Up Capital Management, Inc. - Portfolio Stock Holdings
Up Capital Management, Inc. disclosed 21 stock positions in a recent SEC 13F filing. $129,228,809 of stock holdings were filed, with the largest holdings including NVDA, WDC, and VOO. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $212,564,382 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
21Est. Stock Holding Value:
$129,228,809Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Up Capital Management, Inc.
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...