Ulland-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ALAB",
  "MPWR",
  "MPV",
  "AWR",
  "SMCI",
  "MPLX",
  "ACN",
  "MMM",
  "ADBE",
  "APD",
  "BABA",
  "GOOGL",
  null,
  "APG",
  "ASML",
  null,
  null,
  "CAT",
  "AVGO",
  "LOW",
  "MCI",
  "GME",
  "BSX",
  "KRP",
  "PII",
  "WTRG",
  "UMH",
  "TSEM",
  "AMPL",
  "HON",
  "BIOA",
  "HD",
  "INTU",
  null,
  "SCCO",
  null,
  "ISRG",
  null,
  "ITW",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  null,
  null,
  "PHX",
  null,
  "IOVA",
  null,
  null,
  "GGZ",
  "LRCX",
  null,
  "MPC",
  null,
  "SYM",
  "MRVL",
  "ATLX",
  "MA",
  "APA",
  "AMKR",
  "MSFT",
  "EXC",
  "GE",
  null,
  "SMR",
  "FAST",
  "ANSS",
  "ORCL",
  null,
  null,
  "IWF",
  "PANW",
  "PEP",
  null,
  null,
  "PGR",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  null,
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PG",
  "MRK",
  null,
  "IOT",
  null,
  null,
  "SCHX",
  "NOW",
  "RIO",
  "SHEL",
  "RTX",
  "SAP",
  null,
  "BP",
  "SYK",
  "SBUX",
  "SNPS",
  "TGT",
  "VNQ",
  "AAP",
  "VICR",
  "SCHW",
  "VWO",
  "VSS",
  null,
  null,
  "TSM",
  null,
  "RMD",
  null,
  "ETR",
  "VYM",
  "DD",
  "EA",
  "EW",
  "TT",
  "VRT",
  "VNOM",
  "AXON",
  "AMD",
  "ALLE",
  "TAP",
  "GNRC",
  "IWR",
  "IR",
  "AEP",
  null,
  "EEFT",
  null,
  "AMZN",
  "HCA",
  null,
  "HIMS",
  null,
  null,
  null,
  null,
  "USB",
  "VUG",
  "VEA",
  "VYMI",
  "VB",
  "VOO",
  null,
  "VTV",
  "VECO",
  "V",
  "VMD",
  "VICI",
  "WMT",
  null,
  "WFC",
  "WPM",
  null,
  "IUSG",
  "SOLV",
  "GRMN",
  "SCHD",
  "ET",
  "SOFI",
  null,
  "NSC",
  "LH",
  null,
  "SJM",
  "OTIS",
  "CRM",
  null,
  null,
  "LNTH",
  "GEV",
  "DGRO",
  "BBWI",
  "BRK-A",
  "BRK-B",
  "BDX",
  null,
  "BMY",
  "AI",
  "CAMT",
  "CARR",
  "CDW",
  "CSR",
  "CNP",
  "SKY",
  "CVX",
  "CB",
  "KO",
  "COP",
  "CVLT",
  "CEG",
  "COST",
  "CRWD",
  "CVS",
  "DDOG",
  "DELL",
  "DGII",
  "DAL",
  "DLR",
  "RSP",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "AWK",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 225
Total Value: 119601
Accession Number: 0001911497-25-000002
Form Type: 13F-HR
CIK: ulland-investment-advisors
Manager Name: Ulland-Investment-Advisors

Data Enrichment

81% identified

183 identified42 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

225 positions • $119.6K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46654Q732

Shares:22.9K

Value:$1.5M

% of Portfolio:1287.6% ($1.5M/$119.6K)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:14.6K

Value:$1.5M

% of Portfolio:1231.6% ($1.5M/$119.6K)

46435G268

Shares:20.2K

Value:$1.3M

% of Portfolio:1054.3% ($1.3M/$119.6K)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:6.9K

Value:$1.2M

% of Portfolio:998.3% ($1.2M/$119.6K)

ANSYS INC

ANSS|03662Q105

Shares:3.7K

Value:$1.2M

% of Portfolio:977.4% ($1.2M/$119.6K)

808524201

SCHX|808524201

Shares:52.1K

Value:$1.2M

% of Portfolio:962.4% ($1.2M/$119.6K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.1K

Value:$1.1M

% of Portfolio:924.7% ($1.1M/$119.6K)

464287515

Shares:11.6K

Value:$1.0M

% of Portfolio:863.7% ($1.0M/$119.6K)

COMMVAULT SYSTEMS INC

CVLT|204166102

Shares:6.1K

Value:$962.0K

% of Portfolio:804.3% ($962.0K/$119.6K)

00162Q452

Shares:15.6K

Value:$810.0K

% of Portfolio:677.3% ($810.0K/$119.6K)

464287671

IUSG|464287671

Shares:6.3K

Value:$804.0K

% of Portfolio:672.2% ($804.0K/$119.6K)

37954Y483

Shares:45.3K

Value:$753.0K

% of Portfolio:629.6% ($753.0K/$119.6K)

EXXON MOBIL CORP

XOM|30231G102

Shares:6.2K

Value:$739.0K

% of Portfolio:617.9% ($739.0K/$119.6K)

Lantheus Holdings, Inc.

LNTH|516544103

Shares:7.2K

Value:$699.0K

% of Portfolio:584.4% ($699.0K/$119.6K)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:697

Value:$659.0K

% of Portfolio:551.0% ($659.0K/$119.6K)

464288570

Shares:6.3K

Value:$641.0K

% of Portfolio:535.9% ($641.0K/$119.6K)

922908363

VOO|922908363

Shares:1.2K

Value:$620.0K

% of Portfolio:518.4% ($620.0K/$119.6K)

594972887

Shares:6.0K

Value:$502.0K

% of Portfolio:419.7% ($502.0K/$119.6K)

46137V647

Shares:10.2K

Value:$485.0K

% of Portfolio:405.5% ($485.0K/$119.6K)

INTUIT INC.

