Richwood Investment Advisors, LLC

CIK

1911900

Location

Cincinnati, OH

Portfolio Value

Micro $74,319,075

Diversification

Diversified

Filing Date

Global Rank

#6,260 / 8,609 ▲ 123 · as of Mar 2026

Top Industry

Drug Manufacturers - General 16.6%

3Y Alpha vs SPY

-7.2%

Period ended 4 months ago

Filed May 15, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+44.1%

SPY

+74.0%

Annualised alpha

-7.3%

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, 2025

Top Position

8.5%

−1.2 pts

Top 5

23.9%

−2.7 pts

Top 10

37.4%

−0.6 pts

HHI

238

Diversified−24

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	22.6%	$16,828,305	19
Healthcare	20.1%	$14,923,247	13
Financial Services	15.1%	$11,192,079	11
Technology	14.0%	$10,393,140	11
Consumer Cyclical	8.9%	$6,585,529	7
Consumer Defensive	8.7%	$6,445,962	10
Energy	4.8%	$3,554,025	4
Real Estate	2.4%	$1,780,379	3
Utilities	2.1%	$1,575,395	4
Communication Services	0.9%	$687,740	1
Basic Materials	0.5%	$353,274	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
DUK	Duke Energy CORP	+90	1,775	$232,418
FDX	Fedex Corp	+90	2,681	$769,475
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	ExxonMobil Holdings 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
COST	Costco Wholesale Corp /New	+45	1,825	$1,818,484
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
PSX	Phillips 66	−200	4,110	$748,759
SNA	Snap-on Inc	−200	2,868	$1,041,714
PG	PROCTER & GAMBLE Co	−200	6,663	$962,403
CVX	Chevron Corp	−200	1,950	$403,455
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.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
TMO	Thermo Fisher Scientific Inc.	485	$281,033
ABT	Abbott Laboratories	2,084	$261,104
MMM	3M Co	1,328	$212,612
PKG	Packaging Corp Of America	897	$184,988
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

84 positions · $74,319,075 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	Added	6,870	+20	$6,318,819	−14.2%	8.50%
V	Visa Inc. Financial Services	Added	10,910	+360	$3,297,438	−10.9%	4.44%
AAPL	Apple Inc. Technology	Added	11,070	+61	$2,809,455	−6.1%	3.78%
NOW	ServiceNow, Inc. Technology	Added	26,826	+1,071	$2,804,658	−28.9%	3.77%
NOC	Northrop Grumman Corp /De/ Industrials	Added	3,690	+158	$2,517,465	+25.0%	3.39%
CAT	Caterpillar Inc Industrials	Reduced	3,234	-40	$2,291,159	+22.2%	3.08%
LMT	Lockheed Martin Corp Industrials	Added	3,354	+121	$2,027,124	+29.6%	2.73%
MA	Mastercard Inc Financial Services	Added	3,964	+48	$1,980,652	−11.4%	2.67%
XOM	ExxonMobil Holdings Corp Energy	Added	11,197	+55	$1,899,683	+41.7%	2.56%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,825	+45	$1,818,484	+18.5%	2.45%
MRK	Merck & Co., Inc. Healthcare	Reduced	13,229	-20	$1,591,316	+14.1%	2.14%
HD	Home Depot, Inc. Consumer Cyclical	Added	4,668	+386	$1,535,258	+4.2%	2.07%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Reduced	29,613	-209	$1,341,468	−10.1%	1.81%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	5,576	-51	$1,317,497	−2.9%	1.77%
MSFT	Microsoft Corp Technology	Reduced	3,344	-38	$1,237,848	−24.3%	1.67%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,900	+75	$1,212,081	+3.7%	1.63%
WELL	Welltower Inc. Real Estate	Held	6,057	0	$1,197,529	+6.5%	1.61%
JNJ	Johnson & Johnson Healthcare	Added	4,711	+403	$1,151,556	+29.2%	1.55%
UNH	Unitedhealth Group Inc Healthcare	Reduced	4,209	-46	$1,138,913	−18.9%	1.53%
DE	Deere & Co Industrials	Added	1,987	+50	$1,119,277	+24.1%	1.51%
SNA	Snap-on Inc Industrials	Reduced	2,868	-200	$1,041,714	−1.5%	1.40%
BA	Boeing Co Industrials	Added	5,007	+210	$996,543	−4.3%	1.34%
WFC	Wells Fargo & Company/Mn Financial Services	Held	12,497	0	$994,886	−14.6%	1.34%
AMGN	Amgen Inc Healthcare	Reduced	2,795	-396	$983,420	−5.8%	1.32%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	6,663	-200	$962,403	−2.1%	1.29%
AXP	American Express Co Financial Services	Reduced	3,114	-102	$941,922	−20.8%	1.27%
GD	General Dynamics Corp Industrials	Reduced	2,742	-350	$941,109	−9.6%	1.27%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	6,158	-35	$858,240	+12.9%	1.15%
ORCL	Oracle Corp Technology	Reduced	5,810	-61	$854,709	−25.3%	1.15%
PEP	Pepsico Inc Consumer Defensive	Added	5,464	+165	$848,504	+11.6%	1.14%
KO	Coca Cola Co Consumer Defensive	Reduced	10,888	-80	$828,032	+8.0%	1.11%
FDX	Fedex Corp Industrials	Added	2,681	+90	$769,475	+27.6%	1.04%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,601	-15	$765,110	−9.2%	1.03%
ETN	Eaton Corp plc Industrials	Reduced	2,135	-465	$763,625	−7.8%	1.03%
NVDA	Nvidia Corp Technology	Added	4,336	+550	$756,198	+7.1%	1.02%
PSX	Phillips 66 Energy	Reduced	4,110	-200	$748,759	+34.6%	1.01%
WM	Waste Management Inc Industrials	Held	3,200	0	$735,328	+4.6%	0.99%
C	Citigroup Inc Financial Services	Added	6,411	+310	$727,071	+2.1%	0.98%
VZ	Verizon Communications Inc Communication Services	Reduced	13,700	-544	$687,740	+18.5%	0.93%
MS	Morgan Stanley Financial Services	Added	4,107	+400	$675,888	+2.7%	0.91%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	10,597	-410	$642,708	+8.3%	0.86%
OSK	Oshkosh Corp Industrials	Added	4,340	+465	$638,891	+31.2%	0.86%
SO	Southern Co Utilities	Held	6,483	0	$625,739	+10.7%	0.84%
COF	Capital One Financial Corp Financial Services	Held	3,297	0	$601,471	−24.7%	0.81%
YUM	Yum Brands Inc Consumer Cyclical	Held	3,863	0	$600,619	+2.8%	0.81%
AFL	Aflac Inc Financial Services	Reduced	5,373	-695	$589,471	−11.9%	0.79%
UPS	United Parcel Service Inc Industrials	Added	5,688	+81	$559,585	+0.6%	0.75%
DAL	Delta Air Lines, Inc. Industrials	Reduced	8,215	-94	$546,133	−5.3%	0.73%
COP	Conocophillips Energy	Reduced	3,804	-45	$502,128	+39.4%	0.68%
UNP	Union Pacific Corp Industrials	Reduced	1,990	-85	$482,813	+0.6%	0.65%