Up Capital Management, Inc. - Portfolio overview

Up Capital Management, Inc. has 18 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 28.33%
2. VOO - VANGUARD INDEX FDS, 14.21%
3. QQQ - INVESCO QQQ TR, 8.78%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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