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Uptick Partners, Llc

Portfolio Manager
Uptick Partners, Llc
Performance
-2.99% (2026 Q1)
AUM (13F)
$501.72M
# of Holdings
292
Performance Rank
Allocation (Top 20)
47.62%

Uptick Partners, Llc Holdings Map

Top 50 Uptick Partners, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
USFR
WISDOMTREE TR
4.78%475.6K$23.9M
-19.67%(-116.47K)
2025-Q1: 768.2K shares2025-Q2: 672.4K shares2025-Q3: 659.2K shares2025-Q4: 592.1K shares2026-Q1: 475.6K shares
$50.27(+0.30%)
2026-03-31
FTSM
FIRST TR EXCHANGE-TRADED FD
4.6%386.0K$23.1M
+23.45%(+73.32K)
2025-Q1: 301.3K shares2025-Q2: 288.1K shares2025-Q3: 300.9K shares2025-Q4: 312.7K shares2026-Q1: 386.0K shares
$59.83(+0.05%)
2026-03-31
BUXX
EA SERIES TRUST
4.24%1.05M$21.3M
+18.22%(+162.03K)
2025-Q1: 815.9K shares2025-Q2: 987.9K shares2025-Q3: 936.9K shares2025-Q4: 889.1K shares2026-Q1: 1.05M shares
$20.27(-0.18%)
2026-03-31
STRV
EA SERIES TRUST
4.07%485.6K$20.4M
+17.68%(+72.97K)
2025-Q1: 241.4K shares2025-Q2: 262.9K shares2025-Q3: 324.9K shares2025-Q4: 412.7K shares2026-Q1: 485.6K shares
$38.75(+23.44%)
2026-03-31
STXV
EA SERIES TRUST
3.62%517.1K$18.2M
-6.02%(-33.11K)
2025-Q1: 582.4K shares2025-Q2: 587.7K shares2025-Q3: 627.7K shares2025-Q4: 550.2K shares2026-Q1: 517.1K shares
$28.81(+27.17%)
2026-03-31
STXG
EA SERIES TRUST
3.12%333.6K$15.6M
-5.25%(-18.49K)
2025-Q1: 371.7K shares2025-Q2: 385.2K shares2025-Q3: 409.9K shares2025-Q4: 352.1K shares2026-Q1: 333.6K shares
$40.05(+37.22%)
2026-03-31
VOO
VANGUARD INDEX FDS
2.99%25.1K$15.0M
+2.39%(+586)
2025-Q1: 15.3K shares2025-Q2: 20.9K shares2025-Q3: 21.3K shares2025-Q4: 24.5K shares2026-Q1: 25.1K shares
$492.26(+38.63%)
2026-03-31
SGVT
SCHWAB STRATEGIC TR
2.38%118.4K$11.9M
-18.10%(-26.17K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 28.4K shares2025-Q4: 144.5K shares2026-Q1: 118.4K shares
$87.45(+15.03%)
2026-03-31
SPYM
SPDR SERIES TRUST
2.31%151.5K$11.6M
+34.56%(+38.91K)
2025-Q1: 0 shares2025-Q2: 6.0K shares2025-Q3: 8.0K shares2025-Q4: 112.6K shares2026-Q1: 151.5K shares
$78.71(+11.00%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
1.71%147.1K$8.6M
+50.84%(+49.59K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 97.5K shares2026-Q1: 147.1K shares
$59.83(+11.04%)
2026-03-31

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