Richwood Investment Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Cincinnati, OH
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
106
Total value ($000)
$139,262
Net value change ($000)
+11,638 (9.1%)
New positions
7
Sold out positions
1
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/16/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 2,386 9.5%
LLY 1,836 33.9%
IJR 1,192 13.9%
IJH 1,024 11.9%
CAT 859 56.6%
OSK 665 NEW
LMT 522 34.9%
PG 454 71.2%
MRK 441 37.5%
EFA 426 12.6%
Top Reduces (Value $000, Stocks/ETFs)
NOW -2,245 -46.4%
ORCL -858 -50.6%
MSFT -442 -24.6%
UNH -304 -20.5%
DD -256 -100.0%
V -188 -5.1%
MA -141 -6.2%
ABT -121 -34.4%
ETN -119 -10.9%
AFL -109 -13.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type