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Portfolio (Quarterly) Guide ↗

UHLMANN PRICE SECURITIES, LLC

· CIK 0001035344
13F Portfolio $2.7B AUM 349 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 50 New 107 Added 80 Reduced 13 Exited
Page 4 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 APTIV PLC 7,595.0 $466K 0.02% +640.0 +9.2% $61.38
62 CARR CARRIER GLOBAL CORPORATION Industrials 5,965.0 $438K 0.02% +475.0 +8.7% $73.35 -19.9%
63 GIS GENERAL MILLS INC Consumer Defensive 12,345.0 $430K 0.02% +3K +26.1% $34.80 +15.2%
64 UNP UNION PAC CORP Industrials 1,565.0 $426K 0.02% +10.0 +0.6% $272.03 +14.2%
65 AMT AMERICAN TOWER CORP Real Estate 2,558.0 $418K 0.02% +1K +116.0% $163.57 +7.4%
66 VBF INVESCO BD FD Financial Services 27,079.0 $411K 0.01% +8K +41.3% $15.16 -2.8%
67 D DOMINION ENERGY INC Utilities 5,947.0 $406K 0.01% +565.0 +10.5% $68.29 -2.0%
68 VBR VANGUARD INDEX FDS 1,666.0 $405K 0.01% +112.0 +7.2% $243.10 +2.5%
69 VUG VANGUARD INDEX FDS 4,699.0 $405K 0.01% +4K +417.5% $86.15 +1.5%
70 URI UNITED RENTALS INC Industrials 355.0 $402K 0.01% +45.0 +14.5% $1132.90 -6.6%
71 IQDG WISDOMTREE TR 9,319.0 $401K 0.01% +131.0 +1.4% $43.08 +4.0%
72 GLD SPDR GOLD TR Financial Services 1,086.0 $400K 0.01% +152.0 +16.3% $368.39 +14.4%
73 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 427.0 $400K 0.01% +49.0 +13.0% $935.85 +2.2%
74 IGA VOYA GLBL ADV & PREM OPP FD Financial Services 40,057.0 $397K 0.01% +1K +2.6% $9.90 +6.8%
75 NPFD NUVEEN VRIABL RAT PFD & INM Financial Services 20,294.0 $382K 0.01% +428.0 +2.1% $18.82 -0.4%
76 BOE BLACKROCK ENHANCED GLOBAL Financial Services 31,396.0 $380K 0.01% +4K +14.8% $12.09 +3.2%
77 SYY SYSCO CORP Consumer Defensive 4,352.0 $364K 0.01% +590.0 +15.7% $83.58 -0.4%
78 TY TRI CONTL CORP Financial Services 10,425.0 $359K 0.01% +5K +93.3% $34.42 +3.7%
79 FMY FIRST TR MTG INCOME FD Financial Services 29,481.0 $347K 0.01% +5K +22.5% $11.76 -0.8%
80 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 16,944.0 $316K 0.01% +3K +19.3% $18.64 +2.5%
Page 4 of 6  ·  107 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 93.7%
Financial Services 2.3%
Healthcare 0.8%
Consumer Defensive 0.7%
Utilities 0.5%
Consumer Cyclical 0.4%
Energy 0.4%
Industrials 0.4%
Communication Services 0.3%
Basic Materials 0.2%