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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 1 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SGOV ISHARES TR 31,026.0 $3.1M 0.12% NEW $100.67 -0.0%
2 SMH VANECK ETF TRUST 2,382.0 $1.6M 0.06% NEW $655.89 -15.5%
3 IIPR INNOVATIVE INDL PPTYS INC Real Estate 22,177.0 $1.4M 0.05% NEW $61.98 -7.2%
4 SNDK SANDISK CORP Technology 568.0 $1.3M 0.05% NEW $2273.73 -34.1%
5 WDC WESTERN DIGITAL CORP Technology 1,805.0 $1.2M 0.04% NEW $638.72 -27.5%
6 SPYD SPDR SERIES TRUST 21,268.0 $1.0M 0.04% NEW $47.71 +5.9%
7 QDF FLEXSHARES TR 7,697.0 $692K 0.03% NEW $89.92 +2.7%
8 IQDF FLEXSHARES TR 17,159.0 $593K 0.02% NEW $34.56 +4.4%
9 GFS GLOBALFOUNDRIES INC Technology 6,582.0 $542K 0.02% NEW $82.41 -44.8%
10 HPQ HP INC Technology 23,150.0 $508K 0.02% NEW $21.94 +35.5%
11 META META PLATFORMS INC Communication Services 748.0 $421K 0.02% NEW $563.40 +2.1%
12 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 13,881.0 $419K 0.02% NEW $30.17 +15.6%
13 FXI ISHARES TR 12,144.0 $384K 0.01% NEW $31.59 +12.6%
14 HYGV FLEXSHARES TR 9,082.0 $366K 0.01% NEW $40.26 -0.0%
15 FEGE RBB FUND TRUST 7,157.0 $350K 0.01% NEW $48.92 +8.8%
16 CMCSA COMCAST CORP NEW Communication Services 14,106.0 $346K 0.01% NEW $24.55 +10.3%
17 ASML ASML HLDG NV Technology 168.0 $334K 0.01% NEW $1989.44 -12.5%
18 BUG GLOBAL X FDS 8,659.0 $331K 0.01% NEW $38.19 +3.2%
19 FISV FISERV INC Technology 6,270.0 $308K 0.01% NEW $49.05 +6.1%
20 ICLN ISHARES TR 14,727.0 $302K 0.01% NEW $20.49 -14.2%
Page 1 of 3  ·  50 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%