UPTICK PARTNERS, LLC
All 13F Filings
- Location
- Nacogdoches, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 643,030
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 337 | 643,030 | 13F-HR | UPTICK PARTNERS, LLC |
| Q1 2026 | 5/1/2026 | 293 | 501,725 | 13F-HR | UPTICK PARTNERS, LLC |
| Q4 2025 | 2/2/2026 | 278 | 469,075 | 13F-HR | UPTICK PARTNERS, LLC |
| Q3 2025 | 11/4/2025 | 231 | 380,881 | 13F-HR | UPTICK PARTNERS, LLC |
| Q2 2025 | 7/28/2025 | 219 | 349,344 | 13F-HR | UPTICK PARTNERS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 267.6 K | 41.6% | 22.56 K | 0 | 22.56 K |
| ETFs | 366.4 K | 57.0% | 118.2 K | 0 | 118.2 K |
| Debt | 9.015 K | 1.4% | 944 | 0 | 944 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
643,030
Holdings
337
QoQ value change ($000)
141,305
(28.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.