Ulland Investment Advisors, LLC

13F filer · CIK 0001911497

Reported Jul 16, 2026

Net seller this quarter

13F portfolio value$136MU.S. long equity reported on 13F

Positions16112 new · 7 closed

Net flow last quarter-$949KBuys minus sells

Top 10 positions weight49.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 16, 2026161 positions
GOOGAlphabet Inc.	$11M	8.10%	Not reported	-0.8%	Q4 2022
NVDANvidia Corp	$10.4M	7.65%	0.00%	-2.5%	Q4 2022
VRTVertiv Holdings Co	$8.84M	6.52%	0.01%	-2.4%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$7.02M	5.18%	Not reported	-4.5%	Q4 2022
AXONAxon Enterprise, Inc.	$6.28M	4.63%	0.01%	-1.7%	Q4 2022
METAMeta Platforms, Inc.	$5.99M	4.42%	Not reported	-1.5%	Q4 2022
AMZNAmazon Com Inc	$5.11M	3.77%	0.00%	-0.4%	Q4 2022
GOOGLAlphabet Inc.	$4.57M	3.37%	0.00%	-1.4%	Q4 2022
SKYChampion Homes, Inc.	$3.98M	2.94%	0.08%	+2.2%	Q4 2022
AAPLApple Inc.	$3.69M	2.72%	0.00%	-1.7%	Q4 2022
UNHUnitedhealth Group Inc	$2.46M	1.82%	0.00%	-1.7%	Q4 2022
VVisa Inc.	$2.44M	1.80%	0.00%	-0.4%	Q4 2022
MRVLMarvell Technology, Inc.	$2.1M	1.55%	0.00%	-4.9%	Q1 2024
MSFTMicrosoft Corp	$2M	1.47%	0.00%	+6.1%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.87M	1.38%	Not reported	-2.1%	Q4 2022
LOWLowes Companies Inc	$1.8M	1.32%	0.00%	-3.2%	Q4 2022
BRK.ABerkshire Hathaway Inc	$1.5M	1.11%	Not reported	-50.0%	Q4 2022
ICEIntercontinental Exchange, Inc.	$1.15M	0.85%	0.00%	-1.6%	Q4 2022
UMHUmh Properties, Inc.	$1.15M	0.85%	0.09%	+14.8%	Q3 2024
BRK.BBerkshire Hathaway Inc	$992K	0.73%	Not reported	-0.9%	Q4 2022
XYZBlock, Inc.	$957K	0.71%	Not reported	+26.8%	Q3 2024
SNPSSynopsys Inc	$883K	0.65%	0.00%	+0.8%	Q1 2024
