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Portfolio (Quarterly) Guide ↗

Richmond Investment Services, LLC

· CIK 0002031991
13F Portfolio $619M AUM 255 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 38 New 131 Added 55 Reduced 18 Exited
Page 6 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GEV GE VERNOVA INC Utilities 570.0 $497K 0.08% +237.0 +71.2% $871.44 +27.3%
102 ABBV ABBVIE INC Healthcare 2,234.0 $486K 0.08% +191.0 +9.3% $217.47 -0.5%
103 MCK MCKESSON CORP Healthcare 557.0 $482K 0.08% +5.0 +0.9% $864.82 -13.2%
104 JEPQ J P MORGAN EXCHANGE TRADED F 8,036.0 $446K 0.07% +2K +24.4% $55.52 +10.5%
105 MU MICRON TECHNOLOGY INC Technology 1,267.0 $428K 0.07% +461.0 +57.2% $337.88 +235.6%
106 VIS VANGUARD WORLD FD 1,359.0 $424K 0.07% +351.0 +34.8% $312.15 +13.3%
107 PDBC INVESCO ACTVELY MNGD ETC FD 24,261.0 $420K 0.07% +4K +18.9% $17.32 -4.7%
108 PANW PALO ALTO NETWORKS INC Technology 2,616.0 $419K 0.07% +213.0 +8.9% $160.32 +79.5%
109 SHLD GLOBAL X FDS 5,639.0 $400K 0.07% +119.0 +2.2% $70.86 -12.1%
110 RTX RTX CORPORATION Industrials 2,059.0 $397K 0.06% +491.0 +31.3% $193.00 -3.8%
111 CGNG CAPITAL GROUP NEW GEOGRAPHY 12,504.0 $395K 0.06% +1K +12.0% $31.57 +20.3%
112 PLTR PALANTIR TECHNOLOGIES INC Technology 2,697.0 $395K 0.06% +942.0 +53.7% $146.28 -12.2%
113 SPAB SPDR SERIES TRUST 14,607.0 $374K 0.06% +3K +29.7% $25.62 -0.5%
114 NFLX NETFLIX INC. Communication Services 3,731.0 $359K 0.06% +848.0 +29.4% $96.15 -19.5%
115 PG PROCTER & GAMBLE CO Consumer Defensive 2,402.0 $347K 0.06% +479.0 +24.9% $144.45 +4.1%
116 MA MASTERCARD INCORPORATED Financial Services 661.0 $331K 0.05% +123.0 +22.9% $500.19 -2.1%
117 TMO THERMO FISHER SCIENTIFIC INC Healthcare 667.0 $328K 0.05% +60.0 +9.9% $492.16 -5.6%
118 IBM INTERNATIONAL BUSINESS MACHS Technology 1,308.0 $317K 0.05% +80.0 +6.5% $242.39 +2.8%
119 SPYI NEOS ETF TRUST 6,268.0 $309K 0.05% +2K +34.9% $49.36 +7.5%
120 MRK MERCK & CO INC Healthcare 2,561.0 $308K 0.05% +647.0 +33.8% $120.32 -5.4%
Page 6 of 7  ·  131 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 51.6%
Technology 18.8%
Communication Services 7.6%
Consumer Cyclical 6.4%
Industrials 4.9%
Healthcare 3.7%
Utilities 2.8%
Consumer Defensive 2.4%
Energy 1.2%
Real Estate 0.3%