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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 13 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BSV VANGUARD BD INDEX FDS 4,905.0 $382K 0.06% NEW $77.91 -0.4%
242 FIRST TR EXCHNG TRADED FD VI 15,163.0 $380K 0.06% NEW $25.09
243 IYW ISHARES TR 1,502.0 $379K 0.06% NEW $252.29 -2.0%
244 IEMG ISHARES INC 4,570.0 $379K 0.06% NEW $82.83 -1.5%
245 IWB ISHARES TR 915.0 $375K 0.06% NEW $409.54 +2.5%
246 MO ALTRIA GROUP INC Consumer Defensive 5,053.0 $364K 0.06% NEW $71.95 -8.1%
247 XLG INVESCO EXCHANGE TRADED FD T 5,910.0 $362K 0.06% NEW $61.23 +1.4%
248 ACYS FIRST TR EXCHANGE-TRADED FD 17,612.0 $362K 0.06% NEW $20.54 -0.3%
249 PHYL PGIM ETF TR 10,296.0 $359K 0.06% NEW $34.88 -0.3%
250 FTWO EA SERIES TRUST 8,266.0 $357K 0.06% NEW $43.24 +11.0%
251 QCOM QUALCOMM INC Technology 1,921.0 $355K 0.06% NEW $184.83 -13.0%
252 VT VANGUARD INTL EQUITY INDEX F 2,260.0 $355K 0.06% NEW $156.97 +2.4%
253 FELG FIDELITY COVINGTON TRUST 8,061.0 $353K 0.06% NEW $43.75 +0.3%
254 BIL SPDR SERIES TRUST 3,826.0 $351K 0.06% NEW $91.64 -0.0%
255 FDL FIRST TR EXCHANGE-TRADED FD 7,205.0 $351K 0.06% NEW $48.66 +9.1%
256 WELL WELLTOWER INC Real Estate 1,528.0 $347K 0.05% NEW $227.04 +5.4%
257 ET ENERGY TRANSFER L P Energy 18,035.0 $345K 0.05% NEW $19.12 +10.8%
258 EAGG ISHARES TR 7,178.0 $340K 0.05% NEW $47.41 -1.6%
259 FGD FIRST TR EXCHANGE-TRADED FD 10,617.0 $340K 0.05% NEW $31.99 +11.5%
260 COF CAPITAL ONE FINL CORP Financial Services 1,670.0 $335K 0.05% NEW $200.62 +8.6%
Page 13 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%