GREENUP STREET WEALTH MANAGEMENT LLC

CIK

1909904

Location

OVERLAND PARK, KS

Portfolio Value

Small $210,990,951

Diversification

Diversified

Filing Date

Global Rank

#4,073 / 8,607 ▲ 41 · as of Mar 2026

Top Industry

Semiconductors 14.8%

3Y Alpha vs SPY

+1.0%

Period ended 3 months ago

Filed Apr 20, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+80.2%

SPY

+75.5%

Annualised alpha

+1.1%

Max drawdown

−21.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

73 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

27.5%

−2.6 pts

Top 5

43.9%

−3.2 pts

Top 10

57.5%

−3.6 pts

HHI

915

Diversified−157

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	30.0%	$63,199,514	2
Technology	27.4%	$57,772,995	18
Communication Services	11.0%	$23,152,586	7
Financial Services	9.3%	$19,626,680	10
Consumer Cyclical	5.5%	$11,639,705	5
Healthcare	5.1%	$10,834,571	11
Industrials	4.3%	$9,021,059	7
Basic Materials	2.9%	$6,041,773	2
Energy	2.7%	$5,659,823	4
Consumer Defensive	1.3%	$2,748,858	4
Utilities	0.5%	$1,086,526	2
Real Estate	0.1%	$206,861	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
OMC	Omnicom Group Inc.	+23,458	27,005	$2,033,746
DSU	Blackrock Debt Strategies Fund, Inc.	+21,014	293,125	$2,811,068
MDT	Medtronic plc	+19,325	35,492	$3,075,381
XOM	ExxonMobil Holdings Corp	+10,639	12,397	$2,103,275
ORCL	Oracle Corp	+9,144	12,255	$1,802,833
BX	Blackstone Inc.	+6,556	20,496	$2,356,835
SPH	Suburban Propane Partners LP	+5,906	21,706	$427,391
MA	Mastercard Inc	+5,538	5,955	$2,975,475
MSFT	Microsoft Corp	+5,025	19,585	$7,249,779
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+4,322	17,247	$5,828,623
META	Meta Platforms, Inc.	+4,220	13,494	$7,720,322
APD	Air Products & Chemicals, Inc.	+2,416	6,436	$1,869,593
V	Visa Inc.	+1,562	11,718	$3,541,648
NVDA	Nvidia Corp	+1,354	63,194	$11,021,033
VZ	Verizon Communications Inc	+979	8,951	$449,340
AMZN	Amazon Com Inc	+933	29,778	$6,201,864
HWM	Howmet Aerospace Inc.	+603	18,135	$4,179,392
AAPL	Apple Inc.	+437	30,550	$7,753,284
NFLX	Netflix Inc	+423	10,273	$987,748
CVX	Chevron Corp	+382	2,461	$509,180
WMT	Walmart Inc.	+303	3,571	$443,803
AVGO	Broadcom Inc.	+259	1,579	$488,716
MRK	Merck & Co., Inc.	+207	2,556	$307,461
