StockDriftsStockDriftsTop 50 Uhlmann Price Securities, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORP | 82.15% | 781.1K | $1.22B | +209302.68%(+780.70K) | $1343.48(+28.99%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 1.49% | 438.4K | $22.2M | -5.78%(-26.89K) | $50.27(+0.21%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.74% | 43.7K | $11.0M | +199.17%(+29.10K) | $249.91(+13.71%) | 2026-03-31 | |
| SO | SOUTHERN CO | 0.68% | 107.5K | $10.1M | new | $91.86(+4.40%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 0.4% | 73.6K | $5.9M | +281.20%(+54.33K) | $70.64(+33.49%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC | 0.37% | 6.5K | $5.5M | +46.59%(+2.06K) | $609.21(+50.83%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 0.36% | 18.5K | $5.3M | +48.54%(+6.05K) | $216.27(+77.68%) | 2026-03-31 | |
| BX | BLACKSTONE INC | 0.35% | 45.0K | $5.2M | +12.66%(+5.06K) | $139.23(-11.86%) | 2026-03-31 | |
| INTU | INTUIT | 0.32% | 11.0K | $4.8M | +12.48%(+1.22K) | $636.37(-37.41%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 0.31% | 7.8K | $4.7M | new | $574.04(+15.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.43% | +20.56% |
| Top 20 Holdings Unweighted | +3.52% | +10.92% |
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