§ 13F · FUND PROFILE
UHLMANN PRICE SECURITIES, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $125.8T (13F)Positions · 180Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | 465K | $23.6T | 14.0% | −9% |
| 2 | INTU | INTUIT | 10K | $6.5T | 3.8% | +6% |
| 3 | BX | BLACKSTONE INC | 40K | $6.2T | 3.6% | +2% |
| 4 | JPM | JPMORGAN CHASE & CO. | 14K | $4.5T | 2.7% | ±0% |
| 5 | AAPL | APPLE INC | 15K | $4.0T | 2.4% | +3% |
| 6 | GOOG | ALPHABET INC | 12K | $3.9T | 2.3% | −1% |
| 7 | GS | GOLDMAN SACHS GROUP INC | 4K | $3.9T | 2.3% | +4% |
| 8 | UBER | UBER TECHNOLOGIES INC | 35K | $2.9T | 1.7% | +3% |
| 9 | SHOP | SHOPIFY INC | 16K | $2.6T | 1.5% | −4% |
| 10 | QQQ | INVESCO QQQ TR | 4K | $2.3T | 1.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE UHLMANN SIGNAL
AC read
UHLMANN PRICE SECURITIES, LLC is a Other fund managing $125813.8 trillion in assets. The fund runs a portfolio of 180 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
6 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed