13F Insight
DOSSIER · 13F-HR · Q1 2026

Ulland Investment Advisors, LLC

$117M in tracked AUM across 213 positions as of Q1 2026.

UI
CIK 0001911497 · last filed Mar 31, 2026
Total AUM
$117M
as of Q1 2026
Holdings
213
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Ulland Investment Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVidia Corporation
$9M53K8.0%02
GOOG
Alphabet, Inc.
$9M31K7.7%03
VRT
Vertiv Holdings, Co.
$7M27K5.8%04
META
Meta Platforms, Inc.
$6M11K5.3%05
QQQ
Invesco QQQ Trust ETF
$6M10K4.9%06
JEPI
J.P. Morgan Equity Premium Income ETF
$5M88K4.3%07
AXON
Axon Enterprise, Inc.
$5M11K4.1%08
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
$5M86K4.1%09
AMZN
Amazon.com, Inc.
$4M22K3.8%10
GOOGL
Alphabet, Inc.
$4M13K3.2%

Filing history

2026Q1Mar 31
$117M▼ 6.7%
213 positionsView →2025Q4Dec 31
$125M▼ 5.9%
218 positionsView →2025Q3Sep 30
$133M▲ 1.4%
228 positionsView →2025Q2Jun 30
$131M▲ 9.5%
213 positionsLocked2025Q1Mar 31
$120M▼ 23.7%
225 positionsLocked2024Q4Dec 31
$157M▲ 14.8%
212 positionsLocked2024Q3Sep 30
$137M▼ 5.0%
205 positionsLocked2024Q2Jun 30
$144M▲ 14.8%
223 positionsLocked2024Q1Mar 31
$125M▲ 26.2%
234 positionsLocked2023Q4Dec 31
$99M▲ 9.0%
211 positionsLocked2023Q3Sep 30
$91M▼ 6.5%
218 positionsLocked2023Q2Jun 30
$97M▲ 14.4%
218 positionsLocked
Showing 12 of 18