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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 3 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHOP SHOPIFY INC Technology 15,998.0 $1.8M 0.07% $114.18 +32.2%
42 MRK MERCK & CO INC Healthcare 13,592.0 $1.7M 0.07% -269.0 -1.9% $128.51 +19.4%
43 PEO ADAM NAT RES FD INC Financial Services 70,166.0 $1.7M 0.07% +3K +4.1% $24.72 +15.6%
44 EXPAND ENERGY CORPORATION 18,989.0 $1.7M 0.07% $91.20
45 HQL ABRDN LIFE SCIENCES INVESTOR Financial Services 81,518.0 $1.6M 0.06% +4K +4.7% $20.01 +7.6%
46 LMT LOCKHEED MARTIN CORP Industrials 3,189.0 $1.6M 0.06% +83.0 +2.7% $509.46 +11.6%
47 TPZ TORTOISE CAPITAL SERIES TRUS 73,399.0 $1.6M 0.06% -756.0 -1.0% $21.87 -1.3%
48 SMH VANECK ETF TRUST 2,382.0 $1.6M 0.06% NEW $655.89 -15.5%
49 AEM AGNICO EAGLE MINES LTD Basic Materials 9,754.0 $1.5M 0.06% $155.10 +39.3%
50 XOM EXXON MOBIL CORP Energy 10,952.0 $1.5M 0.06% +347.0 +3.3% $136.72 +17.7%
51 AMAT APPLIED MATLS INC Technology 2,064.0 $1.5M 0.06% -51.0 -2.4% $722.83 -33.8%
52 MAT MATTEL INC Consumer Cyclical 106,759.0 $1.5M 0.06% +11K +11.2% $13.91 +10.1%
53 EQR EQUITY RESIDENTIAL Real Estate 21,752.0 $1.5M 0.06% +301.0 +1.4% $67.92 -6.3%
54 ITB ISHARES TR 13,949.0 $1.5M 0.05% +1K +11.6% $104.53 -6.4%
55 DHS WISDOMTREE TR 12,549.0 $1.4M 0.05% +229.0 +1.9% $113.69 +5.1%
56 PSX PHILLIPS 66 Energy 8,201.0 $1.4M 0.05% -280.0 -3.3% $169.06 +43.7%
57 IIPR INNOVATIVE INDL PPTYS INC Real Estate 22,177.0 $1.4M 0.05% NEW $61.98 -7.2%
58 RMT ROYCE MICRO-CAP TR INC Financial Services 93,730.0 $1.4M 0.05% +6K +7.2% $14.64 -3.1%
59 PG PROCTER & GAMBLE CO Consumer Defensive 9,268.0 $1.4M 0.05% $146.64 -1.3%
60 NWL NEWELL BRANDS INC Consumer Defensive 219,751.0 $1.3M 0.05% +1K +0.6% $6.14 -1.8%
Page 3 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%