Ulrich Consultants & Investment 13F annual report

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.

$44.7 billion Assets Under Management (AUM)

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.

Careers at Ulrich Consultants & Investment

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.

Recent trades

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.

One of the largest hedge funds

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.

Rebecca Crowder investment strategy

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.

The complete list of Ulrich Consultants & Investment trades based on 13F SEC filings

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