Ulland Investment Advisors, LLC Top Holdings and 13F Report (2026) About Ulland Investment Advisors, LLCInvestment ActivityUlland Investment Advisors, LLC has $116.60 thousand in total holdings as of March 31, 2026.Ulland Investment Advisors, LLC owns shares of 213 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 1.95% of the portfolio was purchased this quarter.About 4.24% of the portfolio was sold this quarter.This quarter, Ulland Investment Advisors, LLC has purchased 218 new stocks and bought additional shares in 22 stocks.Ulland Investment Advisors, LLC sold shares of 55 stocks and completely divested from 15 stocks this quarter.Largest Holdings NVIDIA $9,277Alphabet $8,982Vertiv $6,772Meta Platforms $6,178Invesco QQQ $5,757 Largest New Holdings this Quarter 958669103 - Western Midstream Partners $494 Holding09225M101 - Black Stone Minerals $302 Holding25820R105 - Dorchester Minerals $34 Holding74743L100 - Qnity Electronics, Inc. $13 Holding83443Q103 - Solstice Advanced Materials, Inc. $3 Holding Largest Purchases this Quarter Marvell Technology 5,765 shares (about $570.67)Western Midstream Partners 12,000 shares (about $494.00)Black Stone Minerals 20,000 shares (about $302.00)Block, Inc. 3,305 shares (about $198.97)Mplx 2,500 shares (about $142.67) Largest Sales this Quarter Vertiv 8,832 shares (about $2.21K)Alphabet 1,338 shares (about $383.81)Amkor Technology 6,930 shares (about $312.23)Viemed Healthcare 23,610 shares (about $217.46)NVIDIA 927 shares (about $161.67) Sector Allocation Over TimeMap of 500 Largest Holdings ofUlland Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$9,277$162 ▼-1.7%53,1948.0%Computer and TechnologyGOOGAlphabet$8,982$384 ▼-4.1%31,3127.7%Computer and TechnologyVRTVertiv$6,772$2,213 ▼-24.6%27,0265.8%Computer and TechnologyMETAMeta Platforms$6,178$72 ▼-1.1%10,7995.3%Computer and TechnologyQQQInvesco QQQ$5,757$155 ▼-2.6%9,9754.9%FinanceJEPIJPMorgan Equity Premium Income ETF$5,007$69 ▼-1.4%88,3354.3%ETFAXONAxon Enterprise$4,836$39 ▲0.8%11,3874.1%AerospaceJEPQJPMorgan Nasdaq Equity Premium Income ETF$4,767$31 ▼-0.6%85,8544.1%ETFAMZNAmazon.com$4,486$70 ▼-1.5%21,5373.8%Retail/WholesaleGOOGLAlphabet$3,729$53 ▼-1.4%12,9683.2%Computer and TechnologyAAPLApple$3,291$68 ▼-2.0%12,9682.8%Computer and TechnologySKYChampion Homes$3,286$32 ▲1.0%44,1782.8%ConstructionBRK.ABerkshire Hathaway$2,8730.0%42.5%FinanceSCHMSchwab U.S. Mid-Cap ETF$2,473$15 ▼-0.6%79,8802.1%ETFVVisa$2,162$24 ▼-1.1%7,1541.9%Business ServicesLOWLowe's Companies$1,986$21 ▼-1.0%8,4041.7%Retail/WholesaleMSFTMicrosoft$1,866$28 ▲1.5%5,0411.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,662$68 ▼-3.9%2,5551.4%FinanceJ.P. Morgan U.S. Tech Leaders ETF$1,658$101 ▼-5.7%20,8491.4%ETFUNHUnitedHealth Group$1,631$107 ▼-6.1%6,0291.4%MedicalICEIntercontinental Exchange$1,496$24 ▼-1.6%9,5141.3%FinanceSMMDiShares Russell 2500 ETF$1,318$6 ▼-0.5%17,2591.1%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$1,201$14 ▼-1.1%70,0271.0%ManufacturingSCHXSchwab US Large-Cap ETF$1,140$25 ▼-2.1%44,4771.0%ETFBRK.BBerkshire Hathaway$958$23 ▼-2.3%1,9990.8%FinanceUMHUMH Properties$955$1 ▼-0.1%66,2150.8%FinanceIUSGiShares Core S&P U.S. Growth ETF$919$3 ▼-0.3%5,9260.8%ManufacturingGoldman Sachs S&P 500 Core Premium Income ETF$854$25 ▲3.0%17,0750.7%ETFVOOVanguard S&P 500 ETF$843$7 ▲0.9%1,4100.7%ETFIGViShares Expanded Tech-Software Sector ETF$825$48 ▼-5.5%10,3020.7%ETFBSXBoston Scientific$809$8 ▲1.1%12,8890.7%MedicalAMLPAlerian MLP ETF$805$13 ▼-1.6%15,2950.7%ETFXOMExxonMobil$788$46 ▼-5.5%4,6460.7%EnergySNPSSynopsys$779$88 ▼-10.2%1,9650.7%Computer and TechnologyMRVLMarvell Technology$734$571 ▲349.4%7,4150.6%Computer and TechnologyDSIiShares ESG MSCI KLD 400 ETF$6670.0%5,5000.6%ETFCOSTCostco Wholesale$615$20 ▼-3.1%6170.5%Retail/WholesaleBlock, Inc.