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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 Q3 2025 · Filed October 29, 2025 · Accession 0001830817-25-000008

Total Value
$417.2M
Positions
256
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (256)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL138,755$35.3M8.47%
2MICROSOFT CORPMSFT35,618$18.4M4.42%
3NVIDIA CORPORATIONNVDA70,681$13.2M3.16%
4AMAZON COM INCAMZN58,065$12.7M3.06%
5MORGAN STANLEY ETF TRUSTMS-PQ196,128$10.1M2.42%
6APOLLO GLOBAL MGMT INC03769M10669,962$9.3M2.23%
7JPMORGAN CHASE & CO.VYLD28,753$9.1M2.17%
8SCHWAB STRATEGIC TR808524797322,726$8.8M2.11%
9ISHARES TR46428720012,197$8.2M1.96%
10FEDERATED HERMES ETF TRUSTFHI319,850$8.1M1.95%
11BERKSHIRE HATHAWAY INC DELBRK-A15,245$7.7M1.84%
12META PLATFORMS INCMETA10,124$7.4M1.78%
13TESLA INCTSLA16,182$7.2M1.72%
14ALPHABET INCGOOG26,143$6.4M1.52%
15VANGUARD INDEX FDS9229083639,622$5.9M1.41%
16ALPHABET INCGOOG23,764$5.8M1.39%
17DIMENSIONAL ETF TRUST25434V50082,496$5.6M1.35%
18SPDR S&P 500 ETF TRSPY7,953$5.3M1.27%
19VANGUARD INDEX FDS92290873610,812$5.2M1.24%
20GOLDMAN SACHS GROUP INCGSCE5,508$4.4M1.05%
21JOHNSON & JOHNSONJNJ22,873$4.2M1.02%
22RTX CORPORATIONRTX25,312$4.2M1.02%
23VISA INCV12,370$4.2M1.01%
24BLACKSTONE INCBX23,956$4.1M0.98%
25CHEVRON CORP NEWCVX26,205$4.1M0.98%
26HOME DEPOT INCHD9,233$3.7M0.90%
27BOEING COBA-PA15,819$3.4M0.82%
28COSTCO WHSL CORP NEW22160K1053,623$3.4M0.80%
29SPDR GOLD TRGLD9,066$3.2M0.77%
30VANGUARD WHITEHALL FDS92194640621,855$3.1M0.74%
31NEXTERA ENERGY INCNEE-PW40,421$3.1M0.73%
32LAM RESEARCH CORPLRCX21,195$2.8M0.68%
33ORACLE CORPORCL-PD10,041$2.8M0.68%
34CHUBB LIMITEDCB9,812$2.8M0.66%
35WILLIAMS COS INC96945710043,539$2.8M0.66%
36PROCTER AND GAMBLE CO74271810917,734$2.7M0.65%
37PEPSICO INCPEP19,031$2.7M0.64%
38MCDONALDS CORPMCD8,678$2.6M0.63%
39INVESCO QQQ TRIVZ4,212$2.5M0.61%
40WALMART INCWMT23,933$2.5M0.59%
41DUKE ENERGY CORP NEWDUKB19,451$2.4M0.58%
42UNION PAC CORPUNP9,880$2.3M0.56%
43ABBVIE INCABBV10,026$2.3M0.56%
44HARBOR ETF TRUST41151J50589,820$2.3M0.56%
45ISHARES BITCOIN TRUST ETFIBIT35,482$2.3M0.55%
46MEDTRONIC PLCMDT23,529$2.2M0.54%
47PROLOGIS INC.PLDGP18,774$2.2M0.52%
48TRI CONTL CORP89543610363,022$2.1M0.51%
49ELI LILLY & COLLY2,801$2.1M0.51%
50AMGEN INCAMGN7,400$2.1M0.50%
51FIRST TR EXCH TRADED FD III33739P30143,921$2.1M0.50%
52LOCKHEED MARTIN CORPLMT4,111$2.1M0.49%
53STARBUCKS CORPSBUX23,267$2.0M0.47%
54INTERNATIONAL BUSINESS MACHSINTR6,942$2.0M0.47%
55NIKE INCNKE28,030$2.0M0.47%
56AIR PRODS & CHEMS INCAIIR7,164$2.0M0.47%
57S&P GLOBAL INCSPGI3,990$1.9M0.47%
58ABACUS FCF ETF TR89628W30226,297$1.9M0.45%
59FIRST TR EXCHANGE-TRADED FD33738D80495,962$1.8M0.44%
60AB ACTIVE ETFS INC00039J20272,149$1.8M0.44%
61UNITEDHEALTH GROUP INCUNH5,137$1.8M0.43%
62EXXON MOBIL CORPXOM15,639$1.8M0.42%
63MASTERCARD INCORPORATEDMA3,084$1.8M0.42%
64INVESCO EXCHANGE TRADED FD TIVZ23,311$1.7M0.41%
