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Home > Institutional Investor > Ulland Investment Advisors, Llc > Profile

Instuitional Investor - Ulland Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Ulland Investment Advisors, Llc
Portfolio Value $119,601
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 75,887 $8,225 6.88%
2.
Axon Enterprise Inc.
 AXON 14,939 $7,857 6.57%
3.
Meta Platforms Inc.
 META 12,609 $7,267 6.08%
4.
Alphabet Inc.
 GOOGL 45,258 $7,071 5.91%
5.
Invesco Qqq Trust Etf - ETF
 13,199 $6,189 5.17%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)