BSXBoston Scientific Corp	$808K	0.60%	0.00%	+46.9%	Q4 2022
CRWDCrowdStrike Holdings, Inc.	$805K	0.59%	0.00%	Not reported	Q1 2024
GNRCGenerac Holdings Inc.	$769K	0.57%	0.00%	-4.6%	Q4 2022
WESWestern Midstream Partners, LP	$641K	0.47%	0.00%	+22.1%	Q1 2026
XOMExxonMobil Holdings Corp	$623K	0.46%	0.00%	-1.9%	Q4 2022
COSTCostco Wholesale Corp	$577K	0.43%	0.00%	Not reported	Q4 2022
AMKRAmkor Technology, Inc.	$561K	0.41%	0.00%	-10.7%	Q3 2024
NRPNatural Resource Partners LP	$534K	0.39%	0.04%	New	Q2 2026
CATCaterpillar Inc	$495K	0.37%	0.00%	+32.9%	Q4 2022
ETEnergy Transfer LP	$478K	0.35%	0.00%	+28.2%	Q2 2023
LNTHLantheus Holdings, Inc.	$463K	0.34%	0.01%	-3.5%	Q4 2023
INTUIntuit Inc.	$458K	0.34%	0.00%	+117.9%	Q4 2022
SUNSunoco LP	$435K	0.32%	Not reported	+29.0%	Q3 2025
RTXRTX Corp	$423K	0.31%	0.00%	Not reported	Q4 2022
MPLXMPLX LP	$422K	0.31%	0.00%	Not reported	Q2 2023
ALVOAlvotech	$404K	0.30%	0.04%	+11.6%	Q3 2025
DMLPDorchester Minerals, L.P.	$404K	0.30%	0.03%	+1180.0%	Q1 2026
SUSASouthern USA Resources Inc.	$402K	0.30%	Not reported	-32.4%	Q4 2022
EPDEnterprise Products Partners L.P.	$390K	0.29%	0.00%	+51.4%	Q3 2025
AVGOBroadcom Inc.	$386K	0.28%	0.00%	+4.4%	Q1 2024
JNJJohnson & Johnson	$376K	0.28%	0.00%	Not reported	Q4 2022
PANWPalo Alto Networks Inc	$369K	0.27%	0.00%	Not reported	Q1 2024
ECLEcolab Inc.	$368K	0.27%	0.00%	+16.5%	Q4 2022
USACUSA Compression Partners, LP	$343K	0.25%	0.01%	New	Q2 2026
BSMBlack Stone Minerals, L.P.	$331K	0.24%	Not reported	+18.5%	Q2 2023
VMDViemed Healthcare, Inc.	$325K	0.24%	0.07%	-53.9%	Q3 2023
LHLabcorp Holdings Inc.	$292K	0.22%	0.00%	Not reported	Q2 2024
MIRMirion Technologies, Inc.	$266K	0.20%	0.08%	New	Q2 2026

