Ulland Investment Advisors, LLC
All 13F Filings
- Location
- Minneapolis, MN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 124,931
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/8/2026 | 218 | 124,931 | 13F-HR | Ulland Investment Advisors, LLC |
| Q3 2025 | 11/13/2025 | 228 | 132,827 | 13F-HR | Ulland Investment Advisors, LLC |
| Q2 2025 | 7/24/2025 | 213 | 130,981 | 13F-HR | Ulland Investment Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 88.4 K | 70.8% | 0 | 7.068 K | -7.068 K |
| ETFs | 36.53 K | 29.2% | 0 | 828 | -828 |
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Fund Snapshot
Q4 2025
Latest filed
1/8/2026
Total value ($000)
124,931
Holdings
218
QoQ value change ($000)
-7,896
(-5.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.