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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 10 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BOE BLACKROCK ENHANCED GLOBAL Financial Services 31,396.0 $380K 0.01% +4K +14.8% $12.09 +3.2%
182 HYGV FLEXSHARES TR 9,082.0 $366K 0.01% NEW $40.26 +0.0%
183 RRC RANGE RES CORP Energy 9,794.0 $364K 0.01% -132.0 -1.3% $37.20 +11.7%
184 SYY SYSCO CORP Consumer Defensive 4,352.0 $364K 0.01% +590.0 +15.7% $83.58 -0.4%
185 XLK SELECT SECTOR SPDR TR 1,903.0 $363K 0.01% $190.56 -4.1%
186 MCD MCDONALDS CORP Consumer Cyclical 1,341.0 $363K 0.01% -150.0 -10.1% $270.37 -1.3%
187 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,035.0 $362K 0.01% -30.0 -2.8% $350.07 -8.1%
188 MAR MARRIOTT INTL INC NEW Consumer Cyclical 970.0 $359K 0.01% -374.0 -27.8% $370.59 -3.2%
189 TY TRI CONTL CORP Financial Services 10,425.0 $359K 0.01% +5K +93.3% $34.42 +3.7%
190 EES WISDOMTREE TR 5,273.0 $357K 0.01% $67.75 +0.8%
191 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,640.0 $355K 0.01% $216.60 -7.9%
192 FEGE RBB FUND TRUST 7,157.0 $350K 0.01% NEW $48.92 +8.8%
193 SYK STRYKER CORPORATION Healthcare 1,104.0 $348K 0.01% -12.0 -1.1% $314.90 +4.7%
194 FMY FIRST TR MTG INCOME FD Financial Services 29,481.0 $347K 0.01% +5K +22.5% $11.76 -0.8%
195 CMCSA COMCAST CORP NEW Communication Services 14,106.0 $346K 0.01% NEW $24.55 +10.8%
196 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,000.0 $337K 0.01% $112.32 +38.9%
197 PGR PROGRESSIVE CORP Financial Services 1,542.0 $337K 0.01% $218.45 +1.9%
198 TJX TJX COS INC NEW Consumer Cyclical 2,217.0 $336K 0.01% -172.0 -7.2% $151.49 -9.7%
199 ASML ASML HLDG NV Technology 168.0 $334K 0.01% NEW $1989.44 -12.3%
200 SHEL SHELL PLC Energy 4,295.0 $333K 0.01% $77.54 +17.5%
Page 10 of 15  ·  291 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%