UHLMANN PRICE SECURITIES, LLC
•CIK: 1035344•Filing: Q4 2025
**UHLMANN PRICE SECURITIES, LLC** manages $168M across a diversified portfolio of 195 positions. The firm maintains significant exposure to technology and financial sectors, highlighted by the top holding in USFR at $23.6M. Notable allocations include substantial positions in INTU ($6.5M), BX ($6.2M), and JPM ($4.5M). This concentrated approach suggests a focus on established market leaders and sector-specific opportunities.
Total AUM
$168.4M
+ $1.5K in options
QoQ Performance
+3.0%
Positions
182
+ 1 option
Top 10 Concentration
35.8%
Latest Filing
Q4 2025
Top Holdings Allocation
USFR
USFR14.0%
INTU3.9%
BX3.7%
JPM2.7%
AAPL2.4%
GOOG2.3%
GS2.3%
UBER1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.5%
Technology13.4%
Financial7.0%
Consumer4.1%
Healthcare2.8%
Energy1.1%
Communication1.0%
Industrial0.8%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW12 new positions
↑112 increased
↓45 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025