Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
UPTICK PARTNERS, LLC (CIK 2005353) reported $501.7M across 292 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: USFR ($23.9M, 4.77%), FTSM ($23.1M, 4.60%), BUXX ($21.3M, 4.24%), STRV ($20.4M, 4.06%), STXV ($18.2M, 3.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $23.9M | 4.77% | 475,638 | Trimmed |
| 2 | FTSM | FIRST TR EXCHANGE-TRADED FD | $23.1M | 4.60% | 386,047 | Added |
| 3 | BUXX | EA SERIES TRUST | $21.3M | 4.24% | 1.1M | Added |
| 4 | STRV | EA SERIES TRUST | $20.4M | 4.06% | 485,633 | Added |
| 5 | STXV | EA SERIES TRUST | $18.2M | 3.62% | 517,058 | Trimmed |
| 6 | STXG | EA SERIES TRUST | $15.6M | 3.12% | 333,587 | Trimmed |
| 7 | VOO | VANGUARD INDEX FDS | $15.0M | 2.99% | 25,105 | Added |
| 8 | SGVT | SCHWAB STRATEGIC TR | $11.9M | 2.38% | 118,372 | Trimmed |
| 9 | SPLG | SPDR SERIES TRUST | $11.6M | 2.31% | 151,508 | Added |
| 10 | DYNF | BLACKROCK ETF TRUST | $8.6M | 1.71% | 147,138 | Added |
| 11 | VUG | VANGUARD INDEX FDS | $8.0M | 1.59% | 18,216 | Trimmed |
| 12 | IVV | ISHARES TR | $7.9M | 1.58% | 12,141 | Added |
| 13 | VO | VANGUARD INDEX FDS | $7.7M | 1.53% | 26,810 | Added |
| 14 | CGCB | CAPITAL GRP FIXED INCM ETF T | $7.2M | 1.44% | 275,570 | Added |
| 15 | VTV | VANGUARD INDEX FDS | $7.1M | 1.41% | 36,050 | Trimmed |
| 16 | AVLC | AMERICAN CENTY ETF TR | $7.1M | 1.41% | 91,310 | Added |
| 17 | AAPL | APPLE INC | $6.5M | 1.30% | 25,603 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $6.5M | 1.29% | 17,481 | Added |
| 19 | QQQ | INVESCO QQQ TR | $5.9M | 1.17% | 10,175 | Added |
| 20 | AMZN | AMAZON COM INC | $5.3M | 1.07% | 25,659 | Added |
| 21 | DFEB | FIRST TR EXCHNG TRADED FD VI | $5.2M | 1.04% | 110,512 | Trimmed |
| 22 | VYM | VANGUARD WHITEHALL FDS | $5.2M | 1.03% | 34,939 | Trimmed |
| 23 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $4.9M | 0.98% | 115,601 | Added |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $4.4M | 0.87% | 6,710 | Added |
| 25 | GOOGL | ALPHABET INC | $4.2M | 0.83% | 14,538 | Added |
Source: SEC Form 13F filings · as of 2026-03-31