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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 7 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AON AON PLC Financial Services 3,320.0 $1.1M 0.17% NEW $331.69 +7.1%
122 DGRW WISDOMTREE TR 11,399.0 $1.1M 0.17% NEW $95.62 +3.8%
123 IAU ISHARES GOLD TR Financial Services 14,348.0 $1.1M 0.17% NEW $75.51 +14.9%
124 NEAR ISHARES U S ETF TR 21,251.0 $1.1M 0.17% NEW $50.66 -0.2%
125 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,243.0 $1.1M 0.17% NEW $477.50 -12.3%
126 QJUN FIRST TR EXCHNG TRADED FD VI 31,599.0 $1.1M 0.17% NEW $33.79 -1.4%
127 IBM INTERNATIONAL BUSINESS MACHS Technology 3,724.0 $1.0M 0.16% NEW $281.18 -16.2%
128 SCHF SCHWAB STRATEGIC TR 37,291.0 $1.0M 0.16% NEW $27.70 +2.7%
129 CAT CATERPILLAR INC Industrials 966.0 $1.0M 0.16% NEW $1065.00 -22.3%
130 VGIT VANGUARD SCOTTSDALE FDS 17,393.0 $1.0M 0.16% NEW $58.98 -1.1%
131 VGLT VANGUARD SCOTTSDALE FDS 17,976.0 $992K 0.15% NEW $55.18 -4.4%
132 AFL AFLAC INC Financial Services 8,393.0 $984K 0.15% NEW $117.25 -1.0%
133 GSEP FIRST TR EXCHNG TRADED FD VI 23,972.0 $982K 0.15% NEW $40.96 +1.9%
134 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,049.0 $981K 0.15% NEW $935.33 +1.3%
135 PFE PFIZER INC Healthcare 40,712.0 $980K 0.15% NEW $24.08 +16.6%
136 SCHG SCHWAB STRATEGIC TR 28,327.0 $959K 0.15% NEW $33.84 +4.4%
137 UNP UNION PAC CORP Industrials 3,455.0 $940K 0.15% NEW $271.97 +13.3%
138 IEFA ISHARES TR 9,700.0 $937K 0.15% NEW $96.58 +4.4%
139 IJH ISHARES TR 11,985.0 $924K 0.14% NEW $77.11 -0.4%
140 JBND J P MORGAN EXCHANGE TRADED F 16,833.0 $901K 0.14% NEW $53.50 -1.6%
Page 7 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%