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Portfolio (Quarterly) Guide ↗

Uniplan Investment Counsel, Inc.

· CIK 0001520710
13F Portfolio $974M AUM 221 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 44 New 40 Added 98 Reduced 47 Exited
Page 9 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CE Celanese Corporation Basic Materials 455.0 $30K 0.00% NEW $65.84 -22.3%
162 OLN Olin Corporation Basic Materials 1,007.0 $30K 0.00% NEW $29.75 -26.0%
163 SRE Sempra Utilities 285.0 $28K 0.00% NEW $97.41 -6.9%
164 IDA IDACORP, Inc. Utilities 191.0 $27K 0.00% NEW $143.37 -0.7%
165 CTVA Corteva Inc Basic Materials 314.0 $26K 0.00% NEW $83.71 -6.1%
166 T AT&T Inc Communication Services 887.0 $26K 0.00% NEW $29.00 -24.1%
167 CAMT Camtek Ltd Technology 169.0 $26K 0.00% NEW $152.01 +28.4%
168 CVX Chevron Corporation Energy 122.0 $25K 0.00% NEW $207.75 -16.4%
169 MEOH Methanex Corporation Basic Materials 420.0 $25K 0.00% NEW $59.60 -10.8%
170 VIRT Virtu Financial, Inc. Class A Financial Services 546.0 $24K 0.00% NEW $44.01 +43.3%
171 KNSA Kiniksa Pharmaceuticals International, plc Class A Healthcare 493.0 $24K 0.00% NEW $48.16 +14.4%
172 NFLX Netflix, Inc. Communication Services 241.0 $23K 0.00% NEW $96.45 -19.8%
173 OXY Occidental Petroleum Corporation Energy 326.0 $21K 0.00% NEW $65.05 -20.3%
174 LSCC Lattice Semiconductor Corporation Technology 207.0 $19K 0.00% NEW $92.89 +65.5%
175 XOM Exxon Mobil Corporation Energy 109.0 $19K 0.00% +26.0 +31.3% $170.94 -19.4%
176 ARW Arrow Electronics, Inc. Technology 112.0 $16K 0.00% NEW $144.52 +61.0%
177 EMN Eastman Chemical Company Basic Materials 207.0 $16K 0.00% NEW $76.37 -5.1%
178 Nebius Group N.V. Class A 144.0 $15K 0.00% NEW $104.12
179 SETM Sprott Critical Materials ETF 452.0 $15K 0.00% -724.0 -61.6% $33.10 +3.1%
180 HQI HireQuest, Inc. Industrials 1,367.0 $14K 0.00% NEW $9.98 +26.2%
Page 9 of 10  ·  183 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
Real Estate 69.0%
Industrials 6.3%
Healthcare 5.9%
Financial Services 5.8%
Energy 5.0%
Consumer Defensive 2.9%
Technology 2.8%
Basic Materials 1.3%
Utilities 0.4%
Communication Services 0.3%