Uhlmann Price Securities, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $169 Billion distributed in 197 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $23.6B, Intuit Inc with a value of $6.48B, Blackstone Inc. with a value of $6.16B, Jpmorgan Chase & CO with a value of $4.49B, and Apple Inc. with a value of $3.97B.
Examining the 13F form we can see an increase of $5.19B in the current position value, from $164B to 169B.
Uhlmann Price Securities, LLC is based out at Skokie, IL
Below you can find more details about Uhlmann Price Securities, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$169 Billion
Financial Services: $44 Billion
ETFs: $40.7 Billion
Technology: $28.5 Billion
Energy: $10 Billion
Communication Services: $8.66 Billion
Consumer Cyclical: $8.03 Billion
Healthcare: $6.07 Billion
Consumer Defensive: $4.84 Billion
Other: $10.5 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
