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Home > Institutional Investor > Uhlmann Price Securities, Llc > Profile

Instuitional Investor - Uhlmann Price Securities, Llc

Fund Profile
Filing Period:
Fund Name: Uhlmann Price Securities, Llc
Portfolio Value $140,105,209
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 338,567 $17,030,093 12.16%
2.
Intuit Inc.
 INTU 8,535 $6,720,761 4.8%
3.
Blackstone Inc.
 BX 39,403 $5,894,048 4.21%
4.
Jpmorgan Chase & Co
 JPM 14,252 $4,131,847 2.95%
5.
Goldman Sachs Group Inc
 GS 4,289 $3,031,977 2.16%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)