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 51–100 of 218
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| STRK | Microstrategy, Inc. 8.00 | 4K | $100K–$500K | SH |
| LNTH | Lantheus Holdings, Inc. | 5K | $100K–$500K | SH |
| PSI | Invesco Dynamic Semiconductors ETF | 4K | $100K–$500K | SH |
| JNJ | Johnson & Johnson | 2K | $100K–$500K | SH |
| ECL | Ecolab, Inc. | 1K | $100K–$500K | SH |
| IWR | iShares Russell Mid-Cap ETF | 3K | $100K–$500K | SH |
| MPLX | Mplx, LP | 5K | $100K–$500K | SH |
| ET | Energy Transfer LP | 16K | $100K–$500K | SH |
| SUN | Sunoco L.P. | 5K | $100K–$500K | SH |
| LH | Laboratory Corporation of America Holdings | 1K | $100K–$500K | SH |
| CAT | Caterpillar, Inc. | 415 | $100K–$500K | SH |
| EPD | Enterprise Products Partners L.P. | 7K | $100K–$500K | SH |
| LLY | Eli Lilly and Company | 200 | $100K–$500K | SH |
| PM | Philip Morris International, Inc. | 1K | $100K–$500K | SH |
| RSP | Invesco S&P 500 Equal Weight ETF | 1K | $100K–$500K | SH |
| SCHW | Charles Schwab Corporation | 2K | $100K–$500K | SH |
| PANW | Palo Alto Networks, Inc. | 978 | $100K–$500K | SH |
| PAA | Plains All American Pipeline, L.P. | 10K | $100K–$500K | SH |
| GS | Goldman Sachs Group, Inc. | 200 | $100K–$500K | SH |
| VICI | VICI Properties, Inc. | 6K | $100K–$500K | SH |
| ISRG | Intuitive Surgical, Inc. | 300 | $100K–$500K | SH |
| PG | Procter & Gamble Corporation | 1K | $100K–$500K | SH |
| HCA | HCA Healthcare, Inc. | 360 | $100K–$500K | SH |
| KMB | Kimberly-Clark Corporation | 2K | $100K–$500K | SH |
| HELO | J.P. Morgan Hedged Equity Laddered Overlay ETF | 2K | $100K–$500K | SH |
| URA | Global X Uranium ETF | 4K | $100K–$500K | SH |
| TSM | Taiwan Semiconductor Manufacturing Company Limited | 496 | $100K–$500K | SH |
| VB | Vanguard Small Cap ETF | 555 | $100K–$500K | SH |
| MRVL | Marvell Technology, Inc. | 2K | $100K–$500K | SH |
| IQQQ | ProShares Nasdaq-100 High Income ETF | 3K | $100K–$500K | SH |
| WFC | Wells Fargo & Company | 1K | $100K–$500K | SH |
| RYLD | Global X Russell 2000 Covered Call ETF | 8K | $100K–$500K | SH |
| WFC-PL | Wells Fargo Capital 7.50 | 102 | $100K–$500K | SH |
| VTV | Vanguard Value Index Fund ETF | 626 | $100K–$500K | SH |
| CARR | Carrier Global Corporation | 2K | $100K–$500K | SH |
| SYK | Stryker Corporation | 320 | $100K–$500K | SH |
| CVX | Chevron Corporation | 718 | $100K–$500K | SH |
| XLV | Health Care Select Sector SPDR Fund | 670 | $100K–$500K | SH |
| BKNG | Booking Holdings Inc. | 19 | $100K–$500K | SH |
| MRK | Merck & Co., Inc. | 957 | $100K–$500K | SH |
| VTI | Vanguard Total Stock Market ETF | 298 | $100K–$500K | SH |
| PGR | The Progressive Corporation | 425 | $50K–$100K | SH |
| OTIS | Otis Worldwide Corporation | 1K | $50K–$100K | SH |
| BUG | Global X Cybersecurity | 3K | $50K–$100K | SH |
| MMM | 3M Company | 585 | $50K–$100K | SH |
| TSLA | Tesla Motors, Inc. | 205 | $50K–$100K | SH |
| SCCO | Southern Copper Corporation | 604 | $50K–$100K | SH |
| NSC | Norfolk Southern Corporation | 300 | $50K–$100K | SH |
| QFLR | Innovator Nasdaq-100 Managed Floor ETF | 3K | $50K–$100K | SH |
| JPM | J.P. Morgan Chase & Co. | 258 | $50K–$100K | SH |