CSCO	Cisco Systems, Inc.	+176	2,821	$218,881
PG	PROCTER & GAMBLE Co	+165	1,872	$270,391
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
BPRE	Bluerock Private Real Estate Fund	−143,556	28,147	$467,521
MPLX	Mplx LP	−41,567	4,610	$263,092
KO	Coca Cola Co	−33,084	6,586	$500,865
QCOM	Qualcomm Inc/De	−18,995	4,271	$550,019
DXCM	Dexcom Inc	−17,075	16,968	$1,065,590
SCHW	Schwab Charles Corp	−14,976	39,739	$3,734,671
QQQ	Invesco Qqq Trust, Series 1	−6,603	100,625	$58,078,737
TSLA	Tesla, Inc.	−5,268	11,946	$4,440,925
ETN	Eaton Corp plc	−4,329	7,784	$2,784,103
GOOGL	Alphabet Inc.	−2,896	27,826	$8,001,644
MPWR	Monolithic Power Systems Inc	−1,164	3,605	$3,941,526
BRK-B	Berkshire Hathaway Inc	−572	1,097	$525,682
PANW	Palo Alto Networks Inc	−436	21,203	$3,399,264
SPY	Spdr S&P 500 ETF Trust	−200	7,874	$5,120,777
NVS	Novartis AG	−68	2,376	$362,934
ABT	Abbott Laboratories	−45	2,513	$258,009
BKNG	Booking Holdings Inc.	−11	69	$11,620
HON	Honeywell International Inc	−10	2,709	$642,176
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
VMC	Vulcan Materials CO	15,322	$4,172,180
CHKP	Check Point Software Technologies Ltd	21,763	$3,108,844
ELV	Elevance Health, Inc.	10,163	$2,975,218
COP	Conocophillips	21,093	$2,784,276
STX	Seagate Technology Holdings plc	6,462	$2,531,553
ADBE	Adobe Inc.	9,967	$2,422,778
COIN	Coinbase Global, Inc.	13,421	$2,343,440
CMCSA	Comcast Corp	77,645	$2,229,187
CRM	Salesforce, Inc.	11,900	$2,221,373
DIS	Walt Disney Co	17,956	$1,730,599
CRWV	CoreWeave, Inc.	19,811	$1,534,758
PEP	Pepsico Inc	9,877	$1,533,799
GE	General Electric Co	913	$259,082
UPS	United Parcel Service Inc	2,409	$236,997
GEV	GE Vernova Inc.	245	$213,860
SPG	Simon Property Group Inc.	1,109	$206,861
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
HCA	HCA Healthcare, Inc.	7,785	$3,634,505
NU	Nu Holdings Ltd.	213,268	$3,570,106
AMAT	Applied Materials Inc /De	12,743	$3,274,823
FSLR	First Solar, Inc.	11,805	$3,083,820
LLY	ELI LILLY & Co	2,516	$2,703,895
GILD	Gilead Sciences, Inc.	19,408	$2,382,137
GD	General Dynamics Corp	6,207	$2,089,648
ABNB	Airbnb, Inc.	10,324	$1,401,173
RYAN	Ryan Specialty Holdings, Inc.	7,701	$397,602
HSBC	Hsbc Holdings PLC	3,243	$255,126
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

