account_balance

Investment manager · 13F filer · SEC CIK 2005353

Uptick Partners, LLC

Reported value$718Mas of Sep 30, 2026
Positions354 31 new, 14 sold out
Top 10 weight30.2%STXF alone is 5%
FiledNov 435 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
STXF Ea Series Trust 5.1% Added +27%
VOO Vanguard Index FDS 3.6% Added +22%
USFR Wisdomtree Tr 3.4% Trimmed −6%
FTSM First Tr Exchange-Traded Fd 3.3% Held
BUXX Ea Series Trust 3.0% Trimmed −7%
ACYN First Tr Exchange-Traded Fd 2.9% Added +84%
AVLC American Centy ETF Tr 2.6% Trimmed −6%
PMMF BlackRock ETF Trust 2.3% Added +786%
STXV Ea Series Trust 2.0% Trimmed −16%
STXG Ea Series Trust 2.0% Trimmed −16%
VO Vanguard Index FDS 1.5% Added +3%
IVV iShares Tr 1.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 4, 2026, compared with the Aug 10, 2026 filing
add_circleNew
  • ACYQ $9.05M
  • INRO $2.68M
  • PSFJ $1.21M
  • RDDT $1.06M
arrow_upwardAdded
  • PMMF +786%
  • SPCX +685%
  • NEAR +417%
  • BLCR +85%
arrow_downwardTrimmed
  • FBND −39%
  • CGCB −29%
  • SHLD −20%
  • STXV −16%
remove_circleSold out
  • MTUM $2.37M
  • SPMB $1.44M
  • SOXX $334K
  • FJUL $256K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast