Richwood Investment Advisors, LLC
Filing Date
Global Rank
#6,480
/ 8,633
▲ 177
Top Industry
Drug Manufacturers - General
17.5%
3Y Alpha vs SPY
+0.8%
Period ended 51 days ago
Filed Jul 29, 2026 · 22d
19 quarters · since Dec 2021
Clone Performance
Aug 2023–Aug 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.
Cloned portfolio
+80.8%
SPY
+76.2%
Annualised alpha
+1.0%
Max drawdown
−14.2%
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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
87 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
9.6%
+1.2 pts
Top 5
25.5%
+1.7 pts
Top 10
36.9%
−0.4 pts
HHI
251
Diversified+13
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 23.4% | $18,721,756 |
| Healthcare | 21.7% | $17,329,314 |
| Technology | 15.8% | $12,620,125 |
| Financial Services | 15.6% | $12,494,853 |
| Consumer Cyclical | 8.0% | $6,367,084 |
| Consumer Defensive | 7.9% | $6,351,432 |
| Real Estate | 2.4% | $1,931,735 |
| Utilities | 2.1% | $1,640,216 |
| Energy | 1.8% | $1,424,690 |
| Communication Services | 0.7% | $590,854 |
| Basic Materials | 0.5% | $437,417 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFE | Pfizer Inc | +1,966 | 17,470 | $420,677 | |
| LEA | Lear Corp | +950 | 3,819 | $511,975 | |
| SYY | Sysco Corp | +900 | 6,251 | $522,458 | |
| MET | Metlife Inc | +821 | 5,437 | $460,024 | |
| MDT | Medtronic plc | +801 | 4,750 | $371,592 | |
| INTC | Intel Corp | +750 | 10,376 | $1,448,800 | |
| BMY | Bristol Myers Squibb Co | +715 | 11,312 | $651,797 | |
| KO | Coca Cola Co | +701 | 11,589 | $941,838 | |
| DUK | Duke Energy CORP | +600 | 2,375 | $300,627 | |
| PEP | Pepsico Inc | +535 | 5,999 | $812,264 | |
| UPS | United Parcel Service Inc | +478 | 6,166 | $662,845 | |
| SO | Southern Co | +460 | 6,943 | $664,514 | |
| ALL | Allstate Corp | +450 | 1,857 | $441,854 | |
| CVX | Chevron Corp | +391 | 2,341 | $388,044 | |
| JNJ | Johnson & Johnson | +318 | 5,029 | $1,277,215 | |
| MS | Morgan Stanley | +296 | 4,403 | $920,403 | |
| DE | Deere & Co | +293 | 2,280 | $1,446,272 | |
| CL | Colgate Palmolive Co | +290 | 3,054 | $279,990 | |
| FDX | Fedex Corp | +281 | 2,962 | $927,491 | |
| VZ | Verizon Communications Inc | +255 | 13,955 | $590,854 | |
| ECL | Ecolab Inc. | +242 | 1,570 | $437,417 | |
| COF | Capital One Financial Corp | +237 | 3,534 | $708,991 | |
| BIIB | Biogen Inc. | +235 | 2,267 | $489,808 | |
| AXP | American Express Co | +161 | 3,275 | $1,107,768 | |
| ITW | Illinois Tool Works Inc | +160 | 1,025 | $277,231 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NOW | ServiceNow, Inc. | −2,270 | 24,556 | $2,437,919 | |
| V | Visa Inc. | −679 | 10,231 | $3,510,153 | |
| WFC | Wells Fargo & Company/Mn | −633 | 11,864 | $980,440 | |
| IP | International Paper Co /New/ | −465 | 6,012 | $229,057 | |
| LLY | ELI LILLY & Co | −445 | 6,425 | $7,706,338 | |
| CLX | Clorox Co /De/ | −343 | 3,844 | $366,871 | |
| CSCO | Cisco Systems, Inc. | −325 | 4,147 | $487,106 | |
| FAST | Fastenal Co | −300 | 7,753 | $372,376 | |
| ED | Consolidated Edison Inc | −290 | 3,959 | $437,984 | |
| GILD | Gilead Sciences, Inc. | −285 | 5,873 | $741,994 | |
| C | Citigroup Inc | −283 | 6,128 | $857,674 | |
| WELL | Welltower Inc. | −249 | 5,808 | $1,318,241 | |
| TSCO | Tractor Supply Co /De/ | −225 | 29,388 | $928,954 | |
| COP | Conocophillips | −223 | 3,581 | $372,280 | |
| MRK | Merck & Co., Inc. | −184 | 13,045 | $1,676,282 | |
| PSX | Phillips 66 | −180 | 3,930 | $664,366 | |
| AFL | Aflac Inc | −175 | 5,198 | $609,465 | |
| HD | Home Depot, Inc. | −129 | 4,539 | $1,600,814 | |
| PG | PROCTER & GAMBLE Co | −124 | 6,539 | $958,878 | |
| UNH | Unitedhealth Group Inc | −120 | 4,089 | $1,699,511 | |
| LMT | Lockheed Martin Corp | −119 | 3,235 | $1,648,103 | |
| MCD | Mcdonalds Corp | −100 | 3,800 | $1,027,178 | |
| PM | Philip Morris International Inc. | −97 | 1,853 | $335,226 | |
| GD | General Dynamics Corp | −90 | 2,652 | $939,444 | |
| CHRW | C. H. Robinson Worldwide, Inc. | −80 | 1,784 | $335,998 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
87 tracked positions ·
$79,909,476 total
· filing declares
106 positions · $142,180,806
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 87 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 6,425 | $7,706,338 | 9.64% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 3,309 | $3,523,754 | 4.41% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 10,231 | $3,510,153 | 4.39% | |
| AAPL |
Apple Inc.