73 positions · $210,990,951 total · as of Mar 31, 2026

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

Showing 1–50 of 73 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	Reduced	100,625	-6,603	$58,078,737	−11.8%	27.53%
NVDA	Nvidia Corp Technology	Added	63,194	+1,354	$11,021,033	−4.4%	5.22%
GOOGL	Alphabet Inc. Communication Services	Reduced	27,826	-2,896	$8,001,644	−16.8%	3.79%
AAPL	Apple Inc. Technology	Added	30,550	+437	$7,753,284	−5.3%	3.67%
META	Meta Platforms, Inc. Communication Services	Added	13,494	+4,220	$7,720,322	+26.1%	3.66%
MSFT	Microsoft Corp Technology	Added	19,585	+5,025	$7,249,779	+3.0%	3.44%
AMZN	Amazon Com Inc Consumer Cyclical	Added	29,778	+933	$6,201,864	−6.9%	2.94%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	17,247	+4,322	$5,828,623	+48.4%	2.76%
SPY	Spdr S&P 500 ETF Trust	Reduced	7,874	-200	$5,120,777	−7.0%	2.43%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	11,946	-5,268	$4,440,925	−42.6%	2.10%
HWM	Howmet Aerospace Inc. Industrials	Added	18,135	+603	$4,179,392	+16.3%	1.98%
VMC	Vulcan Materials CO Basic Materials	NEW	15,322	NEW	$4,172,180	NEW	1.98%
MPWR	Monolithic Power Systems Inc Technology	Reduced	3,605	-1,164	$3,941,526	−8.8%	1.87%
SCHW	Schwab Charles Corp Financial Services	Reduced	39,739	-14,976	$3,734,671	−31.7%	1.77%
V	Visa Inc. Financial Services	Added	11,718	+1,562	$3,541,648	−0.6%	1.68%
PANW	Palo Alto Networks Inc Technology	Reduced	21,203	-436	$3,399,264	−14.7%	1.61%
CHKP	Check Point Software Technologies Ltd Technology	NEW	21,763	NEW	$3,108,844	NEW	1.47%
MDT	Medtronic plc Healthcare	Added	35,492	+19,325	$3,075,381	+98.0%	1.46%
MA	Mastercard Inc Financial Services	Added	5,955	+5,538	$2,975,475	+1149.9%	1.41%
ELV	Elevance Health, Inc. Healthcare	NEW	10,163	NEW	$2,975,218	NEW	1.41%
TYL	Tyler Technologies Inc Technology	Added	8,591	+13	$2,941,386	−24.5%	1.39%
DSU	Blackrock Debt Strategies Fund, Inc. Financial Services	Added	293,125	+21,014	$2,811,068	+1.5%	1.33%
COP	Conocophillips Energy	NEW	21,093	NEW	$2,784,276	NEW	1.32%
ETN	Eaton Corp plc Industrials	Reduced	7,784	-4,329	$2,784,103	−27.8%	1.32%
STX	Seagate Technology Holdings plc Technology	NEW	6,462	NEW	$2,531,553	NEW	1.20%
ADBE	Adobe Inc. Technology	NEW	9,967	NEW	$2,422,778	NEW	1.15%
BX	Blackstone Inc. Financial Services	Added	20,496	+6,556	$2,356,835	+9.7%	1.12%
COIN	Coinbase Global, Inc. Financial Services	NEW	13,421	NEW	$2,343,440	NEW	1.11%
CMCSA	Comcast Corp Communication Services	NEW	77,645	NEW	$2,229,187	NEW	1.06%
CRM	Salesforce, Inc. Technology	NEW	11,900	NEW	$2,221,373	NEW	1.05%
XOM	ExxonMobil Holdings Corp Energy	Added	12,397	+10,639	$2,103,275	+894.2%	1.00%
OMC	Omnicom Group Inc. Communication Services	Added	27,005	+23,458	$2,033,746	+610.1%	0.96%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	6,436	+2,416	$1,869,593	+88.3%	0.89%
ORCL	Oracle Corp Technology	Added	12,255	+9,144	$1,802,833	+197.3%	0.85%
DIS	Walt Disney Co Communication Services	NEW	17,956	NEW	$1,730,599	NEW	0.82%
CRWV	CoreWeave, Inc. Technology	NEW	19,811	NEW	$1,534,758	NEW	0.73%
PEP	Pepsico Inc Consumer Defensive	NEW	9,877	NEW	$1,533,799	NEW	0.73%
DXCM	Dexcom Inc Healthcare	Reduced	16,968	-17,075	$1,065,590	−52.8%	0.51%
NFLX	Netflix Inc Communication Services	Added	10,273	+423	$987,748	+7.0%	0.47%
ABBV	AbbVie Inc. Healthcare	Added	3,949	+128	$858,868	−1.6%	0.41%
AMGN	Amgen Inc Healthcare	Added	2,349	+24	$826,495	+8.6%	0.39%
PH	Parker-Hannifin Corp Industrials	Added	788	+3	$705,449	+2.2%	0.33%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,220	+47	$689,953	+3.9%	0.33%
SO	Southern Co Utilities	Added	6,829	+15	$659,135	+10.9%	0.31%
HON	Honeywell International Inc Industrials	Reduced	2,709	-10	$642,176	+15.4%	0.30%
JNJ	Johnson & Johnson Healthcare	Added	2,444	+112	$597,411	+23.8%	0.28%
QCOM	Qualcomm Inc/De Technology	Reduced	4,271	-18,995	$550,019	−86.2%	0.26%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,097	-572	$525,682	−37.3%	0.25%
LRCX	Lam Research Corp Technology	Added	2,433	+44	$519,834	+27.1%	0.25%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,751	+53	$515,074	−5.9%	0.24%