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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 5 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPYG SPDR SERIES TRUST 4,840.0 $576K 0.30% NEW $119.00 +1.9%
82 BMY BRISTOL-MYERS SQUIBB CO Healthcare 9,762.0 $562K 0.29% NEW $57.62 +15.5%
83 ELEVATION SERIES TRUST 22,526.0 $536K 0.28% NEW $23.80
84 PLTR PALANTIR TECHNOLOGIES INC Technology 4,385.0 $512K 0.27% NEW $116.66 +59.7%
85 ATR APTARGROUP INC Healthcare 3,883.0 $486K 0.25% NEW $125.20 +6.2%
86 MDXG MIMEDX GROUP INC Healthcare 105,365.0 $406K 0.21% +13K +14.3% $3.85 +16.9%
87 SPYV SPDR SERIES TRUST 6,169.0 $375K 0.20% NEW $60.79 +4.5%
88 AVIG AMERICAN CENTY ETF TR 8,600.0 $356K 0.18% NEW $41.41 -1.6%
89 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 5,729.0 $354K 0.18% NEW $61.82 -6.2%
90 STLD STEEL DYNAMICS INC Basic Materials 1,526.0 $350K 0.18% NEW $229.46 +2.3%
91 VNLA JANUS DETROIT STR TR 6,281.0 $307K 0.16% NEW $48.87 +0.2%
92 GOOG ALPHABET INC 727.0 $257K 0.13% -164.0 -18.4% $353.33
93 ALVO ALVOTECH Healthcare 44,830.0 $165K 0.09% +31K +221.0% $3.69 +34.1%
94 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 12,610.0 $161K 0.08% -2K -15.0% $12.80 -4.7%
95 RMTI ROCKWELL MED INC Healthcare 30,611.0 $17K 0.01% $0.55 +1384.1%
96 OPTT OCEAN PWR TECHNOLOGIES INC Industrials 11,846.0 $3K 0.00% -7K -35.5% $0.26 -34.7%
Page 5 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%