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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 6 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPMB SPDR SERIES TRUST 64,561.0 $1.4M 0.22% NEW $22.31 -1.6%
102 BERKSHIRE HATHAWAY INC DEL 2,844.0 $1.4M 0.22% NEW $500.46
103 PSFO PACER FDS TR 40,688.0 $1.4M 0.22% NEW $34.63 +2.1%
104 VEA VANGUARD TAX-MANAGED FDS 19,679.0 $1.4M 0.22% NEW $71.25 +3.0%
105 AMD ADVANCED MICRO DEVICES INC Technology 2,395.0 $1.4M 0.22% NEW $581.01 -18.5%
106 IWF ISHARES TR 11,059.0 $1.4M 0.21% NEW $124.17 -1.4%
107 V VISA INC Financial Services 3,952.0 $1.4M 0.21% NEW $343.11 +8.1%
108 VOE VANGUARD INDEX FDS 6,669.0 $1.3M 0.20% NEW $197.61 +5.6%
109 DFIV DIMENSIONAL ETF TRUST 24,112.0 $1.3M 0.20% NEW $54.02 +7.9%
110 EPS WISDOMTREE TR 16,644.0 $1.3M 0.20% NEW $77.79 +3.5%
111 SHOC EA SERIES TRUST 10,584.0 $1.3M 0.20% NEW $121.99 -14.5%
112 FESM FIDELITY COVINGTON TRUST 25,730.0 $1.2M 0.19% NEW $48.29 -0.7%
113 MOAT VANECK ETF TRUST 11,502.0 $1.2M 0.19% NEW $103.96 +10.1%
114 PKW INVESCO EXCHANGE TRADED FD T 8,368.0 $1.2M 0.18% NEW $141.67 +6.6%
115 STXD EA SERIES TRUST 29,576.0 $1.2M 0.18% NEW $39.79 +2.0%
116 SEIV SEI EXCHANGE TRADED FUNDS 24,412.0 $1.2M 0.18% NEW $48.00 +5.8%
117 CSCO CISCO SYS INC Technology 9,938.0 $1.2M 0.18% NEW $117.46 -5.5%
118 IWD ISHARES TR 4,769.0 $1.2M 0.18% NEW $242.44 +6.1%
119 ENB ENBRIDGE INC Energy 21,127.0 $1.1M 0.18% NEW $54.21 -6.9%
120 SPYG SPDR SERIES TRUST 9,394.0 $1.1M 0.17% NEW $118.99 +1.0%
Page 6 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%