Ulrich Consultants & Investment Group
Ulrich Consultants & Investment Group reported 47 stocks worth $100M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VOO (44.2%), SMMD (17.2%) and SPY (4.3%).
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 1 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $44.2M | 44.2% | 63K | – | 1 of 1 | |
| 2 |  SMMD Ishares TR | $17.2M | 17.2% | 201K | – | 1 of 1 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $4.3M | 4.3% | 5,592 | – | 1 of 1 | |
| 4 |  ESGD Ishares TR | $3.1M | 3.1% | 30K | – | 1 of 1 | |
| 5 |  VONV Vanguard Russell 1000 Value ETF | $2.6M | 2.6% | 24K | – | 1 of 1 | |
| 6 |  HCA Hca Healthcare Inc | $2.1M | 2.0% | 4,813 | – | 1 of 1 | |
| 7 |  VONG Vanguard Russell 1000 | $2M | 2.0% | 16K | – | 1 of 1 | |
| 8 |  IVW Ishares TR | $1.8M | 1.8% | 13K | – | 1 of 1 | |
| 9 |  DIVO Amplify ETF TR | $1.6M | 1.6% | 35K | – | 1 of 1 | |
| 10 |  GLD Spdr Gold TR | $1.5M | 1.5% | 3,892 | – | 1 of 1 |
Positions at Sep 30, 2026, as reported. Change is against the fund's previous filing; weight is the share of the fund's reported stocks.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Ulrich Consultants & Investment Group 13F FAQ
What does Ulrich Consultants & Investment Group own?
Ulrich Consultants & Investment Group reported 47 stocks worth $100M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VOO (44.2%), SMMD (17.2%) and SPY (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did Ulrich Consultants & Investment Group buy and sell in Q3 2026?
This is the first quarter we have for this fund, so there is nothing to compare with yet.
When will Ulrich Consultants & Investment Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Ulrich Consultants & Investment Group's portfolio worth?
The Q3 2026 filing reports $100M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.