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 201–218 of 218
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FTGC | First Trust Global Tactical Commodity Strategy Fund | 130 | $1K–$15K | SH |
| BMY | Bristol Myers Squibb Company | 60 | $1K–$15K | SH |
| NKE | Nike, Inc. | 40 | $1K–$15K | SH |
| GEV | GE Vernova, LLC | 3 | $1K–$15K | SH |
| AWR | American States Water Company | 31 | $1K–$15K | SH |
| APA | APA Corporation | 102 | $1K–$15K | SH |
| PII | Polaris, Inc. | 13 | $1K–$15K | SH |
| BABA | Alibaba Group Holding Limited | 10 | $1K–$15K | SH |
| KO | The Coca-Cola Company | 20 | $1K–$15K | SH |
| LZ | LegalZoom.com, Inc. | 150 | $1K–$15K | SH |
| AMPL | Amplitude, Inc. | 50 | $1K–$15K | SH |
| CVS | CVS Health Corporation | 11 | $1K–$15K | SH |
| SCHD | Schwab US Dividend ETF | 36 | $1K–$15K | SH |
| WTRG | Essential Utilities, Inc. | 30 | $1K–$15K | SH |
| DOLE | Dole, PLC | 30 | N/A | SH |
| BIOA | BioAge Labs, Inc. | 20 | N/A | SH |
| GGZ | Gabelli Global Small & Mid Cap | 20 | N/A | SH |
| GEHC | GE HealthCare Technologies, Inc. | 4 | N/A | SH |