Ulland Investment Advisors 13F annual report
Ulland Investment Advisors is an investment fund managing more than $144 million ran by James Skjong. There are currently 221 companies in Mr. Skjong’s portfolio. The largest investments include NVIDIA Corp and Wells Fargo Capital 7.50, together worth $26.2 million.
$144 million Assets Under Management (AUM)
As of 9th July 2024, Ulland Investment Advisors’s top holding is 110,356 shares of NVIDIA Corp currently worth over $13.6 million and making up 9.5% of the portfolio value.
Relative to the number of outstanding shares of NVIDIA Corp, Ulland Investment Advisors owns more than approximately 0.1% of the company.
In addition, the fund holds 10,532 shares of Wells Fargo Capital 7.50 worth $12.5 million.
The third-largest holding is Alphabet Inc worth $14.2 million and the next is Invesco QQQ Trust worth $8.67 million, with 18,101 shares owned.
Currently, Ulland Investment Advisors's portfolio is worth at least $144 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Ulland Investment Advisors
The Ulland Investment Advisors office and employees reside in Minneapolis, Minnesota. According to the last 13-F report filed with the SEC, James Skjong serves as the Director of Trading, Compliance & Operations at Ulland Investment Advisors.
Recent trades
In the most recent 13F filing, Ulland Investment Advisors revealed that it had opened a new position in
Laboratory Corporation Of America Holdings and bought 1,533 shares worth $312 thousand.
The investment fund also strengthened its position in NVIDIA Corp by buying
99,525 additional shares.
This makes their stake in NVIDIA Corp total 110,356 shares worth $13.6 million.
NVIDIA Corp dropped approximately 0.1% in the past year.
On the other hand, there are companies that Ulland Investment Advisors is getting rid of from its portfolio.
Ulland Investment Advisors closed its position in Pioneer Natural Resources Co on 16th July 2024.
It sold the previously owned 3,075 shares for $807 thousand.
James Skjong also disclosed a decreased stake in Invesco QQQ Trust by approximately 0.1%.
This leaves the value of the investment at $8.67 million and 18,101 shares.
One of the smallest hedge funds
The two most similar investment funds to Ulland Investment Advisors are Ewg Elevate and Madryn Select Opportunities, L.P.. They manage $144 million and $144 million respectively.
James Skjong investment strategy
Ulland Investment Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 30.9% of
the total portfolio value.
The fund focuses on investments in the United States as
52.5% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
42% of the total holdings value.
On the other hand, small-cap stocks make up only 2.3% of the portfolio.
The average market cap of the portfolio companies is close to $122 billion.
The complete list of Ulland Investment Advisors trades based on 13F SEC filings
