Richwood Investment Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Cincinnati, OH
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
98
Total value ($000)
$129,747
Net value change ($000)
-9,515 (-6.8%)
New positions
1
Sold out positions
9
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XOM 239 14.4%
NOW 210 8.1%
QCOM 203 NEW
JNJ 118 11.4%
SYY 99 35.0%
COP 88 21.3%
PSX 69 10.1%
NVDA 54 7.7%
ADBE 53 14.8%
SO 42 7.2%
Top Reduces (Value $000, Stocks/ETFs)
IVV -1,234 -4.5%
LLY -930 -12.8%
IJH -477 -5.0%
IJR -427 -4.4%
TSCO -317 -19.1%
XLV -307 -100.0%
TMO -264 -100.0%
AAPL -253 -8.3%
LOW -249 -15.9%
AMGN -243 -19.8%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type