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NICOLE GOFF

Platform Technology Partners

Assets Managed
$518.732M
Holdings
343
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
10.47%(2Q avg: 11.51%)
Sustained Growth
13 quarters

Portfolio positions

This chart displays the top 10 holdings in Platform Technology Partners's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 343 positions.

Assets under management

The assets under management (AUM) of Platform Technology Partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 13 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 518.732M in assets, with a quarterly growth rate of 10.47% and a 2-quarter average growth rate of 11.51%. The portfolio is managed by NICOLE GOFF, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 5.13%
7.37%
$38.186M
150,464 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 11.49%
4.4%
$22.787M
130,662 shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 10.15%
3.04%
$15.767M
42,594 shares@ $370.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 10.14%
2.76%
$14.286M
68,595 shares@ $208.27 avg price
EVSD
Eaton Vance Shrt Dur Inc
Recent Activity
Increased 4.35%
2.56%
$13.256M
260,234 shares@ $50.94 avg price
FTRB
Federated Herm Ttl Rtrn Bnd
Recent Activity
Increased 5.38%
2.34%
$12.091M
480,861 shares@ $25.15 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 8.83%
2.26%
$11.707M
381,586 shares@ $30.68 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 26.93%
1.97%
$10.189M
15,598 shares@ $653.21 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 7.53%
1.78%
$9.205M
31,291 shares@ $294.17 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 9.9%
1.63%
$8.435M
29,333 shares@ $287.57 avg price

1-10 of 343