Ulland Investment Advisors, LLC
Sector Allocation
- Technology40.2%$57.2M
- Other30.1%$42.8M
- Financials7.1%$10.1M
- Industrials6.9%$9.8M
- Consumer Discretionary5.0%$7.1M
- Healthcare4.1%$5.9M
- Energy4.0%$5.7M
- Real Estate1.0%$1.4M
- Consumer Staples0.9%$1.3M
- Materials0.6%$862,000
AUM History
13fpro.ai/research/fund/ulland-investment-advisors-llc-1911497
Conviction and streaks
Diversifying · top 10 = 47.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$11.7MGOOG
$10.5MMETA
$7.6MQQQ
$7.0MVRT
$6.3MAMZN
$5.3M- J.P.$5.3M
- J.P.$5.2M
AXON
$4.6M- iShares$4.4M
GOOGL
$4.4MAAPL
$4.2MSKY
$3.8MMSFT
$2.8M- Schwab$2.7M
V
$2.5MUNH
$2.1M- J.P.$2.1M
MRVL
$2.0MSPY
$1.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/ulland-investment-advisors-llc-1911497
Ulland Investment Advisors, LLC 13F holdings — Q3 2026
$142.3M portfolio (+5.0% QoQ) · 234 holdings · Q3 2026 13F · top 10 are 48% of the stock portfolio
$11.7M
8.3% of stocks
-0.8%This quarter-5.5%Since filed11+ qtrsHeld$10.5M
7.3% of stocks
-1%This quarter-10.1%Since filed11+ qtrsHeld$7.6M
5.4% of stocks
-0.9%This quarter-17.3%Since filed11+ qtrsHeld$7.0M
4.9% of stocks
-0.8%This quarter-4.2%Since filed11+ qtrsHeld$6.3M
4.5% of stocks
-0.4%This quarter-15.8%Since filed11+ qtrsHeld$5.3M
3.8% of stocks
No changeThis quarter-3.7%Since filed11+ qtrsHeld- 7
J.P. Morgan Nasdaq Equity Premium Income ETF - ETF
$5.3M
3.7% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
J.P. Morgan Equity Premium Income ETF - ETF
$5.2M
3.6% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— $4.6M
3.3% of stocks
-2%This quarter+2.8%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 10
iShares 0-5 Year TIPS Bond ETF - ETF
$4.4M
3.1% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy—
All holdings — Ulland Investment Advisors, LLC (Q3 2026)
234 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $4.4M | 3.1% | 13K | -0.4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Apple Inc. | Technology | $4.2M | 3.0% | 13K | -1% | 11+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Champion Homes, Inc. | Industrials | $3.8M | 2.7% | 45K | -1.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | MICROSOFT CORP | Technology | $2.8M | 1.9% | 5,404 | +1% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | Schwab U.S. Mid-Cap ETF - ETFetf/fund | — | $2.7M | 1.9% | 78K | -2% | — | — | 13F |
| 16 | VISA INC. | Financials | $2.5M | 1.8% | 7,029 | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | UNITEDHEALTH GROUP INC | Healthcare | $2.1M | 1.5% | 5,839 | -1% | 11+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | J.P. Morgan U.S. Tech Leaders ETF - ETFetf/fund | — | $2.1M | 1.5% | 20K | -2% | — | — | 13F |
| 19 | Marvell Technology, Inc. | Technology | $2.0M | 1.4% | 7,450 | +6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | SPDR S&P 500 ETF TRUSTetf/fund | — | $1.9M | 1.3% | 2,463 | -2% | 11+ qtrsTrimmed 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | Global X NASDAQ 100 Covered Call ETF - ETFetf/fund | — | $1.6M | 1.1% | 85K | +2% | — | — | 13F |
