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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 1 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SO SOUTHERN CO Utilities 107,523.0 $10.1M 0.68% NEW $93.99 +0.1%
2 VOO VANGUARD INDEX FDS 7,786.0 $4.7M 0.32% NEW $602.38 +14.6%
3 LLY ELI LILLY & CO Healthcare 4,701.0 $4.2M 0.28% NEW $903.03 +18.1%
4 HSY HERSHEY CO Consumer Defensive 14,938.0 $3.2M 0.22% NEW $215.20 -11.2%
5 AXP AMERICAN EXPRESS CO Financial Services 9,296.0 $2.8M 0.19% NEW $302.00 +2.9%
6 AGG ISHARES TR 24,927.0 $2.5M 0.17% NEW $98.76 -0.0%
7 LMT LOCKHEED MARTIN CORP Industrials 3,106.0 $1.9M 0.13% NEW $610.17 -12.6%
8 LRCX LAM RESEARCH CORP Technology 6,538.0 $1.6M 0.10% NEW $238.84 +35.1%
9 HYIN WISDOMTREE TR 98,698.0 $1.4M 0.10% NEW $14.42 -1.1%
10 PG PROCTER & GAMBLE CO Consumer Defensive 9,245.0 $1.3M 0.09% NEW $143.16 -0.1%
11 EQR EQUITY RESIDENTIAL Real Estate 21,451.0 $1.3M 0.09% NEW $59.15 +11.9%
12 CLX CLOROX CO DEL Consumer Defensive 11,485.0 $1.2M 0.08% NEW $103.07 -6.6%
13 ITB ISHARES TR 12,505.0 $1.1M 0.08% NEW $90.55 +1.7%
14 AEP AMERICAN ELEC PWR CO INC Utilities 8,721.0 $1.1M 0.07% NEW $128.88 +1.6%
15 RTX RTX CORPORATION Industrials 4,614.0 $895K 0.06% NEW $193.89 -7.6%
16 VZ VERIZON COMMUNICATIONS INC Communication Services 16,465.0 $837K 0.06% NEW $50.81 -4.5%
17 COP CONOCOPHILLIPS Energy 5,872.0 $760K 0.05% NEW $129.45 -10.0%
18 GLW CORNING INC Technology 5,000.0 $710K 0.05% NEW $142.01 +38.1%
19 DUK DUKE ENERGY CORP NEW Utilities 5,056.0 $644K 0.04% NEW $127.38 -1.9%
20 VTR VENTAS INC Real Estate 7,659.0 $629K 0.04% NEW $82.18 +7.5%
Page 1 of 4  ·  67 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%