Filed: 7/16/2026ACC: 0001911497-26-000004
📋 What this filing means
ULLAND INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 227 equity positions with a total reported market value of $135.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
227
Positions
$135.6K
Total AUM (reported)
1.31M
Total Shares
Allocation by class
STOCK$93.8K69.2%
ETF$39.8K29.4%
REIT$1.4K1.0%
CONVERTIBLE PREFERRED$315.000.2%
ADR$245.000.2%
CEF$25.000.0%
Portfolio Concentration
Top 3$30.2K22.3%
4–10$39.7K29.3%
11–25$32.6K24.0%
Rest$33.1K24.4%
Top 3 weight
22.3%
Top 10 weight
51.5%
Voting Authority Distribution
Total shares with voting rights: 1.31M
Sole
Full voting authority
1.31M
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)
Sole227
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings227
Rows:
Alphabet, Inc.
SOLEShares31.06K
TypeSH
Market value$11.0K
8.10%
Sole
31.06K
Shared
0.00
None
0.00
NVidia Corporation
SOLEShares51.86K
TypeSH
Market value$10.4K
7.65%
Sole
51.86K
Shared
0.00
None
0.00
Vertiv Holdings, Co.
SOLEShares26.39K
TypeSH
Market value$8.8K
6.52%
Sole
26.39K
Shared
0.00
None
0.00
Invesco QQQ Trust ETF
SOLEShares9.53K
TypeSH
Market value$7.0K
5.18%
Sole
9.53K
Shared
0.00
None
0.00
Axon Enterprise, Inc.
SOLEShares11.20K
TypeSH
Market value$6.3K
4.63%
Sole
11.20K
Shared
0.00
None
0.00
Meta Platforms, Inc.
SOLEShares10.64K
TypeSH
Market value$6.0K
4.42%
Sole
10.64K
Shared
0.00
None
0.00
J.P. Morgan Nasdaq Equity Premium Income ETF
SOLEShares89.37K
TypeSH
Market value$5.5K
4.05%
Sole
89.36K
Shared
0.00
None
0.00
J.P. Morgan Equity Premium Income ETF
SOLEShares92K
TypeSH
Market value$5.2K
3.83%
Sole
92K
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares21.46K
TypeSH
Market value$5.1K
3.77%
Sole
21.46K
Shared
0.00
None
0.00
Alphabet, Inc.
SOLEShares12.79K
TypeSH
Market value$4.6K
3.37%
Sole
12.79K
Shared
0.00
None
0.00
Skyline Champion Corporation
SOLEShares45.16K
TypeSH
Market value$4.0K
2.94%
Sole
45.16K
Shared
0.00
None
0.00
Apple, Inc.
SOLEShares12.75K
TypeSH
Market value$3.7K
2.72%
Sole
12.75K
Shared
0.00
None
0.00
Schwab U.S. Mid-Cap ETF
SOLEShares79.54K
TypeSH
Market value$2.9K
2.16%
Sole
79.54K
Shared
0.00
None
0.00
UnitedHealth Group, Inc.
SOLEShares5.92K
TypeSH
Market value$2.5K
1.82%
Sole
5.92K
Shared
0.00
None
0.00
Visa, Inc.
SOLEShares7.12K
TypeSH
Market value$2.4K
1.80%
Sole
7.12K
Shared
0.00
None
0.00
J.P. Morgan U.S. Tech Leaders ETF
SOLEShares20.49K
TypeSH
Market value$2.3K
1.69%
Sole
20.49K
Shared
0.00
None
0.00
Marvell Technology, Inc.
SOLEShares7.05K
TypeSH
Market value$2.1K
1.55%
Sole
7.05K
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares5.35K
TypeSH
Market value$2.0K
1.47%
Sole
5.35K
Shared
0.00
None
0.00
SPDR S&P 500 ETF
SOLEShares2.50K
TypeSH
Market value$1.9K
1.38%
Sole
2.50K
Shared
0.00
None
0.00
Lowe's Companies, Inc.
SOLEShares8.14K
TypeSH
Market value$1.8K
1.32%
Sole
8.14K
Shared
0.00
None
0.00
iShares Russell 2500 ETF
SOLEShares17.21K
TypeSH
Market value$1.6K
1.16%
Sole
17.21K
Shared
0.00
None
0.00
Global X NASDAQ 100 Covered Call ETF
SOLEShares83.53K
TypeSH
Market value$1.5K
1.14%
Sole
83.53K
Shared
0.00
None
0.00
Berkshire Hathaway Inc.
