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Portfolio (Quarterly) Guide ↗

UPTICK PARTNERS, LLC

· CIK 0002005353
13F Portfolio $643M AUM 384 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 337 New
Page 5 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLV SELECT SECTOR SPDR TR 11,959.0 $1.9M 0.29% NEW $158.67 +10.1%
82 PMMF BLACKROCK ETF TRUST 18,780.0 $1.9M 0.29% NEW $100.31 -0.0%
83 BLCR BLACKROCK ETF TRUST 36,470.0 $1.8M 0.29% NEW $50.37 -2.5%
84 IUSV ISHARES TR 16,398.0 $1.8M 0.28% NEW $110.15 +4.3%
85 STXK EA SERIES TRUST 46,043.0 $1.8M 0.28% NEW $38.81 +0.1%
86 DGRO ISHARES TR 23,410.0 $1.8M 0.28% NEW $75.79 +5.0%
87 VB VANGUARD INDEX FDS 5,822.0 $1.8M 0.27% NEW $303.14 +0.5%
88 CVX CHEVRON CORPORATION Energy 10,439.0 $1.7M 0.27% NEW $165.76 +23.8%
89 VOT VANGUARD INDEX FDS 5,526.0 $1.7M 0.26% NEW $306.32 -0.3%
90 DFCF DIMENSIONAL ETF TRUST 38,933.0 $1.6M 0.26% NEW $42.21 -1.8%
91 VBR VANGUARD INDEX FDS 6,606.0 $1.6M 0.25% NEW $243.00 +2.5%
92 META META PLATFORMS INC Communication Services 2,837.0 $1.6M 0.25% NEW $563.24 -2.4%
93 VONG VANGUARD SCOTTSDALE FDS 12,476.0 $1.6M 0.25% NEW $127.81 -1.4%
94 QDEC FIRST TR EXCHNG TRADED FD VI 44,482.0 $1.6M 0.25% NEW $35.61 +1.0%
95 FIRST TR EXCHNG TRADED FD VI 58,884.0 $1.6M 0.24% NEW $26.49
96 QQQM INVESCO EXCH TRADED FD TR II 5,021.0 $1.5M 0.24% NEW $302.96 -3.0%
97 DMAR FIRST TR EXCHNG TRADED FD VI 33,877.0 $1.5M 0.24% NEW $44.73 +1.5%
98 LLY ELI LILLY & CO Healthcare 1,251.0 $1.5M 0.23% NEW $1199.63 +4.6%
99 AVUS AMERICAN CENTY ETF TR 11,344.0 $1.5M 0.23% NEW $128.08 +2.0%
100 RWL INVESCO EXCH TRADED FD TR II 11,348.0 $1.4M 0.23% NEW $127.76 +4.8%
Page 5 of 17  ·  337 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.4%
Financial Services 24.3%
Consumer Cyclical 10.9%
Consumer Defensive 8.8%
Energy 8.1%
Communication Services 7.0%
Healthcare 6.2%
Industrials 5.2%
Utilities 1.9%
Real Estate 0.3%