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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 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRVL MARVELL TECHNOLOGY INC Technology 2,050.0 $203K 0.01% NEW $99.05 +110.0%
62 JEPI J P MORGAN EXCHANGE TRADED F 3,574.0 $202K 0.01% NEW $56.58 -0.6%
63 LBRT LIBERTY ENERGY INC Energy 7,000.0 $202K 0.01% NEW $28.80 +10.9%
64 CAG CONAGRA BRANDS INC Consumer Defensive 11,055.0 $172K 0.01% NEW $15.56 -15.5%
65 TRIP TRIPADVISOR INC Consumer Cyclical 16,715.0 $162K 0.01% NEW $9.72 +3.3%
66 VTRS VIATRIS INC Healthcare 10,663.0 $144K 0.01% NEW $13.48 +20.6%
67 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 23,855.0 $99K 0.01% NEW $4.16 -1.9%
Page 4 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%