Ulland Investment Advisors, LLC

Est. AUM

$116.6M

13F long equity, this entity only

Positions

213

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVidia Corporation	Stock	$9.3M	53194	7.96%	SOLE
2	Alphabet, Inc.	Stock	$9.0M	31312	7.70%	SOLE
3	Vertiv Holdings, Co.	Stock	$6.8M	27026	5.81%	SOLE
4	Meta Platforms, Inc.	Stock	$6.2M	10799	5.30%	SOLE
5	Invesco QQQ Trust ETF	ETF	$5.8M	9975	4.94%	SOLE
6	J.P. Morgan Equity Premium Income ETF	ETF	$5.0M	88335	4.29%	SOLE
7	Axon Enterprise, Inc.	Stock	$4.8M	11387	4.15%	SOLE
8	J.P. Morgan Nasdaq Equity Premium Income ETF	ETF	$4.8M	85854	4.09%	SOLE
9	Amazon.com, Inc.	Stock	$4.5M	21537	3.85%	SOLE
10	Alphabet, Inc.	Stock	$3.7M	12968	3.20%	SOLE
11	Apple, Inc.	Stock	$3.3M	12968	2.82%	SOLE
12	Skyline Champion Corporation	Stock	$3.3M	44178	2.82%	SOLE
13	Berkshire Hathaway Inc.	Stock	$2.9M	4	2.46%	SOLE
14	Schwab U.S. Mid-Cap ETF	ETF	$2.5M	79880	2.12%	SOLE
15	Visa, Inc.	Stock	$2.2M	7154	1.85%	SOLE
16	Lowe's Companies, Inc.	Stock	$2.0M	8404	1.70%	SOLE
17	Microsoft Corporation	Stock	$1.9M	5041	1.60%	SOLE
18	SPDR S&P 500 ETF	ETF	$1.7M	2555	1.43%	SOLE
19	J.P. Morgan U.S. Tech Leaders ETF	ETF	$1.7M	20849	1.42%	SOLE
20	UnitedHealth Group, Inc.	Stock	$1.6M	6029	1.40%	SOLE
21	Intercontinental Exchange, Inc.	Stock	$1.5M	9514	1.28%	SOLE
22	iShares Russell 2500 ETF	ETF	$1.3M	17259	1.13%	SOLE
23	Global X NASDAQ 100 Covered Call ETF	ETF	$1.2M	70027	1.03%	SOLE
24	Schwab U.S. Large-Cap ETF	ETF	$1.1M	44477	0.98%	SOLE
25	Berkshire Hathaway Inc.	Stock	$958K	1999	0.82%	SOLE
26	UMH Properties, Inc.	REIT	$955K	66215	0.82%	SOLE
27	iShares Core S&P U.S. Growth ETF	ETF	$919K	5926	0.79%	SOLE
28	Goldman Sachs S&P 500 Core Premium Income ETF	ETF	$854K	17075	0.73%	SOLE
29	Vanguard S&P 500 ETF	ETF	$843K	1410	0.72%	SOLE
30	iShares Expanded Tech-Software Sector ETF	ETF	$825K	10302	0.71%	SOLE
31	Boston Scientific Group	Stock	$809K	12889	0.69%	SOLE
32	Alerian MLP ETF	ETF	$805K	15295	0.69%	SOLE
33	Exxon Mobil Corporation	Stock	$788K	4646	0.68%	SOLE
34	Synopsys, Inc.	Stock	$779K	1965	0.67%	SOLE
35	Marvell Technology, Inc.	Stock	$734K	7415	0.63%	SOLE
36	iShares MSCI KLD 400 Social ETF	ETF	$667K	5500	0.57%	SOLE
37	Costco Wholesale Corporation	Stock	$615K	617	0.53%	SOLE
38	Block, Inc.	Stock	$598K	9933	0.51%	SOLE
39	Viemed Healthcare, Inc.	Stock	$570K	61885	0.49%	SOLE
40	Generac Holdings Inc.	Stock	$537K	2750	0.46%	SOLE
41	Goldman Sachs JUST U.S. Large Cap Equity ETF	ETF	$529K	5720	0.45%	SOLE
42	iShares MSCI USA ESG Select ETF	ETF	$509K	3855	0.44%	SOLE
43	Energy Select Sector SPDR Fund	ETF	$497K	8120	0.43%	SOLE
44	Western Midstream Partners, LP	Stock	$494K	12000	0.42%	SOLE
45	Raytheon Technologies	Stock	$430K	2229	0.37%	SOLE
46	Mplx, LP	Stock	$428K	7500	0.37%	SOLE
47	CrowdStrike Holdings, Inc.	Stock	$412K	1055	0.35%	SOLE
48	Energy Transfer LP	Stock	$376K	19500	0.32%	SOLE
49	Invesco Dynamic Semiconductors ETF	ETF	$369K	3907	0.32%	SOLE
50	Johnson & Johnson	Stock	$362K	1481	0.31%	SOLE

1–50 of 213

1 / 5

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.