These positions were updated on July 16th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| NVIDIA Corp |
918.89%
110,356
|
$13,633,000 | 9.48% |
| Wells Fargo Capital 7.50 |
1,068.92%
10,532
|
$12,522,000 | 8.70% |
| Alphabet Inc |
1.46%
77,410
|
$14,167,000 | 9.85% |
| Invesco QQQ Trust |
0.58%
18,101
|
$8,672,000 | 6.03% |
| Apple Inc |
0.08%
35,387
|
$7,453,000 | 5.18% |
| Meta Platforms Inc |
0.52%
14,192
|
$7,156,000 | 4.97% |
| Unitedhealth Group Inc |
1.47%
12,815
|
$6,526,000 | 4.54% |
| Axon Enterprise Inc |
0.09%
22,135
|
$6,513,000 | 4.53% |
| Amazon.com Inc. |
0.42%
30,732
|
$5,939,000 | 4.13% |
| Vertiv Holdings Co |
3.14%
58,914
|
$5,100,000 | 3.55% |
| Skyline Champion Corp |
No change
52,984
|
$3,590,000 | 2.50% |
| Visa Inc |
0.81%
13,175
|
$3,458,000 | 2.40% |
| Super Micro Computer Inc |
4.20%
4,170
|
$3,417,000 | 2.38% |
| Microsoft Corporation |
6.41%
6,505
|
$2,907,000 | 2.02% |
| Schwab U.s. Mid-cap Etf |
0.79%
34,800
|
$2,708,000 | 1.88% |
| Berkshire Hathaway Inc. |
0.20%
2,036
|
$3,276,000 | 2.28% |
| Lowe's Companies, Inc. |
5.59%
10,472
|
$2,309,000 | 1.61% |
| Ishares Expanded Tech-software Sector Etf |
12.21%
22,436
|
$1,950,000 | 1.36% |
| Ishares Russell 2500 Etf |
3.47%
27,777
|
$1,739,000 | 1.21% |
| Spdr Sp 500 Etf |
0.66%
2,841
|
$1,546,000 | 1.07% |
| Invesco Dynamic Semiconductors Etf |
2.89%
24,319
|
$1,527,000 | 1.06% |
| Ishares Msci Kld 400 Social Etf |
No change
14,260
|
$1,481,000 | 1.03% |
| J.p. Morgan U.s. Tech Leaders Etf |
0.66%
20,862
|
$1,445,000 | 1.00% |
| Schwab U.s. Large-cap Etf |
3.46%
19,942
|
$1,281,000 | 0.89% |
| Boston Scientific Group |
No change
15,939
|
$1,227,000 | 0.85% |
| Goldman Sachs Just U.s. Large Cap Equity Etf |
No change
14,220
|
$1,111,000 | 0.77% |
| Ishares Msci Usa Esg Select Etf |
No change
8,880
|
$998,000 | 0.69% |
| Ishares Core Sp U.s. Growth Etf |
0.44%
6,861
|
$875,000 | 0.61% |
| Exxon Mobil Corp. |
1,504.66%
7,574
|
$872,000 | 0.61% |
| Intercontinental Exchange Inc |
5.10%
6,028
|
$825,000 | 0.57% |
| Pioneer Natural Resources Co. |
Closed
3,075
|
$807,000 | |
| Lantheus Holdings Inc |
133.37%
8,406
|
$675,000 | 0.47% |
| Commvault Systems Inc |
212.49%
5,556
|
$675,000 | 0.47% |
| Intuit Inc |
No change
887
|
$583,000 | 0.41% |
| Costco Wholesale Corp |
1.05%
675
|
$574,000 | 0.40% |
| Energy Select Sector Spdr Fund |
No change
6,015
|
$548,000 | 0.38% |
| Charles Schwab Corp. |
1.72%
7,142
|
$526,000 | 0.37% |
| Ecolab, Inc. |
No change
2,134
|
$508,000 | 0.35% |
| Vanguard Sp 500 Etf |
1.54%
990
|
$495,000 | 0.34% |
| Alerian Mlp Etf |
2.22%
9,890
|
$475,000 | 0.33% |
| Spdr Msci Acwi Low Carbon Target Etf |
16.87%
13,400
|
$462,000 | 0.32% |
| Crowdstrike Holdings Inc |
71.43%
1,176
|
$451,000 | 0.31% |
| Euronet Worldwide Inc |
17.54%
4,129
|
$427,000 | 0.30% |
| Laboratory Corporation Of America Holdings |
Closed
1,790
|
$391,000 | |
| Digi International, Inc. |
46.87%
16,331
|
$374,000 | 0.26% |
| Intuitive Surgical Inc |
No change
738
|