65VANGUARD TAX-MANAGED FDS92194385828,292$1.7M0.41%
66CONOCOPHILLIPSCOP16,989$1.6M0.39%
67VERIZON COMMUNICATIONS INCVZ36,438$1.6M0.38%
68ISHARES TR46428745719,279$1.6M0.38%
69COLGATE PALMOLIVE COCL19,954$1.6M0.38%
70FIRST TR EXCHANGE TRADED FD33738R50622,917$1.5M0.37%
71NETFLIX INCNFLX1,276$1.5M0.37%
72WISDOMTREE TRWT31,583$1.5M0.35%
73DOMINION ENERGY INCD23,448$1.4M0.34%
74VANGUARD INDEX FDS9229086294,621$1.4M0.33%
75WISDOMTREE TRWT39,781$1.3M0.32%
76PHILIP MORRIS INTL INC7181721098,145$1.3M0.32%
77ENTERPRISE PRODS PARTNERS L29379210741,947$1.3M0.31%
78PURECYCLE TECHNOLOGIES INCPCTTW97,799$1.3M0.31%
79PALANTIR TECHNOLOGIES INCPLTR7,038$1.3M0.31%
80CAPITAL ONE FINL CORP14040H1055,942$1.3M0.30%
81VANGUARD INDEX FDS9229087446,501$1.2M0.29%
82THERMO FISHER SCIENTIFIC INCTMO2,476$1.2M0.29%
83CLOROX CO DELCLX9,695$1.2M0.29%
84WISDOMTREE TRWT13,597$1.2M0.28%
85ENERGY TRANSFER L PET-PI67,895$1.2M0.28%
86TJX COS INC NEW8725401097,982$1.2M0.28%
87AMERICAN EXPRESS COAXP3,404$1.1M0.27%
88CATERPILLAR INCCAT2,309$1.1M0.26%
89WELLS FARGO CO NEW94974610113,098$1.1M0.26%
90FIRST TR EXCH TRADED FD III33739P85556,531$1.1M0.26%
91ISHARES ETHEREUM TR46438R10534,481$1.1M0.26%
92MERCK & CO INCMRK12,840$1.1M0.26%
93BROADCOM INCAVGO3,241$1.1M0.26%
94FIRST TR EXCHANGE-TRADED FD33733B1009,500$1.1M0.26%
95GE AEROSPACE3696043013,540$1.1M0.26%
96HONEYWELL INTL INC4385161065,038$1.1M0.25%
97ISHARES TR4642871687,436$1.1M0.25%
98FIRST TR EXCHANGE-TRADED FD33738D76250,160$1.0M0.25%
99PROSHARES TR74348A4679,825$1.0M0.24%
100SELECT SECTOR SPDR TR81369Y88611,580$1.0M0.24%
101BRISTOL-MYERS SQUIBB COCELG-RI21,991$991,7910.24%
102BANK AMERICA CORP06050510419,119$986,3560.24%
103SELECT SECTOR SPDR TR81369Y50610,788$963,7870.23%
104GE VERNOVA INCGEV1,551$953,7130.23%
105ABBOTT LABSABLZF7,083$948,7110.23%
106AB ACTIVE ETFS INC00039J60824,933$946,3200.23%
107TRANE TECHNOLOGIES PLCTT2,211$932,9540.22%
108WISDOMTREE TRWT17,251$902,2270.22%
109CONSTELLATION BRANDS INCSTZ6,407$862,8220.21%
110CONSOLIDATED EDISON INCED8,378$842,1700.20%
111VANGUARD BD INDEX FDS92193781910,768$840,8730.20%
112CISCO SYS INCCSCO12,036$823,5070.20%
113ISHARES TR4642876553,220$779,2160.19%
114ZOETIS INCZTS5,100$746,2320.18%
115CONSTELLATION ENERGY CORPCEG2,260$743,6030.18%
116NUVEEN MUN HIGH INCOME OPPORNU69,503$736,0340.18%
117SELECT SECTOR SPDR TR81369Y8032,592$730,5430.18%
118SELECT SECTOR SPDR TR81369Y2095,227$727,3770.17%
119INVESCO EXCHANGE TRADED FD TIVZ3,827$725,9750.17%
120VANGUARD INTL EQUITY INDEX F92204285812,773$692,0450.17%
121DISNEY WALT CO2546871065,968$683,3840.16%
122BOOKING HOLDINGS INCBKNG124$669,5090.16%
123EATON CORP PLCETN1,753$656,0600.16%
124SCHWAB CHARLES CORPSCHW-PJ6,847$653,6830.16%
125SIXTH STREET SPECIALTY LENDITSLX27,945$638,8230.15%
126ONEOK INC NEWOKE8,616$628,7100.15%
127SALESFORCE INCCRM2,648$627,6790.15%
128ISHARES TR4642876481,940$620,8780.15%
129VANGUARD INDEX FDS9229087691,875$615,1850.15%
