Ulland Investment Advisors, LLC
Top Portfolio Positions
145 positions ·
$76,169,409 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
53,194 | $9,277,033 | 12.18% | |
| VRT |
Vertiv Holdings Co
Industrials
|
27,026 | $6,772,175 | 8.89% | |
| META |
Meta Platforms, Inc.
Communication Services
|
10,799 | $6,178,431 | 8.11% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
9,975 | $5,757,370 | 7.56% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
11,387 | $4,835,945 | 6.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,537 | $4,485,510 | 5.89% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
12,968 | $3,729,078 | 4.90% | |
| AAPL |
Apple Inc.
Technology
|
12,968 | $3,291,148 | 4.32% | |
| SKY |
Champion Homes, Inc.
Consumer Cyclical
|
44,178 | $3,285,517 | 4.31% | |
| V |
Visa Inc.
Financial Services
|
7,154 | $2,162,224 | 2.84% |
Portfolio Trend
Holdings in MPV
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,998 | 700 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,123 | 700 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $14,105 | 700 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $20,110 | 1,000 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $17,630 | 1,000 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $34,180 | 2,000 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $33,880 | 2,000 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $33,040 | 2,000 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $32,240 | 2,000 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $31,200 | 2,000 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $26,860 | 2,000 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $28,518 | 2,209 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $28,319 | 2,209 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $27,214 | 2,209 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $25,027 | 2,209 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $27,082 | 2,209 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $29,578 | 2,209 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $32,693 | 2,209 | Shares | Sole | 2022-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||