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Ulland Investment Advisors

Latest statistics and disclosures from Ulland Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, GOOG, VRT, META, QQQ, and represent 31.70% of Ulland Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: MRVL, WES, BSM, XYZ, MPLX, ALVO, DDOG, ET, CRWD, AXON.
Started 6 new stock positions in DMLP, BSM, VXUS, WES, Q, SOLS.
Reduced shares in these 10 stocks: VRT, GOOG, AMKR, VMD, NVDA, QQQ, CVLT, UNH, JTEK, SNPS.
Sold out of its positions in AWR, AWK, BIOA, DAL, WTRG, GEHC, GEV, GE, PII, NOW. VECO.
Ulland Investment Advisors was a net seller of stock by $-2.7M.
Ulland Investment Advisors has $117M in assets under management (AUM), dropping by -6.67%.
Central Index Key (CIK): 0001911497

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Portfolio Holdings for Ulland Investment Advisors

Ulland Investment Advisors holds 213 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVidia Corporation Stock (NVDA)	8.0	$9.3M		53k	174.40	View chart
Alphabet Stock (GOOG)	7.7	$9.0M	-4%	31k	286.85	View chart
Vertiv Holdings Stock (VRT)	5.8	$6.8M	-24%	27k	250.57	View chart
Meta Platforms Stock (META)	5.3	$6.2M		11k	572.09	View chart
Invesco QQQ Trust ETF Etf (QQQ)	4.9	$5.8M	-2%	10k	577.14	View chart
J.P. Morgan Equity Premium Income ETF Etf (JEPI)	4.3	$5.0M		88k	56.68	View chart
Axon Enterprise Stock (AXON)	4.1	$4.8M		11k	424.69	View chart
J.P. Morgan Nasdaq Equity Premium Income ETF Etf (JEPQ)	4.1	$4.8M		86k	55.52	View chart
Amazon.com Stock (AMZN)	3.8	$4.5M		22k	208.29	View chart
Alphabet Stock (GOOGL)	3.2	$3.7M		13k	287.55	View chart
Apple Stock (AAPL)	2.8	$3.3M	-2%	13k	253.78	View chart
Skyline Champion Corporation Stock (SKY)	2.8	$3.3M		44k	74.38	View chart
Berkshire Hathaway Stock (BRK.A)	2.5	$2.9M		4.00	718250.00	View chart
Schwab U.S. Mid-Cap ETF Etf (SCHM)	2.1	$2.5M		80k	30.96	View chart
Visa Stock (V)	1.9	$2.2M		7.2k	302.21	View chart
Lowe's Companies Stock (LOW)	1.7	$2.0M		8.4k	236.32	View chart
Microsoft Corporation Stock (MSFT)	1.6	$1.9M		5.0k	370.16	View chart
Spdr S&p 500 Etf Etf (SPY)	1.4	$1.7M	-3%	2.6k	650.49	View chart
J.P. Morgan U.S. Tech Leaders ETF Etf (JTEK)	1.4	$1.7M	-5%	21k	79.52	View chart
UnitedHealth Group Stock (UNH)	1.4	$1.6M	-6%	6.0k	270.53	View chart
Intercontinental Exchange Stock (ICE)	1.3	$1.5M		9.5k	157.24	View chart
iShares Russell 2500 ETF Etf (SMMD)	1.1	$1.3M		17k	76.37	View chart
Global X NASDAQ 100 Covered Call ETF Etf (QYLD)	1.0	$1.2M		70k	17.15	View chart
Schwab U.S. Large-Cap ETF Etf (SCHX)	1.0	$1.1M	-2%	45k	25.63	View chart
Berkshire Hathaway Stock (BRK.B)	0.8	$958k	-2%	2.0k	479.24	View chart
UMH Properties Reit (UMH)	0.8	$955k		66k	14.42	View chart
iShares Core S&P U.S. Growth ETF Etf (IUSG)	0.8	$919k		5.9k	155.08	View chart
