13F Filings History of UPTICK PARTNERS, LLC

Latest 13F report
Q3 2025 - 04 Nov 2025
Value $
$381M
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 $381M 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 $381M +$22.5M -$9.69M +$12.8M USFR, STXG, STXV, BUXX, FTSM 13F-HR 04 Nov 2025, 10:43
Q2 2025 219 $349M +$44.9M -$7.85M +$37.1M USFR, BUXX, STXV, STXG, FTSM 13F-HR 28 Jul 2025, 15:33
Q1 2025 190 $295M +$31.6M -$6.63M +$24.9M USFR, FTSM, STXV, BUXX, STXG 13F-HR 23 Apr 2025, 18:05
Q4 2024 171 $276M +$47M -$9.05M +$37.9M USFR, STXV, FTSM, STXG, BUXX 13F-HR 24 Jan 2025, 16:29
Q3 2024 156 $236M +$111M -$12.5M +$98.1M USFR, STXV, STXG, VTV, VOO 13F-HR 01 Nov 2024, 14:57
Q2 2024 117 $129M $0 -$889K -$889K USFR, VTV, VOO, STXV, BUXX 13F-HR 22 Jul 2024, 12:10
Q1 2024 118 $131M +$13.9M -$9.62M +$4.31M USFR, VTV, VOO, STXV, BUXX 13F-HR 01 May 2024, 12:11
Q4 2023 117 $119M $0 $0 USFR, VTV, VOO, CGDV, BUXX 13F-HR 14 Feb 2024, 09:25