Richmond Brothers, Inc.
Top Portfolio Positions
14 positions ·
$56,781,364 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
75,408 | $43,523,988 | 76.65% | |
| AAPL |
Apple Inc.
Technology
|
11,585 | $2,940,157 | 5.18% | |
| GOF |
Guggenheim Strategic Opportunities Fund
Financial Services
|
258,405 | $2,847,622 | 5.02% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
5,892 | $2,823,445 | 4.97% | |
| CNTB |
Connect Biopharma Holdings Ltd
Healthcare
|
476,584 | $1,248,649 | 2.20% | |
| HRTX |
Heron Therapeutics, Inc. /De/
Healthcare
|
1,436,705 | $1,149,363 | 2.02% | |
| MSFT |
Microsoft Corp
Technology
|
2,268 | $839,544 | 1.48% | |
| MDXG |
Mimedx Group, Inc.
Healthcare
|
117,827 | $465,416 | 0.82% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,332 | $383,029 | 0.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,054 | $219,516 | 0.39% |
Portfolio Trend
18 quarters · across all stocks
Holdings in ALVO
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $153,766 | 44,830 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $71,645 | 13,966 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $114,381 | 13,966 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $127,369 | 13,966 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $135,051 | 13,966 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $184,770 | 13,966 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $166,195 | 13,966 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $169,826 | 13,966 | Shares | Sole | 2024-08-12 | |
| No 13F history on record for this holder in this stock. | ||||||