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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 8 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GILD GILEAD SCIENCES INC Healthcare 3,994.0 $505K 0.02% -495.0 -11.0% $126.35 +17.2%
142 BGR BLACKROCK ENERGY & RES TR Financial Services 33,472.0 $496K 0.02% +3K +9.4% $14.82 +14.8%
143 SCCO SOUTHERN COPPER CORP Basic Materials 2,839.0 $495K 0.02% -283.0 -9.1% $174.22 +22.7%
144 LAMR LAMAR ADVERTISING CO Real Estate 3,155.0 $492K 0.02% -1K -28.0% $155.98 -2.6%
145 EQT EQT CORP Energy 9,082.0 $483K 0.02% -1K -14.1% $53.17 +3.0%
146 GXO GXO LOGISTICS INCORPORATED Industrials 9,436.0 $478K 0.02% +876.0 +10.2% $50.70 -5.3%
147 APTIV PLC 7,595.0 $466K 0.02% +640.0 +9.2% $61.38
148 REMX VANECK ETF TRUST 5,168.0 $457K 0.02% -327.0 -6.0% $88.51 -11.8%
149 WMB WILLIAMS COS INC Energy 6,136.0 $456K 0.02% $74.34 +0.1%
150 NTRS NORTHERN TR CORP Financial Services 2,623.0 $456K 0.02% -506.0 -16.2% $173.84 +7.9%
151 C CITIGROUP INC Financial Services 3,256.0 $456K 0.02% $139.96 -4.6%
152 RIO RIO TINTO PLC Basic Materials 4,716.0 $448K 0.02% -196.0 -4.0% $94.94 +10.3%
153 NUE NUCOR CORP Basic Materials 1,994.0 $444K 0.02% -57.0 -2.8% $222.75 +13.5%
154 HCKT HACKETT GROUP INC Technology 40,681.0 $438K 0.02% $10.77 +2.0%
155 CARR CARRIER GLOBAL CORPORATION Industrials 5,965.0 $438K 0.02% +475.0 +8.7% $73.35 -19.9%
156 MPWR MONOLITHIC PWR SYS INC Technology 316.0 $437K 0.02% -97.0 -23.5% $1382.99 -5.7%
157 GIS GENERAL MILLS INC Consumer Defensive 12,345.0 $430K 0.02% +3K +26.1% $34.80 +15.2%
158 UNP UNION PAC CORP Industrials 1,565.0 $426K 0.02% +10.0 +0.6% $272.03 +14.2%
159 QCOM QUALCOMM INC Technology 2,286.0 $422K 0.02% -1K -33.3% $184.80 -11.4%
160 META META PLATFORMS INC Communication Services 748.0 $421K 0.02% NEW $563.40 +2.3%
Page 8 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%