Goldman Sachs S&P 500 Core Premium Income ETF Etf (GPIX)	0.7	$854k	+2%	17k	50.01	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.7	$843k		1.4k	597.87	View chart
iShares Expanded Tech-Software Sector ETF Etf (IGV)	0.7	$825k	-5%	10k	80.08	View chart
Boston Scientific Group Stock (BSX)	0.7	$809k		13k	62.77	View chart
Alerian MLP ETF Etf (AMLP)	0.7	$805k		15k	52.63	View chart
Exxon Mobil Corporation Stock (XOM)	0.7	$788k	-5%	4.6k	169.61	View chart
Synopsys Stock (SNPS)	0.7	$779k	-10%	2.0k	396.44	View chart
Marvell Technology Stock (MRVL)	0.6	$734k	+349%	7.4k	98.99	View chart
iShares MSCI KLD 400 Social ETF Etf (DSI)	0.6	$667k		5.5k	121.27	View chart
Costco Wholesale Corporation Stock (COST)	0.5	$615k	-3%	617.00	996.76	View chart
Block Stock (XYZ)	0.5	$598k	+49%	9.9k	60.20	View chart
Viemed Healthcare Stock (VMD)	0.5	$570k	-27%	62k	9.21	View chart
Generac Holdings Stock (GNRC)	0.5	$537k		2.8k	195.27	View chart
Goldman Sachs JUST U.S. Large Cap Equity ETF Etf (JUST)	0.5	$529k		5.7k	92.48	View chart
iShares MSCI USA ESG Select ETF Etf (SUSA)	0.4	$509k		3.9k	132.04	View chart
Energy Select Sector SPDR Fund Etf (XLE)	0.4	$497k	-5%	8.1k	61.21	View chart
Western Midstream Partners Stock (WES)	0.4	$494k	NEW	12k	41.17	View chart
Raytheon Technologies Stock (RTX)	0.4	$430k		2.2k	192.91	View chart
Mplx Stock (MPLX)	0.4	$428k	+50%	7.5k	57.07	View chart
CrowdStrike Holdings Stock (CRWD)	0.4	$412k	+15%	1.1k	390.52	View chart
Energy Transfer Stock (ET)	0.3	$376k	+21%	20k	19.28	View chart
Invesco Dynamic Semiconductors ETF Etf (PSI)	0.3	$369k		3.9k	94.45	View chart
Johnson & Johnson Stock (JNJ)	0.3	$362k		1.5k	244.43	View chart
Intuit Stock (INTU)	0.3	$348k		806.00	431.76	View chart
Alvotech Stock (ALVO)	0.3	$336k	+35%	98k	3.43	View chart
Lantheus Holdings Stock (LNTH)	0.3	$328k	-10%	4.3k	75.84	View chart
Amkor Technology Stock (AMKR)	0.3	$328k	-48%	7.3k	45.05	View chart
Sunoco Stock (SUN)	0.3	$325k		5.0k	65.00	View chart
Commvault Systems Stock (CVLT)	0.3	$323k	-27%	4.1k	77.89	View chart
Broadcom Stock (AVGO)	0.3	$303k		980.00	309.18	View chart
Black Stone Minerals Stock (BSM)	0.3	$302k	NEW	20k	15.10	View chart
Ecolab Stock (ECL)	0.3	$302k		1.1k	266.31	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.3	$300k		703.00	426.74	View chart
iShares Russell Mid-Cap ETF Etf (IWR)	0.3	$294k		3.0k	97.19	View chart
Microstrategy, Inc. 8.00 Convertible Preferred (STRK)	0.2	$288k		4.1k	70.67	View chart
Laboratory Corporation of America Holdings Stock (LH)	0.2	$278k		1.0k	266.54	View chart
Enterprise Products Partners Stock (EPD)	0.2	$265k		7.0k	37.86	View chart
Caterpillar Stock (CAT)	0.2	$248k	-15%	350.00	708.57	View chart
Plains All American Pipeline Stock (PAA)	0.2	$223k		10k	22.30	View chart
Philip Morris International Stock (PM)	0.2	$217k		1.3k	165.40	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	0.2	$188k	-5%	980.00	191.84	View chart
