§ 13F · FUND PROFILE
Ulland Investment Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $133K (13F)Positions · 228Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVidia Corporation | 53K | $9K | 8.0% | −2% |
| 2 | GOOG | Alphabet, Inc. | 31K | $9K | 7.7% | −4% |
| 3 | VRT | Vertiv Holdings, Co. | 27K | $7K | 5.8% | −25% |
| 4 | META | Meta Platforms, Inc. | 11K | $6K | 5.3% | −1% |
| 5 | QQQ | Invesco QQQ Trust ETF | 10K | $6K | 4.9% | −3% |
| 6 | JEPI | J.P. Morgan Equity Premium Income ETF | 88K | $5K | 4.3% | −1% |
| 7 | AXON | Axon Enterprise, Inc. | 11K | $5K | 4.1% | +1% |
| 8 | JEPQ | J.P. Morgan Nasdaq Equity Premium Income ETF | 86K | $5K | 4.1% | −1% |
| 9 | AMZN | Amazon.com, Inc. | 22K | $4K | 3.8% | −2% |
| 10 | GOOGL | Alphabet, Inc. | 13K | $4K | 3.2% | −1% |
§ 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 $133 thousand in assets. The fund runs a broad portfolio of 228 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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