StockDriftsStockDriftsTop 50 Richmond Brothers INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 14.75% | 38.5K | $28.4M | -48.91%(-36.88K) | $499.57(+46.63%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.69% | 31.2K | $9.0M | +169.28%(+19.61K) | $227.72(+34.10%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.27% | 31.5K | $6.3M | new | $182.63(+23.78%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.08% | 15.9K | $5.9M | +600.44%(+13.62K) | $357.89(+35.81%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 2.01% | 32.3K | $3.9M | -55.23%(-39.90K) | $73.88(+65.91%) | 2026-06-30 | |
| VIS | VANGUARD WORLD FD | 1.82% | 9.7K | $3.5M | -55.80%(-12.24K) | $248.54(+44.43%) | 2026-06-30 | |
| SIXD | AIM ETF PRODUCTS TRUST | 1.79% | 111.6K | $3.4M | new | $29.37(+7.56%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.72% | 6.6K | $3.3M | +12.22%(+720) | $310.40(+61.51%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.71% | 13.8K | $3.3M | +1211.57%(+12.77K) | $216.19(+21.44%) | 2026-06-30 | |
| VDE | VANGUARD WORLD FD | 1.69% | 21.7K | $3.3M | -55.92%(-27.52K) | $123.64(+41.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.14% | +41.03% | — | — | +33.20% |
| Top 20 Holdings Unweighted | +8.95% | +29.32% | — | — | +29.33% |
Richmond Brothers INC reports $192.32M in US-listed equity holdings across 96 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (14.8%), AAPL (4.7%) and NVDA (3.3%). The top 20 holdings account for 51.85% of reported assets. Its disclosed equity book has returned +41.03% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Richmond Brothers INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1540462). View Richmond Brothers INC’s 13F filings on SEC