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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 7 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DES WISDOMTREE TR 15,245.0 $620K 0.02% +84.0 +0.6% $40.68 -0.2%
122 FCX FREEPORT MCMORAN INC Basic Materials 9,825.0 $618K 0.02% -1K -9.9% $62.89 +25.6%
123 KWEB KRANESHARES TRUST 25,232.0 $617K 0.02% $24.47 +7.4%
124 XPO XPO INC Industrials 3,000.0 $616K 0.02% +100.0 +3.5% $205.29 -6.2%
125 SLB SLB LIMITED Energy 13,201.0 $614K 0.02% $46.49 +15.3%
126 COP CONOCOPHILLIPS Energy 5,887.0 $612K 0.02% $103.96 +25.6%
127 AVGO BROADCOM INC Technology 1,576.0 $595K 0.02% -169.0 -9.7% $377.81 -5.9%
128 IQDF FLEXSHARES TR 17,159.0 $593K 0.02% NEW $34.56 +4.3%
129 SLV ISHARES SILVER TR Financial Services 11,036.0 $590K 0.02% +2K +24.9% $53.47 +15.2%
130 MTRN MATERION CORP Basic Materials 1,940.0 $577K 0.02% -565.0 -22.6% $297.39 -20.6%
131 MDT MEDTRONIC PLC Healthcare 7,321.0 $573K 0.02% +89.0 +1.2% $78.23 +17.6%
132 T AT&T INC Communication Services 26,885.0 $557K 0.02% $20.70 +25.0%
133 EQIX EQUINIX INC Real Estate 530.0 $553K 0.02% $1043.46 +3.5%
134 BA BOEING CO Industrials 2,535.0 $549K 0.02% +42.0 +1.7% $216.47 -2.0%
135 DHR DANAHER CORP DEL Healthcare 2,867.0 $546K 0.02% $190.48 +13.1%
136 GFS GLOBALFOUNDRIES INC Technology 6,582.0 $542K 0.02% NEW $82.41 -44.6%
137 MRVL MARVELL TECHNOLOGY INC Technology 1,815.0 $541K 0.02% -235.0 -11.5% $297.89 -17.7%
138 SUN SUNOCO LP/SUNOCO FIN CORP Energy 7,810.0 $527K 0.02% -55.0 -0.7% $67.50 +11.3%
139 HPQ HP INC Technology 23,150.0 $508K 0.02% NEW $21.94 +39.1%
140 CMI CUMMINS INC Industrials 712.0 $508K 0.02% -5.0 -0.7% $713.21 -18.9%
Page 7 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%