13F Filings History of UPTICK PARTNERS, LLC

Latest 13F report
Q3 2025 - 04 Nov 2025
Value $
$380,881,225
Signature - Title
Tammi Ellis - Compliance Consultant
Location
Nacogdoches, TX
Summary
This page shows a list of all the recent 13F filings made by UPTICK PARTNERS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. UPTICK PARTNERS, LLC reported 231 stock holdings with total value $380,881,225 as of Q3 2025. Top holdings included USFR, STXG, STXV, BUXX, and FTSM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 231 $380,881,225 +$22,539,829 -$9,691,961 +$12,847,868 USFR, STXG, STXV, BUXX, FTSM 13F-HR 04 Nov 2025, 10:43
Q2 2025 219 $349,344,343 +$44,943,902 -$7,850,507 +$37,093,395 USFR, BUXX, STXV, STXG, FTSM 13F-HR 28 Jul 2025, 15:33
Q1 2025 190 $295,281,756 +$31,562,293 -$6,626,898 +$24,935,395 USFR, FTSM, STXV, BUXX, STXG 13F-HR 23 Apr 2025, 18:05
Q4 2024 171 $275,926,810 +$46,982,517 -$9,045,769 +$37,936,748 USFR, STXV, FTSM, STXG, BUXX 13F-HR 24 Jan 2025, 16:29
Q3 2024 156 $236,467,170 +$110,580,692 -$12,462,307 +$98,118,385 USFR, STXV, STXG, VTV, VOO 13F-HR 01 Nov 2024, 14:57
Q2 2024 117 $128,578,960 $0 -$889,237 -$889,237 USFR, VTV, VOO, STXV, BUXX 13F-HR 22 Jul 2024, 12:10
Q1 2024 118 $131,014,621 +$13,928,838 -$9,615,268 +$4,313,570 USFR, VTV, VOO, STXV, BUXX 13F-HR 01 May 2024, 12:11
Q4 2023 117 $118,740,713 $0 $0 $0 USFR, VTV, VOO, CGDV, BUXX 13F-HR 14 Feb 2024, 09:25