DOSSIER · 13F-HR · Q1 2026

UHLMANN PRICE SECURITIES, LLC

$1.5B in tracked AUM across 254 positions as of Q1 2026.

UP
CIK 0001035344 · last filed Mar 31, 2026
Total AUM
$1.5B
as of Q1 2026
Holdings
254
positions
Whale Score
70
70
strong
Activity
no data
changes this Q
AI Analysis · Q1 2026

UHLMANN PRICE SECURITIES, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
KLAC
KLA CORP
$1.2B781K82.1%
02
USFR
WISDOMTREE TR
$22M438K1.5%
03
AAPL
APPLE INC
$11M44K0.7%
04
SO
SOUTHERN CO
$10M108K0.7%
05
CSCO
CISCO SYS INC
$6M74K0.4%
06
GS
GOLDMAN SACHS GROUP INC
$5M6K0.4%
07
GOOG
ALPHABET INC
$5M19K0.4%
08
BX
BLACKSTONE INC
$5M45K0.3%
09
INTU
INTUIT
$5M11K0.3%
10
VOO
VANGUARD INDEX FDS
$5M8K0.3%

Filing history

2026Q1Mar 31
$1.5B 782.6%
254 positionsView →
2025Q4Dec 31
$169M 3.2%
197 positionsView →
2025Q3Sep 30
$164M 16.7%
194 positionsView →
2025Q2Jun 30
$140M 3.2%
187 positionsLocked
2025Q1Mar 31
$136M 2.5%
188 positionsLocked
2024Q4Dec 31
$132M 5.3%
179 positionsLocked
2024Q3Sep 30
$126M
180 positionsLocked