Ulland Investment Advisors, LLC Q1 2025 Filing

Filed April 15, 2025

Portfolio Value

$119.6M

Holdings

225

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (225 positions)

StockValue
SMCISuper Micro Computer, Inc.
$62
TSMTaiwan Semiconductor Manufacturing Company Limited
$55
TAPMolson Coors Beverage Company
$54
DGIIDigi International, Inc.
$54
IRIngersoll Rand, Inc.
$54
AIQGlobal X Artificial Intelligence & Technology ETF
$53
NBISNebius Group N.V.
$53
USBU.S. Bancorp
$52
WMTWalmart, Inc.
$51
CSRCenterspace
$48
EAElectronic Arts, Inc.
$47
FQIDigital Realty Trust, Inc.
$47
AMDAdvanced Micro Devices, Inc.
$47
MAMastercard Incorporated
$45
EWEdwards Life Sciences
$45
LOUPInnovator Deepwater Frontier Tech ETF
$45
MOAltria Group, Inc.
$45
TSLATesla Motors, Inc.
$44
HONHoneywell International, Inc.
$44
YETHRoundhill Ether Covered Call Strategy ETF
$42
VPUVanguard Utilities ETF
$42
PANWPalo Alto Networks, Inc.
$38
APGAPi Group Corporation
$38
SNPSSynopsys, Inc.
$37
WPMWheaton Precious Metals Corporation
$36
VYMVanguard High Dividend Yield ETF
$35
ALLEAllegion, Plc
$35
ETREntergy Corporation
$34
GBTCGrayscale Bitcoin Trust
$33
ITWIllinois Tool Works Inc.
$33
VUGVanguard Growth ETF
$33
CNPCenterPoint Energy, Inc.
$33
IVViShares Core S&P 500 ETF
$31
SYMSymbotic Inc.
$31
SJMJ.M. Smucker Company
$30
NEENextEra Energy, Inc.
$28
TSEMTower Semiconductor Ltd.
$28
DGROiShares Core Dividend Growth ETF
$27
SAPSAP SE
$27
MRVLMarvell Technology, Inc.
$25
HDThe Home Depot, Inc.
$25
CVSCVS Health Corporation
$24
IJSiShares S&P Small Cap 600 Value ETF
$24
APDAir Products & Chemicals, Inc.
$22
EMREmerson Electric Company
$22
SHELRoyal Dutch Shell, Plc
$22
NOWServiceNow, Inc.
$21
ORCLOracle Corporation
$20
XYLDGlobal X S&P 500 Covered Call ETF
$20
SBUXStarbucks Corporation
$20
BPBP, Plc
$19
MPVBarings Participation Investors
$18
DYHTarget Corporation
$18
MCIBarings Corporate Investors
$18
VICRVicor Corporation
$18
DDDuPont de Nemours, Inc.
$17
DELLDell Technologies, Inc.
$17
VEAVanguard FTSE Developed Markets ETF
$16
DDOGDatadog, Inc.
$16
VYMIVanguard International High Dividend Yield ETF
$16
VWOVanguard FTSE Emerging Markets ETF
$15
LRCXLam Research Corporation
$15
VNQVanguard Real Estate ETF
$15
SGOViShares 0-3 Month Treasury Bond ETF
$15
SPLVInvesco S&P 500 Low Volatility ETF
$15
VSSVanguard FTSE All-World Ex-US Small-Cap Index ETF
$14
MPWRMonolithic Power Systems, Inc.
$14
ENBEnbridge, Inc.
$13
CEGConstellation Energy Corporation
$13
XLIIndustrial Select Sector SPDR Fund
$13
MPCMarathon Petroleum Corporation
$13
ASMLASML Holding N.V.
$13
ACNAccenture, PLC
$12
CBChubb Limited
$11
SOLVSolventum Corporation
$11
OKLOOklo, Inc.
$11
IWMiShares Russell 2000 ETF
$10
CDWCDW Corporation
$10
FASTFastenal Corporation
$9
IAUMiShares Gold Trust Micro ETF
$9
INTCIntel Corporation
$9
PEOExelon Corporation
$9
DOWDow, Inc.
$8
LGLVSPDR SSGA US Large Cap Low Volatility ETF
$8
PHXUSDPHX Minerals Inc.
$8
VECOVeeco Instruments, Inc.
$8
SLYGSPDR S&P 600 Small Cap Growth ETF
$7
BXSLBlackstone Secured Lending Fund
$6
RMEResmed, Inc.
$6
XOPSPDR S&P Oil & Gas Exploration & Production ETF
$6
AEPAmerican Electric Power Company, Inc.
$5
AIC3.ai, Inc.
$5
ATLXAtlas Lithium Corporation
$5
AWCAmerican Water Works Company, Inc.
$5
BMYBristol Myers Squibb Company
$4
BTCGrayscale Bitcoin Mini Trust ETF
$4
AWNAdvance Auto Parts, Inc.
$4
COPConocoPhillips
$4
NKENike, Inc.
$3
GRMNGarmin, Ltd.
$3
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