account_balance
Investment manager · 13F filer · SEC CIK 1035344
Uhlmann Price Securities, LLC
Reported value$1.86Bas of Sep 30, 2026
Positions301 35 new, 25 sold out
Top 10 weight86.7%KLAC alone is 82%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
KLAC Kla Corp 82.5% HeldUSFR Wisdomtree Tr 1.1% Trimmed −5%AAPL Apple Inc 0.8% HeldSO Southern Co 0.5% HeldCSCO Cisco Sys Inc 0.4% Trimmed −10%MSFT Microsoft Corp 0.4% Added +27%GOOG Alphabet Inc 0.3% Added +3%INTC Intel Corp 0.3% HeldVOO Vanguard Index FDS 0.3% Trimmed −7%LLY Eli Lilly & Co 0.3% HeldBX Blackstone Inc 0.3% Added +3%GS Goldman Sachs Group Inc 0.3% Trimmed −12%
What changed