Eli Lilly and Company Stock (LLY)	0.2	$184k		200.00	920.00	View chart
Charles Schwab Corporation Stock (SCHW)	0.2	$182k		1.9k	94.01	View chart
Kimberly-Clark Corporation Stock (KMB)	0.2	$178k	+15%	1.8k	96.48	View chart
Palo Alto Networks Stock (PANW)	0.1	$174k	+10%	1.1k	160.66	View chart
Global X Uranium ETF Etf (URA)	0.1	$173k		3.6k	48.41	View chart
Procter & Gamble Corporation Stock (PG)	0.1	$170k		1.2k	144.07	View chart
HCA Healthcare Stock (HCA)	0.1	$170k		360.00	472.22	View chart
Goldman Sachs Group Stock (GS)	0.1	$169k		200.00	845.00	View chart
VICI Properties Reit (VICI)	0.1	$165k		6.1k	27.27	View chart
Taiwan Semiconductor Manufacturing Company Adr (TSM)	0.1	$157k	-6%	466.00	336.91	View chart
J.P. Morgan Hedged Equity Laddered Overlay ETF Etf (HELO)	0.1	$155k		2.4k	64.05	View chart
Chevron Corporation Stock (CVX)	0.1	$145k	-2%	700.00	207.14	View chart
Vanguard Small Cap ETF Etf (VB)	0.1	$145k		555.00	261.26	View chart
Intuitive Surgical Stock (ISRG)	0.1	$138k		300.00	460.00	View chart
ProShares Nasdaq-100 High Income ETF Etf (IQQQ)	0.1	$131k		3.2k	41.59	View chart
Global X Russell 2000 Covered Call ETF Etf (RYLD)	0.1	$124k		8.3k	14.94	View chart
Vanguard Value Index Fund ETF Etf (VTV)	0.1	$123k		626.00	196.49	View chart
Carrier Global Corporation Stock (CARR)	0.1	$122k		2.2k	56.25	View chart
Wells Fargo Capital 7.50 Convertible Preferred (WFC.PL)	0.1	$118k		102.00	1156.86	View chart
Merck & Co Stock (MRK)	0.1	$115k		957.00	120.17	View chart
Wells Fargo & Company Stock (WFC)	0.1	$109k	-4%	1.4k	79.56	View chart
Datadog Stock (DDOG)	0.1	$100k	+415%	850.00	117.65	View chart
Health Care Select Sector SPDR Fund Etf (XLV)	0.1	$98k		670.00	146.27	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.1	$96k		298.00	322.15	View chart
Global X Cybersecurity Etf (BUG)	0.1	$90k	+13%	3.6k	25.00	View chart
Cameco Corporation Stock (CCJ)	0.1	$87k		800.00	108.75	View chart
Southern Copper Corporation Stock (SCCO)	0.1	$87k	-16%	503.00	172.96	View chart
Norfolk Southern Corporation Stock (NSC)	0.1	$86k		300.00	286.67	View chart
Otis Worldwide Corporation Stock (OTIS)	0.1	$85k		1.1k	76.71	View chart
3M Company Stock (MMM)	0.1	$85k		585.00	145.30	View chart
Progressive Corporation Stock (PGR)	0.1	$84k		425.00	197.65	View chart
Innovator Nasdaq-100 Managed Floor ETF Etf (QFLR)	0.1	$83k		2.5k	33.20	View chart
Booking Holdings Stock (BKNG)	0.1	$80k		19.00	4210.53	View chart
J.P. Morgan Chase & Co. Stock (JPM)	0.1	$74k		253.00	292.49	View chart
Walmart Stock (WMT)	0.1	$73k		585.00	124.79	View chart
Stryker Corporation Stock (SYK)	0.1	$72k	-31%	220.00	327.27	View chart
U.S. Bancorp Stock (USB)	0.1	$70k		1.4k	51.66	View chart
Innovator Deepwater Frontier Tech ETF Etf (LOUP)	0.1	$69k		1.0k	69.00	View chart
Global X Artificial Intelligence & Technology ETF Etf (AIQ)	0.1	$68k		1.5k	46.90	View chart