130J P MORGAN EXCHANGE TRADED F46654Q6096,500$609,3750.15%
131ISHARES TR46428868719,264$609,1280.15%
132AT&T INCT-PC21,296$601,4050.14%
133PFIZER INCPFE23,489$598,5050.14%
134AMPHENOL CORP NEW0320951014,825$597,0940.14%
135J P MORGAN EXCHANGE TRADED F46641Q33210,451$596,7290.14%
136YUM BRANDS INCYUM3,891$591,3560.14%
137TEXAS INSTRS INC8825081043,147$578,1980.14%
138AMERICAN ELEC PWR CO INC0255371015,137$577,9290.14%
139VANGUARD INDEX FDS9229087512,234$567,9730.14%
140SHOPIFY INCSHOP3,815$566,9470.14%
141FIRST TR EXCHANGE-TRADED FD33741X10214,730$560,0090.13%
142VANGUARD WORLD FD9219108161,391$559,7110.13%
143CANADIAN PACIFIC KANSAS CITYCP7,425$553,2030.13%
144ALTRIA GROUP INCMO8,207$542,1460.13%
145AMERICAS CAR-MART INC03062T10518,500$540,3850.13%
146ISHARES TR46435U55611,690$535,1470.13%
147COCA COLA COKO8,028$532,4120.13%
148ISHARES TR4642876141,135$531,4190.13%
149BLACKROCK INCBLK447$520,5680.12%
150SPDR S&P MIDCAP 400 ETF TRMDY841$501,2610.12%
151EVOLV TECHNOLOGIES HLDNGS INEVLVW66,081$498,9100.12%
152SELECT SECTOR SPDR TR81369Y3086,228$488,1020.12%
153VERTEX PHARMACEUTICALS INCVRTX1,234$483,2730.12%
154AUTOMATIC DATA PROCESSING INADP1,607$471,7020.11%
155ISHARES TR4642875077,183$468,7640.11%
156PNC FINL SVCS GROUP INC6934751052,320$466,1580.11%
157ACCENTURE PLC IRELANDACN1,875$462,3740.11%
158ISHARES TR4642875982,233$454,5440.11%
159CSX CORPCSX12,540$445,2950.11%
160VERTIV HOLDINGS COVRT2,769$417,6700.10%
161NOVO-NORDISK A SNONOF7,378$409,4050.10%
162HDFC BANK LTDHDB11,955$408,3820.10%
163VANGUARD INDEX FDS9229085534,407$402,8960.10%
164APPLIED MATLS INC0382221051,951$399,5200.10%
165OREILLY AUTOMOTIVE INC67103H1073,643$392,7160.09%
166INNODATA INCINOD5,075$391,1300.09%
167FIRST TR EXCHANGE-TRADED FD33739Q2007,827$389,7310.09%
168TELESAT CORPTSAT14,624$387,5390.09%
169ENTERGY CORP NEWENO4,130$384,8430.09%
170WABTEC9297401081,914$383,7000.09%
171ISHARES TR46434V4568,592$379,6630.09%
172SPDR SERIES TRUST78464A28415,109$376,6640.09%
173FIRST TR EXCH TRADED FD III33739E10820,499$373,9080.09%
174NOVARTIS AGNVSEF2,873$368,4090.09%
175PRINCIPAL EXCHANGE TRADED FD74255Y88819,000$363,6600.09%
176INTUITIVE SURGICAL INCISRG812$363,0030.09%
177EXELON CORPEXC8,044$362,0790.09%
178ON SEMICONDUCTOR CORPON7,230$356,5110.09%
179NORFOLK SOUTHN CORP6558441081,176$353,4020.08%
180TAIWAN SEMICONDUCTOR MFG LTD8740391001,260$351,9530.08%
181GEN DIGITAL INCGENVR12,358$350,8440.08%
182ARES CAPITAL CORPARCC17,082$348,6440.08%
183EQUITY RESIDENTIALEQR5,371$347,6650.08%
184SOUTHERN COSOMN3,487$330,4510.08%
185UNITED PARCEL SERVICE INCUPS3,863$322,6700.08%
186AKAMAI TECHNOLOGIES INCAKAM4,251$322,0380.08%
187DIGITAL RLTY TR INC2538681031,862$321,8310.08%
188TARGET CORPTGT3,575$320,6840.08%
189OLD REP INTL CORP6802231047,510$318,9500.08%
190SIMON PPTY GROUP INC NEW8288061091,647$309,0920.07%
191DRIVEN BRANDS HLDGS INCDRVN19,072$307,2500.07%
192CUMMINS INCCMI725$306,0620.07%
