Richwood Investment Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Cincinnati, OH
Holdings as of
9/30/2026
Date filed
10/30/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$141,619
Net value change ($000)
-562 (-0.4%)
New positions
6
Sold out positions
4
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EXXONMOBIL HOLDINGS CORP 1,819 NEW
NOW 760 31.2%
AAPL 731 22.7%
MSFT 600 47.9%
PSX 290 43.7%
MA 280 13.7%
IVV 275 0.9%
TMO 253 NEW
WMT 246 NEW
MRK 242 14.4%
Top Reduces (Value $000, Stocks/ETFs)
CAT -1,041 -29.5%
IJR -1,035 -9.7%
IJH -868 -8.6%
LLY -460 -6.0%
AMAT -257 -100.0%
HD -230 -14.4%
IP -229 -100.0%
UNH -227 -13.4%
Q -225 -100.0%
MMM -202 -100.0%
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