Richwood Investment Advisors, LLC
CIK 1911900 · Ver en SEC EDGAR ↗
- Valor de la cartera
- $142.2M
- Posiciones
- 106
- A fecha de
- 30 de junio de 2026
#7 566 de 9 443 por valor de 13F · top 80.1%
Valor de cartera interanual: +9.6% El 13F no revela efectivo
- Peso de las 10 principales tenencias
- 53,80%
- Peso de las 25 principales tenencias
- 69,46%
- Posiciones superiores al 1%
- 19
- Número efectivo de posiciones
- 16,1
Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)
Rotación Q2 2026: 3,49% Est. compras $4 751 548 · ventas $6 108 210
Tenencia mediana: 7,0 trimestres Rastreado Q4 2024–Q2 2026 · 90,6% aún se mantiene
- Nuevas posiciones
- 11
- Aumentado
- 39
- Disminuido
- 47
- Cerrada
- 3
En esta página
- Desglose por sector Cómo se distribuye la cartera entre los sectores del mercado.
- Cartera Cada acción que esta institución informa tener, de su último 13F.
- Apuestas de alta convicción Las posiciones en las que este gestor está más concentrado.
- Mayores apuestas nuevas Posiciones completamente nuevas abiertas en el último trimestre.
- Movimientos principales Los mayores aumentos y disminuciones de posiciones este trimestre.
- Posiciones cerradas Posiciones que el gestor liquidó por completo el trimestre pasado.
Desglose por sector
Healthcare
12,2%
Industrials
12,2%
Technology
8,1%
Financial Services
5,8%
Retail
4,2%
Financials
3,0%
Consumer Discretionary
1,5%
Consumer Staples
1,5%
Real Estate
1,4%
Consumer products
1,4%
Logistics & Transportation
1,4%
Utilities
1,2%
Energy
1,0%
Telecommunication
0,4%
Communications
0,3%
Materials
0,3%
Packaging
0,3%
Otro/No mapeado
43,8%
Cartera completa 106 posiciones
| Tipo | Racha | Tendencia 8T | |||||
|---|---|---|---|---|---|---|---|
| IVV | $29 330 464 | 20,63% | 39 165 | $3 102 286 | Bajar ×1 | ||
| IJR | $10 665 402 | 7,50% | 71 913 | $1 320 907 | Bajar ×1 | ||
| IJH | $10 062 951 | 7,08% | 130 501 | $909 513 | Bajar ×1 | ||
| LLY Eli Lilly and Company Common Stock | $7 706 338 | 5,42% | 6 425 | $1 387 518 | Bajar ×1 | ||
| EFA | $4 001 406 | 2,81% | 38 520 | $320 810 | Subir ×6 | ||
| CAT Caterpillar, Inc. Common Stock | $3 523 754 | 2,48% | 3 309 | $1 232 594 | Subir ×1 | ||
| V Visa Inc. | $3 509 982 | 2,47% | 10 231 | $212 544 | Bajar ×1 | ||
| AAPL Apple Inc. - Common Stock | $3 215 721 | 2,26% | 11 113 | $406 228 | Subir ×2 | ||
| NOW ServiceNow, Inc. Common Stock | $2 437 920 | 1,71% | 24 556 | $-366 738 | Bajar ×1 | ||
| MA Mastercard Incorporated Common Stock | $2 046 439 | 1,44% | 3 985 | $65 537 | Subir ×2 | ||
| NOC Northrop Grumman Corporation Common Stock | $1 939 707 | 1,36% | 3 809 | $-578 100 | Subir ×5 | ||
| COST Costco Wholesale Corporation - Common Stock | $1 707 233 | 1,20% | 1 825 | $-111 252 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1 699 511 | 1,20% | 4 089 | $560 598 | Bajar ×6 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1 676 247 | 1,18% | 13 045 | $84 844 | Bajar ×6 | ||
| LMT Lockheed Martin Corporation Common Stock | $1 647 976 | 1,16% | 3 235 | $-379 601 | Bajar ×1 | ||
| DVY iShares Select Dividend ETF | $1 629 810 | 1,15% | 10 427 | $29 792 | Bajar ×6 | ||
| HD Home Depot, Inc. (The) Common Stock | $1 600 638 | 1,13% | 4 539 | $65 215 | Bajar ×1 | ||
| INTC Intel Corporation - Common Stock | $1 448 801 | 1,02% | 10 376 | $1 024 006 | Subir ×1 | ||
| DE Deere & Company Common Stock | $1 446 272 | 1,02% | 2 280 | $326 995 | Subir ×6 | ||
| WELL Welltower Inc. Common Stock | $1 318 128 | 0,93% | 5 808 | $120 500 | Bajar ×1 | ||
