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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 4 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CGSM CAPITAL GRP FIXED INCM ETF T 46,739.0 $1.3M 0.05% +28K +154.1% $28.64 -8.1%
62 SNDK SANDISK CORP Technology 568.0 $1.3M 0.05% NEW $2273.73 -33.8%
63 AMD ADVANCED MICRO DEVICES INC Technology 2,215.0 $1.3M 0.05% -265.0 -10.7% $580.91 -16.8%
64 CHWY CHEWY INC Consumer Cyclical 64,878.0 $1.3M 0.05% +613.0 +0.9% $19.65 +18.7%
65 CAVA CAVA GROUP INC Consumer Cyclical 15,631.0 $1.2M 0.05% +195.0 +1.3% $78.48 -12.9%
66 AEP AMERICAN ELEC PWR CO INC Utilities 8,726.0 $1.2M 0.04% $136.81 -9.9%
67 DGRW WISDOMTREE TR 12,430.0 $1.2M 0.04% -382.0 -3.0% $95.62 +3.8%
68 WDC WESTERN DIGITAL CORP Technology 1,805.0 $1.2M 0.04% NEW $638.72 -26.7%
69 PAYX PAYCHEX INC Industrials 11,634.0 $1.1M 0.04% -804.0 -6.5% $98.34 +27.0%
70 CGXU CAPITAL GROUP INTL FOCUS EQT 32,921.0 $1.1M 0.04% +521.0 +1.6% $34.62 +1.7%
71 CLX CLOROX CO DEL Consumer Defensive 11,885.0 $1.1M 0.04% +400.0 +3.5% $95.44 +9.3%
72 SBUX STARBUCKS CORP Consumer Cyclical 10,909.0 $1.1M 0.04% $102.20 +5.1%
73 CGHM CAPITAL GRP FIXED INCM ETF T 41,984.0 $1.1M 0.04% +12K +40.5% $25.85 -1.8%
74 PLTR PALANTIR TECHNOLOGIES INC Technology 9,200.0 $1.1M 0.04% $116.67 +50.7%
75 PYPL PAYPAL HLDGS INC Financial Services 24,438.0 $1.1M 0.04% -2K -8.1% $43.18 +43.3%
76 PINS PINTEREST INC Communication Services 49,633.0 $1.0M 0.04% -2K -3.0% $21.03 +10.7%
77 CGGO CAPITAL GROUP GBL GROWTH EQT 24,429.0 $1.0M 0.04% +573.0 +2.4% $42.33 -4.1%
78 PM PHILIP MORRIS INTL INC Consumer Defensive 5,662.0 $1.0M 0.04% $180.91 +7.4%
79 EPD ENTERPRISE PRODS PARTNERS L 27,610.0 $1.0M 0.04% +247.0 +0.9% $36.76
80 SPYD SPDR SERIES TRUST 21,268.0 $1.0M 0.04% NEW $47.71 +5.8%
Page 4 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%