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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 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DRNZ REX Drone ETF 300.0 $7K 0.01% NEW $23.33 -11.1%
22 ROCQ JPMorgan Nasdaq Equity Premium Yield ETF 100.0 $6K 0.00% NEW $60.00 -10.5%
23 FDVV Fidelity High Dividend ETF 100.0 $6K 0.00% NEW $60.00 +5.5%
24 JAAA Janus Henderson AAA CLO ETF 100.0 $5K 0.00% NEW $50.00 +1.3%
25 JIVE JP Morgan International Value ETF 40.0 $4K 0.00% NEW $100.00 -6.0%
26 FRDM Freedom 100 Emerging Markets ETF 40.0 $3K 0.00% NEW $75.00 -16.3%
27 SOLS Solstice Advanced Materials, Inc. Basic Materials 35.0 $3K 0.00% NEW $85.71 -33.1%
28 XOVR ERShares Private-Public Crossover ETF 100.0 $2K 0.00% NEW $20.00 -6.0%
29 COUR Coursera, Inc. Consumer Defensive 250.0 $1K 0.00% NEW $4.00 +46.2%
30 VXUS Vanguard Total International Stock ETF 2.0 NEW
Page 2 of 2  ·  30 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%