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Portfolio (Quarterly) Guide ↗

Ulland Investment Advisors, LLC

· CIK 0001911497
13F Portfolio $136M AUM 227 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 30 New 43 Added 57 Reduced 21 Exited
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CEG Constellation Energy Corporation Utilities 91.0 $23K 0.02% +25.0 +37.9% $252.75 +2.8%
42 VTWO Vanguard Russell 2000 Index Fund ETF 40.0 $5K 0.00% +3.0 +8.1% $125.00 -5.1%
43 LZ LegalZoom.com, Inc. Industrials 250.0 $2K 0.00% +100.0 +66.7% $8.00 +1.0%
Page 3 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.5%
Communication Services 21.5%
Industrials 17.6%
Financial Services 13.4%
Consumer Cyclical 11.1%
Healthcare 5.9%
Energy 4.5%
Consumer Defensive 1.5%
Real Estate 1.4%
Basic Materials 0.6%