Ulrich Consultants & Investment Group, LLC reported 24 positions worth $14.39M for the quarter ended Sep 30, 2026. Its largest holding is HCA Healthcare, Inc. at 14.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | HCA HCA Healthcare, Inc. | Healthcare | 4,813 | $2.05M | 14.27% | – | – | – | 0% |
| 2 | GLD Spdr Gold Trust | Financial Services | 3,892 | $1.48M | 10.3% | – | – | – | 0% |
| 3 | EPD Enterprise Products Partners L.P. | Energy | 36.9K | $1.31M | 9.14% | – | – | – | 0% |
| 4 | AAPL Apple Inc. | Technology | 3,657 | $1.22M | 8.46% | – | – | – | 0% |
| 5 | MSFT Microsoft Corp | Technology | 2,245 | $1.15M | 8% | – | – | – | 0% |
| 6 | ET Energy Transfer LP | Energy | 50.9K | $1.01M | 7% | – | – | – | 0% |
| 7 | INTC Intel Corp | Technology | 4,846 | $582.64K | 4.05% | – | – | – | 0% |
| 8 | XOM ExxonMobil Holdings Corp | Energy | 3,250 | $528.94K | 3.68% | – | – | – | 0% |
| 9 | CSCO Cisco Systems, Inc. | Technology | 4,904 | $527.82K | 3.67% | – | – | – | 0% |
| 10 | AMZN Amazon Com Inc | Consumer Discretionary | 1,773 | $441.74K | 3.07% | – | – | – | 0% |
| 11 | PANW Palo Alto Networks Inc | Technology | 1,079 | $428.70K | 2.98% | – | – | – | 0% |
| 12 | TRGP Targa Resources Corp. | Energy | 1,420 | $383.84K | 2.67% | – | – | – | 0% |
| 13 | LLY ELI LILLY & Co | Healthcare | 328 | $379.52K | 2.64% | – | – | – | 0% |
| 14 | IAU Ishares Gold Trust | Others | 4,665 | $364.34K | 2.53% | – | – | – | 0% |
| 15 | KMI Kinder Morgan, Inc. | Energy | 11.8K | $354.96K | 2.47% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Ulrich Consultants & Investment.
As of its Q3 2026 13F filing, Ulrich Consultants & Investment Group, LLC’s five largest positions were HCA Healthcare, Inc. (HCA) at 14.3%, Spdr Gold Trust (GLD) at 10.3%, Enterprise Products Partners L.P. (EPD) at 9.1%, Apple Inc. (AAPL) at 8.5%, Microsoft Corp (MSFT) at 8.0% of the reported portfolio.
Ulrich Consultants & Investment Group, LLC reported a 13F portfolio worth $14.39M across 24 positions for Q3 2026.
From the Form 13F-HR reports Ulrich Consultants & Investment Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.