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 101–150 of 218
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ADBE | Adobe Systems, Inc. | 234 | $50K–$100K | SH |
| LOUP | Innovator Deepwater Frontier Tech ETF | 1K | $50K–$100K | SH |
| AIQ | Global X Artificial Intelligence & Technology ETF | 1K | $50K–$100K | SH |
| CCJ | Cameco Corporation | 800 | $50K–$100K | SH |
| USB | U.S. Bancorp | 1K | $50K–$100K | SH |
| IVV | iShares Core S&P 500 ETF | 98 | $50K–$100K | SH |
| WMT | Walmart, Inc. | 585 | $50K–$100K | SH |
| HON | Honeywell International, Inc. | 320 | $50K–$100K | SH |
| PEP | Pepsico, Inc. | 428 | $50K–$100K | SH |
| CRM | Salesforce.com, Inc. | 227 | $50K–$100K | SH |
| BTCC | Grayscale Funds Trust Grayscale ETF | 3K | $50K–$100K | SH |
| APG | APi Group Corporation | 2K | $50K–$100K | SH |
| MA | Mastercard Incorporated | 98 | $50K–$100K | SH |
| WPM | Wheaton Precious Metals Corporation | 470 | $50K–$100K | SH |
| VIG | Vanguard Dividend Appreciation Index Fund ETF | 240 | $50K–$100K | SH |
| EW | Edwards Life Sciences | 615 | $50K–$100K | SH |
| CSR | Centerspace | 734 | $15K–$50K | SH |
| VPU | Vanguard Utilities ETF | 245 | $15K–$50K | SH |
| VUG | Vanguard Growth ETF | 90 | $15K–$50K | SH |
| MO | Altria Group, Inc. | 742 | $15K–$50K | SH |
| VICR | Vicor Corporation | 386 | $15K–$50K | SH |
| VYM | Vanguard High Dividend Yield ETF | 285 | $15K–$50K | SH |
| IOT | Samsara Inc. | 1K | $15K–$50K | SH |
| DLR | Digital Realty Trust, Inc. | 245 | $15K–$50K | SH |
| ETR | Entergy Corporation | 400 | $15K–$50K | SH |
| LGLV | SPDR SSGA US Large Cap Low Volatility ETF | 212 | $15K–$50K | SH |
| NEE | NextEra Energy, Inc. | 444 | $15K–$50K | SH |
| VO | Vanguard Mid-Cap Index Fund ETF | 124 | $15K–$50K | SH |
| CNP | CenterPoint Energy, Inc. | 900 | $15K–$50K | SH |
| VEA | Vanguard FTSE Developed Markets ETF | 562 | $15K–$50K | SH |
| GBTC | Grayscale Bitcoin Trust | 500 | $15K–$50K | SH |
| LRCX | Lam Research Corporation | 200 | $15K–$50K | SH |
| ITW | Illinois Tool Works Inc. | 132 | $15K–$50K | SH |
| DGRO | iShares Core Dividend Growth ETF | 440 | $15K–$50K | SH |
| SPLV | Invesco S&P 500 Low Volatility ETF | 425 | $15K–$50K | SH |
| FDX | FedEx Corporation | 100 | $15K–$50K | SH |
| ITWO | ProShares Russell 2000 High Income ETF | 700 | $15K–$50K | SH |
| IJS | iShares S&P Small Cap 600 Value ETF | 250 | $15K–$50K | SH |
| EMR | Emerson Electric Company | 205 | $15K–$50K | SH |
| SJM | J.M. Smucker Company | 261 | $15K–$50K | SH |
| BP | BP, Plc | 739 | $15K–$50K | SH |
| VWO | Vanguard FTSE Emerging Markets ETF | 466 | $15K–$50K | SH |
| HD | The Home Depot, Inc. | 69 | $15K–$50K | SH |
| SAP | SAP SE | 100 | $15K–$50K | SH |
| TMO | Thermo Fisher Scientific, Inc. | 40 | $15K–$50K | SH |
| SCHF | Schwab International Equity ETF | 966 | $15K–$50K | SH |
| CEG | Constellation Energy Corporation | 66 | $15K–$50K | SH |
| MPWR | Monolithic Power Systems, Inc. | 25 | $15K–$50K | SH |
| DDOG | Datadog, Inc. | 165 | $15K–$50K | SH |
| SHEL | Royal Dutch Shell, Plc | 300 | $15K–$50K | SH |