$328,000 | 0.23% |
| Laboratory Corporation Of America Holdings |
Opened
1,533
|
$312,000 | 0.22% |
| Ishares Russell 1000 Growth Etf |
No change
845
|
$308,000 | 0.21% |
| Procter Gamble Corporation |
No change
1,805
|
$298,000 | 0.21% |
| Southern Copper Corporation |
86.00%
2,418
|
$261,000 | 0.18% |
| Becton, Dickinson And Company |
No change
1,100
|
$257,000 | 0.18% |
| Ishares Russell Mid-cap Etf |
1.14%
3,025
|
$245,000 | 0.17% |
| Trane Technologies, Plc |
8.75%
730
|
$240,000 | 0.17% |
| Caterpillar Inc. |
No change
715
|
$238,000 | 0.17% |
| Black Stone Minerals, L.p. |
No change
14,700
|
$230,000 | 0.16% |
| Energy Transfer LP |
No change
14,143
|
$229,000 | 0.16% |
| Ansys Inc. |
296.65%
710
|
$228,000 | 0.16% |
| Viemed Healthcare Inc |
48.06%
33,240
|
$218,000 | 0.15% |
| Raytheon Technologies |
No change
2,144
|
$215,000 | 0.15% |
| Kimbell Royalty Partners, Lp |
No change
13,000
|
$213,000 | 0.15% |
| Johnson Johnson |
12.74%
1,356
|
$198,000 | 0.14% |
| Eli Lilly And Company |
No change
214
|
$194,000 | 0.13% |
| Viper Energy Partners, Lp |
No change
5,000
|
$188,000 | 0.13% |
| Electronic Arts, Inc. |
36.48%
1,318
|
$184,000 | 0.13% |
| Generac Holdings Inc |
16.53%
1,394
|
$184,000 | 0.13% |
| Mplx, Lp |
No change
4,000
|
$170,000 | 0.12% |
| Snowflake Inc. |
33.66%
1,082
|
$146,000 | 0.10% |
| Salesforce.com, Inc. |
15.56%
559
|
$144,000 | 0.10% |
| Philip Morris International Inc |
No change
1,417
|
$144,000 | 0.10% |
| Vanguard Utilities Etf |
1.07%
948
|
$140,000 | 0.10% |
| Fidelity National Information Services, Inc. |
1.07%
1,850
|
$139,000 | 0.10% |
| CVS Health Corp |
46.70%
2,356
|
$139,000 | 0.10% |
| Rio Tinto Group |
No change
2,100
|
$138,000 | 0.10% |
| Global X NASDAQ 100 Covered Call ETF |
4.46%
7,500
|
$133,000 | 0.09% |
| Carrier Global Corporation |
No change
2,084
|
$131,000 | 0.09% |
| Advance Auto Parts Inc |
1.50%
2,033
|
$129,000 | 0.09% |
| Merck Co., Inc. |
No change
1,017
|
$126,000 | 0.09% |
| Kimberly-Clark Corp. |
0.83%
846
|
$117,000 | 0.08% |
| HCA Healthcare Inc |
18.18%
360
|
$116,000 | 0.08% |
| Bank Of America 7.25 |
41.61%
94
|
$112,000 | 0.08% |
| Chevron Corp. |
No change
718
|
$112,000 | 0.08% |
| Stryker Corp. |
No change
320
|
$109,000 | 0.08% |
| Intel Corp. |
119.20%
3,470
|
$107,000 | 0.07% |
| Otis Worldwide Corporation |
No change
1,071
|
$103,000 | 0.07% |
| Digital Realty Trust, Inc. |
1.95%
678
|
$103,000 | 0.07% |
| Target Corp |
No change
675
|
$100,000 | 0.07% |
| Health Care Select Sector Spdr Fund |
10.67%
670
|
$98,000 | 0.07% |
| Tower Semiconductor Ltd. |
No change
2,450
|
$96,000 | 0.07% |
| Molson Coors Beverage Company |
Opened
1,835
|
$93,000 | 0.06% |
| Schwab Us Dividend Etf |
0.25%
1,192
|
$93,000 | 0.06% |
| Vanguard Small Cap Etf |
No change
425
|
$93,000 | 0.06% |
| Goldman Sachs Group, Inc. |
No change
200
|
$90,000 | 0.06% |
| Vanguard Total Stock Market Etf |
No change
335
|
$90,000 | 0.06% |
