CIK 1911497
Ulland Investment Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
218
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 218
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOG | Alphabet, Inc. | 33K | $1M+ | SH |
| NVDA | NVidia Corporation | 54K | $1M+ | SH |
| META | Meta Platforms, Inc. | 11K | $1M+ | SH |
| AXON | Axon Enterprise, Inc. | 11K | $1M+ | SH |
| QQQ | Invesco QQQ Trust ETF | 10K | $1M+ | SH |
| VRT | Vertiv Holdings, Co. | 36K | $1M+ | SH |
| JEPI | J.P. Morgan Equity Premium Income ETF | 90K | $1M+ | SH |
| AMZN | Amazon.com, Inc. | 22K | $1M+ | SH |
| JEPQ | J.P. Morgan Nasdaq Equity Premium Income ETF | 86K | $1M+ | SH |
| GOOGL | Alphabet, Inc. | 13K | $1M+ | SH |
| SKY | Skyline Champion Corporation | 44K | $1M+ | SH |
| AAPL | Apple, Inc. | 13K | $1M+ | SH |
| BRK.A | Berkshire Hathaway Inc. | 4 | $1M+ | SH |
| V | Visa, Inc. | 7K | $1M+ | SH |
| SCHM | Schwab U.S. Mid-Cap ETF | 80K | $1M+ | SH |
| MSFT | Microsoft Corporation | 5K | $1M+ | SH |
| UNH | UnitedHealth Group, Inc. | 6K | $1M+ | SH |
| LOW | Lowe's Companies, Inc. | 8K | $1M+ | SH |
| JTEK | J.P. Morgan U.S. Tech Leaders ETF | 22K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF | 3K | $1M+ | SH |
| ICE | Intercontinental Exchange, Inc. | 10K | $1M+ | SH |
| SMMD | iShares Russell 2500 ETF | 17K | $1M+ | SH |
| QYLD | Global X NASDAQ 100 Covered Call ETF | 71K | $1M+ | SH |
| SCHX | Schwab U.S. Large-Cap ETF | 45K | $1M+ | SH |
| BSX | Boston Scientific Group | 13K | $1M+ | SH |
| IGV | iShares Expanded Tech-Software Sector ETF | 11K | $1M+ | SH |
| UMH | UMH Properties, Inc. | 66K | $1M+ | SH |
| BRK.B | Berkshire Hathaway Inc. | 2K | $1M+ | SH |
| SNPS | Synopsys, Inc. | 2K | $1M+ | SH |
| IUSG | iShares Core S&P U.S. Growth ETF | 6K | $500K+ | SH |
| VOO | Vanguard S&P 500 ETF | 1K | $500K+ | SH |
| GPIX | Goldman Sachs S&P 500 Core Premium Income ETF | 17K | $500K+ | SH |
| AMLP | Alerian MLP ETF | 16K | $500K+ | SH |
| CVLT | Commvault Systems, Inc. | 6K | $500K+ | SH |
| DSI | iShares MSCI KLD 400 Social ETF | 6K | $500K+ | SH |
| VMD | Viemed Healthcare, Inc. | 85K | $500K+ | SH |
| XOM | Exxon Mobil Corporation | 5K | $500K+ | SH |
| AMKR | Amkor Technology, Inc. | 14K | $500K+ | SH |
| JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 6K | $500K+ | SH |
| COST | Costco Wholesale Corporation | 637 | $500K+ | SH |
| SUSA | iShares MSCI USA ESG Select ETF | 4K | $500K+ | SH |
| INTU | Intuit, Inc. | 801 | $500K+ | SH |
| XYZ | Block, Inc. | 7K | $100K–$500K | SH |
| CRWD | CrowdStrike Holdings, Inc. | 916 | $100K–$500K | SH |
| RTX | Raytheon Technologies | 2K | $100K–$500K | SH |
| XLE | Energy Select Sector SPDR Fund | 9K | $100K–$500K | SH |
| GNRC | Generac Holdings Inc. | 3K | $100K–$500K | SH |
| ALVO | Alvotech | 73K | $100K–$500K | SH |
| AVGO | Broadcom, Inc. | 990 | $100K–$500K | SH |
| IWF | iShares Russell 1000 Growth ETF | 703 | $100K–$500K | SH |