Richmond, INCIK 20352194 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
150 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co | 11.4K | $12.25M | 5.3% | −102 | Reduced |
| 2 | Nvidia Corporation | 42.1K | $7.85M | 3.4% | −1.3K | Reduced |
| 3 | Microstrategy Inc | 47.7K | $7.25M | 3.1% | +8.2K | Added |
| 4 | Vanguard Index Fds |
| 10.0K |
| $6.25M |
| 2.7% |
| +411 |
| Added |
| 5 | Kla Corp | 4.6K | $5.64M | 2.4% | −994 | Reduced |
| 6 | Capital Group Dividend Value | 125.8K | $5.49M | 2.4% | +125.8K | New |
| 7 | Apple Inc | 19.9K | $5.41M | 2.3% | −472 | Reduced |
| 8 | Parker-Hannifin Corp | 5.6K | $4.93M | 2.1% | −167 | Reduced |
| 9 | Broadcom Inc | 12.9K | $4.45M | 1.9% | −180 | Reduced |
| 10 | Oreilly Automotive Inc | 48.6K | $4.43M | 1.9% | −232 | Reduced |
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