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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 9 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RTX RTX CORPORATION Industrials 3,850.0 $731K 0.11% NEW $189.75 +10.6%
162 CGUS CAPITAL GROUP CORE EQUITY ET 16,405.0 $730K 0.11% NEW $44.48 +1.5%
163 XSEP FIRST TR EXCHNG TRADED FD VI 16,387.0 $728K 0.11% NEW $44.41 +1.4%
164 IJR ISHARES TR 4,900.0 $727K 0.11% NEW $148.30 -0.7%
165 GFEB FIRST TR EXCHNG TRADED FD VI 16,240.0 $715K 0.11% NEW $44.03 +1.6%
166 AIRR FIRST TR EXCHANGE TRADED FD 5,277.0 $703K 0.11% NEW $133.25 -13.5%
167 VTWO VANGUARD SCOTTSDALE FDS 5,714.0 $694K 0.11% NEW $121.42 -0.1%
168 VGT VANGUARD WORLD FD 5,798.0 $693K 0.11% NEW $119.52 -0.9%
169 AVLV AMERICAN CENTY ETF TR 7,593.0 $693K 0.11% NEW $91.21 +3.8%
170 FLRT PACER FDS TR 14,738.0 $687K 0.11% NEW $46.63 +0.6%
171 DFGP DIMENSIONAL ETF TRUST 12,600.0 $686K 0.11% NEW $54.46 -2.2%
172 USMV ISHARES TR 7,023.0 $677K 0.10% NEW $96.46 +4.9%
173 IWP ISHARES TR 4,590.0 $672K 0.10% NEW $146.40 -1.9%
174 SPLV INVESCO EXCH TRADED FD TR II 8,953.0 $671K 0.10% NEW $74.90 +0.5%
175 VSS VANGUARD INTL EQUITY INDEX F 4,227.0 $652K 0.10% NEW $154.28 +3.7%
176 HFSI HARTFORD FDS EXCHANGE TRADED 18,459.0 $649K 0.10% NEW $35.16 -0.7%
177 MCD MCDONALDS CORP Consumer Cyclical 2,363.0 $639K 0.10% NEW $270.28 +0.2%
178 GJUL FIRST TR EXCHNG TRADED FD VI 14,614.0 $636K 0.10% NEW $43.49 +2.2%
179 PEP PEPSICO INC Consumer Defensive 4,693.0 $635K 0.10% NEW $135.41 +6.0%
180 AGG ISHARES TR 6,399.0 $633K 0.10% NEW $98.97 -1.6%
Page 9 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%