Ulland Investment Advisors, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$117K
Q ending 2026-03-31
Prior quarter
$125K
Q ending 2025-12-31
Change
-6.7% QoQ · -2.5% YoY
Positions
213
reported holdings

Largest positions

Top 100 of 213 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Nvidia CorporationNVDAShares$9K53K
Alphabet, Inc.GOOGShares$9K31K
Vertiv Holdings, Co.VRTShares$7K27K
Meta Platforms, Inc.METAShares$6K11K
Invesco Qqq Trust EtfQQQShares$6K10K
J.P. Morgan Equity Premium Income JEPIShares$5K88K
Axon Enterprise, Inc.AXONShares$5K11K
J.P. Morgan Nasdaq Equity Premium JEPQShares$5K86K
Amazon.Com, Inc.AMZNShares$4K22K
Alphabet, Inc.GOOGLShares$4K13K
Apple, Inc.AAPLShares$3K13K
Skyline Champion CorporationSKYShares$3K44K
Berkshire Hathaway Inc.BRK/AShares$3K4
Schwab U.S. Mid-Cap EtfSCHMShares$2K80K
Visa, Inc.VShares$2K7K
Lowe'S Companies, Inc.LOWShares$2K8K
Microsoft CorporationMSFTShares$2K5K
Spdr S&P 500 EtfSPYShares$2K3K
J.P. Morgan U.S. Tech Leaders EtfJTEKShares$2K21K
Unitedhealth Group, Inc.UNHShares$2K6K
Intercontinental Exchange, Inc.ICEShares$1K10K
Ishares Russell 2500 EtfSMMDShares$1K17K
Global X Nasdaq 100 Covered Call EQYLDShares$1K70K
Schwab U.S. Large-Cap EtfSCHXShares$1K44K
Berkshire Hathaway Inc.BRK/BShares$9582K
Umh Properties, Inc.UMHShares$95566K
Ishares Core S&P U.S. Growth EtfIUSGShares$9196K
Goldman Sachs S&P 500 Core PremiumGPIXShares$85417K
Vanguard S&P 500 EtfVOOShares$8431K
Ishares Expanded Tech-Software SecIGVShares$82510K
Boston Scientific GroupBSXShares$80913K
Alerian Mlp EtfAMLPShares$80515K
Exxon Mobil CorporationXOMShares$7885K
Synopsys, Inc.SNPSShares$7792K
Marvell Technology, Inc.MRVLShares$7347K
Ishares Msci Kld 400 Social EtfDSIShares$6676K
Costco Wholesale CorporationCOSTShares$615617
Block, Inc.XYZShares$59810K
Viemed Healthcare, Inc.VMDShares$57062K
Generac Holdings Inc.GNRCShares$5373K
Goldman Sachs Just U.S. Large Cap JUSTShares$5296K
Ishares Msci Usa Esg Select EtfSUSAShares$5094K
Energy Select Sector Spdr FundXLEShares$4978K
Western Midstream Partners, LpWESShares$49412K
Raytheon TechnologiesRTXShares$4302K
Mplx, LpMPLXShares$4288K
Crowdstrike Holdings, Inc.CRWDShares$4121K
Energy Transfer LpETShares$37620K
Invesco Dynamic Semiconductors EtfPSIShares$3694K
Johnson & JohnsonJNJShares$3621K
Intuit, Inc.INTUShares$348806
AlvotechShares$33698K
Amkor Technology, Inc.AMKRShares$3287K
Lantheus Holdings, Inc.LNTHShares$3284K
Sunoco L.P.SUNShares$3255K
Commvault Systems, Inc.CVLTShares$3234K
Broadcom, Inc.AVGOShares$303980
Black Stone Minerals, L.P.BSMShares$30220K
Ecolab, Inc.ECLShares$3021K
Ishares Russell 1000 Growth EtfIWFShares$300703
Ishares Russell Mid-Cap EtfIWRShares$2943K
Microstrategy, Inc. 8.00MSTR 8 PERPShares$2884K
Laboratory Corporation Of America LHShares$2781K
Enterprise Products Partners L.P.EPDShares$2657K
Caterpillar, Inc.CATShares$248350
Plains All American Pipeline, L.P.PAAShares$22310K
Philip Morris International, Inc.PMShares$2171K
Invesco S&P 500 Equal Weight EtfRSPShares$188980
Eli Lilly And CompanyLLYShares$184200
Charles Schwab CorporationSCHWShares$1822K
Kimberly-Clark CorporationKMBShares$1782K
Palo Alto Networks, Inc.PANWShares$1741K
Global X Uranium EtfURAShares$1734K
Hca Healthcare, Inc.HCAShares$170360
Procter & Gamble CorporationPGShares$1701K
Goldman Sachs Group, Inc.GSShares$169200
Vici Properties, Inc.VICIShares$1656K
Taiwan Semiconductor ManufacturingTSMShares$157466
J.P. Morgan Hedged Equity LadderedHELOShares$1552K
Vanguard Small Cap EtfVBShares$145555
Chevron CorporationCVXShares$145700
Intuitive Surgical, Inc.ISRGShares$138300
Proshares Nasdaq-100 High Income EIQQQShares$1313K
Global X Russell 2000 Covered CallRYLDShares$1248K
Vanguard Value Index Fund EtfVTVShares$123626
Carrier Global CorporationCARRShares$1222K
Wells Fargo Capital 7.50WFC 7.5 PERP LShares$118102
Merck & Co., Inc.MRKShares$115957
Wells Fargo & CompanyWFCShares$1091K
Datadog, Inc.DDOGShares$100850
Health Care Select Sector Spdr FunXLVShares$98670
Vanguard Total Stock Market EtfVTIShares$96298
Global X CybersecurityBUGShares$904K
Southern Copper CorporationSCCOShares$87503
Cameco CorporationCCJShares$87800
Norfolk Southern CorporationNSCShares$86300
3M CompanyMMMShares$85585
Otis Worldwide CorporationOTISShares$851K
The Progressive CorporationPGRShares$84425
Innovator Nasdaq-100 Managed FloorQFLRShares$833K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.