Filed: 11/13/2025ACC: 0001911497-25-000006
📋 What this filing means
ULLAND INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 228 equity positions with a total reported market value of $132.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
228
Positions
$132.8K
Total AUM (reported)
1.17M
Total Shares
Allocation by class
STOCK$93.0K70.0%
ETF$37.4K28.1%
REIT$1.1K0.9%
CONVERTIBLE PREFERRED$1.1K0.8%
ADR$221.000.2%
CEF$29.000.0%
Portfolio Concentration
Top 3$31.8K23.9%
4–10$40.5K30.5%
11–25$33.4K25.1%
Rest$27.2K20.5%
Top 3 weight
23.9%
Top 10 weight
54.4%
Voting Authority Distribution
Total shares with voting rights: 1.17M
Sole
Full voting authority
1.17M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole228
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings228
Rows:
NVidia Corporation
SOLEShares68.63K
TypeSH
Market value$12.8K
9.64%
Sole
68.63K
Shared
0.00
None
0.00
Alphabet, Inc.
SOLEShares42.96K
TypeSH
Market value$10.5K
7.88%
Sole
42.96K
Shared
0.00
None
0.00
Meta Platforms, Inc.
SOLEShares11.59K
TypeSH
Market value$8.5K
6.41%
Sole
11.58K
Shared
0.00
None
0.00
Axon Enterprise, Inc.
SOLEShares10.66K
TypeSH
Market value$7.6K
5.76%
Sole
10.66K
Shared
0.00
None
0.00
Vertiv Holdings, Co.
SOLEShares42.43K
TypeSH
Market value$6.4K
4.82%
Sole
42.43K
Shared
0.00
None
0.00
Invesco QQQ Trust ETF
SOLEShares10.61K
TypeSH
Market value$6.4K
4.80%
Sole
10.61K
Shared
0.00
None
0.00
J.P. Morgan Equity Premium Income ETF
SOLEShares91.14K
TypeSH
Market value$5.2K
3.92%
Sole
91.14K
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares23.23K
TypeSH
Market value$5.1K
3.84%
Sole
23.23K
Shared
0.00
None
0.00
J.P. Morgan Nasdaq Equity Premium Income ETF
SOLEShares87.74K
TypeSH
Market value$5.0K
3.80%
Sole
87.74K
Shared
0.00
None
0.00
Alphabet, Inc.
SOLEShares19.49K
TypeSH
Market value$4.7K
3.57%
Sole
19.49K
Shared
0.00
None
0.00
Apple, Inc.
SOLEShares14.65K
TypeSH
Market value$3.7K
2.81%
Sole
14.65K
Shared
0.00
None
0.00
Skyline Champion Corporation
SOLEShares46.67K
TypeSH
Market value$3.6K
2.68%
Sole
46.67K
Shared
0.00
None
0.00
Berkshire Hathaway Inc.
SOLEShares4.00
TypeSH
Market value$3.0K
2.27%
Sole
4.00
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares5.19K
TypeSH
Market value$2.7K
2.02%
Sole
5.19K
Shared
0.00
None
0.00
UnitedHealth Group, Inc.
SOLEShares7.53K
TypeSH
Market value$2.6K
1.96%
Sole
7.53K
Shared
0.00
None
0.00
Visa, Inc.
SOLEShares7.53K
TypeSH
Market value$2.6K
1.93%
Sole
7.53K
Shared
0.00
None
0.00
Schwab U.S. Mid-Cap ETF
SOLEShares84.97K
TypeSH
Market value$2.5K
1.90%
Sole
84.97K
Shared
0.00
None
0.00
Lowe's Companies, Inc.
