Ulrich Consultants & Investment Group, LLC
Ulrich Consultants & Investment Group, LLC reported 47 holdings worth US$100M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Ulrich Consultants & Investment Group, LLC reported 47 holdings worth US$100M as of Sep 30, 2026. Largest: Hca Healthcare, Inc., Enterprise Products Partners L.p. and Apple Inc. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 47
- Value as reported
- US$100M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Hca Healthcare, Inc. | 4,813 | US$2.05M | 2.1% |
| Enterprise Products Partners L.p. | 36,926 | US$1.31M | 1.3% |
| Apple Inc | 3,657 | US$1.22M | 1.2% |
| Microsoft Corp. | 2,245 | US$1.15M | 1.2% |
| Energy Transfer Lp | 50,942 | US$1.01M | 1.0% |
| Intel Corporation | 4,846 | US$583K | 0.58% |
| Cisco Systems, Inc. | 4,904 | US$528K | 0.53% |
| Amazon.com, Inc. | 1,773 | US$442K | 0.44% |
| Palo Alto Networks, Inc. | 1,079 | US$429K | 0.43% |
| Targa Resources, Inc. | 1,420 | US$384K | 0.38% |
| Eli Lilly And Company | 328 | US$380K | 0.38% |
| Kinder Morgan, Inc. | 11,773 | US$355K | 0.35% |
| Berkshire Hathaway Inc. | 583 | US$290K | 0.29% |
| Nvidia Corporation | 1,192 | US$272K | 0.27% |
| Williams Companies, Inc. (the) | 4,000 | US$272K | 0.27% |
| Ares Capital Corporation | 14,000 | US$267K | 0.27% |
| Mplx Lp | 4,710 | US$265K | 0.26% |
| Simon Property Group, Inc. | 1,100 | US$221K | 0.22% |
| Starbucks Corporation | 2,237 | US$210K | 0.21% |