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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 11 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EPD ENTERPRISE PRODS PARTNERS L 13,957.0 $513K 0.08% NEW $36.76
202 GJUN FIRST TR EXCHNG TRADED FD VI 12,455.0 $513K 0.08% NEW $41.19 +1.6%
203 EMR EMERSON ELEC CO Industrials 3,555.0 $509K 0.08% NEW $143.14 +9.8%
204 VZ VERIZON COMMUNICATIONS INC Communication Services 11,931.0 $505K 0.08% NEW $42.34 +16.8%
205 VLO VALERO ENERGY CORP Energy 1,937.0 $504K 0.08% NEW $260.44 +34.0%
206 FIRST TR EXCHNG TRADED FD VI 15,999.0 $504K 0.08% NEW $31.48
207 DNOV FIRST TR EXCHNG TRADED FD VI 9,770.0 $502K 0.08% NEW $51.35 +1.7%
208 GM GENERAL MTRS CO Consumer Cyclical 6,451.0 $497K 0.08% NEW $77.08 +14.1%
209 DAPR FIRST TR EXCHNG TRADED FD VI 12,112.0 $495K 0.08% NEW $40.88 +1.6%
210 SHEL SHELL PLC Energy 6,373.0 $494K 0.08% NEW $77.54 +20.4%
211 VTEB VANGUARD MUN BD FDS 9,753.0 $493K 0.08% NEW $50.58 -2.1%
212 COWZ PACER FDS TR 7,909.0 $492K 0.08% NEW $62.20 +15.8%
213 LOW LOWES COS INC Consumer Cyclical 2,184.0 $481K 0.07% NEW $220.45 -2.0%
214 FIRST TR EXCHNG TRADED FD VI 18,976.0 $481K 0.07% NEW $25.35
215 MU MICRON TECHNOLOGY INC Technology 416.0 $480K 0.07% NEW $1155.04 -16.3%
216 ORCL ORACLE CORP Technology 3,219.0 $472K 0.07% NEW $146.55 -0.1%
217 DRLL EA SERIES TRUST 14,002.0 $469K 0.07% NEW $33.50 +23.5%
218 DBEF DBX ETF TR 8,585.0 $469K 0.07% NEW $54.63 +2.2%
219 IWO ISHARES TR 1,185.0 $467K 0.07% NEW $393.81 -1.6%
220 GAPR FIRST TR EXCHNG TRADED FD VI 11,136.0 $464K 0.07% NEW $41.67 +1.6%
Page 11 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%