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Portfolio (Quarterly) Guide ↗

Richmond Investment Services, LLC

· CIK 0002031991
13F Portfolio $579M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 235 New
Page 8 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HD HOME DEPOT INC Consumer Cyclical 1,461.0 $503K 0.09% NEW $344.34 -2.9%
142 CGMS CAPITAL GRP FIXED INCM ETF T 17,663.0 $488K 0.08% NEW $27.62 -0.5%
143 KO COCA COLA CO Consumer Defensive 6,922.0 $484K 0.08% NEW $69.90 +13.6%
144 FNX FIRST TR EXCHANGE-TRADED ALP 3,748.0 $472K 0.08% NEW $126.00 +13.6%
145 FMF FIRST TR EXCHANGE-TRADED FD 10,017.0 $471K 0.08% NEW $47.05 +7.7%
146 CLS CELESTICA INC Technology 1,594.0 $471K 0.08% NEW $295.61 +26.0%
147 ABBV ABBVIE INC Healthcare 2,043.0 $467K 0.08% NEW $228.42 -5.2%
148 CAT CATERPILLAR INC Industrials 810.0 $464K 0.08% NEW $573.15 +72.0%
149 COST COSTCO WHSL CORP NEW Consumer Defensive 536.0 $462K 0.08% NEW $861.68 +10.4%
150 XLI SELECT SECTOR SPDR TR 2,955.0 $458K 0.08% NEW $155.10 +16.6%
151 MCK MCKESSON CORP Healthcare 552.0 $452K 0.08% NEW $819.01 -8.3%
152 PANW PALO ALTO NETWORKS INC Technology 2,403.0 $443K 0.08% NEW $184.20 +56.2%
153 EFA ISHARES TR 4,582.0 $440K 0.08% NEW $96.04 +8.7%
154 ITA ISHARES TR 1,927.0 $414K 0.07% NEW $214.69 +11.3%
155 QQQM INVESCO EXCH TRADED FD TR II 1,625.0 $411K 0.07% NEW $253.11 +20.3%
156 IAGG ISHARES TR 8,140.0 $407K 0.07% NEW $50.01 +1.0%
157 XLV SELECT SECTOR SPDR TR 2,612.0 $404K 0.07% NEW $154.77 -3.5%
158 EMB ISHARES TR 4,155.0 $400K 0.07% NEW $96.28 +0.5%
159 IGF ISHARES TR 6,449.0 $396K 0.07% NEW $61.36 +8.1%
160 FEMS FIRST TR EXCH TRD ALPHDX FD 9,198.0 $387K 0.07% NEW $42.09 +11.7%
Page 8 of 12  ·  235 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 52.3%
Technology 20.9%
Communication Services 8.0%
Consumer Cyclical 7.1%
Healthcare 3.6%
Industrials 3.5%
Consumer Defensive 2.0%
Utilities 1.8%
Energy 0.6%
Real Estate 0.3%