Richmond Brothers, Inc.
All 13F Filings
- Location
- Jackson, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 192,316
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 96 | 192,316 | 13F-HR | Richmond Brothers, Inc. |
| Q1 2026 | 5/11/2026 | 36 | 150,170 | 13F-HR | Richmond Brothers, Inc. |
| Q4 2025 | 2/12/2026 | 36 | 157,158 | 13F-HR | Richmond Brothers, Inc. |
| Q3 2025 | 11/10/2025 | 34 | 158,426 | 13F-HR | Richmond Brothers, Inc. |
| Q2 2025 | 8/8/2025 | 30 | 152,695 | 13F-HR | Richmond Brothers, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 92.63 K | 48.2% | 79.12 K | 0 | 79.12 K |
| ETFs | 96.11 K | 50.0% | 0 | 33.68 K | -33.68 K |
| Debt | 3.575 K | 1.9% | 0 | 3.29 K | -3.29 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
192,316
Holdings
96
QoQ value change ($000)
42,146
(28.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.