Richmond Investment Services, LLC
CIK
2031991
City
Mequon
State / Country
WI
Top Portfolio Positions
79 positions ·
$114,886,116 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
69,268 | $39,980,104 | 34.80% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
15,151 | $7,260,359 | 6.32% | |
| NVDA |
Nvidia Corp
Technology
|
41,594 | $7,253,993 | 6.31% | |
| AAPL |
Apple Inc.
Technology
|
23,489 | $5,961,273 | 5.19% | |
| SPY |
Spdr S&P 500 ETF Trust
|
8,303 | $5,399,773 | 4.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
19,420 | $4,044,603 | 3.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,829 | $3,401,547 | 2.96% | |
| MSFT |
Microsoft Corp
Technology
|
8,209 | $3,038,725 | 2.64% | |
| GLD |
Spdr Gold Trust
|
6,230 | $2,680,706 | 2.33% | |
| VRT |
Vertiv Holdings Co
Industrials
|
7,343 | $1,840,008 | 1.60% |
Portfolio Trend
6 quarters · across all stocks
Holdings in EVT
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $755,698 | 30,782 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $842,447 | 33,457 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $851,103 | 34,810 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $835,884 | 34,684 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $402,035 | 17,277 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $414,044 | 17,216 | Shares | Sole | 2025-02-19 | |
| No 13F history on record for this holder in this stock. | ||||||