UHLMANN PRICE SECURITIES, LLC

Institutional manager (13F) · CIK 1035344

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.4B

#	Issuer	Value	Shares
1	KLA CORP	$1.2B	781,072
2	WISDOMTREE TR	$22M	438,370
3	APPLE INC	$11M	43,717
4	SOUTHERN CO	$10M	107,523
5	CISCO SYS INC	$6M	73,648
6	GOLDMAN SACHS GROUP INC	$5M	6,488
7	ALPHABET INC	$5M	18,512
8	BLACKSTONE INC	$5M	44,989
9	INTUIT	$5M	11,008
10	VANGUARD INDEX FDS	$5M	7,786
11	JPMORGAN CHASE & CO	$4M	15,328
12	ELI LILLY & CO	$4M	4,701
13	MICROSOFT CORP	$4M	10,101
14	NVIDIA CORPORATION	$3M	19,592
15	STATE STR SPDR S&P 500 ETF T	$3M	5,137
16	BERKSHIRE HATHAWAY INC DEL	$3M	6,921
17	JOHNSON & JOHNSON	$3M	13,846
18	HERSHEY CO	$3M	14,938
19	UBER TECHNOLOGIES INC	$3M	42,889
20	WALMART INC	$3M	23,051
21	AMERICAN EXPRESS CO	$3M	9,296
22	ABBVIE INC	$3M	12,875
23	NEUBERGER ENGY INFRSTR & INC	$3M	239,902
24	ISHARES TR	$2M	24,927
25	MEXICO FD INC	$2M	107,154
26	INVESCO QQQ TR	$2M	3,862
27	ALPHABET INC	$2M	7,646
28	COCA COLA CO	$2M	28,486
29	SCHWAB CHARLES CORP	$2M	22,417
30	TARGET CORP	$2M	17,328
31	INTEL CORP	$2M	47,503
32	WISDOMTREE TR	$2M	23,294
33	EXPAND ENERGY CORPORATION	$2M	18,911
34	AGNICO EAGLE MINES LTD	$2M	9,761
35	INTERNATIONAL BUSINESS MACHS	$2M	8,101
36	SHOPIFY INC	$2M	16,003
37	LOCKHEED MARTIN CORP	$2M	3,106
38	ADAM NAT RES FD INC	$2M	67,396
39	EXXON MOBIL CORP	$2M	10,605
40	CHEWY INC	$2M	64,265
41	AMAZON COM INC	$2M	8,221
42	MERCK & CO INC	$2M	13,861
43	TORTOISE CAPITAL SERIES TRUS	$2M	74,155
44	SRH TOTAL RETURN FUND INC	$2M	89,699
45	LAM RESEARCH CORP	$2M	6,538
46	PHILLIPS 66	$2M	8,481
47	DISNEY WALT CO	$2M	15,624
48	WISDOMTREE TR	$1M	98,698
49	MATTEL INC	$1M	96,015
50	WISDOMTREE TR	$1M	12,320

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.