193BLACK HILLS CORPBKH4,945$304,5630.07%
194CVS HEALTH CORPCVS4,024$303,3370.07%
195NU HLDGS LTDNU18,900$302,5890.07%
196AMERICAN TOWER CORP NEW03027X1001,567$301,3740.07%
197SPDR SERIES TRUST78464A8543,845$301,1960.07%
198FIDELITY WISE ORIGIN BITCOINFBTC3,017$301,0780.07%
199STRYKER CORPORATIONSYK814$300,9760.07%
200FIRST TR EXCH TRADED FD III33739P82211,232$297,4870.07%
201GILEAD SCIENCES INCGILD2,634$292,3740.07%
202MONDELEZ INTL INC6092071054,669$291,6720.07%
203TRUIST FINL CORP89832Q1096,330$289,3890.07%
204FIRST TR EXCHANGE TRADED FD33738R1182,871$283,0600.07%
205PACER FDS TR69374H8576,400$280,1920.07%
206INTEL CORPINTC8,306$278,6770.07%
207UNILEVER PLCUNLYF4,675$277,1340.07%
208MARATHON PETE CORPMARA1,389$267,7160.06%
209KINDER MORGAN INC DELEP-PC9,367$265,1840.06%
210ENBRIDGE INCENNPF5,252$265,0640.06%
211FINGERMOTION INCFNGR167,615$264,8320.06%
212IQVIA HLDGS INCIQV1,320$250,7210.06%
213ISHARES TR4642873092,040$246,2220.06%
214SOMNIGROUP INTERNATIONAL INCSGI2,915$245,8220.06%
215DILLARDS INC254067101400$245,7920.06%
216ISHARES TR4642877392,530$245,6120.06%
217T-MOBILE US INCTMUSZ1,017$243,4490.06%
218CHENIERE ENERGY INCLNG1,021$239,8690.06%
219ISHARES TR46429B6972,500$237,8500.06%
220AMERIPRISE FINL INC03076C106482$236,7830.06%
221BLAIZE HLDGS INCBZAIW68,333$235,7490.06%
222CADENCE DESIGN SYSTEM INCCDNS667$234,2900.06%
223SPDR SERIES TRUST78468R6632,528$231,9440.06%
224UNITED STS COMMODITY INDEX FUNTCW7,725$231,7500.06%
225KKR & CO INCKKRT1,778$231,0510.06%
2263M COMMM1,488$230,9080.06%
227ALIBABA GROUP HLDG LTDBBAAY1,256$224,5540.05%
228DANAHER CORPORATION2358511021,131$224,2320.05%
229BLACKROCK MUNIHLDGS NY QLTYBLK21,801$222,8020.05%
230CROWDSTRIKE HLDGS INCCRWD443$217,2380.05%
231SCHWAB STRATEGIC TR8085248059,237$215,0370.05%
232ISHARES TR4642878041,798$213,6040.05%
233G III APPAREL GROUP LTDGIII8,000$212,8800.05%
234MARVELL TECHNOLOGY INCMRVL2,515$211,4690.05%
235WEBSTER FINL CORP9478901093,541$210,4730.05%
236FERRARI N VRACE432$208,8700.05%
237ILLUMINA INCILMN2,144$203,6160.05%
238SPDR DOW JONES INDL AVERAGE78467X109432$200,3360.05%
239DELL TECHNOLOGIES INCDELL1,413$200,3210.05%
240INGERSOLL RAND INCIR2,424$200,2710.05%
241KAYNE ANDERSON ENERGY INFRST48660610614,167$175,2460.04%
242LLOYDS BANKING GROUP PLCLLOBF33,901$153,9100.04%
243MICROALGO INCVENAF14,800$135,4200.03%
244NEXTDECADE CORPNEXT17,100$116,1090.03%
245NUVEEN FLOATING RATE INCOME67072T10814,051$114,9370.03%
246TERAWULF INCWULF10,000$114,2000.03%
247ENOVIX CORPORATIONENVX10,000$99,7000.02%
248TILRAY BRANDS INCTLRY50,000$86,5000.02%
249BABCOCK & WILCOX ENTERPRISESBW-PA18,500$53,6500.01%
250WIMI HOLOGRAM CLOUD INCWIMI10,000$45,6000.01%
251ENERGY VAULT HOLDINGS INCNRGV13,500$40,0950.01%
252PURPLE INNOVATION INCPRPL35,000$32,6970.01%
253REKOR SYSTEMS INCREKR12,500$19,6250.00%
254COMPUGEN LTDCGEN10,000$14,7000.00%
255GERON CORPGERN10,100$13,8370.00%
256ASPIRE BIOPHARMA HLDGS INCASBPW37,611$7,7480.00%