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Portfolio (Quarterly) Guide ↗

Richwood Investment Advisors, LLC

· CIK 0001911900
13F Portfolio $142M AUM 106 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 106 New
Page 2 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 5,029.0 $1.3M 0.90% NEW $253.94 +5.6%
22 MSFT MICROSOFT CORP Technology 3,359.0 $1.3M 0.88% NEW $373.02 +37.7%
23 LOW LOWES COS INC Consumer Cyclical 5,556.0 $1.2M 0.86% NEW $220.47 -5.6%
24 SDY SPDR SERIES TRUST 8,048.0 $1.2M 0.86% NEW $152.18 +3.5%
25 SNA SNAP ON INC Industrials 2,878.0 $1.2M 0.81% NEW $402.40 -2.6%
26 AXP AMERICAN EXPRESS CO Financial Services 3,275.0 $1.1M 0.78% NEW $338.20 -1.5%
27 BA BOEING CO Industrials 5,057.0 $1.1M 0.77% NEW $216.47 -3.1%
28 MCD MCDONALDS CORP Consumer Cyclical 3,800.0 $1.0M 0.72% NEW $270.34 -2.0%
29 AMGN AMGEN INC Healthcare 2,730.0 $989K 0.69% NEW $362.12 +19.4%
30 WFC WELLS FARGO & CO Financial Services 11,864.0 $980K 0.69% NEW $82.64 +4.9%
31 PG PROCTER & GAMBLE CO Consumer Defensive 6,539.0 $959K 0.67% NEW $146.63 -2.0%
32 KO COCA COLA CO Consumer Defensive 11,589.0 $942K 0.66% NEW $81.27 +10.3%
33 GD GENERAL DYNAMICS CORP Industrials 2,652.0 $939K 0.66% NEW $354.24 +7.1%
34 TSCO TRACTOR SUPPLY CO Consumer Cyclical 29,388.0 $929K 0.65% NEW $31.61 +9.8%
35 FDX FEDEX CORP Industrials 2,962.0 $927K 0.65% NEW $313.13 +5.7%
36 MS MORGAN STANLEY Financial Services 4,403.0 $920K 0.65% NEW $209.02 +2.8%
37 ETN EATON CORP PLC Industrials 2,115.0 $901K 0.63% NEW $426.12 -5.5%
38 NVDA NVIDIA CORPORATION Technology 4,436.0 $888K 0.62% NEW $200.10 +8.7%
39 C CITIGROUP INC Financial Services 6,128.0 $858K 0.60% NEW $139.96 -5.1%
40 ORCL ORACLE CORP Technology 5,810.0 $851K 0.60% NEW $146.55 +2.8%
Page 2 of 6  ·  106 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
Industrials 24.2%
Healthcare 21.7%
Financial Services 15.6%
Technology 15.0%
Consumer Cyclical 8.0%
Consumer Defensive 7.9%
Real Estate 2.4%
Utilities 2.1%
Energy 1.8%
Communication Services 0.7%