Richwood Investment Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Cincinnati, OH
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
106
Total value ($000)
$142,181
Net value change ($000)
+12,434 (9.6%)
New positions
11
Sold out positions
3
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 3,102 11.8%
LLY 1,387 21.9%
IJR 1,321 14.1%
CAT 1,233 53.8%
INTC 1,024 240.9%
IJH 910 9.9%
UNH 561 49.3%
AAPL 407 14.5%
DE 327 29.2%
EFA 320 8.7%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,900 -100.0%
NOC -578 -23.0%
TSCO -412 -30.7%
LMT -380 -18.7%
NOW -367 -13.1%
IMCG -293 -100.0%
WMT -235 -100.0%
MCD -185 -15.3%
COP -130 -25.9%
GILD -116 -13.5%
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