| 22 | LOWES COMPANIES INC | Consumer Discretionary | $1.5M | 1.1% | 8,130 | -0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 1.1% | 2 | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Block, Inc. | Technology | $1.4M | 1.0% | 20K | +56% | 9 qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | iShares Russell 2500 ETF - ETFetf/fund | — | $1.4M | 1.0% | 17K | -3% | — | — | 13F |
| 26 | $ICE | Intercontinental Exchange, Inc. | Financials | $1.4M | 1.0% | 9,087 | -3% | |||
| 27 | — | Schwab U.S. Large-Cap ETF - ETF | — | $1.3M | 0.9% | 42K | -3% | |||
| 28 | $UMH | UMH PROPERTIES, INC. | Real Estate | $1.2M | 0.9% | 80K | +5% | |||
| 29 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.2M | 0.8% | 4,540 | +330% | |||
| 30 | — | Goldman Sachs S&P 500 Core Premium Income ETF - ETF | — | $1.2M | 0.8% | 21K | +11% | |||
| 31 | — | iShares Expanded Tech-Software Sector ETF - ETF | — | $1.0M | 0.7% | 9,658 | -1% | |||
| 32 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.0M | 0.7% | 2,057 | +4% | |||
| 33 | — | Vanguard S&P 500 ETF - ETF | — | $1.0M | 0.7% | 1,432 | +0.8% | |||
| 34 | — | iShares Core S&P U.S. Growth ETF - ETF | — | $970K | 0.7% | 5,005 | -7% | |||
| 35 | $SNPS | SYNOPSYS INC | Technology | $902K | 0.6% | 2,073 | +5% | |||
| 36 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $900K | 0.6% | 21K | +9% | |||
| 37 | — | Alerian MLP ETF - ETF | — | $844K | 0.6% | 16K | -1% | |||
| 38 | $NRP | NATURAL RESOURCE PARTNERS LP | Energy | $761K | 0.5% | 7,000 | +27% | |||
| 39 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $682K | 0.5% | 4,193 | -8% | |||
| 40 | $ALVO | Alvotech | Healthcare | $667K | 0.5% | 115K | +5% | |||
| 41 | $WES | Western Midstream Partners, LP | Energy | $666K | 0.5% | 15K | +2% | |||
| 42 | $GNRC | GENERAC HOLDINGS INC. | Technology | $650K | 0.5% | 3,140 | +20% | |||
| 43 | $AMKR | AMKOR TECHNOLOGY, INC. | Technology | $624K | 0.4% | 12K | +83% | |||
| 44 | $IVZ | Invesco Ltd. | Financials | $591K | 0.4% | 3,877 | — | |||
| 45 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $562K | 0.4% | 617 | — | |||
| 46 | — | iShares MSCI KLD 400 Social ETF - ETF | — | $545K | 0.4% | 3,730 | -4% | |||
| 47 | $MIR | Mirion Technologies, Inc. | Technology | $534K | 0.4% | 38K | +156% | |||
| 48 | $SLV | iShares Silver Trust | Financials | $523K | 0.4% | 9,600 | +1271% | |||
| 49 | $SUN | Sunoco LP | Energy | $510K | 0.4% | 7,000 | +9% | |||
| 50 | $GLD | SPDR GOLD TRUST | Financials | $508K | 0.4% | 1,335 | +1061% | |||
| 51 | $INTU | INTUIT INC. | Technology | $502K | 0.3% | 1,821 | +4% | |||
| 52 | $ET | Energy Transfer LP | Energy | $494K | 0.3% | 25K | — | |||
| 53 | — | Energy Select Sector SPDR Fund - ETF | — | $478K | 0.3% | 7,770 | -3% | |||
| 54 | $DMLP | DORCHESTER MINERALS, L.P. | Energy | $477K | 0.3% | 17K | +6% | |||
| 55 | $GS | GOLDMAN SACHS GROUP INC | Financials | $433K | 0.3% | 3,970 | -4% | |||
| 56 | $PANW | Palo Alto Networks Inc | Technology | $430K | 0.3% | 1,083 | — | |||
| 57 | $BSM | Black Stone Minerals, L.P. | Energy | $430K | 0.3% | 30K | +27% | |||
| 58 | $MPLX | MPLX LP | Energy | $422K | 0.3% | 7,500 | — | |||
| 59 | $RTX | RTX Corp | Industrials | $414K | 0.3% | 2,229 | — | |||
| 60 | $LNTH | Lantheus Holdings, Inc. | Healthcare | $406K | 0.3% | 4,075 | -2% | |||
| 61 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $392K | 0.3% | 11K | +4% | |||
