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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 1 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 39,165.0 $29.3M 20.63% NEW $748.89 +3.2%
2 IJR ISHARES TR 71,913.0 $10.7M 7.50% NEW $148.31 -1.8%
3 IJH ISHARES TR 130,501.0 $10.1M 7.08% NEW $77.11 -1.8%
4 LLY ELI LILLY & CO Healthcare 6,425.0 $7.7M 5.42% NEW $1199.43 -2.2%
5 EFA ISHARES TR 38,520.0 $4.0M 2.81% NEW $103.88 +3.7%
6 CAT CATERPILLAR INC Industrials 3,309.0 $3.5M 2.48% NEW $1064.90 -24.9%
7 V VISA INC Financial Services 10,231.0 $3.5M 2.47% NEW $343.07 +11.2%
8 AAPL APPLE INC Technology 11,113.0 $3.2M 2.26% NEW $289.37 +10.5%
9 NOW SERVICENOW INC Technology 24,556.0 $2.4M 1.72% NEW $99.28 +45.8%
10 MA MASTERCARD INCORPORATED Financial Services 3,985.0 $2.0M 1.44% NEW $513.54 +15.9%
11 NOC NORTHROP GRUMMAN CORP Industrials 3,809.0 $1.9M 1.36% NEW $509.24 +7.1%
12 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,825.0 $1.7M 1.20% NEW $935.47 +1.1%
13 UNH UNITEDHEALTH GROUP INC Healthcare 4,089.0 $1.7M 1.20% NEW $415.63 -5.5%
14 MRK MERCK & CO INC Healthcare 13,045.0 $1.7M 1.18% NEW $128.50 +15.4%
15 LMT LOCKHEED MARTIN CORP Industrials 3,235.0 $1.6M 1.16% NEW $509.42 +10.7%
16 DVY ISHARES TR 10,427.0 $1.6M 1.15% NEW $156.31 +4.8%
17 HD HOME DEPOT INC Consumer Cyclical 4,539.0 $1.6M 1.13% NEW $352.64 -6.4%
18 INTC INTEL CORP Technology 10,376.0 $1.4M 1.02% NEW $139.63 -35.9%
19 DE DEERE & CO Industrials 2,280.0 $1.4M 1.02% NEW $634.33 -0.6%
20 WELL WELLTOWER INC Real Estate 5,808.0 $1.3M 0.93% NEW $226.95 +4.9%
Page 1 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%