Uptown Financial Advisors LLC
Filing Date
Global Rank
#7,447
/ 8,232
▼ 428
Top Industry
Oil & Gas Midstream
31.8%
3Y Alpha vs SPY
-4.5%
Period ended 2 months ago
Filed Apr 13, 2026 · 2mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+17.2%
SPY
+23.4%
Annualised alpha
-4.5%
Max drawdown
−19.7%
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
26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.9%
−33.2 pts
Top 5
56.2%
−15.4 pts
Top 10
74.1%
−11.4 pts
HHI
771
Diversified−1,658
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.3% | $5,245,697 |
| Energy | 28.3% | $5,074,114 |
| Unclassified | 20.4% | $3,647,698 |
| Financial Services | 8.7% | $1,559,089 |
| Communication Services | 7.2% | $1,289,028 |
| Healthcare | 4.8% | $865,094 |
| Consumer Cyclical | 1.2% | $222,015 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | −27,500 | 2,232 | $1,288,265 | |
| CRWV | CoreWeave, Inc. | −16,100 | 6,900 | $534,543 | |
| AVGO | Broadcom Inc. | −6,800 | 2,105 | $651,518 | |
| ET | Energy Transfer LP | −1,417 | 128,734 | $2,484,566 | |
| SPY | Spdr S&P 500 ETF Trust | −16 | 3,628 | $2,359,433 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MCI | Barings Corporate Investors | 20,594 | $373,781 | |
| SOR | Source Capital /De/ | 6,042 | $276,481 | |
| JPC | Nuveen Preferred & Income Opportunities Fund | 31,600 | $256,276 | |
| TSLA | Tesla, Inc. | 509 | $228,907 | |
| IBM | International Business Machines Corp | 743 | $220,084 | |
| PCN | Pimco Corporate & Income Strategy Fund | 11,050 | $140,998 | |
| No positions match the current search. | ||||
26 positions ·
$17,902,735 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NEA |
Nuveen AMT-Free Quality Municipal Income Fund
Financial Services
|
Held | 11,499 | $129,133 | 0.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,066 | $222,015 | 1.24% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 778 | $223,721 | 1.25% | |
| BSL |
Blackstone Senior Floating Rate 2027 Term Fund
Financial Services
|
Held | 17,320 | $224,294 | 1.25% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
NEW | 6,952 | $233,100 | 1.30% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 2,940 | $234,053 | 1.31% | |
| XOM |
Exxon Mobil Corp
Energy
|
NEW | 1,532 | $259,919 | 1.45% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 1,340 | $260,147 | 1.45% | |
| CVX |
Chevron Corp
Energy
|
Held | 1,345 | $278,280 | 1.55% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 958 | $281,805 | 1.57% | |
| AXP |
American Express Co
Financial Services
|
Held | 1,127 | $340,894 | 1.90% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 3,600 | $346,140 | 1.93% | |
| NAD |
Nuveen Quality Municipal Income Fund
Financial Services
|
Held | 30,340 | $348,910 | 1.95% | |
| AAPL |
Apple Inc.
Technology
|
Held | 1,562 | $396,419 | 2.21% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,913 | $416,058 | 2.32% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,837 | $449,036 | 2.51% | |
| CRWV |
CoreWeave, Inc.
Technology
|
Reduced | 6,900 | $534,543 | 2.99% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 7,587 | $588,675 | 3.29% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 2,105 | $651,518 | 3.64% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,890 | $699,621 | 3.91% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 1,257 | $719,167 | 4.02% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 2,232 | $1,288,265 | 7.20% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 48,051 | $1,818,249 | 10.16% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 12,126 | $2,114,774 | 11.81% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 3,628 | $2,359,433 | 13.18% | |
| ET |
Energy Transfer LP
Energy
|
Reduced | 128,734 | $2,484,566 | 13.88% |