Ulland Investment Advisors, LLC - Portfolio Stock Holdings
Ulland Investment Advisors, LLC disclosed 239 stock positions in a recent SEC 13F filing. $142,213,261 of stock holdings were filed, with the largest holdings including NVDA, GOOG, and META. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $442,901,942 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
239Est. Stock Holding Value:
$142,213,261Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Ulland Investment Advisors, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...