SOLEShares2.00
TypeSH
Market value$1.5K
1.11%
Sole
2.00
Shared
0.00
None
0.00
Schwab U.S. Large-Cap ETF
SOLEShares42.95K
TypeSH
Market value$1.3K
0.93%
Sole
42.95K
Shared
0.00
None
0.00
Intercontinental Exchange, Inc.
SOLEShares9.36K
TypeSH
Market value$1.2K
0.85%
Sole
9.36K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Alphabet, Inc.SOLE | Stock | 31.06K | SH | $11.0K 8.10% | 31.06K | 0.00 | 0.00 |
NVidia CorporationSOLE | Stock | 51.86K | SH | $10.4K 7.65% | 51.86K | 0.00 | 0.00 |
Vertiv Holdings, Co.SOLE | Stock | 26.39K | SH | $8.8K 6.52% | 26.39K | 0.00 | 0.00 |
Invesco QQQ Trust ETFSOLE | ETF | 9.53K | SH | $7.0K 5.18% | 9.53K | 0.00 | 0.00 |
Axon Enterprise, Inc.SOLE | Stock | 11.20K | SH | $6.3K 4.63% | 11.20K | 0.00 | 0.00 |
Meta Platforms, Inc.SOLE | Stock | 10.64K | SH | $6.0K 4.42% | 10.64K | 0.00 | 0.00 |
J.P. Morgan Nasdaq Equity Premium Income ETFSOLE | ETF | 89.37K | SH | $5.5K 4.05% | 89.36K | 0.00 | 0.00 |
J.P. Morgan Equity Premium Income ETFSOLE | ETF | 92K | SH | $5.2K 3.83% | 92K | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | Stock | 21.46K | SH | $5.1K 3.77% | 21.46K | 0.00 | 0.00 |
Alphabet, Inc.SOLE | Stock | 12.79K | SH | $4.6K 3.37% | 12.79K | 0.00 | 0.00 |
Skyline Champion CorporationSOLE | Stock | 45.16K | SH | $4.0K 2.94% | 45.16K | 0.00 | 0.00 |
Apple, Inc.SOLE | Stock | 12.75K | SH | $3.7K 2.72% | 12.75K | 0.00 | 0.00 |
Schwab U.S. Mid-Cap ETFSOLE | ETF | 79.54K | SH | $2.9K 2.16% | 79.54K | 0.00 | 0.00 |
UnitedHealth Group, Inc.SOLE | Stock | 5.92K | SH | $2.5K 1.82% | 5.92K | 0.00 | 0.00 |
Visa, Inc.SOLE | Stock | 7.12K | SH | $2.4K 1.80% | 7.12K | 0.00 | 0.00 |
J.P. Morgan U.S. Tech Leaders ETFSOLE | ETF | 20.49K | SH | $2.3K 1.69% | 20.49K | 0.00 | 0.00 |
Marvell Technology, Inc.SOLE | Stock | 7.05K | SH | $2.1K 1.55% | 7.05K | 0.00 | 0.00 |
Microsoft CorporationSOLE | Stock | 5.35K | SH | $2.0K 1.47% | 5.35K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | ETF | 2.50K | SH | $1.9K 1.38% | 2.50K | 0.00 | 0.00 |
Lowe's Companies, Inc.SOLE | Stock | 8.14K | SH | $1.8K 1.32% | 8.14K | 0.00 | 0.00 |
iShares Russell 2500 ETFSOLE | ETF | 17.21K | SH | $1.6K 1.16% | 17.21K | 0.00 | 0.00 |
Global X NASDAQ 100 Covered Call ETFSOLE | ETF | 83.53K | SH | $1.5K 1.14% | 83.53K | 0.00 | 0.00 |
Berkshire Hathaway Inc.SOLE | Stock | 2.00 | SH | $1.5K 1.11% | 2.00 | 0.00 | 0.00 |
Schwab U.S. Large-Cap ETFSOLE | ETF | 42.95K | SH | $1.3K 0.93% | 42.95K | 0.00 | 0.00 |
Intercontinental Exchange, Inc.SOLE | Stock | 9.36K | SH | $1.2K 0.85% | 9.36K | 0.00 | 0.00 |
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