| 62 | — | iShares MSCI USA ESG Select ETF - ETF | — | $378K | 0.3% | 2,430 | -7% | |||
| 63 | $CAT | CATERPILLAR INC | Industrials | $377K | 0.3% | 465 | — | |||
| 64 | $JNJ | JOHNSON & JOHNSON | Healthcare | $376K | 0.3% | 1,420 | -4% | |||
| 65 | $USAC | USA Compression Partners, LP | Energy | $373K | 0.3% | 15K | +15% | |||
| 66 | $ECL | ECOLAB INC. | Materials | $363K | 0.3% | 1,321 | — | |||
| 67 | $AVGO | Broadcom Inc. | Technology | $359K | 0.3% | 1,023 | — | |||
| 68 | — | iShares Russell 1000 Growth ETF - ETF | — | $328K | 0.2% | 2,620 | -2% | |||
| 69 | — | iShares Russell Mid-Cap ETF - ETF | — | $323K | 0.2% | 3,025 | — | |||
| 70 | $LH | LABCORP HOLDINGS INC. | Healthcare | $321K | 0.2% | 1,043 | — | |||
| 71 | — | JPMorgan Nasdaq Equity Premium Yield ETF - ETF | — | $318K | 0.2% | 5,625 | +5525% | |||
| 72 | $MSTR | Strategy Inc | Financials | $293K | 0.2% | 3,950 | — | |||
| 73 | $PAA | PLAINS ALL AMERICAN PIPELINE LP | Energy | $285K | 0.2% | 12K | +4% | |||
| 74 | $PM | Philip Morris International Inc. | Consumer Staples | $250K | 0.2% | 1,312 | — | |||
| 75 | $LLY | ELI LILLY & Co | Healthcare | $231K | 0.2% | 200 | — | |||
| 76 | $KMB | KIMBERLY CLARK CORP | Materials | $217K | 0.1% | 2,225 | +23% | |||
| 77 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $213K | 0.1% | 466 | — | |||
| 78 | $RGLD | ROYAL GOLD INC | Financials | $206K | 0.1% | 874 | New | |||
| 79 | $SCHW | SCHWAB CHARLES CORP | Financials | $189K | 0.1% | 1,936 | — | |||
| 80 | $GS | GOLDMAN SACHS GROUP INC | Financials | $180K | 0.1% | 200 | — | |||
| 81 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $171K | 0.1% | 1,180 | — | |||
| 82 | — | Global X Russell 2000 Covered Call ETF - ETF | — | $167K | 0.1% | 11K | — | |||
| 83 | $DDOG | Datadog, Inc. | Technology | $164K | 0.1% | 600 | — | |||
| 84 | — | VanEck Gold Miners ETF - ETF | — | $163K | 0.1% | 1,852 | New | |||
| 85 | — | J.P. Morgan Hedged Equity Laddered Overlay ETF - ETF | — | $160K | 0.1% | 2,310 | -3% | |||
| 86 | — | Vanguard Small Cap ETF - ETF | — | $158K | 0.1% | 555 | — | |||
| 87 | — | Global X Cybersecurity - ETF | — | $156K | 0.1% | 3,375 | — | |||
| 88 | $HCA | HCA Healthcare, Inc. | Healthcare | $154K | 0.1% | 360 | — | |||
| 89 | — | ProShares Nasdaq-100 High Income ETF - ETF | — | $154K | 0.1% | 3,150 | — | |||
| 90 | $VMD | VIEMED HEALTHCARE, INC. | Healthcare | $144K | 0.1% | 16K | -44% | |||
| 91 | — | Innovator Deepwater Frontier Tech ETF - ETF | — | $143K | 0.1% | 1,615 | +33% | |||
| 92 | $CVX | CHEVRON CORP | Energy | $143K | 0.1% | 700 | — | |||
| 93 | $YMM | Full Truck Alliance Co. Ltd. | Technology | $142K | 0.1% | 3,574 | — | |||
| 94 | $MRK | Merck & Co., Inc. | Healthcare | $139K | 0.1% | 957 | — | |||
| 95 | $IVZ | Invesco Ltd. | Financials | $138K | 0.1% | 665 | — | |||
| 96 | — | VanEck Junior Gold Miners ETF - ETF | — | $137K | 0.1% | 1,200 | New | |||
| 97 | — | Vanguard Value Index Fund ETF - ETF | — | $135K | 0.1% | 626 | — | |||
| 98 | $VICI | VICI PROPERTIES INC. | Real Estate | $133K | 0.1% | 5,775 | -5% | |||
| 99 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $122K | 0.1% | 300 | — | |||
| 100 | $CARR | CARRIER GLOBAL Corp | Industrials | $119K | 0.1% | 2,169 | — | |||
