Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
UHLMANN PRICE SECURITIES, LLC (CIK 1035344) reported $1.49B across 252 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: KLAC ($1.22B, 82.15%), USFR ($22.2M, 1.49%), AAPL ($11.0M, 0.74%), SO ($10.1M, 0.68%), CSCO ($5.9M, 0.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KLAC | KLA CORP | $1.22B | 82.15% | 781,072 | Added |
| 2 | USFR | WISDOMTREE TR | $22.2M | 1.49% | 438,370 | Trimmed |
| 3 | AAPL | APPLE INC | $11.0M | 0.74% | 43,717 | Added |
| 4 | SO | SOUTHERN CO | $10.1M | 0.68% | 107,523 | New |
| 5 | CSCO | CISCO SYS INC | $5.9M | 0.40% | 73,648 | Added |
| 6 | GS | GOLDMAN SACHS GROUP INC | $5.5M | 0.37% | 6,488 | Added |
| 7 | GOOG | ALPHABET INC | $5.3M | 0.36% | 18,512 | Added |
| 8 | BX | BLACKSTONE INC | $5.2M | 0.35% | 44,989 | Added |
| 9 | INTU | INTUIT | $4.8M | 0.32% | 11,008 | Added |
| 10 | VOO | VANGUARD INDEX FDS | $4.7M | 0.31% | 7,786 | New |
| 11 | JPM | JPMORGAN CHASE & CO | $4.5M | 0.30% | 15,328 | Added |
| 12 | LLY | ELI LILLY & CO | $4.2M | 0.29% | 4,701 | New |
| 13 | MSFT | MICROSOFT CORP | $3.8M | 0.25% | 10,101 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $3.4M | 0.23% | 5,137 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $3.4M | 0.23% | 19,592 | Added |
| 16 | JNJ | JOHNSON & JOHNSON | $3.3M | 0.22% | 13,846 | Added |
| 17 | HSY | HERSHEY CO | $3.2M | 0.22% | 14,938 | New |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.3M | 0.22% | 6,921 | Added |
| 19 | UBER | UBER TECHNOLOGIES INC | $3.1M | 0.21% | 42,889 | Added |
| 20 | WMT | WALMART INC | $2.8M | 0.19% | 23,051 | Added |
| 21 | AXP | AMERICAN EXPRESS CO | $2.8M | 0.19% | 9,296 | New |
| 22 | ABBV | ABBVIE INC | $2.7M | 0.18% | 12,875 | Added |
| 23 | NML | NEUBERGER ENGY INFRSTR & INC | $2.5M | 0.17% | 239,902 | Added |
| 24 | AGG | ISHARES TR | $2.5M | 0.17% | 24,927 | New |
| 25 | MXF | MEXICO FD INC | $2.2M | 0.15% | 107,154 | Added |
Source: SEC Form 13F filings · as of 2026-03-31