UPTICK PARTNERS, LLC: 13F holdings
CIK 20053532026Q2
| Positions | 337 |
|---|
| Reported value | $643.0m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 337 (+44 vs prior quarter) |
|---|
| Reported value | $643.0m (+28.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| STXF EA SERIES TRUST | 585,228 | $28.3m | 4.4% |
| USFR WISDOMTREE TR | 510,939 | $25.7m | 4.0% |
| EA SERIES TRUST | 1,152,858 | $23.3m | 3.6% |
| FTSM FIRST TR EXCHANGE-TRADED FD | 386,777 | $23.1m | 3.6% |
| VOO VANGUARD INDEX FDS | 30,316 | $20.8m | 3.2% |
| SPYM AMERICAN CENTY ETF TR | 216,968 | $19.5m | 3.0% |
| EA SERIES TRUST | 461,106 | $17.5m | 2.7% |
| FER EA SERIES TRUST | 304,649 | $16.8m | 2.6% |
| FIRST TR EXCHANGE-TRADED FD | 542,065 | $11.3m | 1.8% |
| VO VANGUARD INDEX FDS | 135,516 | $10.9m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2005353")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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