| The Progressive Corporation |
19.81%
425
|
$88,000 | 0.06% |
| Wells Fargo Company |
No change
1,435
|
$85,000 | 0.06% |
| Booking Holdings Inc |
No change
21
|
$83,000 | 0.06% |
| Freeport-McMoRan Inc |
Opened
1,675
|
$81,000 | 0.06% |
| Teck Resources Limited |
Opened
1,680
|
$80,000 | 0.06% |
| Pepsico, Inc. |
No change
428
|
$71,000 | 0.05% |
| Norfolk Southern Corp. |
No change
300
|
$64,000 | 0.04% |
| Samsara Inc. |
5.03%
1,890
|
$64,000 | 0.04% |
| Synopsys, Inc. |
No change
106
|
$63,000 | 0.04% |
| AMGEN Inc. |
No change
200
|
$62,000 | 0.04% |
| Ingersoll Rand Inc. |
No change
670
|
$61,000 | 0.04% |
| 3M Co. |
No change
585
|
$60,000 | 0.04% |
| Edwards Life Sciences |
21.15%
615
|
$57,000 | 0.04% |
| Broadcom Inc. |
21.43%
34
|
$55,000 | 0.04% |
| Global X Artificial Intelligence Technology Etf |
No change
1,450
|
$52,000 | 0.04% |
| Adobe Systems, Inc. |
No change
91
|
$51,000 | 0.04% |
| Centerspace |
No change
734
|
$50,000 | 0.03% |
| U.s. Bancorp |
No change
1,242
|
$49,000 | 0.03% |
| Advanced Micro Devices Inc. |
54.20%
300
|
$49,000 | 0.03% |
| Lam Research Corp. |
No change
43
|
$46,000 | 0.03% |
| Honeywell International Inc |
20.75%
210
|
$45,000 | 0.03% |
| ServiceNow Inc |
No change
56
|
$44,000 | 0.03% |
| Jp Morgan Chase Co. |
No change
209
|
$42,000 | 0.03% |
| Walmart Inc |
No change
585
|
$40,000 | 0.03% |
| APi Group Corporation |
No change
1,060
|
$40,000 | 0.03% |
| Clear Secure, Inc. |
Opened
1,980
|
$37,000 | 0.03% |
| Mastercard Incorporated |
No change
82
|
$36,000 | 0.03% |
| Palo Alto Networks Inc |
No change
105
|
$36,000 | 0.03% |
| Altria Group Inc. |
No change
742
|
$34,000 | 0.02% |
| Vanguard Growth Etf |
No change
90
|
$34,000 | 0.02% |
| Barings Participation Investors |
No change
2,000
|
$33,000 | 0.02% |
| Allegion, Plc |
No change
266
|
$31,000 | 0.02% |
| Snap-on, Inc. |
Closed
100
|
$30,000 | |
| Credo Technology Group Holding Ltd |
Closed
1,370
|
$29,000 | |
| NextEra Energy Inc |
No change
394
|
$28,000 | 0.02% |
| Centerpoint Energy Inc. |
52.63%
900
|
$28,000 | 0.02% |
| Vanguard High Dividend Yield Etf |
No change
235
|
$28,000 | 0.02% |
| Home Depot, Inc. |
No change
79
|
$27,000 | 0.02% |
| Grayscale Bitcoin Trust |
No change
500
|
$27,000 | 0.02% |
| J.m. Smucker Company |
1.23%
247
|
$27,000 | 0.02% |
| Abbvie Inc |
No change
150
|
$26,000 | 0.02% |
| Tesla Motors, Inc. |
55.93%
130
|
$26,000 | 0.02% |
| Dell Technologies Inc |
No change
189
|
$26,000 | 0.02% |
| Wheaton Precious Metals Corp |
No change
470
|
$25,000 | 0.02% |
| Eastman Chemical Co |
Closed
250
|
$25,000 | |
| Ishares Sp Small Cap 600 Value Etf |
No change
250
|
$24,000 | 0.02% |
| Emerson Electric Co. |
No change
205
|
$23,000 | 0.02% |
| Royal Dutch Shell, Plc |
No change
300
|
$22,000 | 0.02% |
| Cisco Systems, Inc. |
Closed
450
|
$22,000 | |
| Monolithic Power Systems, Inc. |
No change
25
|
$21,000 | 0.01% |
| Entergy Corp. |
No change
200
|
$21,000 | 0.01% |
| Bp, Plc |
No change
