Ulland Investment Advisors LLC Portfolio Shifts in Q2 2026: Focus on Energy, Exit from Berkshire Hathaway

Ulland Investment Advisors LLC (ULLAND-INVESTMENT-ADVISORS-LLC) has made several adjustments to its portfolio holdings during the second quarter of 2026. The firm's overall portfolio value stood at $134,271 as of June 30th.

Among the most significant changes this quarter were substantial increases in energy sector positions. Notably, Ulland purchased shares in Natural Resource Partners L.P. (NRP) and Dorchester Minerals, L.P. (DMLP). The firm also significantly boosted its stake in USA Compression Partners, LP (USAC).

In the healthcare sector, Ulland demonstrated considerable buying activity by acquiring shares of Viemed Healthcare, Inc. (VMD). This purchase represented a 53.87% increase in holdings for this small-cap stock.

Conversely, the firm also showed signs of exiting certain positions during Q2. Significant selling activity was noted involving Berkshire Hathaway A Class Shares (BRK-A). Additionally, Ulland reduced its stake in several holdings including QQQ, META, and others.

Ulland's portfolio also saw changes in other sectors. The firm purchased shares of QYLD (Global X NASDAQ 100 Covered Call ETF) and L01800108 (Alvotech), indicating interest in income-oriented strategies or specific small-cap exposure.

The overall portfolio allocation shifted during the quarter, with Technology and Communication Services sectors showing slight decreases due to share reductions. The firm's holdings now span across 11 different sectors as of June 30th.