Ulland Investment Advisors, LLC: 13F holdings
CIK 19114972026Q2
| Positions | 227 |
|---|---|
| Reported value | $135.6m |
| Filed | 2026-07-16 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOG Alphabet, Inc. | 31,060 | $11.0m | 8.1% |
| NVDA NVidia Corporation | 51,859 | $10.4m | 7.7% |
| VRT Vertiv Holdings, Co. | 26,386 | $8.8m | 6.5% |
| QQQ Invesco QQQ Trust ETF | 9,528 | $7.0m | 5.2% |
| AXON Axon Enterprise, Inc. | 11,195 | $6.3m | 4.6% |
| META Meta Platforms, Inc. | 10,640 | $6.0m | 4.4% |
| JEPQ J.P. Morgan Nasdaq Equity Premium Income ETF | 89,366 | $5.5m | 4.1% |
| JEPI J.P. Morgan Equity Premium Income ETF | 91,995 | $5.2m | 3.8% |
| AMZN Amazon.com, Inc. | 21,457 | $5.1m | 3.8% |
| GOOGL Alphabet, Inc. | 12,793 | $4.6m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911497")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.