GREENUP STREET WEALTH MANAGEMENT LLC

CIK

1909904

Location

OVERLAND PARK, KS

Portfolio Value

Small $322,001,678

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,512 / 8,517 ▲ 470

Top Industry

Semiconductors 21.5%

3Y Alpha vs SPY

+15.7%

Period ended 46 days ago

Filed Jul 27, 2026 · 19d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+153.6%

SPY

+75.3%

Annualised alpha

+15.8%

Max drawdown

−20.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

83 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

43.6%

+19.6 pts

Top 5

58.7%

+12.4 pts

Top 10

70.2%

+10.6 pts

HHI

2,011

Moderately concentrated+1,207

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	44.0%	$141,704,171	3
Technology	25.2%	$81,187,542	21
Communication Services	7.4%	$23,904,546	4
Financial Services	6.2%	$20,073,332	12
Consumer Cyclical	5.6%	$17,873,422	6
Healthcare	4.4%	$14,031,346	12
Industrials	3.3%	$10,480,308	12
Energy	1.5%	$4,837,030	5
Consumer Defensive	1.1%	$3,522,426	4
Basic Materials	0.9%	$3,046,863	1
Utilities	0.3%	$1,027,359	2
Real Estate	0.1%	$313,333	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DSU	Blackrock Debt Strategies Fund, Inc.	+103,054	396,179	$3,842,936
QQQ	Invesco Qqq Trust, Series 1	+89,884	190,509	$140,290,827
AVGO	Broadcom Inc.	+21,189	22,768	$8,600,612
BKNG	Booking Holdings Inc.	+21,147	21,216	$3,781,539
AAPL	Apple Inc.	+7,349	37,899	$10,966,454
PEP	Pepsico Inc	+6,689	16,566	$2,243,036
MSFT	Microsoft Corp	+5,706	25,291	$9,434,048
GOOGL	Alphabet Inc.	+2,920	42,848	$15,312,589
V	Visa Inc.	+2,700	14,418	$4,946,671
TSLA	Tesla, Inc.	+2,347	14,293	$6,011,635
CRWV	CoreWeave, Inc.	+2,328	22,139	$2,203,716
NVDA	Nvidia Corp	+1,451	64,645	$12,934,818
UPS	United Parcel Service Inc	+741	3,150	$338,625
ABT	Abbott Laboratories	+580	3,093	$280,658
CSCO	Cisco Systems, Inc.	+476	3,297	$387,265
KO	Coca Cola Co	+333	6,919	$562,307
PG	PROCTER & GAMBLE Co	+304	2,176	$319,088
SPG	Simon Property Group Inc.	+292	1,401	$313,333
QCOM	Qualcomm Inc/De	+217	4,488	$829,337
MRK	Merck & Co., Inc.	+212	2,768	$355,688
JNJ	Johnson & Johnson	+136	2,580	$655,242
ELV	Elevance Health, Inc.	+106	10,269	$3,971,330
HD	Home Depot, Inc.	+105	1,003	$353,738
IBM	International Business Machines Corp	+105	1,089	$306,237
XOM	ExxonMobil Holdings Corp	+90	12,487	$1,707,222
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHW	Schwab Charles Corp	−12,648	27,091	$2,499,686
COP	Conocophillips	−12,100	8,993	$934,912
MDT	Medtronic plc	−10,219	25,273	$1,977,106
SPY	Spdr S&P 500 ETF Trust	−6,263	1,611	$1,203,046
VMC	Vulcan Materials CO	−4,994	10,328	$3,046,863
AMZN	Amazon Com Inc	−4,974	24,804	$5,911,785
HWM	Howmet Aerospace Inc.	−4,156	13,979	$3,758,393
ORCL	Oracle Corp	−2,436	9,819	$1,438,974
MPWR	Monolithic Power Systems, Inc.	−1,981	1,624	$2,244,952
HON	Honeywell International Inc	−1,381	1,328	$297,339
MA	Mastercard Inc	−1,267	4,688	$2,407,756
ETN	Eaton Corp plc	−1,088	6,696	$2,853,299
BPRE	Bluerock Private Real Estate Fund	−1,057	27,090	$352,440
PANW	Palo Alto Networks Inc	−1,056	20,147	$6,870,529
BX	Blackstone Inc.	−1,008	19,488	$2,293,152
COIN	Coinbase Global, Inc.	−832	12,589	$1,840,385
VZ	Verizon Communications Inc	−598	8,353	$353,666
LRCX	Lam Research Corp	−533	1,900	$823,327
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−505	16,742	$7,995,476
STX	Seagate Technology Holdings plc	−407	6,055	$5,843,075
NVS	Novartis AG	−383	1,993	$312,342
NFLX	Netflix Inc	−196	10,077	$719,497
TYL	Tyler Technologies Inc	−187	8,404	$2,457,833
JPM	Jpmorgan Chase & Co	−183	1,568	$513,253
META	Meta Platforms, Inc.	−146	13,348	$7,518,794
No positions match the current search.