575
|
$21,000 | 0.01% |
| Datadog Inc |
No change
165
|
$21,000 | 0.01% |
| Asml Holding N.v. |
No change
20
|
$20,000 | 0.01% |
| Sap SE |
No change
100
|
$20,000 | 0.01% |
| Air Products Chemicals, Inc. |
No change
75
|
$19,000 | 0.01% |
| Rambus Inc. |
Closed
300
|
$19,000 | |
| Veeco Instruments Inc |
57.45%
400
|
$19,000 | 0.01% |
| Boeing Co. |
Closed
96
|
$19,000 | |
| Novo Nordisk A/s |
No change
132
|
$19,000 | 0.01% |
| Invesco NASDAQ 100 ETF |
Closed
100
|
$18,000 | |
| DuPont de Nemours Inc |
No change
225
|
$18,000 | 0.01% |
| Camtek Ltd |
Opened
137
|
$17,000 | 0.01% |
| Marvell Technology Inc |
No change
250
|
$17,000 | 0.01% |
| Vaneck Semiconductor Etf |
No change
62
|
$16,000 | 0.01% |
| Vanguard Ftse Developed Markets Etf |
No change
320
|
$16,000 | 0.01% |
| Marathon Petroleum Corp |
No change
90
|
$16,000 | 0.01% |
| Starbucks Corp. |
No change
200
|
$16,000 | 0.01% |
| Blackstone Secured Lending Fund |
Opened
500
|
$15,000 | 0.01% |
| Vanguard Ftse Emerging Markets Etf |
No change
335
|
$15,000 | 0.01% |
| Vanguard International High Dividend Yield Etf |
No change
220
|
$15,000 | 0.01% |
| Vanguard Ftse All-world Ex-us Small-cap Index Etf |
No change
125
|
$15,000 | 0.01% |
| Barings Corporate Investors |
No change
750
|
$14,000 | 0.01% |
| Vanguard Real Estate Etf |
No change
170
|
$14,000 | 0.01% |
| CDW Corp |
No change
63
|
$14,000 | 0.01% |
| Nxp Semiconductors N.v. |
No change
49
|
$13,000 | 0.01% |
| Constellation Energy Corporation |
No change
66
|
$13,000 | 0.01% |
| Vicor Corp. |
No change
386
|
$13,000 | 0.01% |
| Alibaba Group Holding Limited |
No change
185
|
$13,000 | 0.01% |
| Accenture, Plc |
14.89%
40
|
$12,000 | 0.01% |
| Dow Inc |
No change
225
|
$12,000 | 0.01% |
| Stem, Inc. |
79.78%
10,000
|
$11,000 | 0.01% |
| Keurig Dr Pepper Inc |
No change
315
|
$11,000 | 0.01% |
| Ishares Russell 2000 Etf |
No change
50
|
$10,000 | 0.01% |
| Enbridge Inc |
No change
295
|
$10,000 | 0.01% |
| Spdr Ssga Us Large Cap Low Volatility Etf |
93.07%
65
|
$10,000 | 0.01% |
| Symbotic Inc. |
Closed
190
|
$9,000 | |
| Chubb Limited |
No change
35
|
$9,000 | 0.01% |
| Solventum Corporation |
Opened
146
|
$8,000 | 0.01% |
| C3.ai Inc |
Opened
260
|
$8,000 | 0.01% |
| ON Semiconductor Corp. |
No change
116
|
$8,000 | 0.01% |
| Ads-tec Energy, Plc Warrants (exp. 12/22/26) |
No change
3,109
|
$8,000 | 0.01% |
| Peloton Interactive Inc |
Opened
2,500
|
$8,000 | 0.01% |
| Exelon Corp. |
No change
200
|
$7,000 | 0.00% |
| Fastenal Co. |
No change
114
|
$7,000 | 0.00% |
| Charter Communications Inc. |
Closed
25
|
$7,000 | |
| Monday.com, Ltd. |
Closed
32
|
$7,000 | |
| Danaher Corp. |
No change
29
|
$7,000 | 0.00% |
| Spdr Sp Oil Gas Exploration Production Etf |
No change
47
|
$7,000 | 0.00% |
| United Rentals, Inc. |
No change
9
|
$6,000 | 0.00% |
| Oracle Corp. |
27.78%
46
|
$6,000 | 0.00% |
| Cleveland-Cliffs Inc |
No change
400
|
$6,000 | 0.00% |
| Cadence Design Systems, Inc. |