| JNJ Johnson & Johnson Common Stock | $1 277 088 | 0,90% | 5 029 | $125 409 | Subir ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $1 252 974 | 0,88% | 3 359 | $15 126 | Subir ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $1 224 932 | 0,86% | 5 556 | $-92 683 | Bajar ×5 | ||
| SDY | $1 224 745 | 0,86% | 8 048 | $8 773 | Bajar ×6 | ||
| SNA Snap-On Incorporated Common Stock | $1 158 107 | 0,81% | 2 878 | $116 392 | Subir ×1 | ||
| AXP American Express Company Common Stock | $1 107 600 | 0,78% | 3 275 | $165 526 | Subir ×1 | ||
| BA Boeing Company (The) Common Stock | $1 094 689 | 0,77% | 5 057 | $98 146 | Subir ×3 | ||
| MCD McDonald's Corporation Common Stock | $1 027 297 | 0,72% | 3 800 | $-184 921 | Bajar ×1 | ||
| AMGN Amgen Inc. - Common Stock | $988 588 | 0,70% | 2 730 | $5 167 | Bajar ×6 | ||
| WFC Wells Fargo & Company Common Stock | $980 441 | 0,69% | 11 864 | $-14 445 | Bajar ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $958 806 | 0,67% | 6 539 | $-3 670 | Bajar ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $941 822 | 0,66% | 11 589 | $113 729 | Subir ×1 | ||
| GD General Dynamics Corporation Common Stock | $939 444 | 0,66% | 2 652 | $-1 665 | Bajar ×2 | ||
| TSCO Tractor Supply Company - Common Stock | $928 955 | 0,65% | 29 388 | $-412 514 | Bajar ×2 | ||
| FDX FedEx Corporation Common Stock | $927 491 | 0,65% | 2 962 | $-27 428 | Subir ×3 | ||
| MS Morgan Stanley Common Stock | $920 299 | 0,65% | 4 403 | $244 328 | Subir ×4 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $901 244 | 0,63% | 2 115 | $137 619 | Bajar ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $887 662 | 0,62% | 4 436 | $131 459 | Subir ×2 | ||
| C Citigroup, Inc. Common Stock | $857 675 | 0,60% | 6 128 | $130 603 | Bajar ×1 | ||
| ORCL Oracle Corporation Common Stock | $851 456 | 0,60% | 5 810 | $-3 253 | |||
| JPM JP Morgan Chase & Co. Common Stock | $851 385 | 0,60% | 2 601 | $86 275 | |||
| PEP PepsiCo, Inc. - Common Stock | $812 265 | 0,57% | 5 999 | $-36 240 | Subir ×3 | ||
| DAL Delta Air Lines, Inc. Common Stock | $764 359 | 0,54% | 8 161 | $218 226 | Bajar ×3 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $741 995 | 0,52% | 5 873 | $-116 245 | Bajar ×6 | ||
| VYM | $710 740 | 0,50% | 4 498 | $-44 200 | Bajar ×1 | ||
| COF Capital One Financial Corporation Common Stock | $708 991 | 0,50% | 3 534 | $107 519 | Subir ×1 | ||
| WM Waste Management, Inc. Common Stock | $698 729 | 0,49% | 3 135 | $-36 599 | Bajar ×1 | ||
| ISCB | $674 583 | 0,47% | 8 934 | $78 424 | Bajar ×3 | ||
| IJS | $670 415 | 0,47% | 4 905 | $77 573 | Bajar ×1 | ||
| OSK Oshkosh Corporation (Holding Company)Common Stock | $666 103 | 0,47% | 4 340 | $27 212 | |||
| SO Southern Company (The) Common Stock | $664 515 | 0,47% | 6 943 | $38 776 | Subir ×1 | ||
| PSX Phillips 66 Common Stock | $664 367 | 0,47% | 3 930 | $-84 393 | Bajar ×2 | ||
| UPS United Parcel Service, Inc. Common Stock | $662 872 | 0,47% | 6 166 | $103 262 | Subir ×2 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $651 797 | 0,46% | 11 312 | $9 089 | Subir ×1 | ||
| YUM Yum! Brands, Inc. | $630 328 | 0,44% | 3 943 | $29 709 | Subir ×1 | ||
| AFL AFLAC Incorporated Common Stock | $609 466 | 0,43% | 5 198 | $19 994 | Bajar ×4 | ||
| VZ Verizon Communications Inc. Common Stock | $590 855 | 0,42% | 13 955 | $-96 885 | Subir ×1 | ||
| ELV Elevance Health, Inc. Common Stock | $578 935 | 0,41% | 1 497 | $184 601 | Subir ×1 | ||
| PFF iShares Preferred and Income Securities ETF | $561 717 | 0,40% | 18 423 | $-30 721 | Bajar ×4 | ||
| UNP Union Pacific Corporation Common Stock | $541 280 | 0,38% | 1 990 | $58 466 | |||
