Ulland Investment Advisors, LLC - Portfolio overview

Ulland Investment Advisors, LLC has 234 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVidia Corporation, 7.96%
2. GOOG - Alphabet, Inc., 7.70%
3. VRT - Vertiv Holdings, Co., 5.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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