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Portfolio (Quarterly) Guide ↗

Richmond Brothers, Inc.

· CIK 0001540462
13F Portfolio $192M AUM 134 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 61 New 13 Added 21 Reduced 1 Exited
Page 1 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 31,477.0 $6.3M 3.27% NEW $200.09 +9.4%
2 SIXD AIM ETF PRODUCTS TRUST 111,640.0 $3.4M 1.79% NEW $30.83 +1.8%
3 MAYT AIM ETF PRODUCTS TRUST 78,997.0 $3.1M 1.60% NEW $39.00 -5.6%
4 MDYG SPDR SERIES TRUST 24,659.0 $2.8M 1.44% NEW $112.09 -3.7%
5 FDIS FIDELITY COVINGTON TRUST 26,432.0 $2.7M 1.41% NEW $102.84 -1.1%
6 ELEVATION SERIES TRUST 98,061.0 $2.7M 1.41% NEW $27.59
7 FIDELITY COVINGTON TRUST 34,305.0 $2.7M 1.38% NEW $77.25
8 FIDU FIDELITY COVINGTON TRUST 25,307.0 $2.5M 1.31% NEW $99.61 -6.7%
9 FUTY FIDELITY COVINGTON TRUST 41,897.0 $2.4M 1.27% NEW $58.42 -7.0%
10 DECT AIM ETF PRODUCTS TRUST 60,114.0 $2.4M 1.23% NEW $39.26 +2.5%
11 META META PLATFORMS INC Communication Services 4,091.0 $2.3M 1.20% NEW $563.33 +1.6%
12 MCD MCDONALDS CORP Consumer Cyclical 7,963.0 $2.2M 1.12% NEW $270.30 -2.2%
13 MDYV SPDR SERIES TRUST 22,681.0 $2.2M 1.12% NEW $94.85 -0.6%
14 MU MICRON TECHNOLOGY INC Technology 1,815.0 $2.1M 1.09% NEW $1154.28 -17.7%
15 AVGO BROADCOM INC Technology 5,398.0 $2.0M 1.06% NEW $377.77 -2.4%
16 JUNT AIM ETF PRODUCTS TRUST 52,590.0 $2.0M 1.03% NEW $37.79 +1.9%
17 AMAT APPLIED MATLS INC Technology 2,670.0 $1.9M 1.00% NEW $723.00 -36.4%
18 CSCO CISCO SYS INC Technology 15,599.0 $1.8M 0.95% NEW $117.46 -5.8%
19 JNJ JOHNSON & JOHNSON Healthcare 6,945.0 $1.8M 0.92% NEW $253.98 +5.1%
20 MA MASTERCARD INCORPORATED Financial Services 3,411.0 $1.8M 0.91% NEW $513.60 +15.1%
Page 1 of 4  ·  61 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.8%
Technology 34.8%
Healthcare 8.1%
Consumer Cyclical 6.6%
Communication Services 5.6%
Industrials 3.0%
Consumer Defensive 3.0%
Energy 1.8%
Basic Materials 0.3%