UHLMANN PRICE SECURITIES, LLC - Portfolio overview

UHLMANN PRICE SECURITIES, LLC has 268 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. KLAC - KLA CORP, 81.88%
2. USFR - WISDOMTREE TR, 1.48%
3. AAPL - APPLE INC, 0.74%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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