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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 3 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JPM JPMORGAN CHASE & CO Financial Services 2,601.0 $851K 0.60% NEW $327.33 +9.3%
42 PEP PEPSICO INC Consumer Defensive 5,999.0 $812K 0.57% NEW $135.40 +4.2%
43 DAL DELTA AIR LINES INC Industrials 8,161.0 $764K 0.54% NEW $93.66 -14.5%
44 GILD GILEAD SCIENCES INC Healthcare 5,873.0 $742K 0.52% NEW $126.34 +15.3%
45 VYM VANGUARD WHITEHALL FDS 4,498.0 $711K 0.50% NEW $158.01 +3.9%
46 COF CAPITAL ONE FINL CORP Financial Services 3,534.0 $709K 0.50% NEW $200.62 +7.5%
47 WM WASTE MGMT INC DEL Industrials 3,135.0 $699K 0.49% NEW $222.88 -1.4%
48 ISCB ISHARES TR 8,934.0 $675K 0.47% NEW $75.51 +0.1%
49 IJS ISHARES TR 4,905.0 $670K 0.47% NEW $136.68 +0.6%
50 OSK OSHKOSH CORP Industrials 4,340.0 $666K 0.47% NEW $153.48 +0.3%
51 SO SOUTHERN CO Utilities 6,943.0 $665K 0.47% NEW $95.71 -7.8%
52 PSX PHILLIPS 66 Energy 3,930.0 $664K 0.47% NEW $169.05 +44.3%
53 UPS UNITED PARCEL SVCS INC Industrials 6,166.0 $663K 0.47% NEW $107.50 -2.0%
54 BMY BRISTOL-MYERS SQUIBB CO Healthcare 11,312.0 $652K 0.46% NEW $57.62 +15.6%
55 YUM YUM BRANDS INC Consumer Cyclical 3,943.0 $630K 0.44% NEW $159.86 -3.8%
56 AFL AFLAC INC Financial Services 5,198.0 $609K 0.43% NEW $117.25 -0.6%
57 VZ VERIZON COMMUNICATIONS INC Communication Services 13,955.0 $591K 0.42% NEW $42.34 +18.3%
58 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,497.0 $579K 0.41% NEW $386.73 +2.0%
59 PFF ISHARES TR 18,423.0 $562K 0.40% NEW $30.49 +0.2%
60 UNP UNION PAC CORP Industrials 1,990.0 $541K 0.38% NEW $272.00 +13.0%
Page 3 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%