Institutional Fund
Richwood Investment Advisors, LLC
Cincinnati, OHCIK 19119005 filings on record
Portfolio Value
$129.75M
Q1 2026
Holdings
98
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-6.8%
from $139.26M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr20.2%
- Ishares Tr7.2%
- Ishares Tr7.1%
- Eli Lilly & Co4.9%
- Ishares Tr2.8%
- Visa Inc2.5%
- Other55.3%
Portfolio Holdings
98 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 40.2K | $26.23M | 20.2% | +569 | Added |
| 2 | Ishares Tr | 75.2K | $9.34M | 7.2% | +1.1K | Added |
| 3 | Ishares Tr | 135.5K | $9.15M | 7.1% | +1.3K | Added |
| 4 | Eli Lilly & Co | 6.9K | $6.32M | 4.9% | +20 | Added |
| 5 | Ishares Tr | 37.9K | $3.68M | 2.8% | +855 | Added |
| 6 | Visa Inc | 10.9K | $3.30M | 2.5% | +360 | Added |
| 7 | Apple Inc | 11.1K | $2.81M | 2.2% | +61 | Added |
| 8 | Servicenow Inc | 26.8K | $2.80M | 2.2% | +1.1K | Added |
| 9 | Northrop Grumman Corp | 3.7K | $2.52M | 1.9% | +158 | Added |
| 10 | Caterpillar Inc | 3.2K | $2.29M | 1.8% | −40 | Reduced |
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