Up Capital Management

Up Capital Management as of March 31, 2026

Portfolio Holdings for Up Capital Management

Up Capital Management holds 18 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 28.3 $25M 145k 174.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 14.2 $13M 21k 597.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.8 $7.8M 14k 577.19
Western Digital (WDC) 8.6 $7.7M 28k 270.49
Select Sector Spdr Tr State Street Tec (XLK) 7.7 $6.9M 52k 132.90
Spdr Series Trust State Street Spd (JNK) 7.2 $6.5M 67k 95.72
Ishares Tr Core Msci Eafe (IEFA) 6.0 $5.4M 59k 90.53
Arista Networks Com Shs (ANET) 5.2 $4.7M 38k 122.78
Spdr Series Trust State Street Spd (SPMD) 4.8 $4.3M 73k 59.22
Spdr Series Trust State Street Spd (SPSM) 4.0 $3.6M 74k 48.32
Apple (AAPL) 1.6 $1.5M 5.8k 253.79
Palantir Technologies Cl A (PLTR) 1.1 $1.0M 6.9k 146.28
Hilton Worldwide Holdings (HLT) 0.6 $490k 1.6k 303.99
Marriott Intl Cl A (MAR) 0.5 $463k 1.4k 326.96
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $271k 3.8k 70.91
Spdr Series Trust State Street Spd (SPYG) 0.3 $269k 2.7k 97.90
Spdr Series Trust State Street Spd (SPYV) 0.3 $262k 4.6k 56.58
Valero Energy Corporation (VLO) 0.3 $232k 938.00 247.09