Institutions / Uhlmann Price Securities, LLC
Uhlmann Price Securities, LLC
CIK 1035344 · Institution · as of Mar 31, 2026
Portfolio value
$1.49B
Positions
253
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.49B+782.6%Positions
253+29.7%Top holdings
Mar 31, 2026View all 253 →
| Company | Value | % of portfolio |
|---|---|---|
| Kla Corp | $1.22B | 82.1% |
| WisdomTree Tr | $22.18M | 1.5% |
| Apple Inc. | $11.03M | 0.7% |
| Southern Co | $10.11M | 0.7% |
| Cisco Systems, Inc. | $5.89M | 0.4% |
| The Goldman Sachs Group, Inc. | $5.47M | 0.4% |
| Alphabet Inc. | $5.33M | 0.4% |
| Blackstone Inc | $5.17M | 0.3% |
| Intuit Inc. | $4.76M | 0.3% |
| Vanguard Index Fds | $4.69M | 0.3% |
| JPMORGAN CHASE & CO | $4.50M | 0.3% |
| ELI LILLY & Co | $4.25M | 0.3% |
| Microsoft Corp | $3.76M | 0.3% |
| NVIDIA Corp | $3.43M | 0.2% |
| State Str SPDR S&P 500 ETF T | $3.35M | 0.2% |
| Warren E. Buffett | $3.32M | 0.2% |
| Johnson & Johnson | $3.31M | 0.2% |
| Hershey Co | $3.21M | 0.2% |
| Uber Technologies, Inc | $3.09M | 0.2% |
| Walmart Inc. | $2.83M | 0.2% |
| American Express Co | $2.81M | 0.2% |
| AbbVie Inc. | $2.71M | 0.2% |
| Neuberger Berman Energy Infrastructure & Income Fund Inc. | $2.52M | 0.2% |
| iShares Tr | $2.46M | 0.2% |
| Mexico Fund Inc/The | $2.24M | 0.2% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Kla Corp | $1.22B | +781K +209302.68% | 781,072 82.15% of portfolio | high |
| Q1 2026 as of | New | Southern Co | $10.11M | +108K | 107,523 0.68% of portfolio | medium |
| Q1 2026 as of | Add | Apple Inc. | $7.34M | +29K +199.17% | 43,717 0.74% of portfolio | medium |
| Q1 2026 as of | New | 922908363 | $4.69M | +8K | 7,786 0.31% of portfolio | low |
| Q1 2026 as of | Add | Cisco Systems, Inc. | $4.35M | +54K +281.20% | 73,648 0.40% of portfolio | low |
| Q1 2026 as of | New | ELI LILLY & Co | $4.25M | +5K | 4,701 0.29% of portfolio | low |
| Q1 2026 as of | New | Hershey Co | $3.21M | +15K | 14,938 0.22% of portfolio | low |
| Q1 2026 as of | Add | 78462F103 | $3.06M | +5K +1054.38% | 5,137 0.23% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp | $2.92M | +17K +572.57% | 19,592 0.23% of portfolio | low |
| Q1 2026 as of | New | American Express Co | $2.81M | +9K | 9,296 0.19% of portfolio | low |