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CIK: 0002117787
Total reported value
$129.2M
$129.2M
24 檔
56.0%
According to the latest 13F quarterly dataset, Up Capital Management, Inc. managed an equity portfolio of $129.2M at the end of Q4 2025, spanning 24 distinct U.S. exchange-listed positions.
During Q4 2025, Up Capital Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 24.81% | -5.32% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.81% | -1.92% | — | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 9.18% | -1.13% | EXIT | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.61% | -1.66% | — | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 8.27% | -0.31% | — | |
| 6 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 7.01% | -2.81% | — | |
| 7 | GFI | Gold Fields Ltd-spons Adr | Stock-Materials | 4.98% | — | — | |
| 8 | KGC | Kinross Gold CORP | Stock-Materials | 4.87% | — | — | |
| 9 | USAU | US Gold CORP | Stock-Other | 4.61% | — | — | |
| 10 | ANET | Arista Networks Inc | Stock-Tech | 4.59% | +0.14% | — | |
| 11 | AU | AngloGold Ashanti plc | Stock-Materials | 3.78% | — | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.42% | -0.36% | — | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.59% | +0.62% | — | |
| 14 | HL | Hecla Mining Co | Stock-Materials | 0.51% | — | — | |
| 15 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.41% | -0.14% | — | |
| 16 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.39% | -0.11% | — | |
| 17 | EXK | Endeavour Silver CORP | Stock-Materials | 0.36% | — | — | |
| 18 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.31% | — | — | |
| 19 | SLVP | Ishares Msci Global Silver A | ETF-Commodities | 0.30% | +0.18% | NEW | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.26% | -0.05% | — | |
| 21 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.25% | -0.06% | — | |
| 22 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.24% | — | — | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.23% | -0.07% | — | |
| 24 | CDE | Coeur Mining Inc | Stock-Materials | 0.20% | — | — |
According to official SEC Form 13F filings, Up Capital Management, Inc. reported a total U.S. public equity portfolio value of $129.2M across 24 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, VOO, PLTR) accounted for 56.0% of total reported equity market value during Q4 2025.
During Q4 2025, Up Capital Management, Inc.'s top holdings by market value included NVDA (24.8%)、VOO (13.8%)、PLTR (9.2%). The largest single position, NVDA, represented 24.8% of total portfolio value.
In Q4 2025, Up Capital Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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