| 101 | — | JPMorgan Equity Premium Yield ETF - ETF | — | $118K | 0.1% | 2,140 | +613% | |||
| 102 | $CPNG | Coupang, Inc. | Consumer Discretionary | $116K | 0.1% | 8,375 | +133% | |||
| 103 | — | Health Care Select Sector SPDR Fund - ETF | — | $113K | 0.1% | 670 | — | |||
| 104 | — | Vanguard Total Stock Market ETF - ETF | — | $113K | 0.1% | 301 | — | |||
| 105 | $VICR | VICOR CORP | Technology | $112K | 0.1% | 386 | — | |||
| 106 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $110K | 0.1% | 1,370 | — | |||
| 107 | $SCCO | SOUTHERN COPPER CORP/ | Materials | $104K | 0.1% | 511 | +0.8% | |||
| 108 | $CECO | CECO ENVIRONMENTAL CORP | Industrials | $99K | 0.1% | 1,425 | New | |||
| 109 | $WMT | Walmart Inc. | Consumer Staples | $98K | 0.1% | 943 | — | |||
| 110 | $MMM | 3M CO | Healthcare | $96K | 0.1% | 585 | — | |||
| 111 | — | Global X Artificial Intelligence & Technology ETF - ETF | — | $94K | 0.1% | 1,450 | — | |||
| 112 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $93K | 0.1% | 300 | — | |||
| 113 | — | Innovator Nasdaq-100 Managed Floor ETF - ETF | — | $90K | 0.1% | 2,500 | — | |||
| 114 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $88K | 0.1% | 425 | — | |||
| 115 | $JPM | JPMORGAN CHASE & CO | Financials | $84K | 0.1% | 253 | — | |||
| 116 | $DELL | Dell Technologies Inc. | Technology | $81K | 0.1% | 150 | — | |||
| 117 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $77K | 0.1% | 475 | — | |||
| 118 | $DTB | DTE ENERGY CO | Utilities | $71K | 0.1% | 585 | New | |||
| 119 | $USB | US BANCORP \DE\ | Financials | $69K | 0.1% | 1,188 | -12% | |||
| 120 | $CCJ | CAMECO CORP | Materials | $69K | 0.1% | 800 | — | |||
| 121 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $69K | 0.1% | 64 | -11% | |||
| 122 | $LRCX | LAM RESEARCH CORP | Technology | $66K | 0.1% | 200 | — | |||
| 123 | $TGT | TARGET CORP | Consumer Staples | $66K | 0.1% | 422 | — | |||
| 124 | $WPM | Wheaton Precious Metals Corp. | Materials | $60K | 0.0% | 450 | -4% | |||
| 125 | $OTIS | Otis Worldwide Corp | Industrials | $59K | 0.0% | 921 | -12% | |||
| 126 | $APG | APi Group Corp | Industrials | $58K | 0.0% | 1,500 | — | |||
| 127 | — | Vanguard Dividend Appreciation Index Fund ETF - ETF | — | $56K | 0.0% | 240 | — | |||
| 128 | $MA | Mastercard Inc | Financials | $54K | 0.0% | 98 | — | |||
| 129 | $EW | Edwards Lifesciences Corp | Healthcare | $53K | 0.0% | 615 | — | |||
| 130 | $SYK | STRYKER CORP | Healthcare | $50K | 0.0% | 180 | -18% | |||
| 131 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $49K | 0.0% | 732 | — | |||
| 132 | — | Vanguard Growth ETF - ETF | — | $49K | 0.0% | 540 | — | |||
| 133 | $CRM | Salesforce, Inc. | Technology | $48K | 0.0% | 209 | — | |||
| 134 | $PEP | PEPSICO INC | Consumer Staples | $46K | 0.0% | 363 | -15% | |||
| 135 | — | Vanguard High Dividend Yield ETF - ETF | — | $46K | 0.0% | 295 | — | |||
| 136 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $43K | 0.0% | 245 | — | |||
| 137 | — | Vanguard Utilities ETF - ETF | — | $42K | 0.0% | 245 | — | |||
| 138 | $TEM | Tempus AI, Inc. | Technology | $41K | 0.0% | 500 | New | |||
| 139 | $ETR | ENTERGY CORP /DE/ | Utilities | $40K | 0.0% | 400 | — | |||
