Richwood Investment Advisors, LLC
Filing Date
Global Rank
#5,899
/ 8,232
▲ 244
Top Industry
Drug Manufacturers - General
16.6%
3Y Alpha vs SPY
-8.2%
Period ended 2 months ago
Filed May 15, 2026 · 29d
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+42.9%
SPY
+76.5%
Annualised alpha
-8.2%
Max drawdown
−13.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
84 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.5%
−1.2 pts
Top 5
23.8%
−2.7 pts
Top 10
37.3%
−0.6 pts
HHI
238
Diversified−24
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 22.8% | $17,013,748 |
| Healthcare | 20.0% | $14,923,247 |
| Financial Services | 15.0% | $11,192,079 |
| Technology | 13.9% | $10,393,140 |
| Consumer Cyclical | 8.8% | $6,585,529 |
| Consumer Defensive | 8.7% | $6,445,962 |
| Energy | 4.8% | $3,554,025 |
| Real Estate | 2.4% | $1,780,379 |
| Utilities | 2.1% | $1,575,395 |
| Communication Services | 0.9% | $687,740 |
| Basic Materials | 0.5% | $353,274 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SYY | Sysco Corp | +2,085 | 5,351 | $381,686 | |
| NOW | ServiceNow, Inc. | +1,071 | 26,826 | $2,804,658 | |
| NVDA | Nvidia Corp | +550 | 4,336 | $756,198 | |
| IP | International Paper Co /New/ | +535 | 6,477 | $231,228 | |
| OSK | Oshkosh Corp | +465 | 4,340 | $638,891 | |
| JNJ | Johnson & Johnson | +403 | 4,711 | $1,151,556 | |
| MS | Morgan Stanley | +400 | 4,107 | $675,888 | |
| HD | Home Depot, Inc. | +386 | 4,668 | $1,535,258 | |
| V | Visa Inc. | +360 | 10,910 | $3,297,438 | |
| ADBE | Adobe Inc. | +358 | 1,687 | $410,075 | |
| C | Citigroup Inc | +310 | 6,411 | $727,071 | |
| BA | Boeing Co | +210 | 5,007 | $996,543 | |
| WMT | Walmart Inc. | +200 | 1,893 | $235,262 | |
| PEP | Pepsico Inc | +165 | 5,464 | $848,504 | |
| NOC | Northrop Grumman Corp /De/ | +158 | 3,690 | $2,517,465 | |
| LMT | Lockheed Martin Corp | +121 | 3,354 | $2,027,124 | |
| FDX | Fedex Corp | +90 | 2,681 | $954,918 | |
| DUK | Duke Energy CORP | +90 | 1,775 | $232,418 | |
| UPS | United Parcel Service Inc | +81 | 5,688 | $559,585 | |
| MCD | Mcdonalds Corp | +75 | 3,900 | $1,212,081 | |
| AAPL | Apple Inc. | +61 | 11,070 | $2,809,455 | |
| XOM | Exxon Mobil Corp | +55 | 11,197 | $1,899,683 | |
| DE | Deere & Co | +50 | 1,987 | $1,119,277 | |
| MA | Mastercard Inc | +48 | 3,964 | $1,980,652 | |
| MCK | Mckesson Corp | +45 | 519 | $449,121 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FAST | Fastenal Co | −820 | 8,053 | $373,659 | |
| AFL | Aflac Inc | −695 | 5,373 | $589,471 | |
| VZ | Verizon Communications Inc | −544 | 13,700 | $687,740 | |
| ETN | Eaton Corp plc | −465 | 2,135 | $763,625 | |
| PFE | Pfizer Inc | −450 | 15,504 | $435,352 | |
| BMY | Bristol Myers Squibb Co | −410 | 10,597 | $642,708 | |
| AMGN | Amgen Inc | −396 | 2,795 | $983,420 | |
| GD | General Dynamics Corp | −350 | 2,742 | $941,109 | |
| TSCO | Tractor Supply Co /De/ | −209 | 29,613 | $1,341,468 | |
| KMB | Kimberly Clark Corp | −203 | 3,936 | $379,705 | |
| CHRW | C. H. Robinson Worldwide, Inc. | −201 | 1,864 | $309,554 | |
| SNA | Snap-on Inc | −200 | 2,868 | $1,041,714 | |
| CVX | Chevron Corp | −200 | 1,950 | $403,455 | |
| PG | PROCTER & GAMBLE Co | −200 | 6,663 | $962,403 | |
| PSX | Phillips 66 | −200 | 4,110 | $748,759 | |
| MET | Metlife Inc | −170 | 4,616 | $326,443 | |
| CL | Colgate Palmolive Co | −170 | 2,764 | $235,575 | |
| CLX | Clorox Co /De/ | −140 | 4,187 | $433,898 | |
| NSC | Norfolk Southern Corp | −140 | 843 | $241,941 | |
| AEP | American Electric Power Co Inc | −130 | 1,803 | $236,337 | |
| PAYX | Paychex Inc | −110 | 2,287 | $210,678 | |
| AXP | American Express Co | −102 | 3,114 | $941,922 | |
| ELV | Elevance Health, Inc. | −95 | 1,347 | $394,334 | |
| DAL | Delta Air Lines, Inc. | −94 | 8,215 | $546,133 | |
| BIIB | Biogen Inc. | −90 | 2,032 | $372,526 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| QCOM | Qualcomm Inc/De | 1,574 | $202,699 | |
| No positions match the current search. | ||||
84 positions ·
$74,504,518 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 84 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 6,870 | $6,318,819 | 8.48% | |
| V |
Visa Inc.
