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Portfolio (Quarterly) Guide ↗

Ulland Investment Advisors, LLC

· CIK 0001911497
13F Portfolio $125M AUM 218 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 5 New 30 Added 52 Reduced 15 Exited
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 Wells Fargo Capital 7.50 102.0 $124K 0.10% -502.0 -83.1% $1215.69
42 VTV Vanguard Value Index Fund ETF 626.0 $120K 0.10% -9.0 -1.4% $191.69 +9.0%
43 VTI Vanguard Total Stock Market ETF 298.0 $100K 0.08% -17.0 -5.4% $335.57 +8.8%
44 TSLA Tesla Motors, Inc. Consumer Cyclical 205.0 $92K 0.07% -45.0 -18.0% $448.78 -7.0%
45 JPM J.P. Morgan Chase & Co. Financial Services 258.0 $83K 0.07% -38.0 -12.8% $321.71 -5.8%
46 ADBE Adobe Systems, Inc. Technology 234.0 $82K 0.07% -164.0 -41.2% $350.43 -30.3%
47 IVV iShares Core S&P 500 ETF 98.0 $67K 0.05% -5.0 -4.8% $683.67 +9.1%
48 CRM Salesforce.com, Inc. Technology 227.0 $60K 0.05% -61.0 -21.2% $264.32 -33.3%
49 SCHF Schwab International Equity ETF 966.0 $23K 0.02% -2K -71.2% $23.81 +14.9%
50 TGT Target Corporation Consumer Defensive 150.0 $15K 0.01% -57.0 -27.5% $100.00 +22.3%
51 NVT nVent Electric, PLC Industrials 53.0 $5K 0.00% -4.0 -7.0% $94.34 +73.4%
52 SCHD Schwab US Dividend ETF 36.0 $1K 0.00% -8K -99.5% $27.78 +16.1%
Page 3 of 3  ·  52 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
Communication Services 23.6%
Technology 22.5%
Industrials 15.1%
Financial Services 14.3%
Consumer Cyclical 12.0%
Healthcare 6.7%
Energy 2.2%
Consumer Defensive 1.4%
Real Estate 1.4%
Basic Materials 0.5%