SOLEShares9.02K
TypeSH
Market value$2.3K
1.71%
Sole
9.02K
Shared
0.00
None
0.00
J.P. Morgan U.S. Tech Leaders ETF
SOLEShares22.37K
TypeSH
Market value$2.1K
1.55%
Sole
22.37K
Shared
0.00
None
0.00
SPDR S&P 500 ETF
SOLEShares2.88K
TypeSH
Market value$1.9K
1.44%
Sole
2.88K
Shared
0.00
None
0.00
iShares Russell 2500 ETF
SOLEShares18.08K
TypeSH
Market value$1.3K
1.00%
Sole
18.08K
Shared
0.00
None
0.00
iShares Expanded Tech-Software Sector ETF
SOLEShares11.48K
TypeSH
Market value$1.3K
0.99%
Sole
11.48K
Shared
0.00
None
0.00
Schwab U.S. Large-Cap ETF
SOLEShares48.31K
TypeSH
Market value$1.3K
0.96%
Sole
48.31K
Shared
0.00
None
0.00
Boston Scientific Group
SOLEShares12.97K
TypeSH
Market value$1.3K
0.95%
Sole
12.97K
Shared
0.00
None
0.00
Global X NASDAQ 100 Covered Call ETF
SOLEShares72.93K
TypeSH
Market value$1.2K
0.93%
Sole
72.93K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVidia CorporationSOLE | Stock | 68.63K | SH | $12.8K 9.64% | 68.63K | 0.00 | 0.00 |
Alphabet, Inc.SOLE | Stock | 42.96K | SH | $10.5K 7.88% | 42.96K | 0.00 | 0.00 |
Meta Platforms, Inc.SOLE | Stock | 11.59K | SH | $8.5K 6.41% | 11.58K | 0.00 | 0.00 |
Axon Enterprise, Inc.SOLE | Stock | 10.66K | SH | $7.6K 5.76% | 10.66K | 0.00 | 0.00 |
Vertiv Holdings, Co.SOLE | Stock | 42.43K | SH | $6.4K 4.82% | 42.43K | 0.00 | 0.00 |
Invesco QQQ Trust ETFSOLE | ETF | 10.61K | SH | $6.4K 4.80% | 10.61K | 0.00 | 0.00 |
J.P. Morgan Equity Premium Income ETFSOLE | ETF | 91.14K | SH | $5.2K 3.92% | 91.14K | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | Stock | 23.23K | SH | $5.1K 3.84% | 23.23K | 0.00 | 0.00 |
J.P. Morgan Nasdaq Equity Premium Income ETFSOLE | ETF | 87.74K | SH | $5.0K 3.80% | 87.74K | 0.00 | 0.00 |
Alphabet, Inc.SOLE | Stock | 19.49K | SH | $4.7K 3.57% | 19.49K | 0.00 | 0.00 |
Apple, Inc.SOLE | Stock | 14.65K | SH | $3.7K 2.81% | 14.65K | 0.00 | 0.00 |
Skyline Champion CorporationSOLE | Stock | 46.67K | SH | $3.6K 2.68% | 46.67K | 0.00 | 0.00 |
Berkshire Hathaway Inc.SOLE | Stock | 4.00 | SH | $3.0K 2.27% | 4.00 | 0.00 | 0.00 |
Microsoft CorporationSOLE | Stock | 5.19K | SH | $2.7K 2.02% | 5.19K | 0.00 | 0.00 |
UnitedHealth Group, Inc.SOLE | Stock | 7.53K | SH | $2.6K 1.96% | 7.53K | 0.00 | 0.00 |
Visa, Inc.SOLE | Stock | 7.53K | SH | $2.6K 1.93% | 7.53K | 0.00 | 0.00 |
Schwab U.S. Mid-Cap ETFSOLE | ETF | 84.97K | SH | $2.5K 1.90% | 84.97K | 0.00 | 0.00 |
Lowe's Companies, Inc.SOLE | Stock | 9.02K | SH | $2.3K 1.71% | 9.02K | 0.00 | 0.00 |
J.P. Morgan U.S. Tech Leaders ETFSOLE | ETF | 22.37K | SH | $2.1K 1.55% | 22.37K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | ETF | 2.88K | SH | $1.9K 1.44% | 2.88K | 0.00 | 0.00 |
iShares Russell 2500 ETFSOLE | ETF | 18.08K | SH | $1.3K 1.00% | 18.08K | 0.00 | 0.00 |
iShares Expanded Tech-Software Sector ETFSOLE | ETF | 11.48K | SH | $1.3K 0.99% | 11.48K | 0.00 | 0.00 |
Schwab U.S. Large-Cap ETFSOLE | ETF | 48.31K | SH | $1.3K 0.96% | 48.31K | 0.00 | 0.00 |
Boston Scientific GroupSOLE | Stock | 12.97K | SH | $1.3K 0.95% | 12.97K | 0.00 | 0.00 |
Global X NASDAQ 100 Covered Call ETFSOLE | ETF | 72.93K | SH | $1.2K 0.93% | 72.93K | 0.00 | 0.00 |
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