
162SHOPIFY INCSHOP3,815$440,0600.11%
163INTUITIVE SURGICAL INCISRG806$437,8090.11%
164VANGUARD INDEX FDS9229087511,753$415,3150.11%
165NOVARTIS AGNVSEF3,364$407,0540.11%
166VANGUARD INDEX FDS9229085534,550$405,2440.11%
167WABTEC9297401081,914$400,6960.10%
168FIRST TR EXCHANGE-TRADED FD33739Q2007,827$385,5820.10%
169J P MORGAN EXCHANGE TRADED F46641Q6547,500$381,9000.10%
170TELESAT CORPTSAT15,444$377,4540.10%
171ON SEMICONDUCTOR CORPON7,200$377,3520.10%
172ARES CAPITAL CORPARCC17,082$375,1210.10%
173ISHARES TR46434V4568,592$371,3300.10%
174SPDR SERIES TRUST78464A28414,935$370,0950.10%
175EXELON CORPEXC8,439$366,4390.10%
176EQUITY RESIDENTIALEQR5,423$365,9980.10%
177FIRST TR EXCH TRADED FD III33739E10820,499$364,8880.10%
178GEN DIGITAL INCGENVR12,304$361,7380.09%
179PRINCIPAL EXCHANGE TRADED FD74255Y88819,000$360,4300.09%
180VERTIV HOLDINGS COVRT2,769$355,5150.09%
181APPLIED MATLS INC0382221051,939$354,9820.09%
1823M COMMM2,329$354,5670.09%
183TARGET CORPTGT3,563$351,4540.09%
184ENTERGY CORP NEWENO4,152$345,0860.09%
185FINGERMOTION INCFNGR167,615$340,2580.09%
186SOUTHERN COSOMN3,662$336,2940.09%
187MONDELEZ INTL INC6092071054,986$336,2560.09%
188AKAMAI TECHNOLOGIES INCAKAM4,211$335,8510.09%
189DRIVEN BRANDS HLDGS INCDRVN19,000$333,6400.09%
190OREILLY AUTOMOTIVE INC67103H1073,640$328,0430.09%
191STRYKER CORPORATIONSYK814$322,0790.08%
192BERKLEY W R CORPWRB-PH4,311$316,7290.08%
193INTEL CORPINTC13,923$311,8700.08%
194UNILEVER PLCUNLYF4,985$304,9320.08%
195WATSCO INCWSO-B685$302,5100.08%
196NORFOLK SOUTHN CORP6558441081,176$301,1070.08%
197CVS HEALTH CORPCVS4,272$294,6640.08%
198FIRST TR EXCH TRADED FD III33739P82211,232$291,6990.08%
199OLD REP INTL CORP6802231047,500$288,3000.08%
200TAIWAN SEMICONDUCTOR MFG LTD8740391001,260$285,3860.07%
201BLACK HILLS CORPBKH4,945$277,4150.07%
202TRUIST FINL CORP89832Q1096,447$277,1390.07%
203SIMON PPTY GROUP INC NEW8288061091,662$267,1830.07%
204GE HEALTHCARE TECHNOLOGIES IGEHC3,585$265,5420.07%
205UNITED PARCEL SERVICE INCUPS2,603$262,7680.07%
206NU HLDGS LTDNU18,900$259,3080.07%
207FIRST TR EXCHANGE TRADED FD33738R1182,871$258,8590.07%
208AIR PRODS & CHEMS INCAIIR915$258,0540.07%
209AMERIPRISE FINL INC03076C106482$257,2580.07%
210SCHWAB STRATEGIC TR80852480511,474$253,5750.07%
211ISHARES TR46429B6972,699$253,3550.07%
212AMERICAS CAR-MART INC03062T1054,500$252,1800.07%
213COMCAST CORP NEWCCZ7,012$250,2630.07%
214CHENIERE ENERGY INCLNG1,021$248,5760.06%
215VIKING THERAPEUTICS INCVKTX9,259$245,3730.06%
216CMS ENERGY CORPCMS-PC3,519$243,7960.06%
217ENBRIDGE INCENNPF5,350$242,1570.06%
218FORTINET INCFTNT2,286$241,6970.06%
219T-MOBILE US INCTMUSZ1,014$241,5960.06%
220ISHARES TR4642877392,530$239,7680.06%
221KKR & CO INCKKRT1,778$236,5270.06%
222CUMMINS INCCMI719$235,3530.06%
223DANAHER CORPORATION2358511021,190$235,1000.06%
224MARATHON PETE CORPMARA1,389$230,7270.06%
225SUPER MICRO COMPUTER INCSMCI4,700$230,3470.06%
226FIDELITY WISE ORIGIN BITCOINFBTC2,443$229,5720.06%
227PAYPAL HLDGS INCPYPL3,075$228,5340.06%
228CROWDSTRIKE HLDGS INCCRWD443$225,6240.06%
229ISHARES TR4642873092,040$224,5610.06%
230PROLOGIS INC.PLDGP2,127$223,5380.06%
231ISHARES TR4642878042,042$223,1420.06%
232THE CIGNA GROUP125523100659$217,8520.06%
233WEBSTER FINL CORP9478901093,918$213,8960.06%
234ISHARES TR4642881582,011$213,8500.06%
235FERRARI N VRACE432$210,9380.06%
236IQVIA HLDGS INCIQV1,320$208,0190.05%
237ASML HOLDING N VASMLF257$205,9570.05%
238CADENCE DESIGN SYSTEM INCCDNS667$205,5360.05%
239ILLUMINA INCILMN2,151$205,2270.05%
240ELEVANCE HEALTH INCELV526$204,5930.05%
241PROGRESSIVE CORP743315103758$202,2800.05%
242INGERSOLL RAND INCIR2,424$201,6280.05%
243SPDR SERIES TRUST78468R2006,500$200,3950.05%
244PLAINS GP HLDGS L PPAGP10,125$196,7280.05%
245KAYNE ANDERSON ENERGY INFRST48660610615,176$193,0390.05%
246LLOYDS BANKING GROUP PLCLLOBF35,457$150,6920.04%
247MICROALGO INCVENAF240,000$122,1840.03%
248NUVEEN FLOATING RATE INCOME67072T10814,051$119,0120.03%
249BLACKROCK MUNIHLDGS NY QLTYBLK11,886$116,7160.03%
250ENOVIX CORPORATIONENVX11,000$113,7400.03%
251TERAWULF INCWULF24,000$105,1200.03%
252CUSTOM TRUCK ONE SOURCE INCCTOS20,000$98,8000.03%
253BEYOND INCBBBY-WT10,150$69,8330.02%
254WIMI HOLOGRAM CLOUD INCWIMI10,000$27,7000.01%
255PURPLE INNOVATION INCPRPL35,000$25,5220.01%
256TILRAY BRANDS INCTLRY50,000$20,7200.01%
257REKOR SYSTEMS INCREKR17,500$20,3000.01%
258GERON CORPGERN10,100$14,2410.00%
259ASPIRE BIOPHARMA HLDGS INCASBPW37,611$10,1170.00%