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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 12 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GE GE AEROSPACE Industrials 1,239.0 $463K 0.07% NEW $373.70 -6.8%
222 FIRST TR EXCHNG TRADED FD VI 14,508.0 $460K 0.07% NEW $31.73
223 WCMI FIRST TR EXCHANGE-TRADED FD 23,129.0 $453K 0.07% NEW $19.57 +1.2%
224 DJUL FIRST TR EXCHNG TRADED FD VI 9,019.0 $452K 0.07% NEW $50.15 +1.9%
225 PRN INVESCO EXCHANGE TRADED FD T 1,729.0 $451K 0.07% NEW $260.71 -20.4%
226 GLD SPDR GOLD TR Financial Services 1,217.0 $448K 0.07% NEW $368.52 +14.9%
227 IJJ ISHARES TR 3,014.0 $445K 0.07% NEW $147.72 +0.9%
228 TCAF T ROWE PRICE EXCHANGE-TRADED 10,560.0 $434K 0.07% NEW $41.10 +3.3%
229 POW TIDAL TRUST III 13,744.0 $426K 0.07% NEW $30.99 -16.4%
230 BINC BLACKROCK ETF TRUST II 8,136.0 $426K 0.07% NEW $52.34 -0.6%
231 ABBV ABBVIE INC Healthcare 1,674.0 $421K 0.07% NEW $251.59 +5.3%
232 GRID FIRST TR EXCHANGE-TRADED FD 2,189.0 $420K 0.07% NEW $191.78 -5.7%
233 TXN TEXAS INSTRS INC Technology 1,405.0 $419K 0.07% NEW $298.07 -11.3%
234 FIRST TR EXCHNG TRADED FD VI 16,665.0 $415K 0.07% NEW $24.91
235 SDVY FIRST TR EXCHANGE TRADED FD 9,559.0 $412K 0.06% NEW $43.14 +1.7%
236 FIRST TR EXCHNG TRADED FD VI 13,322.0 $408K 0.06% NEW $30.61
237 FJUN FIRST TR EXCHNG TRADED FD VI 6,740.0 $404K 0.06% NEW $59.95 +1.9%
238 SBUX STARBUCKS CORP Consumer Cyclical 3,864.0 $395K 0.06% NEW $102.18 +4.8%
239 SCZ ISHARES TR 4,713.0 $388K 0.06% NEW $82.27 +5.3%
240 TBIL RBB FD INC 7,727.0 $385K 0.06% NEW $49.86 +0.3%
Page 12 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%