Up Capital Management, Inc.
All 13F Filings
- Location
- Roseville, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 129,229
- 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 | 8/5/2026 | 20 | 129,229 | 13F-HR | Up Capital Management, Inc. |
| Q1 2026 | 4/20/2026 | 18 | 89,148 | 13F-HR | Up Capital Management, Inc. |
| Q4 2025 | 3/23/2026 | 24 | 111,813 | 13F-HR | Up Capital Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 59.93 K | 46.4% | 18.68 K | 0 | 18.68 K |
| ETFs | 69.3 K | 53.6% | 21.4 K | 0 | 21.4 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
129,229
Holdings
20
QoQ value change ($000)
40,081
(45.0%)
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.