Uhlmann Price Securities, LLC has filed its 13F form on July 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $136 Billion distributed in 188 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $19.6B, Intuit Inc with a value of $5.94B, Blackstone Inc. with a value of $5.63B, Apple Inc. with a value of $3.36B, and Uber Technologies, Inc with a value of $2.57B.
Examining the 13F form we can see an increase of $3.35B in the current position value, from $132B to 136B.
Also it can be appreciated an additional of 14 stocks purchases and 5 closed positions.
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
$136 Billion
ETFs: $33.8 Billion
Financial Services: $33.7 Billion
Technology: $22.9 Billion
Energy: $10 Billion
Healthcare: $6.3 Billion
Consumer Cyclical: $6 Billion
Communication Services: $5.18 Billion
Industrials: $4.21 Billion
Other: $9.14 Billion
Stock Holdings Table Market Cap. of Under $50 Millions
