Richwood Investment Advisors, LLC
SEC Form 13F institutional filer · CIK 0001911900
13F-HR · 86 reported holdings · 2026-03-31
Reported long-US-equity value
$0.12B
Top-10 concentration
58.7%
Richwood Investment Advisors, LLC — $121M AUM allocation strategy
Richwood Investment Advisors, LLC files SEC Form 13F and reports $121M of long US equity value across 86 reported holdings for 2026-03-31.
Its largest sector bet is Health Care 7.4%, followed by Information Technology 5.6% and Industrials 5.6%.
The top 10 holdings account for 59% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Richwood Investment Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$121M
total across 86 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
59% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +16.1K sh · −$2.36M+$VOO +3.73K sh · −$21.9K+$SYY +2.08K sh · +$99.1K
Biggest trims (shares)
−$SPGI −1.3K sh · −$159K−$FAST −820 sh · −$49.8K−$AFL −695 sh · −$121K
Exited to nil (held last quarter, gone now)
$XLV ($307K last qtr)$TMO ($264K last qtr)$ABT ($231K last qtr)$MMM ($229K last qtr)$PKG ($214K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Pharmaceuticals7.4%—
- Transaction & Payment Processing Services4.4%—
- Aerospace & Defense3.7%—
- Systems Software3.3%—
- Home Improvement Retail2.3%—
- Technology Hardware, Storage & Peripherals2.3%—
- Construction Machinery & Heavy Transportation Equipment1.9%—
- Integrated Oil & Gas1.5%—
- Other holdings73.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $LLY | Eli Lilly and Company | 6.87K | $6.32M | +20 | 5.2% |
| $V | Visa Inc | 10.9K | $3.3M | +360 | 2.7% |
| $AAPL | Apple Inc | 11.1K | $2.81M | +61 | 2.3% |
| $NOW | ServiceNow Inc | 26.8K | $2.8M | +1.07K | 2.3% |
| $NOC | Northrop Grumman Corporation | 3.69K | $2.52M | +158 | 2.1% |
| $CAT | Caterpillar Inc | 3.23K | $2.29M | -40 | 1.9% |
| $LMT | Lockheed Martin Corporation | 3.35K | $2.03M | +121 | 1.7% |
| $MA | Mastercard Incorporated | 3.96K | $1.98M | +48 | 1.6% |
| $XOM | ExxonMobil Holdings Corporation | 11.2K | $1.9M | +55 | 1.6% |
…and 77 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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