Ulland Investment Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity holdings as of September 30, 2026. The filing lists a total of 234 positions held by the firm.
The portfolio is diversified across various sectors and market caps. The largest position by number of shares is NVIDIA Corporation, with 11,744 shares valued at approximately $51,423. Other significant individual stock holdings include Alphabet, Inc. (Class A) with 10,453 shares, Meta Platforms, Inc. with 7,645 shares, and Vertiv Holdings, Co. with 6,344 shares.
The filing also details significant exposure to exchange-traded funds (ETFs). The top ETF holding is the J.P. Morgan Equity Premium Income ETF, which comprises 5,154 shares. The Global X NASDAQ 100 Covered Call ETF is the second-largest holding with 1,585 shares, followed by the Global X S&P 500 Covered Call ETF with 12 shares. Other notable ETF positions include the Vanguard S&P 500 ETF (1,004 shares) and the Alphabet, Inc. ETF (Class A) with 10,453 shares.
The filing indicates that all positions are held in a Sole voting capacity, with no shared voting or dispositive rights disclosed for the listed securities.
