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Filers›Asset Manager›UPTICK PARTNERS, LLC
DOSSIER · 13F-HR · Q1 2026

UPTICK PARTNERS, LLC

UPTICK's asset manager based in Stamford, CT — $502M in tracked AUM across 339 positions as of Q1 2026.

U
UPTICK·Stamford, CT·Asset Manager
CIK 0002005353 · last filed Mar 31, 2026
Total AUM
$502M
▲ 1.5%
vs prior
Holdings
339
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

UPTICK PARTNERS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
USFR
WISDOMTREE TR
$24M476K4.8%
02
FTSM
FIRST TR EXCHANGE-TRADED FD
$23M386K4.6%
03
BUXX
EA SERIES TRUST
$21M1.1M4.2%
04
STRV
EA SERIES TRUST
$20M486K4.1%
05
STXV
EA SERIES TRUST
$18M517K3.6%
06
STXG
EA SERIES TRUST
$16M334K3.1%
07
VOO
VANGUARD INDEX FDS
$15M25K3.0%
08
SGVT
SCHWAB STRATEGIC TR
$12M118K2.4%
09
SPYM
SPDR SERIES TRUST
$12M152K2.3%
10
DYNF
BLACKROCK ETF TRUST
$9M147K1.7%

Filing history

Filing history loading…
AI Agent · grounded in UPTICK
haiku-4-5 · 339 positions indexed
Sector mix
  • Tech5%
  • Health Care19%
  • Cons. Disc.8%
  • Industrials9%
  • Energy19%
  • Other40%
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