| SYY Sysco Corporation Common Stock | $522 459 | 0,37% | 6 251 | $140 772 | Subir ×2 | ||
| LEA Lear Corporation Common Stock | $511 975 | 0,36% | 3 819 | $164 596 | Subir ×1 | ||
| HDV | $498 588 | 0,35% | 18 190 | $4 911 | |||
| BIIB Biogen Inc. - Common Stock | $489 700 | 0,34% | 2 267 | $117 082 | Subir ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $487 107 | 0,34% | 4 147 | $140 125 | Bajar ×1 | ||
| MET MetLife, Inc. Common Stock | $459 982 | 0,32% | 5 437 | $133 503 | Subir ×1 | ||
| ALL Allstate Corporation (The) Common Stock | $441 855 | 0,31% | 1 857 | $150 128 | Subir ×1 | ||
| SLYV | $440 914 | 0,31% | 4 041 | $47 461 | Bajar ×4 | ||
| ED Consolidated Edison, Inc. Common Stock | $437 984 | 0,31% | 3 959 | $-42 918 | Bajar ×3 | ||
| ECL Ecolab Inc. Common Stock | $437 418 | 0,31% | 1 570 | $84 143 | Subir ×1 | ||
| KMB Kimberly-Clark Corporation - Common Stock | $426 621 | 0,30% | 3 887 | $46 867 | Bajar ×4 | ||
| PFE Pfizer, Inc. Common Stock | $420 666 | 0,30% | 17 470 | $-14 700 | Subir ×1 | ||
| CVX Chevron Corporation Common Stock | $388 034 | 0,27% | 2 341 | $-15 615 | Subir ×1 | ||
| MCK McKesson Corporation Common Stock | $373 833 | 0,26% | 495 | $-71 260 | Bajar ×1 | ||
| ADBE Adobe Inc. - Common Stock | $373 546 | 0,26% | 1 822 | $-36 530 | Subir ×3 | ||
| JLL Jones Lang LaSalle Incorporated Common Stock | $373 490 | 0,26% | 1 205 | $-5 388 | Bajar ×1 | ||
| FAST Fastenal Company - Common Stock | $372 377 | 0,26% | 7 753 | $-1 282 | Bajar ×4 | ||
| COP ConocoPhillips Common Stock | $372 281 | 0,26% | 3 581 | $-129 847 | Bajar ×5 | ||
| MDT Medtronic plc. Ordinary Shares | $371 569 | 0,26% | 4 750 | $29 327 | Subir ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $367 054 | 0,26% | 1 639 | $32 010 | Bajar ×1 | ||
| CLX Clorox Company (The) Common Stock | $366 848 | 0,26% | 3 844 | $-67 129 | Bajar ×2 | ||
| UAL United Airlines Holdings, Inc. - Common Stock | $365 949 | 0,26% | 2 691 | $118 189 | |||
| CVS CVS Health Corporation Common Stock | $352 558 | 0,25% | 3 408 | $107 795 | |||
| CHRW C.H. Robinson Worldwide, Inc. - Common Stock | $336 046 | 0,24% | 1 784 | $26 450 | Bajar ×2 | ||
| PM Philip Morris International Inc Common Stock | $335 226 | 0,24% | 1 853 | $12 813 | Bajar ×1 | ||
| VOOG | $334 115 | 0,23% | 4 044 | $29 971 | Bajar ×1 | ||
| XBI XBI | $317 133 | 0,22% | 2 004 | ||||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $300 628 | 0,21% | 2 375 | $68 209 | Subir ×2 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $290 859 | 0,20% | 1 574 | $88 159 | |||
| TXN Texas Instruments Incorporated - Common Stock | $286 147 | 0,20% | 960 | Subir ×1 | |||
| CL Colgate-Palmolive Company Common Stock | $279 991 | 0,20% | 3 054 | $44 415 | Subir ×1 | ||
| ITW Illinois Tool Works Inc. Common Stock | $277 232 | 0,19% | 1 025 | $52 081 | Subir ×1 | ||
| VOT | $269 544 | 0,19% | 880 | Subir ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $256 665 | 0,18% | 355 | Subir ×1 | |||
| NSC Norfolk Southern Corporation Common Stock | $255 762 | 0,18% | 813 | $13 821 | Bajar ×2 | ||
| PSA Public Storage Common Stock | $239 847 | 0,17% | 754 | $35 739 | Subir ×1 | ||
| PAYX Paychex, Inc. - Common Stock | $239 630 | 0,17% | 2 437 | $28 952 | Subir ×1 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $237 092 | 0,17% | 1 733 | $755 | Bajar ×6 | ||
| VGT | $231 700 | 0,16% | 1 939 | Subir ×1 | |||
| IP International Paper Company Common Stock | $229 057 | 0,16% | 6 012 | $-2 172 | Bajar ×1 | ||
| Sin coincidencias | |||||||
Tenencias de convicción
Posiciones aumentadas durante 3 o más trimestres consecutivos.
