Fund HoldingsUlland Investment Advisors, LLC

Total Portfolio Value
$124.9K
Total Bought
$4.0K
Total Sold
$10.1K
Net Transaction
-$6.1K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Intercontinental Exchange, Inc.(ICE)09,664+9,664021.25%+2
Alvotech(ALVO)11,25072,500+61,250000.30%0
Generac Holdings Inc.(GNRC)7612,750+1,989000.30%0
UMH Properties, Inc.(UMH)59,36566,265+6,900110.84%0
Sunoco L.P.(SUN)2,0005,000+3,000000.21%0
Kimberly-Clark Corporation(KMB)01,595+1,595000.13%0
Viemed Healthcare, Inc.73,09585,495+12,400010.51%0
Skyline Champion Corporation(SKY)46,67443,754-2,920442.96%0
ProShares Nasdaq-100 High Income ETF
NASDAQ 100 HIGH
3503,150+2,800000.11%0
Enterprise Products Partners L.P.(EPD)3,2007,000+3,800000.18%0
Mplx, LP(MPLX)05,000+5,000000.21%0
Goldman Sachs S&P 500 Core Premium Income ETF
S&P 500 PREMIUM
14,83016,580+1,750110.70%0
Global X Cybersecurity
CYBRSCURTY ETF
03,180+3,180000.08%0
Energy Transfer LP(ET)016,000+16,000000.21%0
Block, Inc.(XYZ)4,7936,628+1,835000.34%0
Plains All American Pipeline, L.P.(PAA)6,00010,000+4,000000.14%0
Cameco Corporation(CCJ)0800+800000.06%0
Eli Lilly and Company(LLY)0200+200000.17%0
Amkor Technology, Inc.18,26014,210-4,050110.45%0
Palo Alto Networks, Inc.(PANW)678978+300000.14%0
Caterpillar, Inc.(CAT)4154150000.19%0
Marvell Technology, Inc.(MRVL)1,2001,650+450000.11%0
Intuitive Surgical, Inc.0300+300000.14%0
Raytheon Technologies(RTX)2,2292,2290000.33%0
Johnson & Johnson(JNJ)1,5061,5060000.25%0
FedEx Corporation(FDX)0100+100000.02%0
ProShares Russell 2000 High Income ETF
RUS 2000 HIG ETF
0700+700000.02%0
Vicor Corporation(VICR)0386+386000.03%0
Merck & Co., Inc.(MRK)0957+957000.08%0
Honeywell International, Inc.(HON)0320+320000.05%0
Goldman Sachs Group, Inc.(GS)2002000000.14%0
Goldman Sachs JUST U.S. Large Cap Equity ETF5,7205,7200110.44%0
HCA Healthcare, Inc.(HCA)3603600000.13%0
Southern Copper Corporation(SCCO)0604+604000.07%0
Alerian MLP ETF
ALERIAN MLP
015,545+15,545010.59%+1
Wells Fargo & Company(WFC)1,4351,4350000.11%0
Vanguard S&P 500 ETF1,4131,398-15110.70%0
iShares MSCI USA ESG Select ETF3,8803,855-25110.43%0
Health Care Select Sector SPDR Fund
ST STR CARE ETF
0670+670000.08%0
Global X NASDAQ 100 Covered Call ETF
NASDAQ 100 COVER
72,92970,827-2,102111.00%0
Lantheus Holdings, Inc.(LNTH)04,807+4,807000.26%0
Broadcom, Inc.(AVGO)1,015990-25000.27%0
U.S. Bancorp(USB)1,3551,3550000.06%0
Global X Russell 2000 Covered Call ETF
RUSSELL 2000
08,300+8,300000.10%0
J.P. Morgan Hedged Equity Laddered Overlay ETF
HEDG EQU LAD ETF
2,3702,420+50000.13%0
Lam Research Corporation(LRCX)2002000000.03%0
NextEra Energy, Inc.(NEE)0444+444000.03%0
Centerspace(CSR)0734+734000.04%0
Invesco S&P 500 Equal Weight ETF
S&P500 EQL WGT
1,0251,040+15000.16%0
APi Group Corporation(APG)01,500+1,500000.05%0
Taiwan Semiconductor Manufacturing Company Limited(TSM)521496-25000.12%0
Walmart, Inc.(WMT)0585+585000.05%0
Edwards Life Sciences0615+615000.04%0
iShares Russell 1000 Growth ETF7037030000.27%0
Invesco Dynamic Semiconductors ETF
SEMICONDUCTORS
4,4003,975-425000.25%0
SPDR SSGA US Large Cap Low Volatility ETF
ST STR R1K LOWV
0212+212000.03%0
Thermo Fisher Scientific, Inc.(TMO)40400000.02%0
VICI Properties, Inc.(VICI)06,100+6,100000.14%0
Innovator Nasdaq-100 Managed Floor ETF
NASDAQ 100
2,5002,5000000.07%0
3M Company(MMM)0585+585000.08%0
Innovator Deepwater Frontier Tech ETF
INNOVATOR DEEPW
1,0001,0000000.06%0
Berkshire Hathaway Inc.440332.42%0
Vanguard Small Cap ETF5555550000.11%0
Global X Artificial Intelligence & Technology ETF
ARTIFICIAL ETF
1,4501,4500000.06%0
Vanguard Value Index Fund ETF635626-9000.10%0
Accenture, PLC
SHS CLASS A
73730000.02%0
Wheaton Precious Metals Corporation(WPM)4704700000.04%0
NeurAxis, Inc.01,000+1,000000.00%0
Cisco Systems, Inc.(CSCO)2312310000.01%0
Vanguard International High Dividend Yield ETF0220+220000.02%0
Royal Dutch Shell, Plc(SHEL)0300+300000.02%0
Chubb Limited
COM
035+35000.01%0
Pepsico, Inc.(PEP)0428+428000.05%0
BP, Plc(BP)7397390000.02%0
Vanguard Growth ETF090+90000.04%0
iShares Core S&P Total U.S. Stock Market ETF85850000.01%0
Constellation Energy Corporation(CEG)066+66000.02%0
Solventum Corporation(SOLV)0146+146000.01%0
Industrial Select Sector SPDR Fund
ST STR INDL ETF
0100+100000.01%0
Vanguard FTSE Developed Markets ETF5625620000.03%0
Vanguard High Dividend Yield ETF0285+285000.03%0
Vanguard Dividend Appreciation Index Fund ETF2402400000.04%0
iShares Core Dividend Growth ETF
CORE DIV GRWTH
0440+440000.02%0
Delta Air Lines, Inc.(DAL)080+80000.00%0
The PNC Financial Services Group, Inc.(PNC)57570000.01%0
The Technology Select Sector SPDR ETF
ST STR TECHN ETF
1734+17000.00%0
The Coca-Cola Company(KO)020+20000.00%0
Mastercard Incorporated(MA)98980000.04%0
Emerson Electric Company(EMR)0205+205000.02%0
Vanguard FTSE All-World Ex-US Small-Cap Index ETF0125+125000.01%0
Dole, PLC(DOLE)030+30000
Exelon Corporation(EXC)0200+200000.01%0
CVS Health Corporation(CVS)011+11000.00%0
Garmin, Ltd.(GRMN)013+13000.00%0
Lifecore Biomedical, Inc.0500+500000.00%0
Vanguard Mid-Cap Index Fund ETF1241240000.03%0
Nike, Inc.(NKE)040+40000.00%0
CenterPoint Energy, Inc.(CNP)0900+900000.03%0
Stanley Black & Decker, Inc.(SWK)097+97000.01%0
Dow, Inc.(DOW)0225+225000.00%0
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