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Home > Institutional Investor > Uhlmann Price Securities, Llc > 13F Holdings

Instuitional Investor - Uhlmann Price Securities, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 465,255 $23,620,371 14%
2.
Intuit Inc.
 INTU 9,787 $6,482,427 3.84%
3.
Blackstone Inc.
 BX 39,932 $6,155,245 3.65%
4.
Jpmorgan Chase & Co
 JPM 13,934 $4,489,937 2.66%
5.
Apple Inc.
 AAPL 14,613 $3,971,456 2.35%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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