Ulland Investment Advisors, LLC

Q4 2025 13F Holdings

  • Location
    minneapolis, MN
  • Num holdings

    436

  • Value ($000)

    $375

  • Date Filed
    01/08/2026
  • Form type
    13F-HR
  • CIK
    0001911497
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GOOG

Alphabet, Inc.

STOCK
$20.49K
16 %

65,300

N
NVDA

NVidia Corporation

STOCK
$20.19K
16 %

108,242

M
META

Meta Platforms, Inc.

STOCK
$14.42K
12 %

21,848

A
AXON

Axon Enterprise, Inc.

STOCK
$12.83K
10 %

22,590

N
NDQ

Invesco QQQ Trust ETF

ETF
$12.59K
10 %

20,488

V
VRT

Vertiv Holdings, Co.

STOCK
$11.62K
9 %

71,716

J
JEPI

J.P. Morgan Equity Premium Income ETF

ETF
$10.25K
8 %

179,090

G
GOOG

Alphabet, Inc.

STOCK
$10.25K
8 %

32,650

A
AMZN

Amazon.com, Inc.

STOCK
$10.1K
8 %

43,746

N
NVDA

NVidia Corporation

STOCK
$10.09K
8 %

54,121

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