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Portfolio (Quarterly) Guide ↗

UHLMANN PRICE SECURITIES, LLC

· CIK 0001035344
13F Portfolio $1.5B AUM 254 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 67 New 124 Added 34 Reduced 10 Exited
Page 5 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CMI CUMMINS INC Industrials 717.0 $386K 0.03% +17.0 +2.4% $538.42 +24.2%
82 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 378.0 $374K 0.03% +107.0 +39.5% $989.96 +1.3%
83 IGA VOYA GLBL ADV & PREM OPP FD Financial Services 39,026.0 $373K 0.03% +988.0 +2.6% $9.56 +3.3%
84 SYK STRYKER CORPORATION Healthcare 1,116.0 $367K 0.03% +14.0 +1.3% $328.61 -4.8%
85 GIS GENERAL MILLS INC Consumer Defensive 9,794.0 $365K 0.02% +4K +58.6% $37.22 -10.9%
86 NPFD NUVEEN VRIABL RAT PFD & INM Financial Services 19,866.0 $361K 0.02% +313.0 +1.6% $18.15 +4.1%
87 CNQ CANADIAN NAT RES LTD MED TER Energy 7,353.0 $356K 0.02% +59.0 +0.8% $48.45 -3.3%
88 NUE NUCOR CORP Basic Materials 2,051.0 $346K 0.02% +94.0 +4.8% $168.69 +42.4%
89 VBR VANGUARD INDEX FDS 1,554.0 $338K 0.02% +9.0 +0.6% $217.29 +8.3%
90 WM WASTE MGMT INC DEL Industrials 1,441.0 $330K 0.02% +147.0 +11.4% $229.27 -5.0%
91 TSLA TESLA INC Consumer Cyclical 855.0 $321K 0.02% +283.0 +49.5% $374.94 +15.6%
92 IDE VOYA INFRASTRUCTURE INDLS & Financial Services 25,627.0 $320K 0.02% +564.0 +2.2% $12.48 +11.3%
93 WIW WESTERN AST INFL LKD OPP & I Financial Services 35,680.0 $302K 0.02% +763.0 +2.2% $8.46 +0.2%
94 BOE BLACKROCK ENHANCED GLOBAL Financial Services 27,358.0 $300K 0.02% +573.0 +2.1% $10.96 +8.9%
95 AEF ABRDN EMERGING MARKETS EX CH Financial Services 40,859.0 $298K 0.02% +2K +5.5% $7.29 +33.1%
96 VBF INVESCO BD FD Financial Services 19,159.0 $287K 0.02% +245.0 +1.3% $15.00 -0.4%
97 FMY FIRST TR MTG INCOME FD Financial Services 24,061.0 $283K 0.02% +387.0 +1.6% $11.77 -0.7%
98 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,619.0 $255K 0.02% +16.0 +1.0% $157.28 -4.2%
99 RA BROOKFIELD REAL ASSETS INCOM Financial Services 19,695.0 $253K 0.02% +435.0 +2.3% $12.86 -0.2%
100 VTEB VANGUARD MUN BD FDS 5,065.0 $253K 0.02% +635.0 +14.3% $49.86 +0.5%
Page 5 of 7  ·  124 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 88.9%
Financial Services 3.8%
Healthcare 1.3%
Consumer Defensive 1.2%
Communication Services 0.9%
Utilities 0.9%
Energy 0.9%
Consumer Cyclical 0.7%
Industrials 0.7%
Basic Materials 0.4%