UHLMANN PRICE SECURITIES, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
UP UHLMANN PRICE SECURITIES, LLC | Institutional Filer | ▲ 782.58% | $1.49B | 253 |
Current Portfolio Holdings
Showing all 253 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | KLAC | KLA Corporation | Technology | 781K | $1.22B | 82.15% |
| 2 | USFR | WISDOMTREE TR | — | 438K | $22.2M | 1.49% |
| 3 | AAPL | Apple Inc. | Technology | 44K | $11.0M | 0.74% |
| 4 | SO | The Southern Company | Utilities | 108K | $10.1M | 0.68% |
| 5 | CSCO | Cisco Systems, Inc. | Technology | 74K | $5.9M | 0.40% |
| 6 | GS | The Goldman Sachs Group, Inc. | Financial Services | 6K | $5.5M | 0.37% |
| 7 | GOOG | Alphabet Inc. | Technology | 19K | $5.3M | 0.36% |
| 8 | BX | Blackstone Inc. | Financial Services | 45K | $5.2M | 0.35% |
| 9 | INTU | Intuit Inc. | Technology | 11K | $4.8M | 0.32% |
| 10 | VOO | VANGUARD INDEX FDS | — | 8K | $4.7M | 0.31% |
| 11 | JPM | JPMorgan Chase & Co. | Financial Services | 15K | $4.5M | 0.30% |
| 12 | LLY | Eli Lilly and Company | Healthcare | 5K | $4.2M | 0.29% |
| 13 | MSFT | Microsoft Corporation | Technology | 10K | $3.8M | 0.25% |
| 14 | NVDA | NVIDIA Corporation | Technology | 20K | $3.4M | 0.23% |
| 15 | SPY | SPDR S&P 500 ETF Trust | — | 5K | $3.4M | 0.23% |
Showing 1 to 15 of 253 holdings