Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| KLACKla Corp | $2.4B | 88.4% | +907.0% |
| USFRWisdomtree Tr | $20.9M | 0.8% | −5.3% |
| AAPLApple Inc | $12.3M | 0.5% | −3.1% |
| SOSouthern Co | $10.3M | 0.4% | |
| CSCOCisco Sys Inc | $8.4M | 0.3% | −2.9% |
| INTCIntel Corp | $6.4M | 0.2% | −4.2% |
| GOOGAlphabet Inc | $6.3M | 0.2% | −3.2% |
| GSGoldman Sachs Group Inc | $6.3M | 0.2% | −3.7% |
| SPYState Str Spdr S&p 500 Etf T | $5.9M | 0.2% | +53.6% |
| VOOVanguard Index Fds | $5.7M | 0.2% | +7.1% |
| LLYEli Lilly & Co | $5.4M | 0.2% | −4.1% |
| BXBlackstone Inc | $5.1M | 0.2% | −3.9% |
| NVDANvidia Corporation | $3.9M | 0.1% | |
| MSFTMicrosoft Corp | $3.9M | 0.1% | +2.5% |
| QQQInvesco Qqq Tr | $3.5M | 0.1% | +24.7% |
| JNJJohnson & Johnson | $3.5M | 0.1% | |
| JPMJpmorgan Chase & Co | $3.4M | 0.1% | −31.6% |
| BRK/BBerkshire Hathaway Inc Del | $3.4M | 0.1% | −2.0% |
| UBERUber Technologies Inc | $3.2M | 0.1% | +2.7% |
| ABBVAbbvie Inc | $3.2M | 0.1% | −2.2% |
| SGOVIshares Tr | $3.1M | 0.1% | New |
| AXPAmerican Express Co | $3.0M | 0.1% | −3.9% |
| INTUIntuit | $2.9M | 0.1% | +2.1% |
| HYINWisdomtree Tr | $2.9M | 0.1% | +106.3% |
| MUMicron Technology Inc | $2.9M | 0.1% | +83.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CSCOCisco Sys Inc | September 30, 2024 | +120.7% | $8.4M |
| GOOGLAlphabet Inc | September 30, 2024 | +115.5% | $2.5M |
| GOOGAlphabet Inc | September 30, 2024 | +111.3% | $6.3M |
| GSGoldman Sachs Group Inc | September 30, 2024 | +104.3% | $6.3M |
| LRCXLam Research Corp | March 31, 2026 | +102.8% | $2.8M |
| NVDANvidia Corporation | September 30, 2024 | +64.8% | $3.9M |
| JNJJohnson & Johnson | September 30, 2024 | +56.7% | $3.5M |
| QQQInvesco Qqq Tr | September 30, 2024 | +50.9% | $3.5M |
| MXFMexico Fd Inc | September 30, 2024 | +44.9% | $2.4M |
| SCHWSchwab Charles Corp | September 30, 2024 | +42.4% | $2.1M |
Sold off last quarter
- CMECme Group Inc was $719K
- CQQQInvesco Exch Traded Fd Tr II was $607K
- BILSpdr Series Trust was $367K
- ICEIntercontinental Exchange In was $255K
- XIHDXVoya Emerging Mkts High Divi was $238K
- Eaton Corp PLCCUSIP G29183103 was $225K
- ARKBArk 21shares Bitcoin Etf was $222K
- KRKroger Co was $211K
- JEPIJ P Morgan Exchange Traded F was $202K
- LBRTLiberty Energy Inc was $202K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +4.8% | +7.8% |
| June 30, 2025 | +6.5% | +10.5% |
| March 31, 2025 | −0.5% | −4.6% |
| December 31, 2024 | +0.8% | +2.1% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Uhlmann Price Securities, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1035344&type=13F-HR&dateb=&owner=include&count=40CIK 1035344
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1035344/000103534426000004/Filed July 24, 2026 · accession 0001035344-26-000004