Ulland Investment Advisors, LLC
Q4 2025 13F Holdings
- Locationminneapolis, MN
- Num holdings
436
- Value ($000)
$375
- Date Filed01/08/2026
- Form type13F-HR
- CIK0001911497
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
Alphabet, Inc. | STOCK | 02079K107 | $20.49K | 16 % | 65,300 | ||
NVidia Corporation | STOCK | 67066G104 | $20.19K | 16 % | 108,242 | ||
Meta Platforms, Inc. | STOCK | 30303M102 | $14.42K | 12 % | 21,848 | ||
Axon Enterprise, Inc. | STOCK | 05464C101 | $12.83K | 10 % | 22,590 | ||
Invesco QQQ Trust ETF | ETF | 46090E103 | $12.59K | 10 % | 20,488 | ||
Vertiv Holdings, Co. | STOCK | 92537N108 | $11.62K | 9 % | 71,716 | ||
J.P. Morgan Equity Premium Income ETF | ETF | 46641Q332 | $10.25K | 8 % | 179,090 | ||
Alphabet, Inc. | STOCK | 02079K107 | $10.25K | 8 % | 32,650 | ||
Amazon.com, Inc. | STOCK | 023135106 | $10.1K | 8 % | 43,746 | ||
NVidia Corporation | STOCK | 67066G104 | $10.09K | 8 % | 54,121 |
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