Sponsored

The Analysis of Up Capital Management, Inc.'s Holdings & P&L

Currently, Up Capital Management, Inc. holds 18 types of securities in its portfolio with a total value $89.1M. In the most recent quarter, they have increased their positions in WDC (+28.4K shares, valued at $7.7M), IEFA (+59.4K shares, valued at $5.4M), SPMD (+61.5K shares, valued at $3.6M); decreased their positions in PLTR (-50.9K shares, valued at $7.4M), N/A (-3.4K shares, valued at $2.0M), XLK (-12.5K shares, valued at $1.7M); initiated new positions in WDC (+28.4K shares, valued at $7.7M), IEFA (+59.4K shares, valued at $5.4M), SPSM (+73.9K shares, valued at $3.6M).

1M P&L

-1.2M-1.57%

3M P&L

+6.8M+9.89%

HY P&L

+16.0M+26.85%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors25.3M

43.9%

2N/A21.0M

36.4%

3Computer Hardware7.7M

13.3%

Top Industries by Stock Count

1N/A7 stocks

50.0%

2Lodging2 stocks

14.3%

3Consumer Electronics1 stocks

7.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION144.8K shares-2.62%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS21.2K shares-13.93%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR13.6K shares-13.41%2026-03-312026-04-21

WDC WESTERN DIGITAL CORP28.4K sharesnew addition2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR51.8K shares-19.38%2026-03-312026-04-21

SPDR SERIES TRUST SPDR SERIES TRUST67.4K shares-16.41%2026-03-312026-04-21

IEFA ISHARES TR59.4K sharesnew addition2026-03-312026-04-21

ARISTA NETWORKS INC ARISTA NETWORKS INC38.0K shares-3.09%2026-03-312026-04-21

Sponsored

SPMD SPDR SERIES TRUST73.0K shares536.64%2026-03-312026-04-21

SPSM SPDR SERIES TRUST73.9K sharesnew addition2026-03-312026-04-21

AAPL APPLE INC5.8K shares-0.72%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC6.9K shares-88.11%2026-03-312026-04-21

HLT HILTON WORLDWIDE HLDGS INC1.6K shares0.06%2026-03-312026-04-21

MAR MARRIOTT INTL INC NEW1.4K shares0.21%2026-03-312026-04-21

DFUS DIMENSIONAL ETF TRUST3.8K shares0.24%2026-03-312026-04-21

SPYG SPDR SERIES TRUST2.7K shares0.15%2026-03-312026-04-21

Sponsored

SPYV SPDR SERIES TRUST4.6K shares0.26%2026-03-312026-04-21

VLO VALERO ENERGY CORP938 sharesnew addition2026-03-312026-04-21

NVDA

NVIDIA CORPORATION

-2.62%

Shares144.8K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-13.93%

Shares21.2K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

-13.41%

Shares13.6K

Event2026-03-31

Filed2026-04-21

WDC

WESTERN DIGITAL CORP

New

Shares28.4K

Event2026-03-31

Filed2026-04-21

XLK

SELECT SECTOR SPDR TR

-19.38%

Shares51.8K

Event2026-03-31

Filed2026-04-21

SPDR SERIES TRUST

-16.41%

Shares67.4K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

New

Shares59.4K

Event2026-03-31

Filed2026-04-21

ARISTA NETWORKS INC

-3.09%

Shares38.0K

Event2026-03-31

Filed2026-04-21

SPMD

SPDR SERIES TRUST

536.64%

Shares73.0K

Event2026-03-31

Filed2026-04-21

SPSM

SPDR SERIES TRUST

New

Shares73.9K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-0.72%

Shares5.8K

Event2026-03-31

Filed2026-04-21

PLTR

PALANTIR TECHNOLOGIES INC

-88.11%

Shares6.9K

Event2026-03-31

Filed2026-04-21

HLT

HILTON WORLDWIDE HLDGS INC

0.06%

Shares1.6K

Event2026-03-31

Filed2026-04-21

MAR

MARRIOTT INTL INC NEW

0.21%

Shares1.4K

Event2026-03-31

Filed2026-04-21

DFUS

DIMENSIONAL ETF TRUST

0.24%

Shares3.8K

Event2026-03-31

Filed2026-04-21

SPYG

SPDR SERIES TRUST

0.15%

Shares2.7K

Event2026-03-31

Filed2026-04-21

SPYV

SPDR SERIES TRUST

0.26%

Shares4.6K

Event2026-03-31

Filed2026-04-21

VLO

VALERO ENERGY CORP

New

Shares938

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

Up Capital Management, Inc. Institutional Holdings, Portfolio & P&L — TradeFomo