Richwood Investment Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$129.7M
Q ending 2026-03-31
Prior quarter
$139.3M
Q ending 2025-12-31
Change
-6.8% QoQ · +10.3% YoY
Positions
98
reported holdings
Largest positions
All 98 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $26.2M | 40K |
| Ishares Tr | IJR | Shares | $9.3M | 75K |
| Ishares Tr | IJH | Shares | $9.2M | 136K |
| Eli Lilly & Co | LLY | Shares | $6.3M | 7K |
| Ishares Tr | EFA | Shares | $3.7M | 38K |
| Visa Inc | V | Shares | $3.3M | 11K |
| Apple Inc | AAPL | Shares | $2.8M | 11K |
| Servicenow Inc | NOW | Shares | $2.8M | 27K |
| Northrop Grumman Corp | NOC | Shares | $2.5M | 4K |
| Caterpillar Inc | CAT | Shares | $2.3M | 3K |
| Lockheed Martin Corp | LMT | Shares | $2.0M | 3K |
| Mastercard Incorporated | MA | Shares | $2.0M | 4K |
| Exxon Mobil Corp | XOM | Shares | $1.9M | 11K |
| Costco Wholesale Corporation | COST | Shares | $1.8M | 2K |
| Ishares Tr | DVY | Shares | $1.6M | 11K |
| Merck & Co Inc | MRK | Shares | $1.6M | 13K |
| Home Depot Inc | HD | Shares | $1.5M | 5K |
| Tractor Supply Co | TSCO | Shares | $1.3M | 30K |
| Lowes Cos Inc | LOW | Shares | $1.3M | 6K |
| Microsoft Corp | MSFT | Shares | $1.2M | 3K |
| Spdr Series Trust | SDY | Shares | $1.2M | 8K |
| Mcdonalds Corp | MCD | Shares | $1.2M | 4K |
| Welltower Inc | WELL | Shares | $1.2M | 6K |
| Johnson & Johnson | JNJ | Shares | $1.2M | 5K |
| Unitedhealth Group Inc | UNH | Shares | $1.1M | 4K |
| Deere & Co | DE | Shares | $1.1M | 2K |
| Snap On Inc | SNA | Shares | $1.0M | 3K |
| Boeing Co | BA | Shares | $997K | 5K |
| Wells Fargo & Co | WFC | Shares | $995K | 12K |
| Amgen Inc | AMGN | Shares | $983K | 3K |
| Procter & Gamble Co | PG | Shares | $962K | 7K |
| Fedex Corp | FDX | Shares | $955K | 3K |
| American Express Co | AXP | Shares | $942K | 3K |
| General Dynamics Corp | GD | Shares | $941K | 3K |
| Gilead Sciences Inc | GILD | Shares | $858K | 6K |
| Oracle Corp | ORCL | Shares | $855K | 6K |
| Pepsico Inc | PEP | Shares | $849K | 5K |
| Coca Cola Co | KO | Shares | $828K | 11K |
| Jpmorgan Chase & Co | JPM | Shares | $765K | 3K |
| Eaton Corp Plc | Shares | $764K | 2K | |
| Nvidia Corporation | NVDA | Shares | $756K | 4K |
| Vanguard Whitehall Fds | VYM | Shares | $755K | 5K |
| Phillips 66 | PSX | Shares | $749K | 4K |
| Waste Mgmt Inc Del | WM | Shares | $735K | 3K |
| Citigroup Inc | C | Shares | $727K | 6K |
| Verizon Communications Inc | VZ | Shares | $688K | 14K |
| Morgan Stanley | MS | Shares | $676K | 4K |
| Bristol-Myers Squibb Co | BMY | Shares | $643K | 11K |
| Oshkosh Corp | OSK | Shares | $639K | 4K |
| Southern Co | SO | Shares | $626K | 6K |
| Capital One Finl Corp | COF | Shares | $601K | 3K |
| Yum Brands Inc | YUM | Shares | $601K | 4K |
| Ishares Tr | ISCB | Shares | $596K | 9K |
| Ishares Tr | IJS | Shares | $593K | 5K |
| Ishares Tr | PFF | Shares | $592K | 20K |
| Aflac Inc | AFL | Shares | $589K | 5K |
| United Parcel Svcs Inc | UPS | Shares | $560K | 6K |
| Delta Air Lines Inc | DAL | Shares | $546K | 8K |
| Conocophillips | COP | Shares | $502K | 4K |
| Ishares Tr | HDV | Shares | $494K | 18K |
| Union Pac Corp | UNP | Shares | $483K | 2K |
| Consolidated Edison Inc | ED | Shares | $481K | 4K |
| Mckesson Corp | MCK | Shares | $445K | 519 |
| Pfizer Inc | PFE | Shares | $435K | 16K |
| Clorox Co Del | CLX | Shares | $434K | 4K |
| Intel Corp | INTC | Shares | $425K | 10K |
| Adobe Inc | ADBE | Shares | $410K | 2K |
| Chevron Corporation | CVX | Shares | $404K | 2K |
| Elevance Health Inc Formerly | ELV | Shares | $394K | 1K |
| Spdr Series Trust | SLYV | Shares | $393K | 4K |
| Sysco Corp | SYY | Shares | $382K | 5K |
| Kimberly-Clark Corp | KMB | Shares | $380K | 4K |
| Jones Lang Lasalle Inc | JLL | Shares | $379K | 1K |
| Fastenal Co | FAST | Shares | $374K | 8K |
| Biogen Inc | BIIB | Shares | $373K | 2K |
| Ecolab Inc | ECL | Shares | $353K | 1K |
| Lear Corp | LEA | Shares | $347K | 3K |
| Cisco Sys Inc | CSCO | Shares | $347K | 4K |
| Medtronic Plc | Shares | $342K | 4K | |
| Automatic Data Processing In | ADP | Shares | $335K | 2K |
| Metlife Inc | MET | Shares | $326K | 5K |
| Philip Morris Intl Inc | PM | Shares | $322K | 2K |
| C H Robinson Worldwide In | CHRW | Shares | $310K | 2K |
| Vanguard Admiral Fds Inc | VOOG | Shares | $304K | 4K |
| Ishares Tr | IMCG | Shares | $293K | 4K |
| Allstate Corp | ALL | Shares | $292K | 1K |
| United Airls Hldgs Inc | UAL | Shares | $248K | 3K |
| Cvs Health Corp | CVS | Shares | $245K | 3K |
| Norfolk Southn Corp | NSC | Shares | $242K | 843 |
| American Elec Pwr Co Inc | AEP | Shares | $236K | 2K |
| Colgate Palmolive Co | CL | Shares | $236K | 3K |
| Walmart Inc | WMT | Shares | $235K | 2K |
| Duke Energy Corp New | DUK | Shares | $232K | 2K |
| International Paper Co | IP | Shares | $231K | 6K |
| Illinois Tool Wks Inc | ITW | Shares | $225K | 865 |
| Paychex Inc | PAYX | Shares | $211K | 2K |
| Public Storage Oper Co | PSA | Shares | $204K | 753 |
| Qualcomm Inc | QCOM | Shares | $203K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.