Ulland Investment Advisors, LLC
Top Portfolio Positions
146 positions ·
$77,127,329 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
53,194 | $9,277,033 | 12.03% | |
| VRT |
Vertiv Holdings Co
Industrials
|
27,026 | $6,772,175 | 8.78% | |
| META |
Meta Platforms, Inc.
Communication Services
|
10,799 | $6,178,431 | 8.01% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
9,975 | $5,757,370 | 7.46% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
11,387 | $4,835,945 | 6.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,537 | $4,485,510 | 5.82% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
12,968 | $3,729,078 | 4.83% | |
| AAPL |
Apple Inc.
Technology
|
12,968 | $3,291,148 | 4.27% | |
| SKY |
Champion Homes, Inc.
Consumer Cyclical
|
44,178 | $3,285,517 | 4.26% | |
| V |
Visa Inc.
Financial Services
|
7,154 | $2,162,224 | 2.80% |
Portfolio Trend
18 quarters · across all stocks
Holdings in ALVO
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $336,483 | 98,100 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $371,925 | 72,500 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $92,137 | 11,250 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||