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James RG Skjong

@Ulland Investment Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$156.829MTotal holdings212
Assets growth rate14.79%Assets growth rate (2-Q avg)4.88%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ulland Investment Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 212 positions.

Assets under management

The assets under management (AUM) of Ulland Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 156.829M in assets, with a quarterly growth rate of 14.79% and a 2-quarter average growth rate of 4.88%. The portfolio is managed by James RG Skjong, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TSEMTower Semiconductor Ltd.
Recent Activity
Decreased -37.85%
0.04%
$61,000
1,187 shares@ $51.4 avg price
EAElectronic Arts, Inc.
Recent Activity
Decreased -39.19%
0.04%
$60,000
408 shares@ $147.06 avg price
0605⤦Bank Of America 7.25
Recent Activity
Decreased -52.12%
0.04%
$55,000
45 shares@ $1222.23 avg price
SNPSSynopsys, Inc.
Recent Activity
Decreased -18.86%
0.03%
$42,000
86 shares@ $488.38 avg price
CAMTCamtek, Ltd.
Recent Activity
Decreased -72.99%
0.01%
$3,000
37 shares@ $81.09 avg price