Up Capital Management, Inc. holds a concentrated book of 20 stocks worth $129.2M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Ishares Msci Emerging Market and trimmed SS Technology Select Sector. Their largest long position is Nvidia Corp at 23% of the equity book. Cloning the disclosed picks since 2026 would be +21% (+67.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2117787/holdings"
Use Arkolith to show Up Capital Management, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 9.9 points over this window.
Growth of $10,000 cloning Up Capital Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
46% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Up Capital Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 30 / 20 | $186.5B |
| BANK OF AMERICA CORP /DE/ | 30 / 20 | $129.1B |
| ROYAL BANK OF CANADA | 30 / 20 | $50.1B |
| UBS Group AG | 30 / 20 | $50.1B |
| WELLS FARGO & COMPANY/MN | 30 / 20 | $48.4B |
| LPL Financial LLC | 30 / 20 | $39.4B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30 / 20 | $10.1B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 30 / 20 | $9.6B |
Ranked by how many of Up Capital Management, Inc.'s top 20 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $29.7M | 148.6K | 23.0% | ▲+2.6% Added · +4K sh | |
| 2 | Western Digital Corp COM | $19.6M | 30.7K | 15.2% | ▲+8.4% Added · +2K sh | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $15.9M | 23.1K | 12.3% | ▲+9.1% Added · +2K sh | |
| 4 | Select Sector SPDR TR STATE STREET TEC | $9.6M | 50.3K | 7.4% | ▼−2.9% Reduced · −2K sh | |
| 5 | Invesco QQQ TR UNIT SER 1 | $9.2M | 12.5K | 7.1% | ▼−7.8% Reduced · −1K sh | |
| 6 | Ishares TR CORE MSCI EAFE | $7.3M | 75.6K | 5.6% | ▲+27% Added · +16K sh | |
| 7 | SPDR Series Trust STATE STREET SPD | $7.1M | 104.6K | 5.5% | ▲+43% Added · +32K sh | |
| 8 | Ishares TR MSCI EMERG MKT ETF | $6.9M | 101.6K | 5.4% | ▲New New position | |
| 9 | Arista Networks Inc COM SHS | $6.9M | 40.9K | 5.4% | ▲+7.6% Added · +3K sh | |
| 10 | SPDR Series Trust STATE STREET SPD | $6.4M | 111.7K | 5.0% | ▲+51% Added · +38K sh | |
| 11 | SPDR Series Trust STATE STREET SPD | $5.7M | 59.4K | 4.4% | ▼−12% Reduced · −8K sh | |
| 12 | Apple Inc COM | $1.7M | 5.8K | 1.3% | ▼−0.5% Reduced · −29 sh | |
| 13 | Micron Technology Inc COM | $660K | 572 | 0.5% | ▲New New position | |
| 14 | Marriott Intl Inc New CL A | $526K | 1.4K | 0.4% | ▲+0.1% Added · +2 sh | |
| 15 | Hilton Worldwide Hldgs Inc COM | $525K | 1.6K | 0.4% | ▼−1.6% Reduced · −26 sh | |
| 16 | SPDR Series Trust STATE STREET SPD | $327K | 2.7K | 0.3% | ▲+0.1% Added · +3 sh | |
| 17 | Dimensional ETF Trust US EQUITY MARKET | $314K | 3.8K | 0.2% | ▲+0.3% Added · +10 sh | |
| 18 | SPDR Series Trust STATE STREET SPD | $282K | 4.6K | 0.2% | ▲+0.4% Added · +17 sh | |
| 19 | Valero Energy Corp COM | $244K | 938 | 0.2% | —Held | |
| 20 | Ishares TR MSCI GLBL SILVER | $233K | 7.6K | 0.2% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.