StockDriftsStockDriftsTop 50 Richmond Investment Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWL | ISHARES TR | 12.77% | 218.1K | $40.3M | -46.78%(-191.75K) | $145.46(+31.77%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 8.6% | 36.9K | $27.2M | -46.70%(-32.35K) | $511.83(+40.83%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 6.86% | 246.9K | $21.7M | -47.44%(-222.84K) | $71.41(+27.48%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 4.3% | 20.7K | $13.6M | -41.81%(-14.88K) | $323.18(+78.44%) | 2026-06-30 | |
| VNLA | JANUS DETROIT STR TR | 3.61% | 233.7K | $11.4M | -48.15%(-217.04K) | $49.09(-0.43%) | 2026-06-30 | |
| GDX | VANECK ETF TRUST | 3.16% | 132.4K | $10.0M | -48.09%(-122.65K) | $44.18(+105.31%) | 2026-06-30 | |
| MOAT | VANECK ETF TRUST | 3.14% | 95.3K | $9.9M | -68.52%(-207.57K) | $93.02(+21.30%) | 2026-06-30 | |
| FYC | FIRST TR EXCHANGE-TRADED ALP | 3.11% | 77.2K | $9.8M | -47.50%(-69.79K) | $75.95(+61.49%) | 2026-06-30 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 3.01% | 220.5K | $9.5M | -46.83%(-194.19K) | $35.53(+25.53%) | 2026-06-30 | |
| GTO | INVESCO ACTIVELY MANAGED EXC | 2.79% | 188.0K | $8.8M | -47.71%(-171.51K) | $47.00(-1.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +29.69% |
| Top 20 Holdings Unweighted | — | — | — | — | +31.57% |
Richmond Investment Services, LLC reports $316.07M in US-listed equity holdings across 145 positions in its most recent 13F filing. Its largest disclosed positions are IWL (12.8%), QQQ (8.6%) and SPYM (6.9%). The top 20 holdings account for 70.26% of reported assets. Its disclosed equity book has returned +29.69% cumulatively over 6 quarters. 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 Investment Services, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2031991). View Richmond Investment Services, LLC’s 13F filings on SEC