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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 8 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BLUE OWL CAPITAL CORPORATION 82,092.0 $892K 0.14% NEW $10.87
142 QSPT FIRST TR EXCHNG TRADED FD VI 25,409.0 $885K 0.14% NEW $34.84 +1.6%
143 MGC VANGUARD WORLD FD 3,172.0 $868K 0.14% NEW $273.64 +2.4%
144 AIS TIDAL TRUST III 9,897.0 $844K 0.13% NEW $85.31 -19.4%
145 WFC WELLS FARGO & CO Financial Services 10,185.0 $842K 0.13% NEW $82.64 +1.5%
146 KO COCA COLA CO Consumer Defensive 10,340.0 $840K 0.13% NEW $81.27 +12.1%
147 SHYG ISHARES TR 19,721.0 $836K 0.13% NEW $42.41 -0.4%
148 CGGR CAPITAL GROUP GROWTH ETF 17,548.0 $828K 0.13% NEW $47.20 -0.4%
149 XLK SELECT SECTOR SPDR TR 4,286.0 $817K 0.13% NEW $190.53 -3.8%
150 FFLC FIDELITY COVINGTON TRUST 13,844.0 $816K 0.13% NEW $58.91 +1.6%
151 XIDE FIRST TR EXCHNG TRADED FD VI 26,543.0 $807K 0.12% NEW $30.39 +0.0%
152 FIRST TR EXCHNG TRADED FD VI 32,664.0 $793K 0.12% NEW $24.29
153 VXUS VANGUARD STAR FDS 9,275.0 $793K 0.12% NEW $85.49 +2.6%
154 GDEC FIRST TR EXCHNG TRADED FD VI 19,841.0 $790K 0.12% NEW $39.80 +1.9%
155 DUK DUKE ENERGY CORP NEW Utilities 6,199.0 $785K 0.12% NEW $126.58 -5.3%
156 IWR ISHARES TR 7,087.0 $782K 0.12% NEW $110.31 +2.8%
157 QLC FLEXSHARES TR 8,471.0 $761K 0.12% NEW $89.87 +2.9%
158 MRK MERCK & CO INC Healthcare 5,834.0 $750K 0.12% NEW $128.50 +18.7%
159 SO SOUTHERN CO Utilities 7,754.0 $742K 0.12% NEW $95.71 -7.1%
160 GAUG FIRST TR EXCHNG TRADED FD VI 17,707.0 $733K 0.11% NEW $41.42 +1.5%
Page 8 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%