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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 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SEPZ ELEVATION SERIES TRUST 19,763.0 $898K 0.47% NEW $45.44 +1.8%
42 C CITIGROUP INC Financial Services 6,398.0 $895K 0.47% NEW $139.96 -5.9%
43 ORCL ORACLE CORP Technology 5,880.0 $862K 0.45% NEW $146.55 +1.6%
44 WMT WALMART INC Consumer Defensive 7,368.0 $835K 0.43% NEW $113.27 -7.8%
45 VRSK VERISK ANALYTICS INC Industrials 4,467.0 $802K 0.42% NEW $179.54 +8.3%
46 SGOV ISHARES TR 7,090.0 $714K 0.37% NEW $100.67 +0.0%
47 MS MORGAN STANLEY Financial Services 3,352.0 $701K 0.36% NEW $209.02 +2.1%
48 CRM SALESFORCE INC Technology 4,397.0 $689K 0.36% NEW $156.66 +66.3%
49 ACN ACCENTURE PLC IRELAND Technology 5,489.0 $683K 0.35% NEW $124.44 +53.0%
50 BAC BANK OF AMER CORP Financial Services 10,111.0 $576K 0.30% NEW $56.99 +8.9%
51 CVX CHEVRON CORPORATION Energy 3,475.0 $576K 0.30% NEW $165.78 +23.7%
52 SPYG SPDR SERIES TRUST 4,840.0 $576K 0.30% NEW $119.00 +1.3%
53 BMY BRISTOL-MYERS SQUIBB CO Healthcare 9,762.0 $562K 0.29% NEW $57.62 +15.5%
54 ELEVATION SERIES TRUST 22,526.0 $536K 0.28% NEW $23.80
55 PLTR PALANTIR TECHNOLOGIES INC Technology 4,385.0 $512K 0.27% NEW $116.66 +59.1%
56 ATR APTARGROUP INC Healthcare 3,883.0 $486K 0.25% NEW $125.20 +5.3%
57 SPYV SPDR SERIES TRUST 6,169.0 $375K 0.20% NEW $60.79 +4.1%
58 AVIG AMERICAN CENTY ETF TR 8,600.0 $356K 0.18% NEW $41.41 -1.8%
59 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 5,729.0 $354K 0.18% NEW $61.82 -7.5%
60 STLD STEEL DYNAMICS INC Basic Materials 1,526.0 $350K 0.18% NEW $229.46 +1.9%
Page 3 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%