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Uptown Financial Advisors LLC
hedge fundUpdated 21 days agoManaged by Uptown Financial Advisors Llc • Latest filing Q3 2026
Portfolio value
$140.1M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
0.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $139.6M |
| Q1 2026 | $125.9M |
| Q2 2026 | $151.9M |
| Q3 2026 | $140.1M |
Top holdings
77 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $17.1M | 189.9K | 12.21% | Added(+1.7%) | |
| 2 | $11.2M | 142.3K | 7.97% | Added(+1.9%) | |
| 3 | $10.9M | 80.4K | 7.80% | Added(+1.2%) | |
| 4 | $10.1M | 165.9K | 7.24% | Added(+0.9%) | |
| 5 | $8.2M | 158.1K | 5.84% | Added(+1.4%) | |
| 6 | $7.6M | 99.5K | 5.42% | Trimmed(-0.7%) | |
| 7 | $5.9M | 47.6K | 4.18% | Trimmed(-0.3%) | |
| 8 | $5.1M | 184.2K | 3.61% | Added(+1.7%) | |
| 9 | $4.3M | 25.1K | 3.08% | Trimmed(-0.9%) | |
| 10 | $4M | 18.5K | 2.85% | Trimmed(-1.3%) | |
| 11 | $3.9M | 53.6K | 2.79% | Added(+1.6%) | |
| 12 | $3.7M | 53.0K | 2.67% | Trimmed(-0.3%) | |
| 13 | $3.2M | 20.5K | 2.27% | Trimmed(-1.9%) | |
| 14 | $3M | 4.0K | 2.18% | Added(+10.3%) | |
| 15 | $2.5M | 10.9K | 1.78% | Added(+117.9%) | |
| 16 | $2.5M | 124.9K | 1.76% | Trimmed(-3.0%) | |
| 17 | $2.4M | 3.1K | 1.68% | Added(+16.6%) | |
| 18 | $1.7M | 47.7K | 1.21% | Trimmed(-0.8%) | |
| 19 | $1.7M | 16.4K | 1.20% | Added(+1.0%) | |
| 20 | $1.7M | 42.0K | 1.18% | Added(+431.2%) |