Los recuentos de acciones se informan en las presentaciones 13F (no ajustados por división)
| Valor | Valor | % de la cartera | Racha |
|---|---|---|---|
| EFA | $4 001 406 | 2,81% | aumentado ×6 |
| NOC | $1 939 707 | 1,36% | aumentado ×5 |
| DE | $1 446 272 | 1,02% | aumentado ×6 |
| JNJ | $1 277 088 | 0,90% | aumentado ×3 |
| BA | $1 094 689 | 0,77% | aumentado ×3 |
| FDX | $927 491 | 0,65% | aumentado ×3 |
| MS | $920 299 | 0,65% | aumentado ×4 |
| PEP | $812 265 | 0,57% | aumentado ×3 |
| ADBE | $373 546 | 0,26% | aumentado ×3 |
Mayores apuestas nuevas
Nuevas posiciones abiertas este trimestre, las mayores primero.
| Valor | Valor | Acciones | % de la cartera |
|---|---|---|---|
| XBI | $317 133 | 2 004 | 0,22% |
| TXN | $286 147 | 960 | 0,20% |
| VOT | $269 544 | 880 | 0,19% |
| AMAT | $256 665 | 355 | 0,18% |
| VGT | $231 700 | 1 939 | 0,16% |
| Q | $224 715 | 1 376 | 0,16% |
| ITOT | $224 393 | 1 366 | 0,16% |
| ISCV | $217 334 | 2 775 | 0,15% |
| PKG | $213 737 | 897 | 0,15% |
| XLV | $207 369 | 1 307 | 0,15% |
| MMM | $202 064 | 1 248 | 0,14% |
Principales movimientos (trimestre a trimestre)
Posiciones cerradas
Incluye eventos corporativos (fusiones, exclusiones de cotización) — no todas las salidas son ventas
Las posiciones cerradas reflejan cambios en los informes 13F; para los gestores de índices, estos suelen ser mecánicos (exclusión de cotización, fusiones y adquisiciones, reequilibrio de índices), no decisiones activas.
| Valor | Trimestre | Acciones anteriores | Valor anterior | Precio desde la eliminación |
|---|---|---|---|---|
| XOM | 30 de junio de 2026 | 11 197 | $1 899 725 | 21,7% |
| XLV | 31 de marzo de 2026 | 1 946 | $306 904 | Ya no se rastrea |
| IMCG | 30 de junio de 2026 | 3 725 | $293 418 | Ya no se rastrea |
| TMO | 31 de marzo de 2026 | 485 | $263 544 | 26,2% |
| UAL | 31 de marzo de 2025 | 2 691 | $261 296 | 63,7% |
| FISV | 30 de septiembre de 2025 | 1 510 | $260 339 | -60,0% |
| DD | 31 de diciembre de 2025 | 3 287 | $256 057 | 248,6% |
| ITOT | 31 de marzo de 2025 | 1 886 | $242 577 | Ya no se rastrea |
| WMT | 30 de junio de 2026 | 1 893 | $235 359 | -8,9% |
| ABT | 31 de marzo de 2026 | 2 084 | $231 020 | 11,4% |
| MMM | 31 de marzo de 2026 | 1 328 | $229 279 | 23,8% |
| IUSG | 30 de septiembre de 2025 | 1 460 | $219 584 | |
| PKG | 31 de marzo de 2026 | 897 | $214 257 | 18,2% |
| CHRW | 31 de marzo de 2025 | 2 038 | $210 592 | 41,4% |
| ABBV | 31 de marzo de 2025 | 1 176 | $209 011 | 25,9% |
| ITOT | 31 de marzo de 2026 | 1 366 | $206 457 | Ya no se rastrea |
| ISCV | 31 de marzo de 2026 | 2 775 | $206 377 | Ya no se rastrea |
| SYK | 30 de septiembre de 2025 | 520 | $205 728 | -10,6% |
| DUK | 30 de junio de 2025 | 1 685 | $205 519 | 3,5% |
| XBI | 31 de marzo de 2026 | 1 629 | $204 456 | Ya no se rastrea |
| IUSG | 31 de marzo de 2025 | 1 460 | $203 451 | |
| PKG | 31 de marzo de 2025 | 897 | $201 942 | 26,7% |
| SPLV | 31 de marzo de 2026 | 2 694 | $201 673 | Ya no se rastrea |
| SPLV | 30 de junio de 2025 | 2 694 | $201 296 | Ya no se rastrea |