Filed: 4/27/2026ACC: 0001911497-26-000002
📋 What this filing means
ULLAND INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 213 equity positions with a total reported market value of $116.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
213
Positions
$116.6K
Total AUM (reported)
1.23M
Total Shares
Allocation by class
STOCK$80.1K68.7%
ETF$34.7K29.7%
REIT$1.2K1.0%
CONVERTIBLE PREFERRED$406.000.3%
ADR$238.000.2%
CEF$25.000.0%
Portfolio Concentration
Top 3$25.0K21.5%
4–10$34.8K29.8%
11–25$29.0K24.9%
Rest$27.8K23.9%
Top 3 weight
21.5%
Top 10 weight
51.3%
Voting Authority Distribution
Total shares with voting rights: 1.23M
Sole
Full voting authority
1.23M
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)
Sole213
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings213
Rows:
NVidia Corporation
SOLEShares53.19K
TypeSH
Market value$9.3K
7.96%
Sole
53.19K
Shared
0.00
None
0.00
Alphabet, Inc.
SOLEShares31.31K
TypeSH
Market value$9.0K
7.70%
Sole
31.31K
Shared
0.00
None
0.00
Vertiv Holdings, Co.
SOLEShares27.03K
TypeSH
Market value$6.8K
5.81%
Sole
27.03K
Shared
0.00
None
0.00
Meta Platforms, Inc.
SOLEShares10.80K
TypeSH
Market value$6.2K
5.30%
Sole
10.80K
Shared
0.00
None
0.00
Invesco QQQ Trust ETF
SOLEShares9.97K
TypeSH
Market value$5.8K
4.94%
Sole
9.97K
Shared
0.00
None
0.00
J.P. Morgan Equity Premium Income ETF
SOLEShares88.33K
TypeSH
Market value$5.0K
4.29%
Sole
88.33K
Shared
0.00
None
0.00
Axon Enterprise, Inc.
SOLEShares11.39K
TypeSH
Market value$4.8K
4.15%
Sole
11.39K
Shared
0.00
None
0.00
J.P. Morgan Nasdaq Equity Premium Income ETF
SOLEShares85.85K
TypeSH
Market value$4.8K
4.09%
Sole
85.85K
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares21.54K
TypeSH
Market value$4.5K
3.85%
Sole
21.54K
Shared
0.00
None
0.00
Alphabet, Inc.
SOLEShares12.97K
TypeSH
Market value$3.7K
3.20%
Sole
12.97K
Shared
0.00
None
0.00
Apple, Inc.
SOLEShares12.97K
TypeSH
Market value$3.3K
2.82%
Sole
12.97K
Shared
0.00
None
0.00
Skyline Champion Corporation
SOLEShares44.18K
TypeSH
Market value$3.3K
2.82%
Sole
44.18K
Shared
0.00
None
0.00
Berkshire Hathaway Inc.
SOLEShares4.00
TypeSH
Market value$2.9K
2.46%
Sole
4.00
Shared
0.00
None
0.00
Schwab U.S. Mid-Cap ETF
SOLEShares79.88K
TypeSH
Market value$2.5K
2.12%
Sole
79.88K
Shared
0.00
None
0.00
Visa, Inc.
SOLEShares7.15K
TypeSH
Market value$2.2K
1.85%
Sole
7.15K
Shared
0.00
None
0.00
Lowe's Companies, Inc.
SOLEShares8.40K
TypeSH
Market value$2.0K
1.70%
Sole
8.40K
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares5.04K
TypeSH
Market value$1.9K
1.60%
Sole
5.04K
Shared
0.00
None
0.00
SPDR S&P 500 ETF
SOLEShares2.56K
TypeSH
Market value$1.7K
1.43%
Sole
2.56K
Shared
0.00
None
0.00
J.P. Morgan U.S. Tech Leaders ETF
SOLEShares20.85K
TypeSH
Market value$1.7K
1.42%
Sole
20.85K
Shared
0.00
None
0.00
UnitedHealth Group, Inc.
SOLEShares6.03K
TypeSH
Market value$1.6K
1.40%
Sole
6.03K
Shared
0.00
None
0.00
Intercontinental Exchange, Inc.