Financial Services
|
Added | 10,910 | $3,297,438 | 4.43% | |
| AAPL |
Apple Inc.
Technology
|
Added | 11,070 | $2,809,455 | 3.77% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 26,826 | $2,804,658 | 3.76% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Added | 3,690 | $2,517,465 | 3.38% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 3,234 | $2,291,159 | 3.08% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 3,354 | $2,027,124 | 2.72% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 3,964 | $1,980,652 | 2.66% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 11,197 | $1,899,683 | 2.55% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,825 | $1,818,484 | 2.44% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 13,229 | $1,591,316 | 2.14% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 4,668 | $1,535,258 | 2.06% | |
| TSCO |
Tractor Supply Co /De/
Consumer Cyclical
|
Reduced | 29,613 | $1,341,468 | 1.80% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 5,576 | $1,317,497 | 1.77% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,344 | $1,237,848 | 1.66% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 3,900 | $1,212,081 | 1.63% | |
| WELL |
Welltower Inc.
Real Estate
|
Held | 6,057 | $1,197,529 | 1.61% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 4,711 | $1,151,556 | 1.55% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 4,209 | $1,138,913 | 1.53% | |
| DE |
Deere & Co
Industrials
|
Added | 1,987 | $1,119,277 | 1.50% | |
| SNA |
Snap-on Inc
Industrials
|
Reduced | 2,868 | $1,041,714 | 1.40% | |
| BA |
Boeing Co
Industrials
|
Added | 5,007 | $996,543 | 1.34% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 12,497 | $994,886 | 1.34% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 2,795 | $983,420 | 1.32% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 6,663 | $962,403 | 1.29% | |
| FDX |
Fedex Corp
Industrials
|
Added | 2,681 | $954,918 | 1.28% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 3,114 | $941,922 | 1.26% | |
| GD |
General Dynamics Corp
Industrials
|
Reduced | 2,742 | $941,109 | 1.26% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 6,158 | $858,240 | 1.15% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 5,810 | $854,709 | 1.15% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 5,464 | $848,504 | 1.14% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 10,888 | $828,032 | 1.11% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,601 | $765,110 | 1.03% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 2,135 | $763,625 | 1.02% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 4,336 | $756,198 | 1.01% | |
| PSX |
Phillips 66
Energy
|
Reduced | 4,110 | $748,759 | 1.00% | |
| WM |
Waste Management Inc
Industrials
|
Held | 3,200 | $735,328 | 0.99% | |
| C |
Citigroup Inc
Financial Services
|
Added | 6,411 | $727,071 | 0.98% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 13,700 | $687,740 | 0.92% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 4,107 | $675,888 | 0.91% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 10,597 | $642,708 | 0.86% | |
| OSK |
Oshkosh Corp
Industrials
|
Added | 4,340 | $638,891 | 0.86% | |
| SO |
Southern Co
Utilities
|
Held | 6,483 | $625,739 | 0.84% | |
| COF |
Capital One Financial Corp
Financial Services
|
Held | 3,297 | $601,471 | 0.81% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Held | 3,863 | $600,619 | 0.81% | |
| AFL |
Aflac Inc
Financial Services
|
Reduced | 5,373 | $589,471 | 0.79% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 5,688 | $559,585 | 0.75% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
Reduced | 8,215 | $546,133 | 0.73% | |
| COP |
Conocophillips
Energy
|
Reduced | 3,804 | $502,128 | 0.67% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 1,990 | $482,813 | 0.65% |