Richmond Brothers, Inc.
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
14 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Portfolio Trend
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 76.7% | $43,523,988 |
| Financial Services | 10.3% | $5,826,547 |
| Technology | 6.7% | $3,779,701 |
| Healthcare | 5.4% | $3,044,437 |
| Communication Services | 0.7% | $383,029 |
| Consumer Cyclical | 0.4% | $219,516 |
| Industrials | 0.0% | $4,146 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HRTX | Heron Therapeutics, Inc. /De/ | +864,587 | 1,436,705 | $1,149,363 | |
| CNTB | Connect Biopharma Holdings Ltd | +303,099 | 476,584 | $1,248,649 | |
| ALVO | Alvotech | +30,864 | 44,830 | $153,766 | |
| MDXG | Mimedx Group, Inc. | +25,639 | 117,827 | $465,416 | |
| GOF | Guggenheim Strategic Opportunities Fund | +17,860 | 258,405 | $2,847,622 | |
| AMZN | Amazon Com Inc | +63 | 1,054 | $219,516 | |
| BRK-B | Berkshire Hathaway Inc | +60 | 5,892 | $2,823,445 | |
| GOOGL | Alphabet Inc. | +4 | 1,332 | $383,029 | |
| MSFT | Microsoft Corp | +3 | 2,268 | $839,544 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OPTT | Ocean Power Technologies, Inc. | −6,512 | 11,846 | $4,146 | |
| NVG | Nuveen AMT-Free Municipal Credit Income Fund | −2,229 | 12,610 | $155,480 | |
| AAPL | Apple Inc. | −1,112 | 11,585 | $2,940,157 | |
| QQQ | Invesco Qqq Trust, Series 1 | −762 | 75,408 | $43,523,988 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 75,408 | $43,523,988 | 76.65% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 11,585 | $2,940,157 | 5.18% | |
| GOF |
Guggenheim Strategic Opportunities Fund
Financial Services
|
Added | 258,405 | $2,847,622 | 5.02% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 5,892 | $2,823,445 | 4.97% | |
| CNTB |
Connect Biopharma Holdings Ltd
Healthcare
|
Added | 476,584 | $1,248,649 | 2.20% | |
| HRTX |
Heron Therapeutics, Inc. /De/
Healthcare
|
Added | 1,436,705 | $1,149,363 | 2.02% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,268 | $839,544 | 1.48% | |
| MDXG |
Mimedx Group, Inc.
Healthcare
|
Added | 117,827 | $465,416 | 0.82% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,332 | $383,029 | 0.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,054 | $219,516 | 0.39% | |
| NVG |
Nuveen AMT-Free Municipal Credit Income Fund
Financial Services
|
Reduced | 12,610 | $155,480 | 0.27% | |
| ALVO |
Alvotech
Healthcare
|
Added | 44,830 | $153,766 | 0.27% | |
| RMTI |
Rockwell Medical, Inc.
Healthcare
|
Held | 30,611 | $27,243 | 0.05% | |
| OPTT |
Ocean Power Technologies, Inc.
Industrials
|
Reduced | 11,846 | $4,146 | 0.01% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.