SOLEShares9.51K
TypeSH
Market value$1.5K
1.28%
Sole
9.51K
Shared
0.00
None
0.00
iShares Russell 2500 ETF
SOLEShares17.26K
TypeSH
Market value$1.3K
1.13%
Sole
17.26K
Shared
0.00
None
0.00
Global X NASDAQ 100 Covered Call ETF
SOLEShares70.03K
TypeSH
Market value$1.2K
1.03%
Sole
70.03K
Shared
0.00
None
0.00
Schwab U.S. Large-Cap ETF
SOLEShares44.48K
TypeSH
Market value$1.1K
0.98%
Sole
44.48K
Shared
0.00
None
0.00
Berkshire Hathaway Inc.
SOLEShares2K
TypeSH
Market value$958.00
0.82%
Sole
2K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVidia CorporationSOLE | Stock | 53.19K | SH | $9.3K 7.96% | 53.19K | 0.00 | 0.00 |
Alphabet, Inc.SOLE | Stock | 31.31K | SH | $9.0K 7.70% | 31.31K | 0.00 | 0.00 |
Vertiv Holdings, Co.SOLE | Stock | 27.03K | SH | $6.8K 5.81% | 27.03K | 0.00 | 0.00 |
Meta Platforms, Inc.SOLE | Stock | 10.80K | SH | $6.2K 5.30% | 10.80K | 0.00 | 0.00 |
Invesco QQQ Trust ETFSOLE | ETF | 9.97K | SH | $5.8K 4.94% | 9.97K | 0.00 | 0.00 |
J.P. Morgan Equity Premium Income ETFSOLE | ETF | 88.33K | SH | $5.0K 4.29% | 88.33K | 0.00 | 0.00 |
Axon Enterprise, Inc.SOLE | Stock | 11.39K | SH | $4.8K 4.15% | 11.39K | 0.00 | 0.00 |
J.P. Morgan Nasdaq Equity Premium Income ETFSOLE | ETF | 85.85K | SH | $4.8K 4.09% | 85.85K | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | Stock | 21.54K | SH | $4.5K 3.85% | 21.54K | 0.00 | 0.00 |
Alphabet, Inc.SOLE | Stock | 12.97K | SH | $3.7K 3.20% | 12.97K | 0.00 | 0.00 |
Apple, Inc.SOLE | Stock | 12.97K | SH | $3.3K 2.82% | 12.97K | 0.00 | 0.00 |
Skyline Champion CorporationSOLE | Stock | 44.18K | SH | $3.3K 2.82% | 44.18K | 0.00 | 0.00 |
Berkshire Hathaway Inc.SOLE | Stock | 4.00 | SH | $2.9K 2.46% | 4.00 | 0.00 | 0.00 |
Schwab U.S. Mid-Cap ETFSOLE | ETF | 79.88K | SH | $2.5K 2.12% | 79.88K | 0.00 | 0.00 |
Visa, Inc.SOLE | Stock | 7.15K | SH | $2.2K 1.85% | 7.15K | 0.00 | 0.00 |
Lowe's Companies, Inc.SOLE | Stock | 8.40K | SH | $2.0K 1.70% | 8.40K | 0.00 | 0.00 |
Microsoft CorporationSOLE | Stock | 5.04K | SH | $1.9K 1.60% | 5.04K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | ETF | 2.56K | SH | $1.7K 1.43% | 2.56K | 0.00 | 0.00 |
J.P. Morgan U.S. Tech Leaders ETFSOLE | ETF | 20.85K | SH | $1.7K 1.42% | 20.85K | 0.00 | 0.00 |
UnitedHealth Group, Inc.SOLE | Stock | 6.03K | SH | $1.6K 1.40% | 6.03K | 0.00 | 0.00 |
Intercontinental Exchange, Inc.SOLE | Stock | 9.51K | SH | $1.5K 1.28% | 9.51K | 0.00 | 0.00 |
iShares Russell 2500 ETFSOLE | ETF | 17.26K | SH | $1.3K 1.13% | 17.26K | 0.00 | 0.00 |
Global X NASDAQ 100 Covered Call ETFSOLE | ETF | 70.03K | SH | $1.2K 1.03% | 70.03K | 0.00 | 0.00 |
Schwab U.S. Large-Cap ETFSOLE | ETF | 44.48K | SH | $1.1K 0.98% | 44.48K | 0.00 | 0.00 |
Berkshire Hathaway Inc.SOLE | Stock | 2K | SH | $958.00 0.82% | 2K | 0.00 | 0.00 |
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