13F Filings History of UPTICK PARTNERS, LLC
- Latest 13F filing
- Q1 2026 - 04 May 2026
- Latest reported 13F value
- $495,126,014
- Form 13F summary
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- UPTICK PARTNERS, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- UPTICK PARTNERS, LLC reported 292 equity holdings with a total reported market value of $495,126,014 for Q1 2026. Top reported holdings included WISDOMTREE TR, FIRST TR EXCHANGE-TRADED FD, EA SERIES TRUST, EA SERIES TRUST, and EA SERIES TRUST.
- Largest 13F holdings
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WISDOMTREE TR FIRST TR EXCHANGE-TRADED FD EA SERIES TRUST VANGUARD INDEX FDS SCHWAB STRATEGIC TR SPDR SERIES TRUST BLACKROCK ETF TRUST ISHARES TR CAPITAL GRP FIXED INCM ETF T AMERICAN CENTY ETF TR APPLE INC MICROSOFT CORP
+2 more
INVESCO QQQ TR AMAZON COM INC - Manager signature
- Tammi Ellis - Compliance Consultant
- Manager location
- Nacogdoches, TX
13F snapshot
Latest parsed holdings, value, and filing-period context.
2 signals
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$495,126,014
Quarter delta
n/a
Accepted
01 May 2026, 18:18
Rows shown
1-1 of 1
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 292 | $495,126,014 | $0 | $0 | $0 | WISDOMTREE TR, FIRST TR EXCHANGE-TRADED FD, EA SERIES TRUST, EA SERIES TRUST, EA SERIES TRUST | 13F-HR | 01 May 2026, 18:18 |