INTU|461202103

Shares:767

Value:$471.0K

% of Portfolio:393.8% ($471.0K/$119.6K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46654Q732)✕	22.9K	QoQ +8.82% (-1.9K) YoY +10.56% (+2.2K)	All Managers (Combined)	$1.5M	1287.6% ($1.5M/$119.6K)	QoQ -3.32% (-$0) YoY +12.32% (+$0)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	14.6K	QoQ -5.92% (-920) YoY -8.40% (-1.3K)	All Managers (Combined)	$1.5M	1231.6% ($1.5M/$119.6K)	QoQ +6.27% (-$0) YoY +34.89% (-$0)
(cusip46435G268)✕	20.2K	QoQ -24.76% (-6.6K) YoY -29.94% (-8.6K)	All Managers (Combined)	$1.3M	1054.3% ($1.3M/$119.6K)	QoQ -30.79% (-$1) YoY -33.20% (-$1)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	6.9K	QoQ +6.05% (+395) YoY +8.95% (+569)	All Managers (Combined)	$1.2M	998.3% ($1.2M/$119.6K)	QoQ +22.83% (+$0) YoY +36.76% (+$0)
ANSYS INC(ANSScusip03662Q105)	3.7K	QoQ +40.11% (+1.1K) YoY +1962.56% (+3.5K)	All Managers (Combined)	$1.2M	977.4% ($1.2M/$119.6K)	QoQ +31.49% (+$0) YoY +1785.48% (+$1)
(SCHXcusip808524201)	52.1K	QoQ -3.00% (-1.6K) YoY +152.32% (-31.5K)	All Managers (Combined)	$1.2M	962.4% ($1.2M/$119.6K)	QoQ -7.62% (-$0) YoY -10.21% (-$0)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.1K	QoQ -1.89% (-40) YoY +2.36% (+48)	All Managers (Combined)	$1.1M	924.7% ($1.1M/$119.6K)	QoQ +15.32% (-$0) YoY +29.66% (+$0)
(cusip464287515)✕	11.6K	QoQ -0.59% (-70) YoY -54.58% (-13.9K)	All Managers (Combined)	$1.0M	863.7% ($1.0M/$119.6K)	QoQ -11.63% (-$0) YoY -52.59% (-$1)
COMMVAULT SYSTEMS INC(CVLTcusip204166102)	6.1K	QoQ -5.70% (-369) YoY +243.08% (+4.3K)	All Managers (Combined)	$962.0K	804.3% ($962.0K/$119.6K)	QoQ -1.43% (-$0) YoY +434.44% (+$1)
(cusip00162Q452)✕	15.6K	QoQ +4.47% (+668) YoY +61.09% (+5.9K)	All Managers (Combined)	$810.0K	677.3% ($810.0K/$119.6K)	QoQ +12.81% (+$0) YoY +76.47% (+$0)
(IUSGcusip464287671)	6.3K	QoQ -6.08% (-410) YoY -8.19% (-565)	All Managers (Combined)	$804.0K	672.2% ($804.0K/$119.6K)	QoQ -14.37% (-$0) YoY -0.49% (-$0)
(cusip37954Y483)✕	45.3K	QoQ +701.76% (+39.6K) YoY +477.07% (+37.5K)	All Managers (Combined)	$753.0K	629.6% ($753.0K/$119.6K)	QoQ +631.06% (+$1) YoY +434.04% (+$1)
EXXON MOBIL CORP(XOMcusip30231G102)	6.2K	QoQ -11.40% (-800) YoY +1216.52% (+5.7K)	All Managers (Combined)	$739.0K	617.9% ($739.0K/$119.6K)	QoQ -1.98% (-$0) YoY +1243.63% (+$1)
Lantheus Holdings, Inc.(LNTHcusip516544103)	7.2K	QoQ -18.82% (-1.7K) YoY +98.77% (+3.6K)	All Managers (Combined)	$699.0K	584.4% ($699.0K/$119.6K)	QoQ -11.40% (-$0) YoY +212.05% (+$0)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	697	QoQ 0.00% (+0) YoY +4.34% (+29)	All Managers (Combined)	$659.0K	551.0% ($659.0K/$119.6K)	QoQ +3.12% (+$0) YoY +34.76% (+$0)
(cusip464288570)✕	6.3K	QoQ -56.10% (-8.0K) YoY -56.10% (-8.0K)	All Managers (Combined)	$641.0K	535.9% ($641.0K/$119.6K)	QoQ -59.22% (-$1) YoY -55.42% (-$1)
(VOOcusip922908363)	1.2K	QoQ +0.92% (-11) YoY +23.69% (+231)	All Managers (Combined)	$620.0K	518.4% ($620.0K/$119.6K)	QoQ -3.72% (-$0) YoY +32.19% (+$0)
(cusip594972887)✕	6.0K	QoQ NEW(+6.0K) YoY NEW(+6.0K)	All Managers (Combined)	$502.0K	419.7% ($502.0K/$119.6K)	QoQ NEW(+$1) YoY NEW(+$1)
(cusip46137V647)✕	10.2K	QoQ -44.87% (-8.3K) YoY -59.16% (-14.8K)	All Managers (Combined)	$485.0K	405.5% ($485.0K/$119.6K)	QoQ -54.84% (-$1) YoY -65.67% (-$1)
INTUIT INC.(INTUcusip461202103)	767	QoQ 0.00% (-0) YoY -13.52% (-120)	All Managers (Combined)	$471.0K	393.8% ($471.0K/$119.6K)	QoQ -2.28% (-$0) YoY -18.37% (-$0)