Uptown Financial Advisors LLC

CIK

2066147

Location

DALLAS, TX

Portfolio Value

Micro $5,245,697

Diversification

Diversified

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 SPY

Hypothetical 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, 2025

Top 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	Positions
Technology	29.3%	$5,245,697	7
Energy	28.3%	$5,074,114	5
Unclassified	20.4%	$3,647,698	2
Financial Services	8.7%	$1,559,089	6
Communication Services	7.2%	$1,289,028	3
Healthcare	4.8%	$865,094	2
Consumer Cyclical	1.2%	$222,015	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	+3,200	7,587	$588,675
NVDA	Nvidia Corp	+2,296	12,126	$2,114,774
MSFT	Microsoft Corp	+11	1,890	$699,621
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
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.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
XOM	Exxon Mobil Corp	1,532	$259,919
KMI	Kinder Morgan, Inc.	6,952	$233,100
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
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.

Portfolio Positions

Compact Export CSV View 13F filing

7 positions · $5,245,697 total · Technology only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TXN	Texas Instruments Inc Technology	Held	1,340	0	$260,147	+11.9%	4.96%
AAPL	Apple Inc. Technology	Held	1,562	0	$396,419	−6.6%	7.56%
CRWV	CoreWeave, Inc. Technology	Reduced	6,900	-16,100	$534,543	−67.5%	10.19%
CSCO	Cisco Systems, Inc. Technology	Added	7,587	+3,200	$588,675	+74.2%	11.22%
AVGO	Broadcom Inc. Technology	Reduced	2,105	-6,800	$651,518	−78.9%	12.42%
MSFT	Microsoft Corp Technology	Added	1,890	+11	$699,621	−23.0%	13.34%
NVDA	Nvidia Corp Technology	Added	12,126	+2,296	$2,114,774	+15.4%	40.31%