Ulrich Consultants & Investment is an investment fund managing more than $44.7 billion ran by Rebecca Crowder. There are currently 17 companies in Mrs. Crowder’s portfolio. The largest investments include Golub Cap Bdc Inc and Vanguard Scottsdale Fds, together worth $19.5 billion.
As of 27th January 2023, Ulrich Consultants & Investment’s top holding is 785,875 shares of Golub Cap Bdc Inc currently worth over $10.3 billion and making up 23.2% of the portfolio value.
In addition, the fund holds 165,313 shares of Vanguard Scottsdale Fds worth $9.11 billion.
The third-largest holding is Vanguard Index Fds worth $9.86 billion and the next is Spdr Sp 500 Etf Tr worth $2.44 billion, with 6,376 shares owned.
Currently, Ulrich Consultants & Investment's portfolio is worth at least $44.7 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Ulrich Consultants & Investment office and employees reside in Albuquerque, New Mexico. According to the last 13-F report filed with the SEC, Rebecca Crowder serves as the CCO at Ulrich Consultants & Investment.
In the most recent 13F filing, Ulrich Consultants & Investment revealed that it had opened a new position in Golub Cap Bdc Inc and bought 785,875 shares worth $10.3 billion.
The two most similar investment funds to Ulrich Consultants & Investment are Cohen & Steers, Inc and Fiduciary Counselling Inc. They manage $44.7 billion and $44.7 billion respectively.
Ulrich Consultants & Investment’s portfolio is diversified across 6 sectors.
Currently, their heaviest sector is Health Care — making up 2.6% of
the total portfolio value.
The fund focuses on investments in the United States as
35.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
29% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $735 billion.
These positions were updated on February 2nd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Golub Cap Bdc Inc |
Opened
785,875
|
$10,342,121,000 | 23.15% |
| Vanguard Scottsdale Fds |
Opened
165,313
|
$9,112,067,000 | 20.40% |
| Vanguard Index Fds |
Opened
32,382
|
$9,863,127,000 | 22.08% |
| Spdr Sp 500 Etf Tr |
Opened
6,376
|
$2,438,374,000 | 5.46% |
| Ishares Tr |
Opened
89,443
|
$5,650,466,000 | 12.65% |
| Amplify Etf Tr |
Opened
43,423
|
$1,557,149,000 | 3.49% |
| Invesco Exch Traded Fd Tr Ii |
Opened
34,350
|
$1,380,188,000 | 3.09% |
| HCA Healthcare Inc |
Opened
4,813
|
$1,154,927,000 | 2.59% |
| Fs Kkr Cap Corp |
Opened
48,157
|
$842,748,000 | 1.89% |
| Select Sector Spdr Tr |
Opened
5,440
|
$475,837,000 | 1.07% |
| Exxon Mobil Corp. |
Opened
3,250
|
$358,475,000 | 0.80% |
| Ares Capital Corp |
Opened
17,091
|
$315,671,000 | 0.71% |
| Microsoft Corporation |
Opened
1,150
|
$275,793,000 | 0.62% |
| Enterprise Prods Partners L |
Opened
10,260
|
$247,471,000 | 0.55% |
| Apple Inc |
Opened
1,841
|
$239,244,000 | 0.54% |
| Kinder Morgan Inc |
Opened
11,773
|
$212,860,000 | 0.48% |
| Invesco Exchange Traded Fd T |
Opened
1,430
|
$201,988,000 | 0.45% |
| No transactions found | |||
| Showing first 500 out of 17 holdings | |||