Institutions / Ulland Investment Advisors, LLC
Ulland Investment Advisors, LLC
CIK 1911497 · Institution · as of Dec 31, 2025
Portfolio value
$124.9K
Positions
218
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 218 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $10.2K | 8.2% |
| NVIDIA Corp | $10.1K | 8.1% |
| Meta Platforms Inc | $7.2K | 5.8% |
| Axon Enterprise Inc | $6.4K | 5.1% |
| Invesco QQQ Trust ETF | $6.3K | 5.0% |
| Vertiv Holdings Co | $5.8K | 4.6% |
| J.P. Morgan Equity Premium Income ETF | $5.1K | 4.1% |
| Amazon.com Inc | $5.0K | 4.0% |
| J.P. Morgan Nasdaq Equity Premium Income ETF | $5.0K | 4.0% |
| Alphabet Inc. | $4.1K | 3.3% |
| Champion Homes Inc | $3.7K | 3.0% |
| Apple Inc. | $3.6K | 2.9% |
| Berkshire Hathaway Inc. | $3.0K | 2.4% |
| Visa Inc | $2.5K | 2.0% |
| Schwab U.S. Mid-Cap ETF | $2.4K | 1.9% |
| Microsoft Corp | $2.4K | 1.9% |
| Unitedhealth Group Inc | $2.1K | 1.7% |
| Lowes Companies Inc | $2.0K | 1.6% |
| J.P. Morgan U.S. Tech Leaders ETF | $2.0K | 1.6% |
| SPDR S&P 500 ETF | $1.8K | 1.5% |
| Intercontinental Exchange, Inc. | $1.6K | 1.3% |
| iShares Russell 2500 ETF | $1.3K | 1.0% |
| Global X NASDAQ 100 Covered Call ETF | $1.3K | 1.0% |
| Schwab U.S. Large-Cap ETF | $1.2K | 1.0% |
| Boston Scientific Corp | $1.2K | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.