§ 13F · FUND PROFILE
Ulland Investment Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $131.0B (13F)Positions · 213Turnover · — · Q4Filed · Jan 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$388M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet, Inc. | 33K | $10.2B | 8.2% | −24% |
| 2 | NVDA | NVidia Corporation | 54K | $10.1B | 8.1% | −21% |
| 3 | META | Meta Platforms, Inc. | 11K | $7.2B | 5.8% | −6% |
| 4 | AXON | Axon Enterprise, Inc. | 11K | $6.4B | 5.1% | +6% |
| 5 | QQQ | Invesco QQQ Trust ETF | 10K | $6.3B | 5.0% | −3% |
| 6 | VRT | Vertiv Holdings, Co. | 36K | $5.8B | 4.6% | −15% |
| 7 | JEPI | J.P. Morgan Equity Premium Income ETF | 90K | $5.1B | 4.1% | −2% |
| 8 | AMZN | Amazon.com, Inc. | 22K | $5.0B | 4.0% | −6% |
| 9 | JEPQ | J.P. Morgan Nasdaq Equity Premium Income ETF | 86K | $5.0B | 4.0% | −2% |
| 10 | GOOGL | Alphabet, Inc. | 13K | $4.1B | 3.3% | −33% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ULLAND SIGNAL
AC read
Ulland Investment Advisors, LLC is a Other fund managing $131.0 trillion in assets. The fund runs a broad portfolio of 213 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed