UPTICK PARTNERS, LLC

Position in AXP — American Express Co

CIK 2005353 NACOGDOCHES, TX

Position in AXP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$200,582

-$12,879 QoQ

Shares Held

593

+2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,701

of 2,990 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

UPTICK PARTNERS, LLC holds $2,134,953 across 4 Credit Services names. AXP ranks #4 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,952	$1,355,891
2	COF	Capital One Financial Corp	1,670	$335,035
3	MA	Mastercard Inc	474	$243,445
4	AXP	American Express Co This page	593	$200,582

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,582	593	+2.8%	Shares	Sole	2026-08-10
2025-12-31	$213,461	577	—	Shares	Sole	2026-02-02
No filing history on record for this holder in this stock.