UPTICK PARTNERS, LLC

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Tammi Ellis - Compliance Consultant
Location
Nacogdoches, TX
Holdings as of
31 Dec 2024
Value $
$275,926,810
Num holdings
171
Filing time
24 Jan 2025, 16:29:55 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included USFR, STXV, FTSM, STXG, and BUXX.
Previous filing
Q3 2024 - 01 Nov 2024
Next filing
Q1 2025 - 24 Apr 2025
SEC
View on sec.gov

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Quoteable Key Fact

"UPTICK PARTNERS, LLC reported $275,926,810 across 171 holdings in Q4 2024."

Quick Takeaways

  • UPTICK PARTNERS, LLC reported 13f holdings report, stock holdings for Q4 2024.
  • Reported holdings value: $275,926,810.
  • 171 holdings are listed in this filing snapshot.

What Changed

  • Previous comparable filing: Q3 2024.
  • Value moved from $236,467,170 to $275,926,810.

Why This Matters

  • This filing-level page explains what the portfolio report tells you before the holdings table.
  • You can cite quarter, value, and filing timestamp directly from SEC-linked data.

Official SEC Source

Backed by Form 13F

Portfolio-level numbers on this page come from the original SEC Form 13F filing.

See Original Filing
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q4 compared to 2024 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Tammi Ellis Compliance Consultant Broomfield, Colorado 24 Jan 2025

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