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Portfolio (Quarterly) Guide ↗

Uptown Financial Advisors LLC

· CIK 0002066147
13F Portfolio $152M AUM 88 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 12 Added 16 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ CALL INVESCO QQQ TR Financial Services 2,000.0 $1.5M 0.97% NEW $736.40 -2.7%
2 NVDA PUT NVIDIA CORPORATION Technology 5,000.0 $1.0M 0.66% NEW $200.09 +8.7%
3 MSFT PUT MICROSOFT CORP Technology 1,700.0 $634K 0.42% NEW $373.02 +37.7%
4 PUT SPACE EXPLORATION TECHN CORP 3,000.0 $513K 0.34% NEW $170.86
5 MINT PIMCO ETF TR 4,956.0 $500K 0.33% NEW $100.82 -0.0%
6 XLU CALL SELECT SECTOR SPDR TR 8,600.0 $390K 0.26% NEW $45.34 -5.8%
7 XLU PUT SELECT SECTOR SPDR TR 7,900.0 $358K 0.24% NEW $45.34 -5.8%
8 CAT CATERPILLAR INC Industrials 250.0 $266K 0.17% NEW $1064.90 -24.9%
9 TSLA TESLA INC Consumer Cyclical 509.0 $214K 0.14% NEW $420.60 -17.1%
10 IBM INTERNATIONAL BUSINESS MACHS Technology 743.0 $209K 0.14% NEW $281.21 -16.2%
11 MIDD MIDDLEBY CORP Industrials 1,200.0 $206K 0.14% NEW $172.01 -34.5%
12 JBBB JANUS DETROIT STR TR 4,265.0 $202K 0.13% NEW $47.35 +0.5%
13 XLE CALL SELECT SECTOR SPDR TR 3,000.0 $159K 0.10% NEW $53.11 +18.0%
14 MSFT CALL MICROSOFT CORP Technology 300.0 $112K 0.07% NEW $373.02 +37.7%
15 SPACE EXPLORATION TECHN CORP 32.0 $5K 0.00% NEW $170.88

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 32.5%
Financial Services 28.1%
Energy 19.7%
Communication Services 7.9%
Healthcare 6.0%
Industrials 3.0%
Consumer Cyclical 2.9%