Uhlmann Price Securities, LLC
Annual return '25
+13.9%
SPY '25
+17.7%
Alpha
-3.8ptsvs SPY
Invested
$3.5B
Holdings
489
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 88%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DWD
MORGAN STANLEY
Q1 2026: Increased +853.0% (1.2k → 11.0k shares)
6.6%
02
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Increased +13038.9% (445 → 58.5k shares)
4.7%
03
$META
META PLATFORMS INC
Q1 2026: New position (58.8k shares)
2.9%
04
$BRK/A
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
2.7%
05
$DAC
DANAOS CORPORATION
Held since at least Q1 2024
2.3%
06
$APP
APPLOVIN CORP
Q1 2026: New position (2.9k shares)
2.2%
07
$BAC
BANK AMERICA CORP
Q1 2026: New position (421.4k shares)
1.8%
08
$HCA
HCA HEALTHCARE INC
Q1 2026: New position (533 shares)
1.7%
09
$GOOG
ALPHABET INC
Q1 2026: Increased +944.5% (12.5k → 130.2k shares)
1.7%
10
$MA
MASTERCARD INCORPORATED
Q1 2026: New position (25.7k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:42 UTC.