Ulland Investment Advisors, LLC
All 13F Filings
- Location
- Minneapolis, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 135,560
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 227 | 135,560 | 13F-HR | Ulland Investment Advisors, LLC |
| Q1 2026 | 4/27/2026 | 213 | 116,603 | 13F-HR | Ulland Investment Advisors, LLC |
| 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 | 95.72 K | 70.6% | 13.79 K | 0 | 13.79 K |
| ETFs | 39.84 K | 29.4% | 5.171 K | 0 | 5.171 K |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
135,560
Holdings
227
QoQ value change ($000)
18,957
(16.3%)
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.