Q1 2026Reported Apr 27, 2026154 positions
NVDANvidia Corp	$9.28M	7.96%	0.00%	-1.7%	Q4 2022
GOOGAlphabet Inc.	$8.98M	7.70%	Not reported	-4.1%	Q4 2022
VRTVertiv Holdings Co	$6.77M	5.81%	0.01%	-24.6%	Q4 2023
METAMeta Platforms, Inc.	$6.18M	5.30%	Not reported	-1.1%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$5.76M	4.94%	Not reported	-2.6%	Q4 2022
AXONAxon Enterprise, Inc.	$4.84M	4.15%	0.01%	+0.8%	Q4 2022
AMZNAmazon Com Inc	$4.49M	3.85%	0.00%	-1.5%	Q4 2022
GOOGLAlphabet Inc.	$3.73M	3.20%	0.00%	-1.4%	Q4 2022
AAPLApple Inc.	$3.29M	2.82%	0.00%	-2.0%	Q4 2022
SKYChampion Homes, Inc.	$3.29M	2.82%	0.08%	+1.0%	Q4 2022
BRK.ABerkshire Hathaway Inc	$2.87M	2.46%	Not reported	Not reported	Q4 2022
VVisa Inc.	$2.16M	1.85%	0.00%	-1.1%	Q4 2022
LOWLowes Companies Inc	$1.99M	1.70%	0.00%	-1.0%	Q4 2022
MSFTMicrosoft Corp	$1.87M	1.60%	0.00%	+1.5%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.66M	1.43%	Not reported	-3.9%	Q4 2022
UNHUnitedhealth Group Inc	$1.63M	1.40%	0.00%	-6.1%	Q4 2022
ICEIntercontinental Exchange, Inc.	$1.5M	1.28%	0.00%	-1.6%	Q4 2022
BRK.BBerkshire Hathaway Inc	$958K	0.82%	Not reported	-2.3%	Q4 2022
UMHUmh Properties, Inc.	$955K	0.82%	0.08%	-0.1%	Q3 2024
BSXBoston Scientific Corp	$809K	0.69%	0.00%	+1.1%	Q4 2022
XOMExxonMobil Holdings Corp	$788K	0.68%	0.00%	-5.5%	Q4 2022
SNPSSynopsys Inc	$779K	0.67%	0.00%	-10.2%	Q1 2024
MRVLMarvell Technology, Inc.	$734K	0.63%	0.00%	+349.4%	Q1 2024
COSTCostco Wholesale Corp	$615K	0.53%	0.00%	-3.1%	Q4 2022
XYZBlock, Inc.	$598K	0.51%	Not reported	+49.9%	Q3 2024
VMDViemed Healthcare, Inc.	$570K	0.49%	0.16%	-27.6%	Q3 2023
GNRCGenerac Holdings Inc.	$537K	0.46%	0.00%	Not reported	Q4 2022
SUSASouthern USA Resources Inc.	$509K	0.44%	Not reported	Not reported	Q4 2022
WESWestern Midstream Partners, LP	$494K	0.42%	0.00%	New	Q1 2026
RTXRTX Corp	$430K	0.37%	0.00%	Not reported	Q4 2022
MPLXMPLX LP	$428K	0.37%	0.00%	+50.0%	Q2 2023
CRWDCrowdStrike Holdings, Inc.	$412K	0.35%	0.00%	+15.2%	Q1 2024
ETEnergy Transfer LP	$376K	0.32%	0.00%	+21.9%	Q2 2023
JNJJohnson & Johnson	$362K	0.31%	0.00%	-1.7%	Q4 2022
INTUIntuit Inc.	$348K	0.30%	0.00%	+0.6%	Q4 2022
ALVOAlvotech	$336K	0.29%	0.03%	+35.3%	Q3 2025
AMKRAmkor Technology, Inc.	$328K	0.28%	0.00%	-48.8%	Q3 2024
LNTHLantheus Holdings, Inc.	$328K	0.28%	0.01%	-10.0%	Q4 2023
SUNSunoco LP	$325K	0.28%	Not reported	Not reported	Q3 2025
CVLTCommvault Systems Inc	$323K	0.28%	0.01%	-27.2%	Q1 2024
AVGOBroadcom Inc.	$303K	0.26%	0.00%	-1.0%	Q1 2024
ECLEcolab Inc.	$302K	0.26%	0.00%	Not reported	Q4 2022
BSMBlack Stone Minerals, L.P.	$302K	0.26%	Not reported	Not reported	Q2 2023
STRKStrategy Inc	$288K	0.25%	Not reported	Not reported	Q1 2025
LHLabcorp Holdings Inc.	$278K	0.24%	0.00%	Not reported	Q2 2024
EPDEnterprise Products Partners L.P.	$265K	0.23%	0.00%	Not reported	Q3 2025
CATCaterpillar Inc	$248K	0.21%	0.00%	-15.7%	Q4 2022
PAAPlains All American Pipeline LP	$223K	0.19%	0.00%	Not reported	Q3 2025
PMPhilip Morris International Inc.	$217K	0.19%	0.00%	Not reported	Q4 2022
LLYELI LILLY & Co	$184K	0.16%	0.00%	Not reported	Q4 2022

