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Manager record

Up Capital Management, Inc.

Roseville, CA · CIK 2117787 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$129.23MReported 13F valueQ2 2026 · as filed
20Holdings listed
+45.0%vs prior quartervalue change includes market moves
3Quarters on record
Aug 05Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $111.8M$111.8MQ4 202524 holdingsQ1 2026: $89.1M$89.1MQ1 202618 holdingsQ2 2026: $129.2M$129.2MQ2 202620 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 05 2026 13F-HR · period Q2 2026

$129.23M · 20 holdings listed · View original SEC filing ↗
Apr 21 2026 13F-HR · period Q1 2026

$89.15M · 18 holdings listed · View original SEC filing ↗
Mar 23 2026 13F-HR · period Q4 2025

$111.81M · 24 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 05, 2026 · Change methodology