Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ulland Investment Advisors, LLC (CIK 1911497) reported $116.6M across 211 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($9.3M, 7.96%), GOOG ($9.0M, 7.70%), VRT ($6.8M, 5.81%), META ($6.2M, 5.30%), QQQ ($5.8M, 4.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVidia Corporation | $9.3M | 7.96% | 53,194 | Trimmed |
| 2 | GOOG | Alphabet, Inc. | $9.0M | 7.70% | 31,312 | Trimmed |
| 3 | VRT | Vertiv Holdings, Co. | $6.8M | 5.81% | 27,026 | Trimmed |
| 4 | META | Meta Platforms, Inc. | $6.2M | 5.30% | 10,799 | Trimmed |
| 5 | QQQ | Invesco QQQ Trust ETF | $5.8M | 4.94% | 9,975 | Trimmed |
| 6 | JEPI | J.P. Morgan Equity Premium Income ETF | $5.0M | 4.29% | 88,335 | Trimmed |
| 7 | AXON | Axon Enterprise, Inc. | $4.8M | 4.15% | 11,387 | Added |
| 8 | JEPQ | J.P. Morgan Nasdaq Equity Premium Income ETF | $4.8M | 4.09% | 85,854 | Trimmed |
| 9 | AMZN | Amazon.com, Inc. | $4.5M | 3.85% | 21,537 | Trimmed |
| 10 | GOOGL | Alphabet, Inc. | $3.7M | 3.20% | 12,968 | Trimmed |
| 11 | SKY | Skyline Champion Corporation | $3.3M | 2.82% | 44,178 | Added |
| 12 | AAPL | Apple, Inc. | $3.3M | 2.82% | 12,968 | Trimmed |
| 13 | BRK/A | Berkshire Hathaway Inc. | $2.9M | 2.46% | 4 | Hold |
| 14 | SCHM | Schwab U.S. Mid-Cap ETF | $2.5M | 2.12% | 79,880 | Trimmed |
| 15 | V | Visa, Inc. | $2.2M | 1.85% | 7,154 | Trimmed |
| 16 | LOW | Lowe's Companies, Inc. | $2.0M | 1.70% | 8,404 | Trimmed |
| 17 | MSFT | Microsoft Corporation | $1.9M | 1.60% | 5,041 | Added |
| 18 | SPY | SPDR S&P 500 ETF | $1.7M | 1.43% | 2,555 | Trimmed |
| 19 | JTEK | J.P. Morgan U.S. Tech Leaders ETF | $1.7M | 1.42% | 20,849 | Trimmed |
| 20 | UNH | UnitedHealth Group, Inc. | $1.6M | 1.40% | 6,029 | Trimmed |
| 21 | ICE | Intercontinental Exchange, Inc. | $1.5M | 1.28% | 9,514 | Trimmed |
| 22 | SMMD | iShares Russell 2500 ETF | $1.3M | 1.13% | 17,259 | Trimmed |
| 23 | QYLD | Global X NASDAQ 100 Covered Call ETF | $1.2M | 1.03% | 70,027 | Trimmed |
| 24 | SCHX | Schwab U.S. Large-Cap ETF | $1.1M | 0.98% | 44,477 | Trimmed |
| 25 | BRK/B | Berkshire Hathaway Inc. | $958,000 | 0.82% | 1,999 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31