Richwood Investment Advisors, LLC 13F Holdings · Q2 2026
Richwood Investment Advisors, LLC reported 106 securities worth $142.18M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (20.63%), IJR (7.50%), IJH (7.08%). Among its top 25 positions this quarter: 10 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $29.3M | 20.63% | 39,165 | Trimmed |
| 2 | IJR | ISHARES TR | $10.7M | 7.50% | 71,913 | Trimmed |
| 3 | IJH | ISHARES TR | $10.1M | 7.08% | 130,501 | Trimmed |
| 4 | LLY | ELI LILLY & CO | $7.7M | 5.42% | 6,425 | Trimmed |
| 5 | EFA | ISHARES TR | $4.0M | 2.81% | 38,520 | Added |
| 6 | CAT | CATERPILLAR INC | $3.5M | 2.48% | 3,309 | Added |
| 7 | V | VISA INC | $3.5M | 2.47% | 10,231 | Trimmed |
| 8 | AAPL | APPLE INC | $3.2M | 2.26% | 11,113 | Added |
| 9 | NOW | SERVICENOW INC | $2.4M | 1.71% | 24,556 | Trimmed |
| 10 | MA | MASTERCARD INCORPORATED | $2.0M | 1.44% | 3,985 | Added |
| 11 | NOC | NORTHROP GRUMMAN CORP | $1.9M | 1.36% | 3,809 | Added |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $1.7M | 1.20% | 1,825 | Hold |
| 13 | UNH | UNITEDHEALTH GROUP INC | $1.7M | 1.20% | 4,089 | Trimmed |
| 14 | MRK | MERCK & CO INC | $1.7M | 1.18% | 13,045 | Trimmed |
| 15 | LMT | LOCKHEED MARTIN CORP | $1.6M | 1.16% | 3,235 | Trimmed |
| 16 | DVY | ISHARES TR | $1.6M | 1.15% | 10,427 | Trimmed |
| 17 | HD | HOME DEPOT INC | $1.6M | 1.13% | 4,539 | Trimmed |
| 18 | DE | DEERE & CO | $1.4M | 1.02% | 2,280 | Added |
| 19 | INTC | INTEL CORP | $1.4M | 1.02% | 10,376 | Added |
| 20 | WELL | WELLTOWER INC | $1.3M | 0.93% | 5,808 | Trimmed |
| 21 | JNJ | JOHNSON & JOHNSON | $1.3M | 0.90% | 5,029 | Added |
| 22 | MSFT | MICROSOFT CORP | $1.3M | 0.88% | 3,359 | Added |
| 23 | LOW | LOWES COS INC | $1.2M | 0.86% | 5,556 | Trimmed |
| 24 | SDY | SPDR SERIES TRUST | $1.2M | 0.86% | 8,048 | Trimmed |
| 25 | SNA | SNAP ON INC | $1.2M | 0.81% | 2,878 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR