Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Richwood Investment Advisors, LLC (CIK 1911900) reported $129.7M across 98 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($26.2M, 20.21%), IJR ($9.3M, 7.20%), IJH ($9.2M, 7.05%), LLY ($6.3M, 4.87%), EFA ($3.7M, 2.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $26.2M | 20.21% | 40,152 | Added |
| 2 | IJR | ISHARES TR | $9.3M | 7.20% | 75,170 | Added |
| 3 | IJH | ISHARES TR | $9.2M | 7.05% | 135,546 | Added |
| 4 | LLY | ELI LILLY & CO | $6.3M | 4.87% | 6,870 | Added |
| 5 | EFA | ISHARES TR | $3.7M | 2.84% | 37,893 | Added |
| 6 | V | VISA INC | $3.3M | 2.54% | 10,910 | Added |
| 7 | AAPL | APPLE INC | $2.8M | 2.17% | 11,070 | Added |
| 8 | NOW | SERVICENOW INC | $2.8M | 2.16% | 26,826 | Added |
| 9 | NOC | NORTHROP GRUMMAN CORP | $2.5M | 1.94% | 3,690 | Added |
| 10 | CAT | CATERPILLAR INC | $2.3M | 1.77% | 3,234 | Trimmed |
| 11 | LMT | LOCKHEED MARTIN CORP | $2.0M | 1.56% | 3,354 | Added |
| 12 | MA | MASTERCARD INCORPORATED | $2.0M | 1.53% | 3,964 | Added |
| 13 | XOM | EXXON MOBIL CORP | $1.9M | 1.46% | 11,197 | Added |
| 14 | COST | COSTCO WHOLESALE CORPORATION | $1.8M | 1.40% | 1,825 | Added |
| 15 | MRK | MERCK & CO INC | $1.6M | 1.23% | 13,229 | Trimmed |
| 16 | DVY | ISHARES TR | $1.6M | 1.23% | 10,567 | Trimmed |
| 17 | HD | HOME DEPOT INC | $1.5M | 1.18% | 4,668 | Added |
| 18 | TSCO | TRACTOR SUPPLY CO | $1.3M | 1.03% | 29,613 | Trimmed |
| 19 | LOW | LOWES COS INC | $1.3M | 1.02% | 5,576 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $1.2M | 0.95% | 3,344 | Trimmed |
| 21 | SDY | SPDR SERIES TRUST | $1.2M | 0.94% | 8,332 | Trimmed |
| 22 | MCD | MCDONALDS CORP | $1.2M | 0.93% | 3,900 | Added |
| 23 | WELL | WELLTOWER INC | $1.2M | 0.92% | 6,057 | Hold |
| 24 | JNJ | JOHNSON & JOHNSON | $1.2M | 0.89% | 4,711 | Added |
| 25 | UNH | UNITEDHEALTH GROUP INC | $1.1M | 0.88% | 4,209 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31