Richwood Investment Advisors, LLC
CIK 1911900 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $142.2M
- Posisi
- 106
- Per tanggal
- 30 Juni 2026
#7.566 dari 9.443 berdasarkan nilai 13F · top 80.1%
Nilai portofolio QoQ: +9.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 53,80%
- Bobot 25 kepemilikan teratas
- 69,46%
- Posisi di atas 1%
- 19
- Jumlah posisi efektif
- 16,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 3,49% Perkiraan pembelian $4.751.548 · penjualan $6.108.210
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 90,6% masih dipegang
- Posisi baru
- 11
- Meningkat
- 39
- Menurun
- 47
- Tertutup
- 3
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
43,8%
Portofolio lengkap 106 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $29.330.464 | 20,63% | 39.165 | $3.102.286 | Turun ×1 | ||
| IJR | $10.665.402 | 7,50% | 71.913 | $1.320.907 | Turun ×1 | ||
| IJH | $10.062.951 | 7,08% | 130.501 | $909.513 | Turun ×1 | ||
| LLY Eli Lilly and Company Common Stock | $7.706.338 | 5,42% | 6.425 | $1.387.518 | Turun ×1 | ||
| EFA | $4.001.406 | 2,81% | 38.520 | $320.810 | Naik ×6 | ||
| CAT Caterpillar, Inc. Common Stock | $3.523.754 | 2,48% | 3.309 | $1.232.594 | Naik ×1 | ||
| V Visa Inc. | $3.509.982 | 2,47% | 10.231 | $212.544 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $3.215.721 | 2,26% | 11.113 | $406.228 | Naik ×2 | ||
| NOW ServiceNow, Inc. Common Stock | $2.437.920 | 1,71% | 24.556 | $-366.738 | Turun ×1 | ||
| MA Mastercard Incorporated Common Stock | $2.046.439 | 1,44% | 3.985 | $65.537 | Naik ×2 | ||
| NOC Northrop Grumman Corporation Common Stock | $1.939.707 | 1,36% | 3.809 | $-578.100 | Naik ×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 | Turun ×6 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1.676.247 | 1,18% | 13.045 | $84.844 | Turun ×6 | ||
| LMT Lockheed Martin Corporation Common Stock | $1.647.976 | 1,16% | 3.235 | $-379.601 | Turun ×1 | ||
| DVY iShares Select Dividend ETF | $1.629.810 | 1,15% | 10.427 | $29.792 | Turun ×6 | ||
| HD Home Depot, Inc. (The) Common Stock | $1.600.638 | 1,13% | 4.539 | $65.215 | Turun ×1 | ||
| INTC Intel Corporation - Common Stock | $1.448.801 | 1,02% | 10.376 | $1.024.006 | Naik ×1 | ||
| DE Deere & Company Common Stock | $1.446.272 | 1,02% | 2.280 | $326.995 | Naik ×6 | ||
| WELL Welltower Inc. Common Stock | $1.318.128 | 0,93% | 5.808 | $120.500 | Turun ×1 | ||
| JNJ Johnson & Johnson Common Stock | $1.277.088 | 0,90% | 5.029 | $125.409 | Naik ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $1.252.974 | 0,88% | 3.359 | $15.126 | Naik ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $1.224.932 | 0,86% | 5.556 | $-92.683 | Turun ×5 | ||
| SDY | $1.224.745 | 0,86% | 8.048 | $8.773 | Turun ×6 | ||
| SNA Snap-On Incorporated Common Stock | $1.158.107 | 0,81% | 2.878 | $116.392 | Naik ×1 | ||
| AXP American Express Company Common Stock | $1.107.600 | 0,78% | 3.275 | $165.526 | Naik ×1 | ||
| BA Boeing Company (The) Common Stock | $1.094.689 | 0,77% | 5.057 | $98.146 | Naik ×3 | ||
| MCD McDonald's Corporation Common Stock | $1.027.297 | 0,72% | 3.800 | $-184.921 | Turun ×1 | ||
| AMGN Amgen Inc. - Common Stock | $988.588 | 0,70% | 2.730 | $5.167 | Turun ×6 | ||
| WFC Wells Fargo & Company Common Stock | $980.441 | 0,69% | 11.864 | $-14.445 | Turun ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $958.806 | 0,67% | 6.539 | $-3.670 | Turun ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $941.822 | 0,66% | 11.589 | $113.729 | Naik ×1 | ||
| GD General Dynamics Corporation Common Stock | $939.444 | 0,66% | 2.652 | $-1.665 | Turun ×2 | ||
| TSCO Tractor Supply Company - Common Stock | $928.955 | 0,65% | 29.388 | $-412.514 | Turun ×2 | ||
| FDX FedEx Corporation Common Stock | $927.491 | 0,65% | 2.962 | $-27.428 | Naik ×3 | ||
| MS Morgan Stanley Common Stock | $920.299 | 0,65% | 4.403 | $244.328 | Naik ×4 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $901.244 | 0,63% | 2.115 | $137.619 | Turun ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $887.662 | 0,62% | 4.436 | $131.459 | Naik ×2 | ||
| C Citigroup, Inc. Common Stock | $857.675 | 0,60% | 6.128 | $130.603 | Turun ×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 | Naik ×3 | ||
| DAL Delta Air Lines, Inc. Common Stock | $764.359 | 0,54% | 8.161 | $218.226 | Turun ×3 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $741.995 | 0,52% | 5.873 | $-116.245 | Turun ×6 | ||
| VYM | $710.740 | 0,50% | 4.498 | $-44.200 | Turun ×1 | ||
| COF Capital One Financial Corporation Common Stock | $708.991 | 0,50% | 3.534 | $107.519 | Naik ×1 | ||
| WM Waste Management, Inc. Common Stock | $698.729 | 0,49% | 3.135 | $-36.599 | Turun ×1 | ||
| ISCB | $674.583 | 0,47% | 8.934 | $78.424 | Turun ×3 | ||
| IJS | $670.415 | 0,47% | 4.905 | $77.573 | Turun ×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 | Naik ×1 | ||
| PSX Phillips 66 Common Stock | $664.367 | 0,47% | 3.930 | $-84.393 | Turun ×2 | ||
| UPS United Parcel Service, Inc. Common Stock | $662.872 | 0,47% | 6.166 | $103.262 | Naik ×2 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $651.797 | 0,46% | 11.312 | $9.089 | Naik ×1 | ||
| YUM Yum! Brands, Inc. | $630.328 | 0,44% | 3.943 | $29.709 | Naik ×1 | ||
| AFL AFLAC Incorporated Common Stock | $609.466 | 0,43% | 5.198 | $19.994 | Turun ×4 | ||
| VZ Verizon Communications Inc. Common Stock | $590.855 | 0,42% | 13.955 | $-96.885 | Naik ×1 | ||
| ELV Elevance Health, Inc. Common Stock | $578.935 | 0,41% | 1.497 | $184.601 | Naik ×1 | ||
| PFF iShares Preferred and Income Securities ETF | $561.717 | 0,40% | 18.423 | $-30.721 | Turun ×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 | Naik ×2 | ||
| LEA Lear Corporation Common Stock | $511.975 | 0,36% | 3.819 | $164.596 | Naik ×1 | ||
| HDV | $498.588 | 0,35% | 18.190 | $4.911 | |||
| BIIB Biogen Inc. - Common Stock | $489.700 | 0,34% | 2.267 | $117.082 | Naik ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $487.107 | 0,34% | 4.147 | $140.125 | Turun ×1 | ||
| MET MetLife, Inc. Common Stock | $459.982 | 0,32% | 5.437 | $133.503 | Naik ×1 | ||
| ALL Allstate Corporation (The) Common Stock | $441.855 | 0,31% | 1.857 | $150.128 | Naik ×1 | ||
| SLYV | $440.914 | 0,31% | 4.041 | $47.461 | Turun ×4 | ||
| ED Consolidated Edison, Inc. Common Stock | $437.984 | 0,31% | 3.959 | $-42.918 | Turun ×3 | ||
| ECL Ecolab Inc. Common Stock | $437.418 | 0,31% | 1.570 | $84.143 | Naik ×1 | ||
| KMB Kimberly-Clark Corporation - Common Stock | $426.621 | 0,30% | 3.887 | $46.867 | Turun ×4 | ||
| PFE Pfizer, Inc. Common Stock | $420.666 | 0,30% | 17.470 | $-14.700 | Naik ×1 | ||
| CVX Chevron Corporation Common Stock | $388.034 | 0,27% | 2.341 | $-15.615 | Naik ×1 | ||
| MCK McKesson Corporation Common Stock | $373.833 | 0,26% | 495 | $-71.260 | Turun ×1 | ||
| ADBE Adobe Inc. - Common Stock | $373.546 | 0,26% | 1.822 | $-36.530 | Naik ×3 | ||
| JLL Jones Lang LaSalle Incorporated Common Stock | $373.490 | 0,26% | 1.205 | $-5.388 | Turun ×1 | ||
| FAST Fastenal Company - Common Stock | $372.377 | 0,26% | 7.753 | $-1.282 | Turun ×4 | ||
| COP ConocoPhillips Common Stock | $372.281 | 0,26% | 3.581 | $-129.847 | Turun ×5 | ||
| MDT Medtronic plc. Ordinary Shares | $371.569 | 0,26% | 4.750 | $29.327 | Naik ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $367.054 | 0,26% | 1.639 | $32.010 | Turun ×1 | ||
| CLX Clorox Company (The) Common Stock | $366.848 | 0,26% | 3.844 | $-67.129 | Turun ×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 | Turun ×2 | ||
| PM Philip Morris International Inc Common Stock | $335.226 | 0,24% | 1.853 | $12.813 | Turun ×1 | ||
| VOOG | $334.115 | 0,23% | 4.044 | $29.971 | Turun ×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 | Naik ×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 | Naik ×1 | |||
| CL Colgate-Palmolive Company Common Stock | $279.991 | 0,20% | 3.054 | $44.415 | Naik ×1 | ||
| ITW Illinois Tool Works Inc. Common Stock | $277.232 | 0,19% | 1.025 | $52.081 | Naik ×1 | ||
| VOT | $269.544 | 0,19% | 880 | Naik ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $256.665 | 0,18% | 355 | Naik ×1 | |||
| NSC Norfolk Southern Corporation Common Stock | $255.762 | 0,18% | 813 | $13.821 | Turun ×2 | ||
| PSA Public Storage Common Stock | $239.847 | 0,17% | 754 | $35.739 | Naik ×1 | ||
| PAYX Paychex, Inc. - Common Stock | $239.630 | 0,17% | 2.437 | $28.952 | Naik ×1 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $237.092 | 0,17% | 1.733 | $755 | Turun ×6 | ||
| VGT | $231.700 | 0,16% | 1.939 | Naik ×1 | |||
| IP International Paper Company Common Stock | $229.057 | 0,16% | 6.012 | $-2.172 | Turun ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| 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% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IVV | Dipangkas | -987 | +$3.1M |
| LLY | Dipangkas | -445 | +$1.4M |
| IJR | Dipangkas | -3K | +$1.3M |
| CAT | Beli lebih banyak | +75 | +$1.2M |
| INTC | Beli lebih banyak | +750 | +$1.0M |
| IJH | Dipangkas | -5K | +$910K |
| NOC | Beli lebih banyak | +119 | -$578K |
| UNH | Dipangkas | -120 | +$561K |
| TSCO | Dipangkas | -225 | -$413K |
| AAPL | Beli lebih banyak | +43 | +$406K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| XOM | 30 Juni 2026 | 11.197 | $1.899.725 | 21,7% |
| XLV | 31 Maret 2026 | 1.946 | $306.904 | Tidak lagi dilacak |
| IMCG | 30 Juni 2026 | 3.725 | $293.418 | Tidak lagi dilacak |
| TMO | 31 Maret 2026 | 485 | $263.544 | 26,2% |
| UAL | 31 Maret 2025 | 2.691 | $261.296 | 63,7% |
| FISV | 30 Sep. 2025 | 1.510 | $260.339 | -60,0% |
| DD | 31 Des. 2025 | 3.287 | $256.057 | 248,6% |
| ITOT | 31 Maret 2025 | 1.886 | $242.577 | Tidak lagi dilacak |
| WMT | 30 Juni 2026 | 1.893 | $235.359 | -8,9% |
| ABT | 31 Maret 2026 | 2.084 | $231.020 | 11,4% |
| MMM | 31 Maret 2026 | 1.328 | $229.279 | 23,8% |
| IUSG | 30 Sep. 2025 | 1.460 | $219.584 | |
| PKG | 31 Maret 2026 | 897 | $214.257 | 18,2% |
| CHRW | 31 Maret 2025 | 2.038 | $210.592 | 41,4% |
| ABBV | 31 Maret 2025 | 1.176 | $209.011 | 25,9% |
| ITOT | 31 Maret 2026 | 1.366 | $206.457 | Tidak lagi dilacak |
| ISCV | 31 Maret 2026 | 2.775 | $206.377 | Tidak lagi dilacak |
| SYK | 30 Sep. 2025 | 520 | $205.728 | -10,6% |
| DUK | 30 Juni 2025 | 1.685 | $205.519 | 3,5% |
| XBI | 31 Maret 2026 | 1.629 | $204.456 | Tidak lagi dilacak |
| IUSG | 31 Maret 2025 | 1.460 | $203.451 | |
| PKG | 31 Maret 2025 | 897 | $201.942 | 26,7% |
| SPLV | 31 Maret 2026 | 2.694 | $201.673 | Tidak lagi dilacak |
| SPLV | 30 Juni 2025 | 2.694 | $201.296 | Tidak lagi dilacak |