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Filers›Family Office›UHLMANN PRICE SECURITIES, LLC
DOSSIER · 13F-HR · Q1 2026

UHLMANN PRICE SECURITIES, LLC

UHLMANN PRICE SECURITIES's family office based in Stamford, CT — $1.5B in tracked AUM across 254 positions as of Q1 2026.

UP
UHLMANN PRICE SECURITIES·Stamford, CT·Family Office
CIK 0001035344 · last filed Mar 31, 2026
Total AUM
$1.5B
▲ 12.7%
vs prior
Holdings
254
—
positions
Whale Score
70
70
strong
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in UHLMANN
haiku-4-5 · 254 positions indexed
Sector mix
  • Tech6%
  • Financials6%
  • Cons. Disc.50%
  • Communications17%
  • Industrials23%
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