Up Capital Management, Inc. Top Holdings and 13F Report (2026) About Up Capital Management, Inc.Investment ActivityUp Capital Management, Inc. has $89.15 million in total holdings as of March 31, 2026.Up Capital Management, Inc. owns shares of 18 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 22.99% of the portfolio was purchased this quarter.About 41.51% of the portfolio was sold this quarter.This quarter, Up Capital Management, Inc. has purchased 24 new stocks and bought additional shares in 6 stocks.Up Capital Management, Inc. sold shares of 8 stocks and completely divested from 10 stocks this quarter.Largest Holdings NVIDIA $25,259,137Vanguard S&P 500 ETF $12,663,707Invesco QQQ $7,827,915Western Digital $7,673,801Technology Select Sector SPDR Fund $6,884,822 Largest New Holdings this Quarter 958102105 - Western Digital $7,673,801 Holding46432F842 - iShares Core MSCI EAFE ETF $5,373,680 Holding78468R853 - SPDR Portfolio S&P 600 Small Cap ETF $3,569,495 Holding91913Y100 - Valero Energy $231,771 Holding Largest Purchases this Quarter Western Digital 28,370 shares (about $7.67M)iShares Core MSCI EAFE ETF 59,358 shares (about $5.37M)SPDR Portfolio S&P 400 Mid Cap ETF 61,542 shares (about $3.64M)SPDR Portfolio S&P 600 Small Cap ETF 73,872 shares (about $3.57M)Valero Energy 938 shares (about $231.77K) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 50,904 shares (about $7.45M)Vanguard S&P 500 ETF 3,429 shares (about $2.05M)Technology Select Sector SPDR Fund 12,454 shares (about $1.66M)SPDR Bloomberg High Yield Bond ETF 13,230 shares (about $1.27M)Invesco QQQ 2,101 shares (about $1.21M) Sector Allocation Over TimeMap of 500 Largest Holdings ofUp Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$25,259,137$678,937 ▼-2.6%144,83528.3%Computer and TechnologyVOOVanguard S&P 500 ETF$12,663,707$2,048,971 ▼-13.9%21,19314.2%ETFQQQInvesco QQQ$7,827,915$1,212,686 ▼-13.4%13,5628.8%FinanceWDCWestern Digital$7,673,801$7,673,801 ▲New Holding28,3708.6%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$6,884,822$1,655,122 ▼-19.4%51,8057.7%ETFJNKSPDR Bloomberg High Yield Bond ETF$6,450,248$1,266,369 ▼-16.4%67,3877.2%FinanceIEFAiShares Core MSCI EAFE ETF$5,373,680$5,373,680 ▲New Holding59,3586.0%ETFARISTA NETWORKS INC$4,663,553$148,564 ▼-3.1%37,9835.2%COM SHSSPMDSPDR Portfolio S&P 400 Mid Cap ETF$4,323,655$3,644,520 ▲536.6%73,0104.8%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,569,495$3,569,495 ▲New Holding73,8724.0%ETFAAPLApple$1,467,183$10,659 ▼-0.7%5,7811.6%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,004,944$7,446,240 ▼-88.1%6,8701.1%CL AHLTHilton Worldwide$490,336$304 ▲0.1%1,6130.6%Consumer DiscretionaryMARMarriott International$463,306$981 ▲0.2%1,4170.5%Consumer DiscretionaryDFUSDimensional U.S. Equity ETF$270,678$638 ▲0.2%3,8170.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$268,626$392 ▲0.1%2,7440.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$261,503$679 ▲0.3%4,6220.3%ETFVLOValero Energy$231,771$231,771 ▲New Holding9380.3%EnergyGFIGold Fields$0$5,570,317 ▼-100.0%00.0%Basic MaterialsKGCKinross Gold$0$5,441,976 ▼-100.0%00.0%Basic MaterialsUSAUUS Gold$0$5,156,519 ▼-100.0%00.0%Basic MaterialsANGLOGOLD ASHANTI PLC$0$4,228,353 ▼-100.0%00.0%COM SHSHLHecla Mining$0$566,995 ▼-100.0%00.0%Basic MaterialsEXKEndeavour Silver$0$402,395 ▼-100.0%00.0%Basic MaterialsAEMAgnico Eagle Mines$0$341,772 ▼-100.0%00.0%Basic MaterialsSLVPiShares MSCI Global Silver and Metals Miners ETF$0$332,483 ▼-100.0%00.0%ETFGDXJVanEck Junior Gold Miners ETF$0$265,091 ▼-100.0%00.0%ETFCDECoeur Mining$0$227,618 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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