Q4 2025Reported Jan 8, 2026160 positions
GOOGAlphabet Inc.	$10.2M	8.20%	Not reported	-24.0%	Q4 2022
NVDANvidia Corp	$10.1M	8.08%	0.00%	-21.1%	Q4 2022
METAMeta Platforms, Inc.	$7.21M	5.77%	Not reported	-5.7%	Q4 2022
AXONAxon Enterprise, Inc.	$6.42M	5.13%	0.01%	+6.0%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$6.29M	5.04%	Not reported	-3.5%	Q4 2022
VRTVertiv Holdings Co	$5.81M	4.65%	0.01%	-15.5%	Q4 2023
AMZNAmazon Com Inc	$5.05M	4.04%	0.00%	-5.9%	Q4 2022
GOOGLAlphabet Inc.	$4.12M	3.29%	0.00%	-32.5%	Q4 2022
SKYChampion Homes, Inc.	$3.7M	2.96%	0.08%	-6.3%	Q4 2022
AAPLApple Inc.	$3.6M	2.88%	0.00%	-9.6%	Q4 2022
BRK.ABerkshire Hathaway Inc	$3.02M	2.42%	Not reported	Not reported	Q4 2022
VVisa Inc.	$2.54M	2.03%	0.00%	-3.9%	Q4 2022
MSFTMicrosoft Corp	$2.4M	1.92%	0.00%	-4.3%	Q4 2022
UNHUnitedhealth Group Inc	$2.12M	1.70%	0.00%	-14.7%	Q4 2022
LOWLowes Companies Inc	$2.05M	1.64%	0.00%	-5.9%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.81M	1.45%	Not reported	-7.7%	Q4 2022
ICEIntercontinental Exchange, Inc.	$1.57M	1.25%	0.00%	+54.1%	Q4 2022
BSXBoston Scientific Corp	$1.22M	0.97%	0.00%	-1.7%	Q4 2022
UMHUmh Properties, Inc.	$1.05M	0.84%	0.08%	+11.6%	Q3 2024
BRK.BBerkshire Hathaway Inc	$1.03M	0.82%	Not reported	Not reported	Q4 2022
SNPSSynopsys Inc	$1.03M	0.82%	0.00%	-2.0%	Q1 2024
CVLTCommvault Systems Inc	$714K	0.57%	0.01%	-3.4%	Q1 2024
VMDViemed Healthcare, Inc.	$635K	0.51%	0.22%	+17.0%	Q3 2023
XOMExxonMobil Holdings Corp	$592K	0.47%	0.00%	-8.7%	Q4 2022
AMKRAmkor Technology, Inc.	$561K	0.45%	0.01%	-22.2%	Q3 2024
COSTCostco Wholesale Corp	$549K	0.44%	0.00%	-10.9%	Q4 2022
SUSASouthern USA Resources Inc.	$537K	0.43%	Not reported	-0.6%	Q4 2022
INTUIntuit Inc.	$531K	0.43%	0.00%	-3.8%	Q4 2022
XYZBlock, Inc.	$431K	0.34%	Not reported	+38.3%	Q3 2024
CRWDCrowdStrike Holdings, Inc.	$429K	0.34%	0.00%	-6.5%	Q1 2024
RTXRTX Corp	$409K	0.33%	0.00%	Not reported	Q4 2022
GNRCGenerac Holdings Inc.	$375K	0.30%	0.00%	+261.4%	Q4 2022
ALVOAlvotech	$372K	0.30%	0.02%	+544.4%	Q3 2025
AVGOBroadcom Inc.	$343K	0.27%	0.00%	-2.5%	Q1 2024
STRKStrategy Inc	$321K	0.26%	Not reported	Not reported	Q1 2025
LNTHLantheus Holdings, Inc.	$320K	0.26%	0.01%	-20.3%	Q4 2023
JNJJohnson & Johnson	$312K	0.25%	0.00%	Not reported	Q4 2022
ECLEcolab Inc.	$298K	0.24%	0.00%	Not reported	Q4 2022
MPLXMPLX LP	$267K	0.21%	0.00%	+66.7%	Q2 2023
ETEnergy Transfer LP	$264K	0.21%	0.00%	+60.0%	Q2 2023
LHLabcorp Holdings Inc.	$262K	0.21%	0.00%	Not reported	Q2 2024
SUNSunoco LP	$262K	0.21%	Not reported	+150.0%	Q3 2025
CATCaterpillar Inc	$238K	0.19%	0.00%	Not reported	Q4 2022
EPDEnterprise Products Partners L.P.	$224K	0.18%	0.00%	+118.8%	Q3 2025
LLYELI LILLY & Co	$215K	0.17%	0.00%	-3.4%	Q4 2022
PMPhilip Morris International Inc.	$210K	0.17%	0.00%	Not reported	Q4 2022
SCHWSchwab Charles Corp	$193K	0.15%	0.00%	-10.6%	Q4 2022
PANWPalo Alto Networks Inc	$180K	0.14%	0.00%	+44.3%	Q1 2024
PAAPlains All American Pipeline LP	$180K	0.14%	0.00%	+66.7%	Q3 2025
GSGoldman Sachs Group Inc	$176K	0.14%	0.00%	Not reported	Q4 2022

