Ulland Investment Advisors, LLC — 13F holdings

Ulland Investment Advisors, LLC reported 234 holdings worth $142M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $11.7M (8.3%)
2. GOOG ALPHABET INC — $10.5M (7.3%)
3. META META PLATFORMS INC — $7.65M (5.4%)
4. QQQ INVESCO QQQ TR — $6.99M (4.9%)
5. VRT VERTIV HOLDINGS CO — $6.34M (4.5%)
6. AMZN AMAZON COM INC — $5.35M (3.8%)
7. JEPQ J P MORGAN EXCHANGE TRADED F — $5.29M (3.7%)
8. JEPI J P MORGAN EXCHANGE TRADED F — $5.15M (3.6%)
9. AXON AXON ENTERPRISE INC — $4.63M (3.3%)
10. STIP ISHARES TR — $4.39M (3.1%)