Ulland Investment Advisors, LLC

Position in AXON — Axon Enterprise, Inc.

CIK 1911497 MINNEAPOLIS, MN

Position in AXON

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$6,276,028

+$1,440,083 QoQ

Shares Held

11,195

-1.7% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

6.92%

of 13F equity value

Holder Rank

#11

of 119 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Jun 30, 2026

Ulland Investment Advisors, LLC holds $6,726,977 across 3 Aerospace & Defense names. AXON ranks #1 (93.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXON	Axon Enterprise, Inc. This page	11,195	$6,276,028
2	RTX	RTX Corp	2,229	$422,908
3	HONA	Honeywell Aerospace Inc.	127	$28,041

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,276,028	11,195	-1.7%	Shares	Sole	2026-07-16
2026-03-31	$4,835,945	11,387	+0.8%	Shares	Sole	2026-04-27
2025-12-31	$6,414,769	11,295	+6.0%	Shares	Sole	2026-01-08
2025-09-30	$7,648,607	10,658	-1.2%	Shares	Sole	2025-11-13
2025-06-30	$8,934,300	10,791	-27.8%	Shares	Sole	2025-07-24
2025-03-31	$7,857,167	14,939	-31.7%	Shares	Sole	2025-04-15
2024-12-31	$12,997,778	21,870	+0.2%	Shares	Sole	2025-01-16
2024-09-30	$8,718,472	21,818	-1.4%	Shares	Sole	2024-10-15
2024-06-30	$6,513,002	22,135	-0.1%	Shares	Sole	2024-07-16
2024-03-31	$6,931,856	22,155	+0.4%	Shares	Sole	2024-04-25
2023-12-31	$5,700,309	22,066	-2.1%	Shares	Sole	2024-01-16
2023-09-30	$4,483,841	22,533	-1.4%	Shares	Sole	2023-10-23
2023-06-30	$4,458,492	22,850	-0.2%	Shares	Sole	2023-07-20
2023-03-31	$5,150,638	22,907	-2.4%	Shares	Sole	2023-04-17
2022-12-31	$3,895,040	23,474	-6.8%	Shares	Sole	2023-01-31
2022-09-30	$2,915,279	25,186	-0.6%	Shares	Sole	2022-10-12
2022-06-30	$2,360,555	25,336	-5.6%	Shares	Sole	2022-07-25
2022-03-31	$3,696,122	26,836	-1.0%	Shares	Sole	2022-05-09
2021-12-31	$4,254,072	27,096	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.