Uptown Financial Advisors LLC reported 88 holdings worth US$152M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 10, 2026
Uptown Financial Advisors LLC reported 88 holdings worth US$152M as of Jun 30, 2026. Largest: Energy Transfer Lp, Nvidia Corporation and Enterprise Products Partners L.p. Filed Jul 10, 2026 (Form 13F).
- Holdings
- 88
- Value as reported
- US$152M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Energy Transfer Lp | 129K | US$2.46M | 1.6% |
| Nvidia Corporation | 10,646 | US$2.13M | 1.4% |
| Enterprise Products Partners L.p. | 48,051 | US$1.77M | 1.2% |
| Broadcom Inc. | 1,905 | US$720K | 0.47% |
| Meta Platforms, Inc. | 1,273 | US$717K | 0.47% |
| Microsoft Corp. | 1,922 | US$717K | 0.47% |
| Cisco Systems, Inc. | 4,387 | US$515K | 0.34% |
| Abbvie Inc. | 1,913 | US$481K | 0.32% |
| Johnson & Johnson | 1,837 | US$467K | 0.31% |
| Apple Inc | 1,562 | US$452K | 0.30% |
| Texas Instruments Incorporated | 1,340 | US$399K | 0.26% |
| American Express Company | 1,127 | US$381K | 0.25% |
| Jp Morgan Chase & Co. | 958 | US$314K | 0.21% |
| Alphabet Inc (google) Class C | 778 | US$278K | 0.18% |
| Caterpillar, Inc. | 250 | US$266K | 0.18% |
| Netflix, Inc. | 3,600 | US$257K | 0.17% |
| Wells Fargo & Company | 2,940 | US$243K | 0.16% |
| Amazon.com, Inc. | 1,011 | US$241K | 0.16% |
| Chevron Corporation | 1,345 | US$223K | 0.15% |
| Kinder Morgan, Inc. | 6,952 | US$222K | 0.15% |
| Tesla, Inc. | 509 | US$214K | 0.14% |
| Exxon Mobil Corporation | 1,532 | US$209K | 0.14% |
| International Business Machines Corporation | 743 | US$209K | 0.14% |
| The Middleby Corporation | 1,200 | US$206K | 0.14% |
| Space Exploration Technologies Corp | 32 | US$5,468 | <0.01% |