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Portfolio (Quarterly) Guide ↗

Ulland Investment Advisors, LLC

· CIK 0001911497
13F Portfolio $133M AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 228 New
Page 12 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CVS CVS Health Corporation Healthcare 11.0 $1K 0.00% NEW $90.91 +2.7%
222 KO The Coca-Cola Company Consumer Defensive 20.0 $1K 0.00% NEW $50.00 +62.3%
223 WTRG Essential Utilities, Inc. Utilities 30.0 $1K 0.00% NEW $33.33 +9.6%
224 PII Polaris, Inc. Consumer Cyclical 13.0 $1K 0.00% NEW $76.92 -18.0%
225 BIOA BioAge Labs, Inc. Healthcare 20.0 NEW
226 GGZ Gabelli Global Small & Mid Cap Financial Services 20.0 NEW
227 GEHC GE HealthCare Technologies, Inc. Healthcare 4.0 NEW
228 DOLE Dole, PLC Consumer Defensive 30.0 NEW
Page 12 of 12  ·  228 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.8%
Communication Services 24.2%
Industrials 15.6%
Financial Services 13.1%
Consumer Cyclical 11.4%
Healthcare 6.4%
Energy 1.5%
Consumer Defensive 1.4%
Real Estate 1.2%
Basic Materials 0.5%