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Ulland Investment Advisors, LLC

Q2 2026 13F Holdings

  • Location
    minneapolis, MN
  • Num holdings

    227

  • Value ($000)

    $136

  • Date Filed
    07/16/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GOOG

Alphabet, Inc.

STOCK
02079K107
$10.97K
8 %

31,060

N
NVDA

NVidia Corporation

STOCK
67066G104
$10.38K
8 %

51,859

V
VRT

Vertiv Holdings, Co.

STOCK
92537N108
$8.84K
7 %

26,386

N
NDQ

Invesco QQQ Trust ETF

ETF
46090E103
$7.02K
5 %

9,528

A
AXON

Axon Enterprise, Inc.

STOCK
05464C101
$6.28K
5 %

11,195

M
META

Meta Platforms, Inc.

STOCK
30303M102
$5.99K
4 %

10,640

J
JEPQ

J.P. Morgan Nasdaq Equity Premium Income ETF

ETF
46654Q203
$5.49K
4 %

89,366

J
JEPI

J.P. Morgan Equity Premium Income ETF

ETF
46641Q332
$5.2K
4 %

91,995

A
AMZN

Amazon.com, Inc.

STOCK
023135106
$5.11K
4 %

21,457

G
GOOGL

Alphabet, Inc.

STOCK
02079K305
$4.57K
3 %

12,793

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