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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 4 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MTUM ISHARES TR 6,914.0 $2.4M 0.37% NEW $342.84 -11.0%
62 BNDX VANGUARD CHARLOTTE FDS 48,865.0 $2.4M 0.37% NEW $48.43 -1.6%
63 BIV VANGUARD BD INDEX FDS 30,007.0 $2.3M 0.36% NEW $76.70 -1.7%
64 BUFR FIRST TR EXCHNG TRADED FD VI 60,945.0 $2.2M 0.35% NEW $36.53 +2.1%
65 SHLD GLOBAL X FDS 36,809.0 $2.2M 0.34% NEW $59.71 +12.4%
66 IUSG ISHARES TR 11,670.0 $2.2M 0.34% NEW $188.09 +0.9%
67 MPC MARATHON PETE CORP Energy 8,545.0 $2.2M 0.34% NEW $255.66 +41.1%
68 SGOV ISHARES TR 21,214.0 $2.1M 0.33% NEW $100.67 -0.0%
69 QUAL ISHARES TR 9,703.0 $2.1M 0.33% NEW $219.44 +1.7%
70 GNOV FIRST TR EXCHNG TRADED FD VI 50,165.0 $2.1M 0.33% NEW $41.79 +1.8%
71 EVTR MORGAN STANLEY ETF TRUST 41,019.0 $2.1M 0.32% NEW $50.71 -1.2%
72 DIA STATE STR SPDR DOW JONES IND Financial Services 3,956.0 $2.1M 0.32% NEW $522.43 +1.9%
73 VBK VANGUARD INDEX FDS 5,643.0 $2.1M 0.32% NEW $365.71 -1.9%
74 SPYM SPDR SERIES TRUST 22,779.0 $2.0M 0.31% NEW $87.88 +2.6%
75 GMAR FIRST TR EXCHNG TRADED FD VI 45,171.0 $2.0M 0.31% NEW $44.24 +1.5%
76 BND VANGUARD BD INDEX FDS 26,759.0 $2.0M 0.30% NEW $73.41 -1.6%
77 PZA INVESCO EXCH TRADED FD TR II 83,092.0 $2.0M 0.30% NEW $23.52 -3.0%
78 GOCT FIRST TR EXCHNG TRADED FD VI 46,694.0 $1.9M 0.30% NEW $41.54 +1.8%
79 XLP SELECT SECTOR SPDR TR 23,076.0 $1.9M 0.30% NEW $83.07 +3.5%
80 STXT EA SERIES TRUST 96,946.0 $1.9M 0.30% NEW $19.62 -0.3%
Page 4 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%