StockDriftsStockDriftsTop 50 Ulland Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVidia Corporation | 8.25% | 51.4K | $11.7M | -0.84%(-436) | $47.56(+356.48%) | 2026-09-30 | |
| GOOG | Alphabet, Inc. | 7.35% | 30.7K | $10.5M | -1.22%(-380) | $140.43(+142.23%) | 2026-09-30 | |
| META | Meta Platforms, Inc. | 5.37% | 10.5K | $7.6M | -0.92%(-98) | $344.19(+104.96%) | 2026-09-30 | |
| QQQ | Invesco QQQ Trust ETF | 4.91% | 9.5K | $7.0M | -0.81%(-77) | $377.83(+90.13%) | 2026-09-30 | |
| VRT | Vertiv Holdings, Co. | 4.46% | 26.3K | $6.3M | -0.37%(-97) | $63.85(+222.78%) | 2026-09-30 | |
| AMZN | Amazon.com, Inc. | 3.76% | 21.5K | $5.3M | +0.00%(+0) | $166.68(+57.46%) | 2026-09-30 | |
| JEPQ | J.P. Morgan Nasdaq Equity Premium Income ETF | 3.72% | 86.4K | $5.3M | -3.32%(-2.97K) | $54.08(+10.01%) | 2026-09-30 | |
| JEPI | J.P. Morgan Equity Premium Income ETF | 3.62% | 91.7K | $5.2M | -0.35%(-322) | $57.20(-0.24%) | 2026-09-30 | |
| AXON | Axon Enterprise, Inc. | 3.26% | 11.0K | $4.6M | -2.05%(-230) | $196.54(+94.92%) | 2026-09-30 | |
| STIP | iShares 0-5 Year TIPS Bond ETF | 3.08% | 44.0K | $4.4M | new | $100.93(-0.44%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.96% | +90.47% | — | — | +61.42% |
| Top 20 Holdings Unweighted | +19.77% | +71.80% | — | — | +45.10% |
Ulland Investment Advisors LLC reports $142.28M in US-listed equity holdings across 234 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (8.3%), GOOG (7.3%) and META (5.4%). The top 20 holdings account for 67.8% of reported assets. Its disclosed equity book has returned +90.47% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ulland Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911497). View Ulland Investment Advisors LLC’s 13F filings on SEC