| 140 | — | Vanguard FTSE Developed Markets ETF - ETF | — | $40K | 0.0% | 562 | — | |||
| 141 | — | Vanguard Mid-Cap Index Fund ETF - ETF | — | $39K | 0.0% | 496 | — | |||
| 142 | $DTM | DT Midstream, Inc. | Energy | $39K | 0.0% | 326 | New | |||
| 143 | — | iShares Core S&P 500 ETF - ETF | — | $38K | 0.0% | 50 | — | |||
| 144 | — | SPDR SSGA US Large Cap Low Volatility ETF - ETF | — | $37K | 0.0% | 212 | — | |||
| 145 | $MPC | Marathon Petroleum Corp | Energy | $36K | 0.0% | 90 | — | |||
| 146 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $34K | 0.0% | 132 | — | |||
| 147 | — | Grayscale Funds Trust Grayscale ETF - ETF | — | $34K | 0.0% | 2,500 | +25% | |||
| 148 | $NEE | NEXTERA ENERGY INC | Utilities | $34K | 0.0% | 444 | — | |||
| 149 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $34K | 0.0% | 25 | — | |||
| 150 | — | iShares Core Dividend Growth ETF - ETF | — | $33K | 0.0% | 440 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 13 new, 37 added to, 43 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
- iShares 0-5 Year TIPS Bond ETF - ETF$4.4M
first bought this quarter
$RGLDROYAL GOLD INC$206K
first bought this quarter
- VanEck Gold Miners ETF - ETF$163K
first bought this quarter
- VanEck Junior Gold Miners ETF - ETF$137K
first bought this quarter
$CECOCECO ENVIRONMENTAL CORP$99K
first bought this quarter
$DTBDTE ENERGY CO$71K
first bought this quarter
+7 more in the Excel export
Added to (37)
$CRWDCrowdStrike Holdings, Inc.+330%
now $1.2M · held 11+ qtrs
$XYZBlock, Inc.+56%
now $1.4M · held 9 qtrs, 5 adds in a row
$SLViShares Silver Trust+1271%
now $523K · held 2 qtrs, 2 adds in a row
$GLDSPDR GOLD TRUST+1061%
now $508K · held 2 qtrs, 2 adds in a row
$MIRMirion Technologies, Inc.+156%
now $534K · held 2 qtrs, 2 adds in a row
- JPMorgan Nasdaq Equity Premium Yield ETF - ETF+5525%
now $318K
+31 more in the Excel export
Trimmed (43)
- J.P. Morgan Nasdaq Equity Premium Income ETF - ETF-3%
now $5.3M
now $10.5M · held 11+ qtrs
$VMDVIEMED HEALTHCARE, INC.-44%
now $144K · held 11+ qtrs, 3 trims in a row
now $11.7M · held 11+ qtrs
now $4.6M · held 11+ qtrs, 2 trims in a row
- iShares Core S&P U.S. Growth ETF - ETF-7%
now $970K
+37 more in the Excel export
Holdings by quarter
Every 13F Ulland Investment Advisors, LLC has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow Ulland Investment Advisors?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Ulland Investment Advisors's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-7.3%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 10% over the last 4
Top 10 weight
48%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Ulland Investment Advisors, LLC disclosed 234 positions worth $142.3M in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 8.3% of the equity portfolio, followed by $GOOG and $META. During the quarter the fund opened 13 new positions and exited 6. The portfolio is most concentrated in Technology (40.2% of disclosed assets). All figures are sourced directly from Ulland Investment Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1911497.
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Every holding in Ulland Investment Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.