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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 4 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ANET ARISTA NETWORKS INC Technology 6,319.0 $1.1M 0.56% NEW $169.88 +14.6%
62 EDV VANGUARD WORLD FD 15,897.0 $1.0M 0.54% -26K -62.2% $65.08 -7.9%
63 IVV ISHARES TR 1,338.0 $1.0M 0.52% +782.0 +140.7% $748.89 +2.8%
64 UNH UNITEDHEALTH GROUP INC Healthcare 2,313.0 $961K 0.50% NEW $415.66 -5.9%
65 ABBV ABBVIE INC Healthcare 3,809.0 $958K 0.50% NEW $251.64 +1.5%
66 CMCSA COMCAST CORP NEW Communication Services 38,353.0 $942K 0.49% NEW $24.55 +9.1%
67 SEPZ ELEVATION SERIES TRUST 19,763.0 $898K 0.47% NEW $45.44 +1.8%
68 C CITIGROUP INC Financial Services 6,398.0 $895K 0.47% NEW $139.96 -5.9%
69 ORCL ORACLE CORP Technology 5,880.0 $862K 0.45% NEW $146.55 +2.2%
70 WMT WALMART INC Consumer Defensive 7,368.0 $835K 0.43% NEW $113.27 -7.7%
71 VRSK VERISK ANALYTICS INC Industrials 4,467.0 $802K 0.42% NEW $179.54 +8.5%
72 HRTX HERON THERAPEUTICS INC Healthcare 1,792,319.0 $765K 0.40% +1.2M +213.3% $0.43 -22.7%
73 SGOV ISHARES TR 7,090.0 $714K 0.37% NEW $100.67 +0.0%
74 MS MORGAN STANLEY Financial Services 3,352.0 $701K 0.36% NEW $209.02 +2.0%
75 QLD PROSHARES TR 7,226.0 $699K 0.36% -22K -75.2% $96.76 -7.3%
76 CRM SALESFORCE INC Technology 4,397.0 $689K 0.36% NEW $156.66 +65.4%
77 ACN ACCENTURE PLC IRELAND Technology 5,489.0 $683K 0.35% NEW $124.44 +53.1%
78 SSO PROSHARES TR 8,934.0 $602K 0.31% -27K -75.1% $67.38 +4.0%
79 BAC BANK OF AMER CORP Financial Services 10,111.0 $576K 0.30% NEW $56.99 +9.0%
80 CVX CHEVRON CORPORATION Energy 3,475.0 $576K 0.30% NEW $165.78 +24.0%
Page 4 of 5  ·  96 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%