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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 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 REGN REGENERON PHARMACEUTICALS Healthcare 436.0 $323K 0.02% NEW $741.69 -14.4%
42 CARR CARRIER GLOBAL CORPORATION Industrials 5,490.0 $321K 0.02% NEW $58.49 +10.9%
43 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,065.0 $318K 0.02% NEW $298.58 +19.1%
44 PGR PROGRESSIVE CORP Financial Services 1,541.0 $318K 0.02% NEW $206.21 -3.6%
45 SYY SYSCO CORP Consumer Defensive 3,762.0 $310K 0.02% NEW $82.34 -8.5%
46 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,640.0 $303K 0.02% NEW $185.03 +17.1%
47 G GENPACT LIMITED Technology 7,005.0 $265K 0.02% NEW $37.82 -17.5%
48 NEM NEWMONT CORP Basic Materials 2,481.0 $264K 0.02% NEW $106.46 +4.8%
49 TY TRI CONTL CORP Financial Services 5,393.0 $261K 0.02% NEW $48.32 -27.6%
50 DOCU DOCUSIGN INC Technology 5,460.0 $252K 0.02% NEW $46.16 +6.8%
51 TMO THERMO FISHER SCIENTIFIC INC Healthcare 509.0 $250K 0.02% NEW $490.60 -8.6%
52 CVX CHEVRON CORPORATION Energy 1,164.0 $241K 0.02% NEW $206.94 -10.8%
53 URI UNITED RENTALS INC Industrials 310.0 $232K 0.02% NEW $746.84 +28.9%
54 A AGILENT TECHNOLOGIES INC Healthcare 2,020.0 $231K 0.01% NEW $114.20 +0.8%
55 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 14,207.0 $228K 0.01% NEW $16.07 +13.6%
56 ETN EATON CORP PLC Industrials 628.0 $225K 0.01% NEW $358.40 +12.5%
57 ARKB ARK 21SHARES BITCOIN ETF Financial Services 9,636.0 $222K 0.01% NEW $23.01 +9.4%
58 GE GE AEROSPACE Industrials 758.0 $218K 0.01% NEW $287.07 +9.6%
59 CTVA CORTEVA INC Basic Materials 2,550.0 $213K 0.01% NEW $83.62 -5.4%
60 KR KROGER CO Consumer Defensive 2,917.0 $211K 0.01% NEW $72.34 -10.8%
Page 3 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%