UPTICK PARTNERS, LLC
Top Portfolio Positions
86 positions ·
$96,624,441 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
25,603 | $6,497,784 | 6.72% | |
| MSFT |
Microsoft Corp
Technology
|
17,481 | $6,470,940 | 6.70% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,175 | $5,872,806 | 6.08% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
25,659 | $5,343,999 | 5.53% | |
| SPY |
Spdr S&P 500 ETF Trust
|
6,710 | $4,363,781 | 4.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
14,538 | $4,180,546 | 4.33% | |
| NVDA |
Nvidia Corp
Technology
|
21,731 | $3,789,886 | 3.92% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
24,854 | $3,088,854 | 3.20% | |
| XOM |
Exxon Mobil Corp
Energy
|
16,871 | $2,862,333 | 2.96% | |
| AVGO |
Broadcom Inc.
Technology
|
8,188 | $2,534,267 | 2.62% |
Portfolio Trend
Holdings in XPL
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,200 | 10,000 | Shares | Sole | 2026-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||