Ulland Investment Advisors, LLC

Ulland Investment Advisors, LLC reported 234 holdings worth US$142K as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 13, 2026

Ulland Investment Advisors, LLC reported 234 holdings worth US$142K as of Sep 30, 2026. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Meta Platforms, Inc. Filed Oct 13, 2026 (Form 13F).

Holdings
234
Value as reported
US$142K

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C43,423US$14.8M10429.4%
Nvidia Corporation51,423US$11.7M8254.1%
Meta Platforms, Inc.10,542US$7.64M5373.2%
Vertiv Holdings, Llc26,289US$6.34M4458.8%
Amazon.com, Inc.21,457US$5.35M3757.4%
Axon Enterprise, Inc.10,965US$4.63M3256.2%
Apple Inc12,615US$4.2M2952.6%
Champion Homes, Inc.44,715US$3.83M2693.3%
Microsoft Corp.5,404US$2.77M1948.3%
Visa Inc.7,029US$2.53M1775.4%
Berkshire Hathaway Inc.2,059US$2.52M1769.7%
Unitedhealth Group Incorporated5,839US$2.14M1506.2%
Marvell Technology, Inc.7,450US$1.97M1383.2%
Lowe's Companies, Inc.8,130US$1.5M1052.8%
Block, Inc.19,600US$1.44M1012.8%
Intercontinental Exchange Inc.9,087US$1.38M970.6%
Umh Properties, Inc.79,795US$1.23M863.8%
Crowdstrike Holdings, Inc.4,540US$1.2M844.8%
Synopsys, Inc.2,073US$902K634.0%
Boston Scientific Corporation20,614US$900K632.6%
Natural Resource Partners Lp Limited Partnership7,000US$761K534.9%
Western Midstream Partners, Lp15,000US$666K468.1%
Generac Holdings Inc.3,140US$650K456.8%
Amkor Technology, Inc.11,920US$624K438.6%
Costco Wholesale Corporation617US$562K395.0%
Mirion Technologies, Inc.37,845US$534K375.3%
Sunoco Lp7,000US$510K358.4%
Intuit Inc.1,821US$502K352.8%
Energy Transfer Lp25,000US$494K347.2%
Dorchester Minerals, L.p.17,000US$477K335.3%
Black Stone Minerals, L.p.30,000US$430K302.2%
Palo Alto Networks, Inc.1,083US$430K302.2%
Mplx Lp7,500US$422K296.6%
Rtx Corporation2,229US$414K291.0%
Lantheus Holdings, Inc.4,075US$406K285.4%
Enterprise Products Partners L.p.11,000US$392K275.5%
Caterpillar, Inc.465US$377K265.0%
Johnson & Johnson1,420US$376K264.3%
Usa Compression Partners, Lp15,000US$373K262.2%
Ecolab Inc.1,321US$363K255.1%
Broadcom Inc.1,023US$359K252.3%
Labcorp Holdings Inc.1,043US$321K225.6%
Plains All American Pipeline, L.p.12,000US$285K200.3%
Philip Morris International Inc1,312US$250K175.7%
Eli Lilly And Company200US$231K162.4%
Kimberly-clark Corporation2,225US$217K152.5%
Taiwan Semiconductor Manufacturing Co., Ltd.466US$213K149.7%
Royal Gold, Inc.874US$206K144.8%
Charles Schwab Corporation (the)1,936US$189K132.8%
Goldman Sachs Group, Inc. (the)200US$180K126.5%
Wells Fargo & Company1,434US$179K125.8%
Procter & Gamble Company (the)1,180US$171K120.2%
Datadog, Inc.600US$164K115.3%
Hca Healthcare, Inc.360US$154K108.2%
Viemed Healthcare, Inc.15,870US$144K101.2%
Chevron Corporation700US$143K100.5%
Merck & Company, Inc.957US$139K97.7%
Vici Properties Inc.5,775US$133K93.5%
Intuitive Surgical, Inc.300US$122K85.7%
Carrier Global Corporation2,169US$119K83.6%
Coupang, Inc.8,375US$116K81.5%
Vicor Corporation386US$112K78.7%
Southern Copper Corporation511US$104K73.1%
Ceco Environmental Corp.1,425US$99,00069.6%
Walmart Inc.943US$98,00068.9%
3m Company585US$96,00067.5%
Norfolk Southern Corporation300US$93,00065.4%
Progressive Corporation (the)425US$88,00061.8%
Jp Morgan Chase & Co.253US$84,00059.0%
Dell Technologies Inc.150US$81,00056.9%
Booking Holdings Inc. Common Stock475US$77,00054.1%
Dte Energy Company585US$71,00049.9%
U.s. Bancorp1,188US$69,00048.5%
Cameco Corporation800US$69,00048.5%
Target Corporation422US$66,00046.4%
Lam Research Corporation200US$66,00046.4%
Wheaton Precious Metals Corp450US$60,00042.2%
Otis Worldwide Corporation921US$59,00041.5%
Api Group Corporation1,500US$58,00040.8%
Mastercard Incorporated98US$54,00038.0%
Edwards Lifesciences Corporation615US$53,00037.3%
Stryker Corporation180US$50,00035.1%
Altria Group, Inc.732US$49,00034.4%
Salesforce, Inc.209US$48,00033.7%
Pepsico, Inc.363US$46,00032.3%
Digital Realty Trust, Inc.245US$43,00030.2%
Tempus Ai, Inc.500US$41,00028.8%
Entergy Corporation400US$40,00028.1%
Dt Midstream, Inc.326US$39,00027.4%
Marathon Petroleum Corporation90US$36,00025.3%
Nextera Energy, Inc.444US$34,00023.9%
Illinois Tool Works Inc.132US$34,00023.9%
Monolithic Power Systems, Inc.25US$34,00023.9%
The J.m. Smucker Company269US$32,00022.5%
Emerson Electric Company205US$32,00022.5%
Tesla, Inc.85US$30,00021.1%
Fedex Corporation100US$29,00020.4%
Thermo Fisher Scientific Inc40US$27,00019.0%
Cisco Systems, Inc.231US$25,00017.6%
Samsara Inc.630US$24,00016.9%

Every holding of Ulland Investment Advisors, LLC

Source

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