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James RG Skjong

Ulland Investment Advisors, Llc

Assets Managed
$135.56M
Holdings
227
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
16.26%(2Q avg: 4.8%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ulland Investment Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 227 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 2026 - Q2, they manage 135.56M in assets, with a quarterly growth rate of 16.26% and a 2-quarter average growth rate of 4.8%. The portfolio is managed by James RG Skjong, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.8%
8.1%
$10.974M
31,060 shares@ $353.32 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.5%
7.66%
$10.376M
51,859 shares@ $200.09 avg price
VRT
Vertiv Holdings Co-a
Recent Activity
Decreased -2.36%
6.52%
$8.835M
26,386 shares@ $334.84 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -4.48%
5.18%
$7.016M
9,528 shares@ $736.36 avg price
AXON
Axon Enterprise Inc
Recent Activity
Decreased -1.68%
4.63%
$6.276M
11,195 shares@ $560.61 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -1.47%
4.43%
$5.993M
10,640 shares@ $563.26 avg price
JEPQ
Jpm Nasdaq Equity Premium
Recent Activity
Increased 4.1%
4.06%
$5.492M
89,366 shares@ $61.46 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 4.15%
3.84%
$5.196M
91,995 shares@ $56.49 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.37%
3.78%
$5.114M
21,457 shares@ $238.34 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.34%
3.38%
$4.572M
12,793 shares@ $357.39 avg price

1-10 of 227