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Ulland Investment Advisors, LLC

CIK:0001911497
Investment Adviser
$451M AUM
208 holdings
Minneapolis, MN, US
Founded:1997
5 employees
ullandinvestment.com
Latest filing:Jun 30, 2025

Ulland Investment Advisors, LLC is a boutique investment advisory firm headquartered in Minneapolis, Minnesota, specializing in personalized wealth management and investment advisory services. Founded in 1997 by James E. Ulland, the firm is a registered investment adviser (RIA) with approximately 5 employees, and serves primarily individual investors, including high net worth individuals. Ulland Investment Advisors focuses solely on providing fee-based investment supervisory services, without selling other financial products or services, and works with both institutional and individual clients.

Investment Strategy

Ulland Investment Advisors provides customized investment advisory and management, focused exclusively on asset management tailored to client goals. The firm's strategy emphasizes careful matching of investor needs and preferences, portfolio construction using third-party custodians and broker/dealers, and implementation through equities and ETFs across various sectors. The firm does not engage in proprietary products or non-advisory services, maintaining a strict commitment to personalized investment advice and portfolio monitoring.

Latest 13F Filing Activity

Ulland Investment Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 205 equity positions with a total 13F market value of $131M. The fund increased holdings in Wells Fargo Capital 7.50, Nvidia Corporation, Vertiv Holdings, Co. among other positions. Ulland Investment Advisors, LLC reduced exposure to Unitedhealth Group, Inc., Skyline Champion Corporation, SPDR S&P 500 Etf among others.

Top Buys
W
WFC-PLWells Fargo Capital 7.50
+$4.4M
N
NVDANVidia Corporation
+$3.1M
V
VRTVertiv Holdings, Co.
+$2.2M
M
METAMeta Platforms, Inc.
+$1.3M
A
AXONAxon Enterprise, Inc.
+$1.1M
Top Sells
U
UNHUnitedHealth Group, Inc.
-$2.6M
S
SKYSkyline Champion Corporation
-$1.5M
S
SPYSPDR S&P 500 ETF
-$786.0K
V
VVisa, Inc.
-$642.0K
L
LOWLowe's Companies, Inc.
-$325.0K

Top Holdings

N
NVDANVidia Corporation
+8.6%$11.3M
A
AXONAxon Enterprise, Inc.
+6.8%$8.9M
M
METAMeta Platforms, Inc.
+6.6%$8.6M
W
WFC-PLWells Fargo Capital 7.50
+6.5%$8.5M
G
GOOGAlphabet, Inc.
+6.0%$7.9M

Equity Positions (205)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVidia Corporation8.65%$11.3M71,702$52.66$157.99+$3.1M
A
AXON
Axon Enterprise, Inc.6.82%$8.9M10,791$158.66$827.94+$1.1M
M
META
Meta Platforms, Inc.6.55%$8.6M11,627$343.85$738.09+$1.3M
W
WFC-PL
Wells Fargo Capital 7.506.47%$8.5M7,212$1182.67$1174.13+$4.4M
G
GOOG
Alphabet, Inc.6.02%$7.9M44,442$146.46$177.39+$813.0K

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+25.7%
SEMICONDUCTORS & RELATED DEVICES
+10.5%
ORDNANCE & ACCESSORIES, (NO VEHICLES/GUIDED MISSILES)
+5.8%
SERVICES-PREPACKAGED SOFTWARE
+5.0%
ELECTRONIC COMPONENTS, NEC
+4.8%
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