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UPTICK PARTNERS, LLC - Portfolio Stock Holdings

UPTICK PARTNERS, LLC disclosed 345 stock positions in a recent SEC 13F filing. $640,608,850 of stock holdings were filed, with the largest holdings including STXF, USFR, and BUXX. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,063,169,479 and has 25 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

345

Est. Stock Holding Value:

$640,608,850

Top Stock Holdings By Sector

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Portfolio Stock Holdings - UPTICK PARTNERS, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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