Ulrich Consultants & Investment Group, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing the firm's equity portfolio as of the close of business on September 30, 2026.
The filing lists 47 total holdings held by the firm. The largest position in the portfolio is the Vanguard S&P 500 ETF Shares (ticker: VOO), which the firm holds 44,200,733 shares. Other notable equity positions include the Vanguard Russell 1000 Growth ETF (ticker: VONG), with 2,019,302 shares, and the Vanguard Russell 1000 Value ETF (ticker: VTV), with 2,643,693 shares.
The portfolio also includes significant positions in energy infrastructure and master limited partnerships (MLPs). Enterprise Products Partners L.P. (ticker: EPD) is held at 1,314,935 shares, while Kinder Morgan Inc. (ticker: KMI) is held at 354,962 shares. Energy Transfer L.P. (ticker: ET) is the firm's largest MLP holding, with 1,007,123 shares.
Technology and healthcare stocks are also represented in the portfolio. The firm holds 1,151,575 shares of Microsoft Corporation (ticker: MSFT) and 272,282 shares of NVIDIA Corporation (ticker: NVDA). In the healthcare sector, Eli Lilly & Co. (ticker: LLY) is held at 379,522 shares.
The filing indicates that all positions are held as sole voting power, with no shared voting or dispositive power reported for any of the securities listed.
