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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 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SGOV ISHARES TR 31,026.0 $3.1M 0.12% NEW $100.67 -0.0%
22 AXP AMERICAN EXPRESS CO Financial Services 8,938.0 $3.0M 0.11% -358.0 -3.9% $338.25 -0.6%
23 INTU INTUIT Technology 11,242.0 $2.9M 0.11% +234.0 +2.1% $261.05 +32.5%
24 HYIN WISDOMTREE TR 203,590.0 $2.9M 0.11% +105K +106.3% $14.30 -0.8%
25 MU MICRON TECHNOLOGY INC Technology 2,473.0 $2.9M 0.11% +1K +83.2% $1154.29 -18.7%
26 IBM INTERNATIONAL BUSINESS MACHS Technology 10,115.0 $2.8M 0.11% +2K +24.9% $281.26 -18.3%
27 LRCX LAM RESEARCH CORP Technology 6,526.0 $2.8M 0.10% $433.33 -27.8%
28 HSY HERSHEY CO Consumer Defensive 14,938.0 $2.6M 0.10% $175.45 +5.6%
29 WMT WALMART INC Consumer Defensive 23,055.0 $2.6M 0.10% $113.26 -7.9%
30 GOOGL ALPHABET INC Communication Services 7,015.0 $2.5M 0.09% -631.0 -8.2% $357.49 -4.3%
31 NML NEUBERGER ENGY INFRSTR & INC Financial Services 246,450.0 $2.5M 0.09% +7K +2.7% $10.14 +4.4%
32 MXF MEXICO FD INC Financial Services 110,462.0 $2.4M 0.09% +3K +3.1% $21.87 +1.0%
33 KO COCA COLA CO Consumer Defensive 28,080.0 $2.3M 0.09% -406.0 -1.4% $81.27 +10.8%
34 DLN WISDOMTREE TR 23,566.0 $2.3M 0.09% +272.0 +1.2% $96.32 +4.7%
35 TGT TARGET CORP Consumer Defensive 17,003.0 $2.2M 0.08% -325.0 -1.9% $130.67 +25.5%
36 AGG ISHARES TR 22,143.0 $2.2M 0.08% -3K -11.2% $98.98 -1.1%
37 SCHW SCHWAB CHARLES CORP Financial Services 22,467.0 $2.1M 0.08% $92.26 +18.6%
38 STEW SRH TOTAL RETURN FUND INC Financial Services 114,375.0 $2.0M 0.08% +25K +27.5% $17.90 +4.3%
39 AMZN AMAZON COM INC Consumer Cyclical 8,137.0 $1.9M 0.07% -84.0 -1.0% $238.34 +9.2%
40 DIS DISNEY WALT CO Communication Services 19,500.0 $1.9M 0.07% +4K +24.8% $96.25 +13.9%
Page 2 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%