77.78%
18
|
$6,000 | 0.00% |
| UiPath, Inc. |
47.37%
500
|
$6,000 | 0.00% |
| Crh, Plc |
Closed
60
|
$5,000 | |
| Invesco Aerospace Defense Etf |
No change
49
|
$5,000 | 0.00% |
| Invesco Sp 500 Equal Weight Industrials Etf |
No change
118
|
$5,000 | 0.00% |
| Douglas Elliman Inc. |
Opened
4,000
|
$5,000 | 0.00% |
| Conocophillips |
No change
40
|
$5,000 | 0.00% |
| American Water Works Co. Inc. |
No change
35
|
$5,000 | 0.00% |
| Schwab U.s. Small Cap Etf |
No change
100
|
$5,000 | 0.00% |
| Resmed Inc. |
No change
25
|
$5,000 | 0.00% |
| American Electric Power Company Inc. |
No change
50
|
$4,000 | 0.00% |
| Callon Petroleum Co. |
Closed
98
|
$4,000 | |
| Vertex Pharmaceuticals, Inc. |
No change
9
|
$4,000 | 0.00% |
| NICE Ltd |
No change
25
|
$4,000 | 0.00% |
| Vident U.s. Equity Strategy Etf |
No change
65
|
$4,000 | 0.00% |
| Enphase Energy Inc |
Closed
37
|
$4,000 | |
| KLA Corp. |
No change
5
|
$4,000 | 0.00% |
| Ishares Msci India Etf |
No change
79
|
$4,000 | 0.00% |
| Industrial Select Sector Spdr Fund |
No change
25
|
$3,000 | 0.00% |
| Nike, Inc. |
No change
40
|
$3,000 | 0.00% |
| APA Corporation |
Opened
102
|
$3,000 | 0.00% |
| Monster Beverage Corp. |
Opened
60
|
$3,000 | 0.00% |
| General Electric Company |
No change
13
|
$2,000 | 0.00% |
| American States Water Co. |
No change
31
|
$2,000 | 0.00% |
| Garmin Ltd |
No change
13
|
$2,000 | 0.00% |
| Parker-Hannifin Corp. |
Closed
4
|
$2,000 | |
| Wynn Resorts Ltd. |
Closed
22
|
$2,000 | |
| Applied Industrial Technologies Inc. |
No change
11
|
$2,000 | 0.00% |
| Bristol-Myers Squibb Co. |
No change
60
|
$2,000 | 0.00% |
| Charles River Laboratories International Inc. |
Closed
6
|
$2,000 | |
| Polaris Inc |
No change
13
|
$1,000 | 0.00% |
| Ametek Inc |
No change
7
|
$1,000 | 0.00% |
| Cigna Group (The) |
No change
4
|
$1,000 | 0.00% |
| Netflix Inc. |
No change
2
|
$1,000 | 0.00% |
| Iovance Biotherapeutics Inc |
No change
100
|
$1,000 | 0.00% |
| Moderna Inc |
Closed
8
|
$1,000 | |
| Ge Vernova, Llc |
Opened
3
|
$1,000 | 0.00% |
| The Coca-cola Company |
No change
20
|
$1,000 | 0.00% |
| Essential Utilities Inc |
No change
30
|
$1,000 | 0.00% |
| iShares 0-3 Month Treasury Bond |
90.00%
10
|
$1,000 | 0.00% |
| Yield10 Bioscience Inc |
Closed
200
|
$0 | |
| Cellebrite Warrants (exp. 8/30/26) |
No change
16
|
$0 | 0.00% |
| Cleanspark Inc |
Closed
6
|
$0 | |
| Rocket Lab Usa, Inc. |
Closed
50
|
$0 | |
| Ge Healthcare Technologies, Inc. |
No change
4
|
$0 | 0.00% |
| Gabelli Global Small Mid Cap |
No change
20
|
$0 | 0.00% |
| Liberty Broadband Corp |
No change
0
|
$0 | |
| Itau Unibanco Holding S.A. |
Closed
18
|
$0 | |
| Rivian Automotive, Inc. |
48.57%
36
|
$0 | 0.00% |
| Invesco PHLX Semiconductor ETF |
Closed
5
|
$0 | |
| Dole, Plc |
Opened
30
|
$0 | 0.00% |
| Plug Power Inc |
Closed
74
|
$0 | |
| No transactions found | |||
| Showing first 500 out of 247 holdings | |||
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