Pepsico Stock (PEP)	0.1	$66k		428.00	154.21	View chart
iShares Core S&P 500 ETF Etf (IVV)	0.1	$64k		98.00	653.06	View chart
Vicor Corporation Stock (VICR)	0.1	$62k		386.00	160.62	View chart
Wheaton Precious Metals Corporation Stock (WPM)	0.1	$62k		470.00	131.91	View chart
APi Group Corporation Stock (APG)	0.1	$61k		1.5k	40.67	View chart
Honeywell International Stock (HON)	0.0	$57k	-20%	254.00	224.41	View chart
Vanguard Dividend Appreciation Index Fund ETF Etf (VIG)	0.0	$52k		240.00	216.67	View chart
Target Corporation Stock (TGT)	0.0	$51k	+181%	422.00	120.85	View chart
Edwards Life Sciences Stock (EW)	0.0	$49k		615.00	79.67	View chart
Mastercard Incorporated Stock (MA)	0.0	$49k		98.00	500.00	View chart
Vanguard Utilities ETF Etf (VPU)	0.0	$49k		245.00	200.00	View chart
Altria Group Stock (MO)	0.0	$48k		732.00	65.57	View chart
Adobe Systems Stock (ADBE)	0.0	$46k	-19%	189.00	243.39	View chart
Entergy Corporation Stock (ETR)	0.0	$45k		400.00	112.50	View chart
Digital Realty Trust Reit (DLR)	0.0	$44k		245.00	179.59	View chart
Lam Research Corporation Stock (LRCX)	0.0	$43k		200.00	215.00	View chart
Salesforce.com Stock (CRM)	0.0	$42k		227.00	185.02	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	0.0	$42k		285.00	147.37	View chart
NextEra Energy Stock (NEE)	0.0	$41k		444.00	92.34	View chart
Vanguard Growth ETF Etf (VUG)	0.0	$39k		90.00	433.33	View chart
SPDR SSGA US Large Cap Low Volatility ETF Etf (LGLV)	0.0	$38k		212.00	179.25	View chart
Vanguard Mid-Cap Index Fund ETF Etf (VO)	0.0	$36k		124.00	290.32	View chart
FedEx Corporation Stock (FDX)	0.0	$36k		100.00	360.00	View chart
Samsara Stock (IOT)	0.0	$36k		1.1k	31.86	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.0	$36k		562.00	64.06	View chart
BP Adr (BP)	0.0	$35k		739.00	47.36	View chart
Illinois Tool Works Stock (ITW)	0.0	$34k		132.00	257.58	View chart
Dorchester Minerals Stock (DMLP)	0.0	$34k	NEW	1.3k	27.20	View chart
Grayscale Funds Trust Grayscale ETF Etf (BTCC)	0.0	$33k	-22%	2.1k	15.71	View chart
Tesla Motors Stock (TSLA)	0.0	$32k	-58%	85.00	376.47	View chart
Invesco S&P 500 Low Volatility ETF Etf (SPLV)	0.0	$31k		425.00	72.94	View chart
iShares Core Dividend Growth ETF Etf (DGRO)	0.0	$31k		440.00	70.45	View chart
iShares S&P Small Cap 600 Value ETF Etf (IJS)	0.0	$30k		250.00	120.00	View chart
ProShares Russell 2000 High Income ETF Etf (ITWO)	0.0	$30k	+7%	750.00	40.00	View chart
Centerspace Reit (CSR)	0.0	$29k	-31%	500.00	58.00	View chart
Royal Dutch Shell Adr (SHEL)	0.0	$28k		300.00	93.33	View chart
Monolithic Power Systems Stock (MPWR)	0.0	$27k		25.00	1080.00	View chart
Emerson Electric Company Stock (EMR)	0.0	$27k		205.00	131.71	View chart
Grayscale Bitcoin Trust Etf (GBTC)	0.0	$26k		500.00	52.00	View chart