Technology
|
Added | 11,113 | $3,215,657 | 4.02% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 24,556 | $2,437,919 | 3.05% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 3,985 | $2,046,696 | 2.56% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Added | 3,809 | $1,939,961 | 2.43% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 1,825 | $1,707,232 | 2.14% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 4,089 | $1,699,511 | 2.13% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 13,045 | $1,676,282 | 2.10% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 3,235 | $1,648,103 | 2.06% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 4,539 | $1,600,814 | 2.00% | |
| INTC |
Intel Corp
Technology
|
Added | 10,376 | $1,448,800 | 1.81% | |
| DE |
Deere & Co
Industrials
|
Added | 2,280 | $1,446,272 | 1.81% | |
| WELL |
Welltower Inc.
Real Estate
|
Reduced | 5,808 | $1,318,241 | 1.65% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 5,029 | $1,277,215 | 1.60% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,359 | $1,252,974 | 1.57% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 5,556 | $1,225,042 | 1.53% | |
| SNA |
Snap-on Inc
Industrials
|
Added | 2,878 | $1,158,107 | 1.45% | |
| AXP |
American Express Co
Financial Services
|
Added | 3,275 | $1,107,768 | 1.39% | |
| BA |
Boeing Co
Industrials
|
Added | 5,057 | $1,094,688 | 1.37% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 3,800 | $1,027,178 | 1.29% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 2,730 | $988,587 | 1.24% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 11,864 | $980,440 | 1.23% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 6,539 | $958,878 | 1.20% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 11,589 | $941,838 | 1.18% | |
| GD |
General Dynamics Corp
Industrials
|
Reduced | 2,652 | $939,444 | 1.18% | |
| TSCO |
Tractor Supply Co /De/
Consumer Cyclical
|
Reduced | 29,388 | $928,954 | 1.16% | |
| FDX |
Fedex Corp
Industrials
|
Added | 2,962 | $927,491 | 1.16% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 4,403 | $920,403 | 1.15% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 2,115 | $901,243 | 1.13% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 4,436 | $887,599 | 1.11% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 6,128 | $857,674 | 1.07% | |
| ORCL |
Oracle Corp
Technology
|
Held | 5,810 | $851,455 | 1.07% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 2,601 | $851,385 | 1.07% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 5,999 | $812,264 | 1.02% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
Reduced | 8,161 | $764,359 | 0.96% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 5,873 | $741,994 | 0.93% | |
| COF |
Capital One Financial Corp
Financial Services
|
Added | 3,534 | $708,991 | 0.89% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 3,135 | $698,728 | 0.87% | |
| OSK |
Oshkosh Corp
Industrials
|
Held | 4,340 | $666,103 | 0.83% | |
| SO |
Southern Co
Utilities
|
Added | 6,943 | $664,514 | 0.83% | |
| PSX |
Phillips 66
Energy
|
Reduced | 3,930 | $664,366 | 0.83% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 6,166 | $662,845 | 0.83% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 11,312 | $651,797 | 0.82% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Added | 3,943 | $630,327 | 0.79% | |
| AFL |
Aflac Inc
Financial Services
|
Reduced | 5,198 | $609,465 | 0.76% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 13,955 | $590,854 | 0.74% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Added | 1,497 | $578,934 | 0.72% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 1,990 | $541,280 | 0.68% |
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.