New Positions

Positions the filer opened this quarter

19 positions

Ticker	Company	Shares	Value
CRDO	Credo Technology Group Holding Ltd	18,721	$5,091,175
LLY	ELI LILLY & Co	3,016	$3,617,481
VLO	Valero Energy Corp/Tx	5,854	$1,524,615
ADSK	Autodesk, Inc.	6,804	$1,322,833
ORLY	O Reilly Automotive Inc	13,266	$1,221,665
SPCX	Space Exploration Technologies Corp	3,820	$652,685
INTC	Intel Corp	3,836	$535,620
PWR	Quanta Services, Inc.	605	$435,624
BLLN	BillionToOne, Inc.	3,391	$406,852
UNH	Unitedhealth Group Inc	897	$372,820
MU	Micron Technology Inc	288	$332,435
AMAT	Applied Materials Inc /De	426	$307,998
HONA	Honeywell Aerospace Inc.	1,360	$300,288
AMD	Advanced Micro Devices Inc	449	$260,828
FITB	Fifth Third Bancorp	3,928	$221,421
BAM	Brookfield Asset Management Ltd.	4,897	$219,630
CAT	Caterpillar Inc	206	$219,369
MDY	Spdr S&P Midcap 400 ETF Trust	299	$210,298
DE	Deere & Co	326	$206,791
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	310,158	$23,937,994
VB	Vanguard Morningstar Small-Cap ETF	11,976	$3,136,753
CHKP	Check Point Software Technologies Ltd	21,763	$3,108,844
ADBE	Adobe Inc.	9,967	$2,422,778
CMCSA	Comcast Corp	77,645	$2,229,187
CRM	Salesforce, Inc.	11,900	$2,221,373
OMC	Omnicom Group Inc.	27,005	$2,033,746
APD	Air Products & Chemicals, Inc.	6,436	$1,869,593
DIS	Walt Disney Co	17,956	$1,730,599
DXCM	Dexcom Inc	16,968	$1,065,590
VEA	Vanguard FTSE Developed Markets ETF	5,179	$331,870
FFOX	FundX Future Fund Opportunities ETF	9,450	$248,913
UHS	Universal Health Services Inc	1,304	$233,376
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

