StockDriftsStockDriftsTop 46 Ulrich Consultants & Investment Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 44.16% | 63.1K | $44.2M | new | $693.83(+1.55%) | 2026-09-30 | |
| SMMD | ISHARES TR | 17.19% | 201.2K | $17.2M | new | $88.57(-4.40%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.26% | 5.6K | $4.3M | new | $754.70(+1.56%) | 2026-09-30 | |
| ESGD | ISHARES TR | 3.13% | 30.4K | $3.1M | new | $102.93(-0.86%) | 2026-09-30 | |
| VONV | VANGUARD SCOTTSDALE FDS | 2.64% | 24.3K | $2.6M | new | $107.50(+4.23%) | 2026-09-30 | |
| HCA | HCA HEALTHCARE INC | 2.05% | 4.8K | $2.1M | new | $408.32(+11.40%) | 2026-09-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 2.02% | 15.7K | $2.0M | new | $128.37(-1.68%) | 2026-09-30 | |
| IVW | ISHARES TR | 1.8% | 12.7K | $1.8M | new | $139.89(+0.23%) | 2026-09-30 | |
| DIVO | AMPLIFY ETF TR | 1.63% | 35.1K | $1.6M | new | $46.10(+3.63%) | 2026-09-30 | |
| GLD | SPDR GOLD TR | 1.48% | 3.9K | $1.5M | new | $374.61(+1.36%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.06% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.02% |
Ulrich Consultants & Investment Group LLC reports $100.10M in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are VOO (44.2%), SMMD (17.2%) and SPY (4.3%). The top 20 holdings account for 90.63% of reported assets. Its disclosed equity book has returned +13.06% cumulatively over 5 quarters. Figures reflect the Q3 2026 filing.
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Holdings on this page are parsed from Ulrich Consultants & Investment Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1878849). View Ulrich Consultants & Investment Group LLC’s 13F filings on SEC