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Portfolio (Quarterly) Guide ↗

UHLMANN PRICE SECURITIES, LLC

· CIK 0001035344
13F Portfolio $169M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 197 New
Page 5 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AR ANTERO RESOURCES CORP Energy 15,100.0 $520K 0.31% NEW $34.46 +3.9%
82 SLB SLB LIMITED Energy 13,545.0 $520K 0.31% NEW $38.38 +51.1%
83 BCV BANCROFT FD LTD Financial Services 23,519.0 $520K 0.31% NEW $22.10 +17.0%
84 CGSM CAPITAL GRP FIXED INCM ETF T 19,507.0 $514K 0.30% NEW $26.34 -0.1%
85 BA BOEING CO Industrials 2,360.0 $512K 0.30% NEW $217.12 +0.8%
86 DES WISDOMTREE TR 15,126.0 $506K 0.30% NEW $33.45 +16.3%
87 AMAT APPLIED MATLS INC Technology 1,953.0 $502K 0.30% NEW $256.92 +77.1%
88 LIONSGATE STUDIOS CORP 54,586.0 $498K 0.29% NEW $9.13
89 SCCO SOUTHERN COPPER CORP Basic Materials 3,409.0 $489K 0.29% NEW $143.44 +32.4%
90 HQH ABRDN HEALTHCARE INVESTORS Financial Services 25,711.0 $487K 0.29% NEW $18.94 +2.2%
91 GRX GABELLI HLTHCARE & WELLNESS Financial Services 50,502.0 $486K 0.29% NEW $9.63 -6.2%
92 AMD ADVANCED MICRO DEVICES INC Technology 2,252.0 $482K 0.29% NEW $214.16 +135.3%
93 ABT ABBOTT LABS Healthcare 3,802.0 $476K 0.28% NEW $125.28 -30.8%
94 PSX PHILLIPS 66 Energy 3,598.0 $464K 0.28% NEW $128.97 +34.8%
95 VLO VALERO ENERGY CORP Energy 2,813.0 $457K 0.27% NEW $162.62 +48.5%
96 KLAC KLA CORP Technology 373.0 $454K 0.27% NEW $1216.44 +65.4%
97 MCD MCDONALDS CORP Consumer Cyclical 1,439.0 $440K 0.26% NEW $305.62 -8.6%
98 MRK MERCK & CO INC Healthcare 4,137.0 $435K 0.26% NEW $105.25 +13.8%
99 NTRS NORTHERN TR CORP Financial Services 3,100.0 $423K 0.25% NEW $136.59 +24.4%
100 SUN SUNOCO LP/SUNOCO FIN CORP Energy 8,020.0 $420K 0.25% NEW $52.41 +29.6%
Page 5 of 10  ·  197 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
Financial Services 38.4%
Technology 23.6%
Communication Services 7.4%
Consumer Cyclical 7.4%
Energy 6.3%
Healthcare 4.8%
Consumer Defensive 4.0%
Basic Materials 3.7%
Industrials 3.6%
Real Estate 0.9%