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| Happy Holidays!! thanks for using AUM13F!! |
| Uhlmann Investment Management LLC
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| CRD # | 118025 |
| SEC # | 801-113188 |
| CIK # | 0001035344 |
| AUM | $241.7 M (2025-03-24) |
| Employees | 11 (82% Investors, 82% Brokers) |
| Phone | 312-264-4400 |
| Address | 5202 Old Orchard Road Skokie, IL 60077 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001035344 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Intuit Inc | 6.7 | ||
| Blackstone Group LP | 5.9 | ||
| J P Morgan Chase & Co | 4.1 | ||
| Goldman Sachs Group Inc | 3.0 | ||
| Apple Inc | 3.0 | ||
| Microsoft Corp | 2.8 | ||
| Chesapeake Energy Corp | 2.3 | ||
| Chewy Inc | 2.3 | ||
| Alphabet Inc | 2.2 | ||
| Shopify Inc | 1.9 | ||
| Mexico Fund Inc | 1.8 | ||
| Mattel Inc /DE/ | 1.7 | ||
| Uber Technologies Inc | 1.7 | ||
| International Business Machines Corp | 1.5 | ||
| Agnico Eagle Mines Ltd | 1.4 | ||
| Walt Disney Co | 1.3 | ||
| Palantir Technologies Inc | 1.3 | ||
| Cisco Systems Inc | 1.3 | ||
| Newell Rubbermaid Inc | 1.2 | ||
| Paychex Inc | 1.2 | ||
| SRH Total Return Fund Inc | 1.2 | ||
| Alphabet Inc | 1.2 | ||
| CAVA Group Inc | 1.1 | ||
| Pinterest Inc | 1.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 129 | 50.1 |
| (b) Individuals (high net worth individuals) | 189 | 182.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 8.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 321 | 241.7 |
| By Discretionary | ||
| Discretionary | 266 | 201.4 |
| Non-Discretionary | 55 | 40.3 |
| Total | 321 | 241.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.7 | |
| Total | 321 | 241.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001035344] |
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