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RIA

Richwood Investment Advisors Portfolio holdings

AUM $142M
1-Year Est. Return 26.25%
This Fund
S&P 500
This Quarter Est. Return
+6.14%
1 Year Est. Return
+26.25%
3 Year Est. Return
+66.01%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$128M
AUM Growth
+$5.85M
Cap. Flow
-$678K
Cap. Flow %
-0.53%
Top 10 Hldgs %
52.5%
Holding
103
New
3
Increased
13
Reduced
61
Closed
3

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$322K
2
CHRW icon
C.H. Robinson
CHRW
+$242K
3
DUK icon
Duke Energy
DUK
+$204K
4
INTC icon
Intel
INTC
+$204K
5
DE icon
Deere & Co
DE
+$59.2K

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$260K
2
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$220K
3
SYK icon
Stryker
SYK
+$206K
4
LMT icon
Lockheed Martin
LMT
+$161K
5
NOW icon
ServiceNow
NOW
+$134K

Sector Composition

Rank Sector Weight
1 Industrials 11.48%
2 Technology 10.84%
3 Healthcare 10.76%
4 Financials 9.6%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FISV
101
Fiserv Inc
FISV
$28B
– –
-1,510
Closed -$260K
IUSG icon
102
iShares Core S&P US Growth ETF
IUSG
$33.6B
– –
-1,460
Closed -$220K
SYK icon
103
Stryker
SYK
$133B
– –
-520
Closed -$206K
1 2 3 4
5

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Richwood Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Richwood Investment Advisors held 103 positions worth $128M, up 4.8% from $122M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Richwood Investment Advisors's Q3 2025 filing shows 3 new, 13 increased, 61 reduced and 3 closed positions. Its largest new stake was C.H. Robinson: 2,065 shares worth $273K. The largest sale was Fiserv Inc, an estimated $260K.

By sector, the portfolio is most concentrated in Industrials at 11% of assets, up from 11% a quarter earlier, followed by Technology and Healthcare.

  • Richwood Investment Advisors's largest Q3 2025 buy was C.H. Robinson: 2,065 shares worth $273K.
  • Richwood Investment Advisors added most to iShares Core S&P 500 ETF in Q3 2025, an estimated $322K increase.
  • Richwood Investment Advisors's biggest Q3 2025 reduction was Lockheed Martin, cutting an estimated $161K.
  • Richwood Investment Advisors fully exited Fiserv Inc in Q3 2025, selling an estimated $260K.
  • Richwood Investment Advisors's ten largest holdings make up 52% of its $128M portfolio in Q3 2025.
  • Richwood Investment Advisors opened 3 new positions and closed 3 in Q3 2025.
  • Richwood Investment Advisors's portfolio value rose 4.8% quarter-over-quarter to $128M.

Based on Richwood Investment Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.