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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	GEHC	GE HealthCare Technologies, Inc.	Healthcare	4	—	—	SOLD

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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%