CenterPoint Energy Stock (CNP)	0.0	$26k	-33%	603.00	43.12	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.0	$25k		466.00	53.65	View chart
J.M. Smucker Company Stock (SJM)	0.0	$25k		264.00	94.70	View chart
Dell Technologies Stock (DELL)	0.0	$25k		150.00	166.67	View chart
Schwab International Equity ETF Etf (SCHF)	0.0	$24k		971.00	24.72	View chart
Home Depot Stock (HD)	0.0	$23k		69.00	333.33	View chart
Air Products & Chemicals Stock (APD)	0.0	$22k		75.00	293.33	View chart
Marathon Petroleum Corporation Stock (MPC)	0.0	$22k		90.00	244.44	View chart
Vanguard International High Dividend Yield ETF Etf (VYMI)	0.0	$21k		220.00	95.45	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$20k		40.00	500.00	View chart
Cisco Systems Stock (CSCO)	0.0	$18k		231.00	77.92	View chart
Constellation Energy Corporation Stock (CEG)	0.0	$18k		66.00	272.73	View chart
Vanguard FTSE All-World Ex-US Small-Cap Index ETF Etf (VSS)	0.0	$18k		125.00	144.00	View chart
Sap Se Adr (SAP)	0.0	$17k		100.00	170.00	View chart
Enbridge Stock (ENB)	0.0	$16k		295.00	54.24	View chart
Industrial Select Sector SPDR Fund Etf (XLI)	0.0	$16k		100.00	160.00	View chart
Vanguard Real Estate ETF Etf (VNQ)	0.0	$15k		170.00	88.24	View chart
Blackstone Stock (BX)	0.0	$14k		124.00	112.90	View chart
Barings Corporate Investors Cef (MCI)	0.0	$13k		735.00	17.69	View chart
Qnity Electronics Stock (Q)	0.0	$13k	NEW	112.00	116.07	View chart
Netflix Stock (NFLX)	0.0	$13k		140.00	92.86	View chart
Barings Participation Investors Cef (MPV)	0.0	$12k		700.00	17.14	View chart
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)	0.0	$12k		85.00	141.18	View chart
iShares Russell 2000 ETF Etf (IWM)	0.0	$12k		50.00	240.00	View chart
Global X S&P 500 Covered Call ETF Etf (XYLD)	0.0	$12k	-40%	300.00	40.00	View chart
PNC Financial Services Group Stock (PNC)	0.0	$12k		57.00	210.53	View chart
Accenture Stock (ACN)	0.0	$11k	-27%	53.00	207.55	View chart
Chubb Stock (CB)	0.0	$11k		35.00	314.29	View chart
Solventum Corporation Stock (SOLV)	0.0	$10k		146.00	68.49	View chart
Exelon Corporation Stock (EXC)	0.0	$10k		200.00	50.00	View chart
DuPont de Nemours Stock (DD)	0.0	$10k		225.00	44.44	View chart
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)	0.0	$9.0k		90.00	100.00	View chart
Dow Stock (DOW)	0.0	$9.0k		225.00	40.00	View chart
CDW Corporation Stock (CDW)	0.0	$8.0k		63.00	126.98	View chart
American Electric Power Company Stock (AEP)	0.0	$7.0k		50.00	140.00	View chart
NeurAxis Stock (NRXS)	0.0	$7.0k		1.0k	7.00	View chart
Stanley Black & Decker Stock (SWK)	0.0	$7.0k		97.00	72.16	View chart
Reddit Stock (RDDT)	0.0	$6.0k		41.00	146.34	View chart
Camtek Stock (CAMT)	0.0	$6.0k		37.00	162.16	View chart
Resmed Stock (RMD)	0.0	$6.0k		25.00	240.00	View chart
nVent Electric Stock (NVT)	0.0	$6.0k		53.00	113.21	View chart
Zeta Global Holdings Corporation Stock (ZETA)	0.0	$5.0k		300.00	16.67	View chart
