Ulland Investment Advisors, LLC

Ulland Investment Advisors, LLC reported 227 holdings worth US$136K as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 16, 2026

Ulland Investment Advisors, LLC reported 227 holdings worth US$136K as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Vertiv Holdings, Llc. Filed Jul 16, 2026 (Form 13F).

Holdings
227
Value as reported
US$136K

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C43,502US$15.5M11468.0%
Nvidia Corporation51,859US$10.4M7654.2%
Vertiv Holdings, Llc26,386US$8.84M6517.4%
Axon Enterprise, Inc.11,195US$6.28M4629.7%
Meta Platforms, Inc.10,640US$5.99M4420.9%
Amazon.com, Inc.21,457US$5.11M3772.5%
Champion Homes, Inc.45,157US$3.98M2935.2%
Apple Inc12,751US$3.69M2722.0%
Berkshire Hathaway Inc.4,975US$2.49M1836.8%
Unitedhealth Group Incorporated5,924US$2.46M1816.2%
Visa Inc.7,124US$2.44M1802.9%
Marvell Technology, Inc.7,055US$2.1M1550.6%
Microsoft Corp.5,349US$2M1471.7%
Lowe's Companies, Inc.8,139US$1.79M1324.1%
Intercontinental Exchange Inc.9,360US$1.15M849.8%
Umh Properties, Inc.76,015US$1.15M849.1%
Block, Inc.12,593US$957K706.0%
Synopsys, Inc.1,980US$883K651.4%
Boston Scientific Corporation18,934US$808K596.0%
Crowdstrike Holdings, Inc.1,055US$805K593.8%
Generac Holdings Inc.2,625US$769K567.3%
Western Midstream Partners, Lp14,650US$641K472.9%
Costco Wholesale Corporation617US$577K425.6%
Amkor Technology, Inc.6,505US$561K413.8%
Natural Resource Partners Lp Limited Partnership5,500US$534K393.9%
Caterpillar, Inc.465US$495K365.2%
Energy Transfer Lp25,000US$478K352.6%
Lantheus Holdings, Inc.4,175US$463K341.5%
Intuit Inc.1,756US$458K337.9%
Sunoco Lp6,450US$435K320.9%
Rtx Corporation2,229US$423K312.0%
Mplx Lp7,500US$422K311.3%
Dorchester Minerals, L.p.16,000US$404K298.0%
Enterprise Products Partners L.p.10,600US$390K287.7%
Broadcom Inc.1,023US$386K284.7%
Johnson & Johnson1,481US$376K277.4%
Palo Alto Networks, Inc.1,083US$369K272.2%
Ecolab Inc.1,321US$368K271.5%
Usa Compression Partners, Lp13,000US$343K253.0%
Black Stone Minerals, L.p.23,700US$331K244.2%
Viemed Healthcare, Inc.28,545US$325K239.7%
Labcorp Holdings Inc.1,043US$292K215.4%
Mirion Technologies, Inc.14,810US$266K196.2%
Plains All American Pipeline, L.p.11,500US$256K188.8%
Eli Lilly And Company200US$240K177.0%
Philip Morris International Inc1,312US$237K174.8%
Strategy Inc2,673US$232K171.1%
Taiwan Semiconductor Manufacturing Co., Ltd.466US$223K164.5%
Goldman Sachs Group, Inc. (the)200US$202K149.0%
Kimberly-clark Corporation1,810US$199K146.8%
Wells Fargo & Company2,378US$196K144.6%
Charles Schwab Corporation (the)1,936US$179K132.0%
Procter & Gamble Company (the)1,180US$173K127.6%
Vici Properties Inc.6,050US$161K118.8%
Carrier Global Corporation2,169US$159K117.3%
Datadog, Inc.600US$156K115.1%
Vicor Corporation386US$147K108.4%
Hca Healthcare, Inc.360US$140K103.3%
Merck & Company, Inc.957US$123K90.7%
Intuitive Surgical, Inc.300US$119K87.8%
Chevron Corporation700US$116K85.6%
Walmart Inc.943US$107K78.9%
3m Company585US$95,00070.1%
Norfolk Southern Corporation300US$94,00069.3%
Progressive Corporation (the)425US$93,00068.6%
Southern Copper Corporation507US$88,00064.9%
Lam Research Corporation200US$87,00064.2%
Booking Holdings Inc. Common Stock475US$85,00062.7%
Jp Morgan Chase & Co.253US$83,00061.2%
U.s. Bancorp1,355US$82,00060.5%
Cameco Corporation800US$81,00059.8%
Otis Worldwide Corporation1,043US$75,00055.3%
Stryker Corporation220US$69,00050.9%
Dell Technologies Inc.150US$65,00047.9%
Api Group Corporation1,500US$64,00047.2%
Coupang, Inc.3,600US$63,00046.5%
Pepsico, Inc.428US$58,00042.8%
Edwards Lifesciences Corporation615US$56,00041.3%
Target Corporation422US$55,00040.6%
Altria Group, Inc.732US$53,00039.1%
Wheaton Precious Metals Corp470US$53,00039.1%
Mastercard Incorporated98US$50,00036.9%
Entergy Corporation400US$46,00033.9%
Digital Realty Trust, Inc.245US$44,00032.5%
Nextera Energy, Inc.444US$39,00028.8%
Illinois Tool Works Inc.132US$36,00026.6%
Tesla, Inc.85US$36,00026.6%
Monolithic Power Systems, Inc.25US$35,00025.8%
Salesforce, Inc.209US$33,00024.3%
Fedex Corporation100US$31,00022.9%
The J.m. Smucker Company267US$30,00022.1%
Emerson Electric Company205US$29,00021.4%
Centerpoint Energy, Inc (holding Co)603US$27,00019.9%
Cisco Systems, Inc.231US$27,00019.9%
Adobe Inc.118US$24,00017.7%
Home Depot, Inc. (the)69US$24,00017.7%
Constellation Energy Corporation91US$23,00017.0%
Marathon Petroleum Corporation90US$23,00017.0%
Air Products And Chemicals, Inc.75US$22,00016.2%
Samsara Inc.630US$20,00014.8%

Every holding of Ulland Investment Advisors, LLC

Source

View original at SEC

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