$598$199 ▲49.9%9,9330.5%StockVMDViemed Healthcare$570$217 ▼-27.6%61,8850.5%MedicalGNRCGenerac$5370.0%2,7500.5%IndustrialsJUSTGoldman Sachs JUST U.S. Large Cap Equity ETF$5290.0%5,7200.5%ETFSUSAiShares MSCI USA ESG Select ETF$5090.0%3,8550.4%ETFXLEEnergy Select Sector SPDR Fund$497$26 ▼-5.0%8,1200.4%ETFWESWestern Midstream Partners$494$494 ▲New Holding12,0000.4%EnergyRTXRTX$4300.0%2,2290.4%AerospaceMPLXMplx$428$143 ▲50.0%7,5000.4%EnergyCRWDCrowdStrike$412$54 ▲15.2%1,0550.4%Computer and TechnologyETEnergy Transfer$376$67 ▲21.9%19,5000.3%EnergyPSIInvesco Semiconductors ETF$369$6 ▼-1.7%3,9070.3%ETFJNJJohnson & Johnson$362$6 ▼-1.7%1,4810.3%MedicalINTUIntuit$348$2 ▲0.6%8060.3%Computer and TechnologyAlvotech$336$88 ▲35.3%98,1000.3%StockAMKRAmkor Technology$328$312 ▼-48.8%7,2800.3%Computer and TechnologyLNTHLantheus$328$37 ▼-10.0%4,3250.3%MedicalSUNSunoco$3250.0%5,0000.3%EnergyCVLTCommVault Systems$323$121 ▼-27.2%4,1470.3%Computer and TechnologyAVGOBroadcom$303$3 ▼-1.0%9800.3%Computer and TechnologyBSMBlack Stone Minerals$302$302 ▲New Holding20,0000.3%EnergyECLEcolab$3020.0%1,1340.3%Basic MaterialsIWFiShares Russell 1000 Growth ETF$3000.0%7030.3%ETFIWRiShares Russell Mid-Cap ETF$2940.0%3,0250.3%ETFMicrostrategy, Inc. 8.00$2880.0%4,0750.2%Convertible PreferredLaboratory Corporation of America Holdings$2780.0%1,0430.2%StockEPDEnterprise Products Partners$2650.0%7,0000.2%EnergyCATCaterpillar$248$46 ▼-15.7%3500.2%IndustrialsPlains All American Pipeline, L.P.$2230.0%10,0000.2%StockPMPhilip Morris International$2170.0%1,3120.2%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$188$12 ▼-5.8%9800.2%ETFLLYEli Lilly and Company$1840.0%2000.2%MedicalSCHWCharles Schwab$1820.0%1,9360.2%FinanceKimberly-Clark Corporation$178$24 ▲15.7%1,8450.2%StockPANWPalo Alto Networks$174$17 ▲10.7%1,0830.1%Computer and TechnologyURAGlobal X Uranium ETF$1730.0%3,5740.1%ETFHCAHCA Healthcare$1700.0%3600.1%MedicalPGProcter & Gamble$1700.0%1,1800.1%Consumer StaplesGSThe Goldman Sachs Group$1690.0%2000.1%FinanceVICIVICI Properties$165$1 ▼-0.8%6,0500.1%FinanceTSMTaiwan Semiconductor Manufacturing$157$10 ▼-6.0%4660.1%Computer and TechnologyJ.P. Morgan Hedged Equity Laddered Overlay ETF$1550.0%2,4200.1%ETFCVXChevron$145$4 ▼-2.5%7000.1%EnergyVBVanguard Small-Cap ETF$1450.0%5550.1%ETFISRGIntuitive Surgical$1380.0%3000.1%MedicalProShares Nasdaq-100 High Income ETF$1310.0%3,1500.1%ETFRYLDGlobal X Russell 2000 Covered Call ETF$1240.0%8,3000.1%ETFVTVVanguard Value ETF$1230.0%6260.1%ETFCARRCarrier Global$1220.0%2,1690.1%ConstructionWFC.PLWells Fargo & Co. Pfd. Series L$1180.0%1020.1%FinanceMRKMerck & Co., Inc.$1150.0%9570.1%MedicalWFCWells Fargo & Company$109$5 ▼-4.5%1,3700.1%FinanceDDOGDatadog$100$81 ▲415.2%8500.1%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$980.0%6700.1%ETFVTIVanguard Total Stock Market ETF$960.0%2980.1%ETFBUGGlobal X Cybersecurity ETF$90$11 ▲13.2%3,6000.1%ManufacturingCCJCameco$870.0%8000.1%Basic MaterialsSCCOSouthern Copper$87$17 ▼-16.7%5030.1%Basic MaterialsNSCNorfolk Southern$860.0%3000.1%TransportationOTISOtis Worldwide$85$0 ▼-0.4%1,1080.1%IndustrialsMMM3M$850.0%5850.1%Multi-Sector ConglomeratesPGRProgressive$840.0%4250.1%FinanceInnovator Nasdaq-100 Managed Floor ETF$830.0%2,5000.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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