ConocoPhillips Stock (COP)	0.0	$5.0k		40.00	125.00	View chart
SPDR S&P Oil & Gas Exploration & Production ETF Etf (XOP)	0.0	$5.0k		25.00	200.00	View chart
Technology Select Sector SPDR ETF Etf (XLK)	0.0	$5.0k		34.00	147.06	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	0.0	$4.0k		65.00	61.54	View chart
Bristol Myers Squibb Company Stock (BMY)	0.0	$4.0k		60.00	66.67	View chart
Vanguard Russell 2000 Index Fund ETF Etf (VTWO)	0.0	$4.0k	+2%	38.00	105.26	View chart
APA Corporation Stock (APA)	0.0	$4.0k		102.00	39.22	View chart
Algoma Steel Group Stock (ASTL)	0.0	$4.0k		1.0k	4.00	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.0	$4.0k		130.00	30.77	View chart
Invesco Optimum Yield Diversified Commodity Strategy ETF Etf (PDBC)	0.0	$4.0k		213.00	18.78	View chart
Solstice Advanced Materials Stock (SOLS)	0.0	$3.0k	NEW	35.00	85.71	View chart
Grayscale Bitcoin Mini Trust ETF Etf (BTC)	0.0	$3.0k		100.00	30.00	View chart
Garmin Stock (GRMN)	0.0	$3.0k		13.00	230.77	View chart
Coca-Cola Company Stock (KO)	0.0	$2.0k		20.00	100.00	View chart
Nike Stock (NKE)	0.0	$2.0k		40.00	50.00	View chart
Lifecore Biomedical Stock (LFCR)	0.0	$2.0k		500.00	4.00	View chart
C3.ai Stock (AI)	0.0	$2.0k		260.00	7.69	View chart
LegalZoom.com Stock (LZ)	0.0	$1.0k		150.00	6.67	View chart
Schwab US Dividend ETF Etf (SCHD)	0.0	$1.0k		36.00	27.78	View chart
CVS Health Corporation Stock (CVS)	0.0	$1.0k		11.00	90.91	View chart
Alibaba Group Holding Adr (BABA)	0.0	$1.0k		10.00	100.00	View chart
Vanguard Total International Stock ETF Etf (VXUS)	0.0	$0	NEW	2.00	0.00	View chart
Gabelli Global Small & Mid Cap Cef (GGZ)	0.0	$0		20.00	0.00	View chart
Amplitude Stock (AMPL)	0.0	$0		50.00	0.00	View chart
Dole Stock (DOLE)	0.0	$0		30.00	0.00	View chart

Past Filings by Ulland Investment Advisors

SEC 13F filings are viewable for Ulland Investment Advisors going back to 2021

Ulland Investment Advisors 2026 Q1 filed April 27, 2026
Ulland Investment Advisors 2025 Q4 filed Jan. 8, 2026
Ulland Investment Advisors 2025 Q3 filed Nov. 13, 2025
Ulland Investment Advisors 2025 Q2 filed July 24, 2025
Ulland Investment Advisors 2025 Q1 filed April 15, 2025
Ulland Investment Advisors 2024 Q4 filed Jan. 16, 2025
Ulland Investment Advisors 2024 Q3 filed Oct. 15, 2024
Ulland Investment Advisors 2024 Q2 filed July 16, 2024
Ulland Investment Advisors 2024 Q1 filed April 25, 2024
Ulland Investment Advisors 2023 Q4 filed Jan. 16, 2024
Ulland Investment Advisors 2023 Q3 filed Oct. 23, 2023
Ulland Investment Advisors 2023 Q2 filed July 20, 2023
Ulland Investment Advisors 2023 Q1 filed April 17, 2023
Ulland Investment Advisors 2022 Q4 filed Jan. 31, 2023
Ulland Investment Advisors 2022 Q3 filed Oct. 12, 2022
Ulland Investment Advisors 2022 Q2 filed July 25, 2022

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