Q3 2025Reported Nov 13, 2025166 positions
NVDANvidia Corp	$12.8M	9.64%	0.00%	-4.3%	Q4 2022
GOOGAlphabet Inc.	$10.5M	7.88%	Not reported	-3.3%	Q4 2022
METAMeta Platforms, Inc.	$8.51M	6.41%	Not reported	-0.4%	Q4 2022
AXONAxon Enterprise, Inc.	$7.65M	5.76%	0.01%	-1.2%	Q4 2022
VRTVertiv Holdings Co	$6.4M	4.82%	0.01%	+0.6%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$6.37M	4.80%	Not reported	-0.5%	Q4 2022
AMZNAmazon Com Inc	$5.1M	3.84%	0.00%	+1.8%	Q4 2022
GOOGLAlphabet Inc.	$4.74M	3.57%	0.00%	Not reported	Q4 2022
AAPLApple Inc.	$3.73M	2.81%	0.00%	+1.3%	Q4 2022
SKYChampion Homes, Inc.	$3.56M	2.68%	0.08%	+0.3%	Q4 2022
BRK.ABerkshire Hathaway Inc	$3.02M	2.27%	Not reported	Not reported	Q4 2022
MSFTMicrosoft Corp	$2.69M	2.02%	0.00%	+1.9%	Q4 2022
UNHUnitedhealth Group Inc	$2.6M	1.96%	0.00%	+1.2%	Q4 2022
VVisa Inc.	$2.57M	1.93%	0.00%	+0.7%	Q4 2022
LOWLowes Companies Inc	$2.27M	1.71%	0.00%	-0.6%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.92M	1.44%	Not reported	-7.5%	Q4 2022
BSXBoston Scientific Corp	$1.27M	0.95%	0.00%	Not reported	Q4 2022
CVLTCommvault Systems Inc	$1.11M	0.84%	0.01%	-1.0%	Q1 2024
SNPSSynopsys Inc	$1.1M	0.83%	0.00%	+3441.3%	Q1 2024
ICEIntercontinental Exchange, Inc.	$1.06M	0.80%	0.00%	+4.3%	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.03M	0.77%	Not reported	-1.5%	Q4 2022
UMHUmh Properties, Inc.	$882K	0.66%	0.07%	+105.3%	Q3 2024
COSTCostco Wholesale Corp	$662K	0.50%	0.00%	+3.2%	Q4 2022
XOMExxonMobil Holdings Corp	$607K	0.46%	0.00%	-5.1%	Q4 2022
INTUIntuit Inc.	$569K	0.43%	0.00%	+10.0%	Q4 2022
SUSASouthern USA Resources Inc.	$526K	0.40%	Not reported	Not reported	Q4 2022
AMKRAmkor Technology, Inc.	$519K	0.39%	0.01%	+2.8%	Q3 2024
VMDViemed Healthcare, Inc.	$496K	0.37%	0.19%	+142.4%	Q3 2023
CRWDCrowdStrike Holdings, Inc.	$481K	0.36%	0.00%	+3.4%	Q1 2024
STRKStrategy Inc	$374K	0.28%	Not reported	Not reported	Q1 2025
RTXRTX Corp	$373K	0.28%	0.00%	+4.0%	Q4 2022
XYZBlock, Inc.	$346K	0.26%	Not reported	+91.1%	Q3 2024
AVGOBroadcom Inc.	$335K	0.25%	0.00%	+10.1%	Q1 2024
ECLEcolab Inc.	$311K	0.23%	0.00%	Not reported	Q4 2022
LNTHLantheus Holdings, Inc.	$309K	0.23%	0.01%	+21.9%	Q4 2023
LHLabcorp Holdings Inc.	$299K	0.23%	0.00%	-5.7%	Q2 2024
JNJJohnson & Johnson	$279K	0.21%	0.00%	Not reported	Q4 2022
PMPhilip Morris International Inc.	$213K	0.16%	0.00%	-7.4%	Q4 2022
SCHWSchwab Charles Corp	$207K	0.16%	0.00%	+6.4%	Q4 2022
BDXBecton Dickinson & Co	$206K	0.16%	0.00%	Not reported	Q4 2022
CATCaterpillar Inc	$198K	0.15%	0.00%	Not reported	Q4 2022
PGPROCTER & GAMBLE Co	$181K	0.14%	0.00%	Not reported	Q4 2022
ETEnergy Transfer LP	$172K	0.13%	0.00%	-28.6%	Q2 2023
VICIVici Properties Inc.	$169K	0.13%	0.00%	-13.2%	Q4 2024
GSGoldman Sachs Group Inc	$159K	0.12%	0.00%	Not reported	Q4 2022
LLYELI LILLY & Co	$158K	0.12%	0.00%	+3.5%	Q4 2022
HCAHCA Healthcare, Inc.	$153K	0.12%	0.00%	Not reported	Q4 2022
MPLXMPLX LP	$150K	0.11%	0.00%	-25.0%	Q2 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$146K	0.11%	0.00%	+56.5%	Q3 2024
ADBEAdobe Inc.	$140K	0.11%	0.00%	+13.1%	Q4 2022

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