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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 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLE SELECT SECTOR SPDR TR 5,426.0 $288K 0.01% NEW $53.11 +17.5%
22 CPB THE CAMPBELLS COMPANY Consumer Defensive 11,256.0 $251K 0.01% NEW $22.27 +4.6%
23 MS MORGAN STANLEY Financial Services 1,198.0 $250K 0.01% NEW $209.02 +2.0%
24 VICR VICOR CORP Technology 650.0 $247K 0.01% NEW $379.78 -48.1%
25 UPS UNITED PARCEL SVCS INC Industrials 2,289.0 $246K 0.01% NEW $107.51 -1.6%
26 JOBY JOBY AVIATION INC Industrials 26,782.0 $239K 0.01% NEW $8.93 -19.8%
27 TDTT FLEXSHARES TR 9,988.0 $239K 0.01% NEW $23.91 -1.3%
28 DVN DEVON ENERGY CORP NEW Energy 5,755.0 $238K 0.01% NEW $41.32 +13.4%
29 QGRW WISDOMTREE TR 3,558.0 $235K 0.01% NEW $66.04 +1.4%
30 FV FIRST TR EXCHANGE TRADED FD 3,028.0 $230K 0.01% NEW $75.88 -2.7%
31 DGRE WISDOMTREE TR 5,429.0 $222K 0.01% NEW $40.85 -0.3%
32 VOE VANGUARD INDEX FDS 1,118.0 $221K 0.01% NEW $197.50 +6.1%
33 ARKG ARK ETF TR 5,222.0 $220K 0.01% NEW $42.06 +18.0%
34 CGMU CAPITAL GRP FIXED INCM ETF T 7,798.0 $214K 0.01% NEW $27.47 -1.4%
35 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 1,665.0 $214K 0.01% NEW $128.55 +0.7%
36 MICROCHIP TECHNOLOGY INC. 2,790.0 $214K 0.01% NEW $76.71
37 PAI WESTERN ASSET INVESTMENT GRA Financial Services 17,591.0 $213K 0.01% NEW $12.12 -2.0%
38 KMI KINDER MORGAN INC DEL Energy 6,431.0 $206K 0.01% NEW $31.97 -0.1%
39 SWK STANLEY BLACK & DECKER INC Industrials 2,180.0 $205K 0.01% NEW $94.12 +5.2%
40 ENB ENBRIDGE INC Energy 3,763.0 $204K 0.01% NEW $54.21 -7.2%
Page 2 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%