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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 16 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VYMI VANGUARD WHITEHALL FDS 2,554.0 $251K 0.04% NEW $98.21 +7.2%
302 ESGU ISHARES TR 1,532.0 $251K 0.04% NEW $163.67 +2.5%
303 SPYV SPDR SERIES TRUST 4,037.0 $245K 0.04% NEW $60.79 +4.5%
304 MA MASTERCARD INCORPORATED Financial Services 474.0 $244K 0.04% NEW $514.07 +12.9%
305 SYY SYSCO CORP Consumer Defensive 2,872.0 $240K 0.04% NEW $83.59 +0.6%
306 DG DOLLAR GEN CORP Consumer Defensive 2,082.0 $240K 0.04% NEW $115.09 +7.2%
307 SCHK SCHWAB STRATEGIC TR 6,542.0 $236K 0.04% NEW $36.06 +2.5%
308 DAUG FIRST TR EXCHNG TRADED FD VI 5,027.0 $236K 0.04% NEW $46.85 +1.5%
309 ETN EATON CORP PLC Industrials 546.0 $233K 0.04% NEW $426.02 -1.6%
310 SUSC ISHARES TR 9,788.0 $227K 0.04% NEW $23.15 -2.2%
311 SCHA SCHWAB STRATEGIC TR 6,270.0 $227K 0.04% NEW $36.13 -3.6%
312 DDEC FIRST TR EXCHNG TRADED FD VI 4,730.0 $224K 0.04% NEW $47.38 +1.9%
313 IWV ISHARES TR 520.0 $222K 0.03% NEW $426.40 +2.4%
314 ASML ASML HLDG NV Technology 111.0 $221K 0.03% NEW $1991.78 -11.4%
315 DSI ISHARES TR 1,543.0 $220K 0.03% NEW $142.39 +3.0%
316 PAVE GLOBAL X FDS 3,700.0 $218K 0.03% NEW $58.92 -4.3%
317 TFC TRUIST FINL CORP Financial Services 4,352.0 $217K 0.03% NEW $49.82 +1.2%
318 XJUN FIRST TR EXCHNG TRADED FD VI 4,867.0 $216K 0.03% NEW $44.43 +1.6%
319 IXUS ISHARES TR 2,241.0 $214K 0.03% NEW $95.43 +2.6%
320 DON WISDOMTREE TR 3,778.0 $214K 0.03% NEW $56.53 +3.1%
Page 16 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%