Long-term investor

Ulland Investment Advisors, LLC @ullandinvestmentadvisors

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911497).

Record

  • Tracked since 2025-06-30 (454 days), 42 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +38.3%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 02079K107 · 8.1% · long · since 2025-06-30
  • NVDA · 7.7% · long · since 2025-06-30
  • VRT · 6.5% · long · since 2025-06-30
  • 46090E103 · 5.2% · long · since 2025-06-30
  • AXON · 4.6% · long · since 2025-06-30
  • META · 4.4% · long · since 2025-06-30
  • 46654Q203 · 4.1% · long · since 2025-06-30
  • 46641Q332 · 3.8% · long · since 2025-06-30
  • AMZN · 3.8% · long · since 2025-06-30
  • GOOGL · 3.4% · long · since 2025-06-30
  • 830830105 · 2.9% · long · since 2025-06-30
  • AAPL · 2.7% · long · since 2025-06-30

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