StockDriftsStockDriftsTop 50 Richwood Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 20.63% | 39.2K | $29.3M | -2.46%(-987) | $482.27(+61.51%) | 2026-06-30 | |
| IJR | ISHARES TR | 7.5% | 71.9K | $10.7M | -4.33%(-3.26K) | $112.06(+33.81%) | 2026-06-30 | |
| IJH | ISHARES TR | 7.08% | 130.5K | $10.1M | -3.72%(-5.04K) | $55.22(+42.26%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 5.42% | 6.4K | $7.7M | -6.48%(-445) | $279.81(+321.49%) | 2026-06-30 | |
| EFA | ISHARES TR | 2.81% | 38.5K | $4.0M | +1.65%(+627) | $79.40(+36.85%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 2.48% | 3.3K | $3.5M | +2.32%(+75) | $297.11(+192.65%) | 2026-06-30 | |
| V | VISA INC | 2.47% | 10.2K | $3.5M | -6.22%(-679) | $225.65(+60.40%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.26% | 11.1K | $3.2M | +0.39%(+43) | $161.51(+89.08%) | 2026-06-30 | |
| NOW | SERVICENOW INC | 1.71% | 24.6K | $2.4M | -8.46%(-2.27K) | $128.15(-6.95%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 1.44% | 4.0K | $2.0M | +0.53%(+21) | $367.80(+54.12%) | 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 | +13.60% | +46.61% | — | — | +40.01% |
| Top 20 Holdings Unweighted | +9.16% | +30.08% | — | — | +28.26% |
Richwood Investment Advisors, LLC reports $142.18M in US-listed equity holdings across 106 positions in its most recent 13F filing. Its largest disclosed positions are IVV (20.6%), IJR (7.5%) and IJH (7.1%). The top 20 holdings account for 65.15% of reported assets. Its disclosed equity book has returned +46.61% 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 Richwood Investment Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911900). View Richwood Investment Advisors, LLC’s 13F filings on SEC