83 tracked positions · $322,001,678 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 83 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	190,509	+89,884	$140,290,827	+141.6%	43.57%
GOOGL	Alphabet Inc. Communication Services	Added	42,848	+2,920	$15,312,589	+33.5%	4.76%
NVDA	Nvidia Corp Technology	Added	64,645	+1,451	$12,934,818	+17.4%	4.02%
AAPL	Apple Inc. Technology	Added	37,899	+7,349	$10,966,454	+41.4%	3.41%
MSFT	Microsoft Corp Technology	Added	25,291	+5,706	$9,434,048	+30.1%	2.93%
AVGO	Broadcom Inc. Technology	Added	22,768	+21,189	$8,600,612	+1659.8%	2.67%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	16,742	-505	$7,995,476	+37.2%	2.48%
META	Meta Platforms, Inc. Communication Services	Reduced	13,348	-146	$7,518,794	−2.6%	2.34%
PANW	Palo Alto Networks Inc Technology	Reduced	20,147	-1,056	$6,870,529	+102.1%	2.13%
TSLA	Tesla, Inc. Consumer Cyclical	Added	14,293	+2,347	$6,011,635	+35.4%	1.87%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	24,804	-4,974	$5,911,785	−4.7%	1.84%
STX	Seagate Technology Holdings plc Technology	Reduced	6,055	-407	$5,843,075	+130.8%	1.81%
CRDO	Credo Technology Group Holding Ltd Technology	NEW	18,721	NEW	$5,091,175	NEW	1.58%
V	Visa Inc. Financial Services	Added	14,418	+2,700	$4,946,671	+39.7%	1.54%
ELV	Elevance Health, Inc. Healthcare	Added	10,269	+106	$3,971,330	+33.5%	1.23%
DSU	Blackrock Debt Strategies Fund, Inc. Financial Services	Added	396,179	+103,054	$3,842,936	+36.7%	1.19%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	21,216	+21,147	$3,781,539	+1201.7%	1.17%
HWM	Howmet Aerospace Inc. Industrials	Reduced	13,979	-4,156	$3,758,393	−10.1%	1.17%
LLY	ELI LILLY & Co Healthcare	NEW	3,016	NEW	$3,617,481	NEW	1.12%
VMC	Vulcan Materials CO Basic Materials	Reduced	10,328	-4,994	$3,046,863	−27.0%	0.95%
ETN	Eaton Corp plc Industrials	Reduced	6,696	-1,088	$2,853,299	+2.5%	0.89%
SCHW	Schwab Charles Corp Financial Services	Reduced	27,091	-12,648	$2,499,686	−33.1%	0.78%
TYL	Tyler Technologies Inc Technology	Reduced	8,404	-187	$2,457,833	−16.4%	0.76%
MA	Mastercard Inc Financial Services	Reduced	4,688	-1,267	$2,407,756	−19.1%	0.75%
BX	Blackstone Inc. Financial Services	Reduced	19,488	-1,008	$2,293,152	−2.7%	0.71%
MPWR	Monolithic Power Systems, Inc. Technology	Reduced	1,624	-1,981	$2,244,952	−43.0%	0.70%
PEP	Pepsico Inc Consumer Defensive	Added	16,566	+6,689	$2,243,036	+46.2%	0.70%
CRWV	CoreWeave, Inc. Technology	Added	22,139	+2,328	$2,203,716	+43.6%	0.68%
MDT	Medtronic plc Healthcare	Reduced	25,273	-10,219	$1,977,106	−35.7%	0.61%
COIN	Coinbase Global, Inc. Financial Services	Reduced	12,589	-832	$1,840,385	−21.5%	0.57%
XOM	ExxonMobil Holdings Corp Energy	Added	12,487	+90	$1,707,222	−18.8%	0.53%
VLO	Valero Energy Corp/Tx Energy	NEW	5,854	NEW	$1,524,615	NEW	0.47%
ORCL	Oracle Corp Technology	Reduced	9,819	-2,436	$1,438,974	−20.2%	0.45%
ADSK	Autodesk, Inc. Technology	NEW	6,804	NEW	$1,322,833	NEW	0.41%
ORLY	O Reilly Automotive Inc Consumer Cyclical	NEW	13,266	NEW	$1,221,665	NEW	0.38%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,611	-6,263	$1,203,046	−76.5%	0.37%
ABBV	AbbVie Inc. Healthcare	Added	3,980	+31	$1,001,527	+16.6%	0.31%
COP	Conocophillips Energy	Reduced	8,993	-12,100	$934,912	−66.4%	0.29%
AMGN	Amgen Inc Healthcare	Added	2,354	+5	$852,430	+3.1%	0.26%
QCOM	Qualcomm Inc/De Technology	Added	4,488	+217	$829,337	+50.8%	0.26%
LRCX	Lam Research Corp Technology	Reduced	1,900	-533	$823,327	+58.4%	0.26%
PH	Parker-Hannifin Corp Industrials	Reduced	787	-1	$769,780	+9.1%	0.24%
NFLX	Netflix Inc Communication Services	Reduced	10,077	-196	$719,497	−27.2%	0.22%
SO	Southern Co Utilities	Added	6,856	+27	$656,187	−0.4%	0.20%
JNJ	Johnson & Johnson Healthcare	Added	2,580	+136	$655,242	+9.7%	0.20%
SPCX	Space Exploration Technologies Corp Industrials	NEW	3,820	NEW	$652,685	NEW	0.20%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,194	-26	$593,060	−14.0%	0.18%
KO	Coca Cola Co Consumer Defensive	Added	6,919	+333	$562,307	+12.3%	0.17%
INTC	Intel Corp Technology	NEW	3,836	NEW	$535,620	NEW	0.17%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,067	-30	$533,916	+1.6%	0.17%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.