13F Filings History of Ulland Investment Advisors, LLC

Latest 13F report
Q4 2025 - 08 Jan 2026
Value $
$124,931,000
Signature - Title
James RG Skjong - Director of Trading, Compliance & Operations
Location
Minneapolis, MN
Summary
This page shows a list of all the recent 13F filings made by Ulland Investment Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ulland Investment Advisors, LLC reported 214 stock holdings with total value $124,931,000 as of Q4 2025. Top holdings included GOOG, NVDA, META, AXON, and QQQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 214 $124,931,000 +$3,376,967 -$14,343,716 -$10,966,749 GOOG, NVDA, META, AXON, QQQ 13F-HR 08 Jan 2026, 13:36
Q3 2025 224 $132,826,000 +$4,072,809 -$12,640,264 -$8,567,455 NVDA, GOOG, META, AXON, VRT 13F-HR 13 Nov 2025, 15:17
Q2 2025 208 $130,979,000 +$8,783,178 -$13,278,124 -$4,494,946 NVDA, AXON, META, Wells Fargo Capital 7.50, GOOG 13F-HR 24 Jul 2025, 10:29
Q1 2025 214 $119,598,000 +$11,254,685 -$36,590,856 -$25,336,171 NVDA, AXON, META, GOOG, QQQ 13F-HR 15 Apr 2025, 15:14
Q4 2024 208 $156,826,000 +$17,374,968 -$1,806,401 +$15,568,567 NVDA, AXON, WFCPRL, GOOG, QQQ 13F-HR 16 Jan 2025, 14:45
Q3 2024 200 $136,627,000 +$3,703,769 -$20,647,036 -$16,943,267 NVDA, QQQ, AXON, GOOG, AAPL 13F-HR 15 Oct 2024, 11:14
Q2 2024 218 $143,854,000 +$27,527,101 -$3,602,031 +$23,925,070 NVDA, WFCPRL, GOOG, QQQ, AAPL 13F-HR 16 Jul 2024, 11:23
Q1 2024 224 $125,265,000 +$17,829,687 -$4,708,263 +$13,121,424 NVDA, QQQ, GOOG, AXON, META 13F-HR 25 Apr 2024, 15:28
Q4 2023 201 $99,228,000 +$7,391,125 -$8,806,486 -$1,415,361 QQQ, GOOG, UNH, AAPL, AXON 13F-HR 16 Jan 2024, 15:09
Q3 2023 211 $91,005,000 +$4,989,824 -$9,183,047 -$4,193,223 UNH, GOOG, QQQ, AAPL, AXON 13F-HR 23 Oct 2023, 17:29
Q2 2023 210 $97,371,000 +$9,597,798 -$3,924,297 +$5,673,501 AAPL, UNH, QQQ, GOOG, WFCPRL 13F-HR 20 Jul 2023, 11:52
Q1 2023 202 $85,094,000 +$1,363,729 -$7,104,689 -$5,740,960 UNH, AAPL, GOOG, AXON, QQQ 13F-HR 17 Apr 2023, 14:01
Q4 2022 210 $83,678,000 +$1,379,738 -$11,807,190 -$10,427,452 UNH, AAPL, GOOG, QQQ, AXON 13F-HR 31 Jan 2023, 15:31
Q3 2022 213 $91,535,000 +$13,132,428 -$8,317,193 +$4,815,235 UNH, QQQ, AAPL, GOOG, AMZN 13F-HR 12 Oct 2022, 11:43
Q2 2022 242 $97,644,000 +$6,678,346 -$13,757,529 -$7,079,183 UNH, QQQ, GOOG, AAPL, AMZN 13F-HR 25 Jul 2022, 12:48
Q1 2022 258 $133,352,000 +$11,927,161 -$19,607,234 -$7,680,073 GOOG, QQQ, WFCPRL, UNH, AAPL 13F-HR 09 May 2022, 13:35
Q4 2021 215 $156,790,000 $0 $0 $0 WFCPRL, QQQ, GOOG, UNH, AMZN 13F-HR 16 Feb 2022, 13:40