Uhlmann Price Securities

$1.5B Assets Reported
261 Holdings
Latest filing 2026-03-31

Top Holdings

TickerCompanySharesValueWeight
KLACKLA CORP781,072$1.2B82.1%
USFRWISDOMTREE TR438,370$22M1.5%
AAPLAPPLE INC43,717$11M0.7%
SOSOUTHERN CO107,523$10M0.7%
CSCOCISCO SYS INC73,648$6M0.4%
GSGOLDMAN SACHS GROUP INC6,488$5M0.4%
GOOGALPHABET INC18,512$5M0.4%
BXBLACKSTONE INC44,989$5M0.3%
INTUINTUIT11,008$5M0.3%
VOOVANGUARD INDEX FDS7,786$5M0.3%

Track Uhlmann Price Securities's 13F portfolio: $1.5B in reported holdings, 261 positions. Top holdings, AUM, and quarterly changes on SentiSense.