§ 13F · FUND PROFILE
UPTICK PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $380.9T (13F)Positions · 277Turnover · — · Q3Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | 659K | $33.1T | 8.7% | — |
| 2 | STXG | EA SERIES TRUST | 391K | $19.5T | 5.1% | — |
| 3 | STXV | EA SERIES TRUST | 600K | $19.4T | 5.1% | — |
| 4 | BUXX | EA SERIES TRUST | 924K | $18.7T | 4.9% | — |
| 5 | FTSM | FIRST TR EXCHANGE-TRADED FD | 300K | $18.0T | 4.7% | — |
| 6 | STRV | EA SERIES TRUST | 325K | $14.0T | 3.7% | — |
| 7 | VOO | VANGUARD INDEX FDS | 21K | $13.0T | 3.4% | — |
| 8 | VUG | VANGUARD INDEX FDS | 18K | $8.8T | 2.3% | — |
| 9 | MSFT | MICROSOFT CORP | 14K | $7.3T | 1.9% | — |
| 10 | VTV | VANGUARD INDEX FDS | 36K | $6.7T | 1.8% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE UPTICK SIGNAL
AC read
UPTICK PARTNERS, LLC is a Other fund managing $380881.2 trillion in assets. The fund runs a broad portfolio of 277 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed