Ulland Investment Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 8, 2026, for the 2025 Q4 period, Ulland Investment Advisors, LLC held in its portfolio 216 assets valued at $124,931 (i.e. $124.93K).
The most valuable assets in the portfolio included: Alphabet, Inc. ($14.36K), NVidia Corporation ($10.09K), and Meta Platforms, Inc. ($7.21K).
The chart below shows the top 10 valuable assets, and the table below shows the top 216 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Ulland Investment Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Alphabet, Inc. | 45801 | 14362 | Stock |
| NVidia Corporation | 54121 | 10094 | Stock |
| Meta Platforms, Inc. | 10924 | 7211 | Stock |
| Axon Enterprise, Inc. | 11295 | 6415 | Stock |
| Invesco QQQ Trust ETF | 10244 | 6293 | ETF |
| Vertiv Holdings, Co. | 35858 | 5809 | Stock |
| J.P. Morgan Equity Premium Income ETF | 89545 | 5126 | ETF |
| Amazon.com, Inc. | 21873 | 5049 | Stock |
| J.P. Morgan Nasdaq Equity Premium Income ETF | 86409 | 5022 | ETF |
| Berkshire Hathaway Inc. | 2050 | 4047 | Stock |
| Skyline Champion Corporation | 43754 | 3697 | Stock |
| Apple, Inc. | 13237 | 3599 | Stock |
| Visa, Inc. | 7233 | 2537 | Stock |
| Schwab U.S. Mid-Cap ETF | 80354 | 2416 | ETF |
| Microsoft Corporation | 4966 | 2402 | Stock |
| UnitedHealth Group, Inc. | 6423 | 2120 | Stock |
| Lowe's Companies, Inc. | 8492 | 2048 | Stock |
| J.P. Morgan U.S. Tech Leaders ETF | 22115 | 1992 | ETF |
| SPDR S&P 500 ETF | 2659 | 1813 | ETF |
| Intercontinental Exchange, Inc. | 9664 | 1565 | Stock |
| iShares Russell 2500 ETF | 17340 | 1299 | ETF |
| Global X NASDAQ 100 Covered Call ETF | 70827 | 1252 | ETF |
| Schwab U.S. Large-Cap ETF | 45437 | 1223 | ETF |
| Boston Scientific Group | 12754 | 1216 | Stock |
| iShares Expanded Tech-Software Sector ETF | 10900 | 1152 | ETF |
| UMH Properties, Inc. | 66265 | 1054 | REIT |
| Synopsys, Inc. | 2187 | 1027 | Stock |
| iShares Core S&P U.S. Growth ETF | 5946 | 999 | ETF |
| Vanguard S&P 500 ETF | 1398 | 877 | ETF |
| Goldman Sachs S&P 500 Core Premium Income ETF | 16580 | 875 | ETF |
| Alerian MLP ETF | 15545 | 731 | ETF |
| Commvault Systems, Inc. | 5695 | 714 | Stock |
| iShares MSCI KLD 400 Social ETF | 5500 | 709 | ETF |
| Viemed Healthcare, Inc. | 85495 | 635 | Stock |
| Exxon Mobil Corporation | 4917 | 592 | Stock |
| Amkor Technology, Inc. | 14210 | 561 | Stock |
| Goldman Sachs JUST U.S. Large Cap Equity ETF | 5720 | 553 | ETF |
| Costco Wholesale Corporation | 637 | 549 | Stock |
| iShares MSCI USA ESG Select ETF | 3855 | 537 | ETF |
| Intuit, Inc. | 801 | 531 | Stock |
| Block, Inc. | 6628 | 431 | Stock |
| CrowdStrike Holdings, Inc. | 916 | 429 | Stock |
| Raytheon Technologies | 2229 | 409 | Stock |
| Energy Select Sector SPDR Fund | 8550 | 382 | ETF |
| Generac Holdings Inc. | 2750 | 375 | Stock |
| Alvotech | 72500 | 372 | Stock |
| Broadcom, Inc. | 990 | 343 | Stock |
| iShares Russell 1000 Growth ETF | 703 | 333 | ETF |
| Microstrategy, Inc. 8.00 | 4075 | 321 | Convertible Preferred |
| Lantheus Holdings, Inc. | 4807 | 320 | Stock |
| Invesco Dynamic Semiconductors ETF | 3975 | 313 | ETF |
| Johnson & Johnson | 1506 | 312 | Stock |
| Ecolab, Inc. | 1134 | 298 | Stock |
| iShares Russell Mid-Cap ETF | 3025 | 291 | ETF |
| Mplx, LP | 5000 | 267 | Stock |
| Energy Transfer LP | 16000 | 264 | Stock |
| Laboratory Corporation of America Holdings | 1043 | 262 | Stock |
| Sunoco L.P. | 5000 | 262 | Stock |
| Caterpillar, Inc. | 415 | 238 | Stock |
| Enterprise Products Partners L.P. | 7000 | 224 | Stock |
| Eli Lilly and Company | 200 | 215 | Stock |
| Philip Morris International, Inc. | 1312 | 210 | Stock |
| Invesco S&P 500 Equal Weight ETF | 1040 | 199 | ETF |
| Charles Schwab Corporation | 1936 | 193 | Stock |
| Plains All American Pipeline, L.P. | 10000 | 180 | Stock |
| Palo Alto Networks, Inc. | 978 | 180 | Stock |
| Goldman Sachs Group, Inc. | 200 | 176 | Stock |
| VICI Properties, Inc. | 6100 | 172 | REIT |
| Intuitive Surgical, Inc. | 300 | 170 | Stock |
| Procter & Gamble Corporation | 1180 | 169 | Stock |
| HCA Healthcare, Inc. | 360 | 168 | Stock |
| Kimberly-Clark Corporation | 1595 | 161 | Stock |
| J.P. Morgan Hedged Equity Laddered Overlay ETF | 2420 | 161 | ETF |
| Global X Uranium ETF | 3574 | 153 | ETF |
| Taiwan Semiconductor Manufacturing Company Limited | 496 | 151 | ADR |
| Vanguard Small Cap ETF | 555 | 143 | ETF |
| Marvell Technology, Inc. | 1650 | 140 | Stock |
| ProShares Nasdaq-100 High Income ETF | 3150 | 140 | ETF |
| Wells Fargo & Company | 1435 | 134 | Stock |
| Global X Russell 2000 Covered Call ETF | 8300 | 127 | ETF |
| Wells Fargo Capital 7.50 | 102 | 124 | Convertible Preferred |
| Vanguard Value Index Fund ETF | 626 | 120 | ETF |
| Carrier Global Corporation | 2169 | 115 | Stock |
| Stryker Corporation | 320 | 112 | Stock |
| Chevron Corporation | 718 | 109 | Stock |
| Health Care Select Sector SPDR Fund | 670 | 104 | ETF |
| Booking Holdings Inc. | 19 | 102 | Stock |
| Merck & Co., Inc. | 957 | 101 | Stock |
| Vanguard Total Stock Market ETF | 298 | 100 | ETF |
| Otis Worldwide Corporation | 1113 | 97 | Stock |
| The Progressive Corporation | 425 | 97 | Stock |
| Global X Cybersecurity | 3180 | 97 | ETF |
| 3M Company | 585 | 94 | Stock |
| Tesla Motors, Inc. | 205 | 92 | Stock |
| Southern Copper Corporation | 604 | 87 | Stock |
| Norfolk Southern Corporation | 300 | 87 | Stock |
| Innovator Nasdaq-100 Managed Floor ETF | 2500 | 86 | ETF |
| J.P. Morgan Chase & Co. | 258 | 83 | Stock |
| Adobe Systems, Inc. | 234 | 82 | Stock |
| Innovator Deepwater Frontier Tech ETF | 1000 | 76 | ETF |
| Global X Artificial Intelligence & Technology ETF | 1450 | 74 | ETF |
| Cameco Corporation | 800 | 73 | Stock |
| U.S. Bancorp | 1355 | 72 | Stock |
| iShares Core S&P 500 ETF | 98 | 67 | ETF |
| Walmart, Inc. | 585 | 65 | Stock |
| Honeywell International, Inc. | 320 | 62 | Stock |
| Pepsico, Inc. | 428 | 61 | Stock |
| Salesforce.com, Inc. | 227 | 60 | Stock |
| Grayscale Funds Trust Grayscale ETF | 2700 | 58 | ETF |
| APi Group Corporation | 1500 | 57 | Stock |
| Mastercard Incorporated | 98 | 56 | Stock |
| Wheaton Precious Metals Corporation | 470 | 55 | Stock |
| Vanguard Dividend Appreciation Index Fund ETF | 240 | 53 | ETF |
| Edwards Life Sciences | 615 | 52 | Stock |
| Centerspace | 734 | 49 | REIT |
| Vanguard Utilities ETF | 245 | 45 | ETF |
| Vanguard Growth ETF | 90 | 44 | ETF |
| Altria Group, Inc. | 742 | 43 | Stock |
| Vicor Corporation | 386 | 42 | Stock |
| Vanguard High Dividend Yield ETF | 285 | 41 | ETF |
| Samsara Inc. | 1130 | 40 | Stock |
| Digital Realty Trust, Inc. | 245 | 38 | REIT |
| Entergy Corporation | 400 | 37 | Stock |
| SPDR SSGA US Large Cap Low Volatility ETF | 212 | 37 | ETF |
| NextEra Energy, Inc. | 444 | 36 | Stock |
| Vanguard Mid-Cap Index Fund ETF | 124 | 36 | ETF |
| Vanguard FTSE Developed Markets ETF | 562 | 35 | ETF |
| CenterPoint Energy, Inc. | 900 | 35 | Stock |
| Lam Research Corporation | 200 | 34 | Stock |
| Grayscale Bitcoin Trust | 500 | 34 | ETF |
| Illinois Tool Works Inc. | 132 | 33 | Stock |
| iShares Core Dividend Growth ETF | 440 | 31 | ETF |
| Invesco S&P 500 Low Volatility ETF | 425 | 30 | ETF |
| FedEx Corporation | 100 | 29 | Stock |
| ProShares Russell 2000 High Income ETF | 700 | 28 | ETF |
| iShares S&P Small Cap 600 Value ETF | 250 | 28 | ETF |
| Emerson Electric Company | 205 | 27 | Stock |
| J.M. Smucker Company | 261 | 26 | Stock |
| BP, Plc | 739 | 26 | ADR |
| Vanguard FTSE Emerging Markets ETF | 466 | 25 | ETF |
| SAP SE | 100 | 24 | ADR |
| The Home Depot, Inc. | 69 | 24 | Stock |
| Thermo Fisher Scientific, Inc. | 40 | 23 | Stock |
| Monolithic Power Systems, Inc. | 25 | 23 | Stock |
| Schwab International Equity ETF | 966 | 23 | ETF |
| Constellation Energy Corporation | 66 | 23 | Stock |
| Royal Dutch Shell, Plc | 300 | 22 | ADR |
| Datadog, Inc. | 165 | 22 | Stock |
| Vanguard International High Dividend Yield ETF | 220 | 20 | ETF |
| ServiceNow, Inc. | 130 | 20 | Stock |
| Accenture, PLC | 73 | 20 | Stock |
| Global X S&P 500 Covered Call ETF | 500 | 20 | ETF |
| Dell Technologies, Inc. | 150 | 19 | Stock |
| Air Products & Chemicals, Inc. | 75 | 19 | Stock |
| Blackstone Inc. | 124 | 19 | Stock |
| Vanguard FTSE All-World Ex-US Small-Cap Index ETF | 125 | 18 | ETF |
| Cisco Systems, Inc. | 231 | 18 | Stock |
| Industrial Select Sector SPDR Fund | 100 | 16 | ETF |
| Target Corporation | 150 | 15 | Stock |
| Vanguard Real Estate ETF | 170 | 15 | ETF |
| Marathon Petroleum Corporation | 90 | 15 | Stock |
| Enbridge, Inc. | 295 | 14 | Stock |
| Barings Corporate Investors | 735 | 13 | CEF |
| Netflix, Inc. | 140 | 13 | Stock |
| iShares Core S&P Total U.S. Stock Market ETF | 85 | 13 | ETF |
| The PNC Financial Services Group, Inc. | 57 | 12 | Stock |
| iShares Russell 2000 ETF | 50 | 12 | ETF |
| Solventum Corporation | 146 | 12 | Stock |
| Barings Participation Investors | 700 | 11 | CEF |
| Chubb Limited | 35 | 11 | Stock |
| DuPont de Nemours, Inc. | 225 | 9 | Stock |
| Exelon Corporation | 200 | 9 | Stock |
| CDW Corporation | 63 | 9 | Stock |
| Reddit, Inc. | 41 | 9 | Stock |
| SPDR S&P 600 Small Cap Growth ETF | 90 | 8 | ETF |
| Stanley Black & Decker, Inc. | 97 | 7 | Stock |
| Delta Air Lines, Inc. | 80 | 6 | Stock |
| American Electric Power Company, Inc. | 50 | 6 | Stock |
| Zeta Global Holdings Corporation | 300 | 6 | Stock |
| Resmed, Inc. | 25 | 6 | Stock |
| American Water Works Company, Inc. | 35 | 5 | Stock |
| The Technology Select Sector SPDR ETF | 34 | 5 | ETF |
| nVent Electric, PLC | 53 | 5 | Stock |
| Dow, Inc. | 225 | 5 | Stock |
| NeurAxis, Inc. | 1000 | 5 | Stock |
| ConocoPhillips | 40 | 4 | Stock |
| Camtek, Ltd. | 37 | 4 | Stock |
| Veeco Instruments, Inc. | 132 | 4 | Stock |
| iShares Core S&P Mid-Cap ETF | 65 | 4 | ETF |
| Lifecore Biomedical, Inc. | 500 | 4 | Stock |
| Vanguard Russell 2000 Index Fund ETF | 37 | 4 | ETF |
| C3.ai, Inc. | 260 | 4 | Stock |
| Algoma Steel Group, Inc. | 1000 | 4 | Stock |
| General Electric Company | 13 | 4 | Stock |
| Grayscale Bitcoin Mini Trust ETF | 100 | 4 | ETF |
| First Trust Global Tactical Commodity Strategy Fund | 130 | 3 | ETF |
| SPDR S&P Oil & Gas Exploration & Production ETF | 25 | 3 | ETF |
| Bristol Myers Squibb Company | 60 | 3 | Stock |
| Invesco Optimum Yield Diversified Commodity Strategy ETF | 213 | 3 | ETF |
| Garmin, Ltd. | 13 | 3 | Stock |
| Nike, Inc. | 40 | 3 | Stock |
| American States Water Company | 31 | 2 | Stock |
| APA Corporation | 102 | 2 | Stock |
| GE Vernova, LLC | 3 | 2 | Stock |
| Alibaba Group Holding Limited | 10 | 1 | ADR |
| Essential Utilities, Inc. | 30 | 1 | Stock |
| The Coca-Cola Company | 20 | 1 | Stock |
| CVS Health Corporation | 11 | 1 | Stock |
| Schwab US Dividend ETF | 36 | 1 | ETF |
| LegalZoom.com, Inc. | 150 | 1 | Stock |
| Amplitude, Inc. | 50 | 1 | Stock |
| Polaris, Inc. | 13 | 1 | Stock |
| Gabelli Global Small & Mid Cap | 20 | 0 | CEF |
| Dole, PLC | 30 | 0 | Stock |
| GE HealthCare Technologies, Inc. | 4 | 0 | Stock |
| BioAge Labs, Inc. | 20 | 0 | Stock |
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