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Richmond Investment Services - Q1 2026 13F Filings

RI

Richmond Investment Services, LLC

CIK: 0002031991
Address: Wisconsin Mequon 7702 W Mequon Rd
$618.75 M
Portfolio Value
255
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/27/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. GPIX Goldman Sachs S&P 500 Premium Income Etf
+$13.74 M
2. FEOE First Eagle Overseas Equity Etf
+$12.43 M
3. SMH Vaneck Semiconductor Etf
+$6.81 M
4. IEMG Ishares Core Msci Emerging Markets Etf
+$4 M
5. IWL Ishares Russell Top 200 Etf
+$2.16 M

Top Sells

Q1 2026
1. ISPY Proshares S&P 500 High Income Etf
−$13.37 M
2. VWO Vanguard Ftse Emerging Markets Etf
−$5.94 M
3. VEU Vanguard Ftse All-World Ex-Us Index Fund
−$1.95 M
4. Nuveen S&P 500 Buy-Wr
−$1.66 M
5. OEF Ishares S&P 100 Etf
−$1.09 M

Asset Allocation

Stocks/ETFs
+6.95%
$618.75 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Richmond Investment Services Q1 2026 Filing Summary

Richmond Investment Services, LLC filed its 13F report for Q1 2026 on April 29, 2026. The portfolio totaled 618.75 M reflecting a +6.95% change from the prior quarter, spanning 255 assets. The top 10 holdings comprised 44.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 38 new positions and 18 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Richmond Investment Services’s Q1 2026 Filing

Richmond Investment Services submitted their Form 13F-HR for the Q1 2026 period on 04/29/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Richmond Investment Services reported a managed portfolio value of 618.75 M, consisting of 255 individual positions.

This page displays the raw filing documents. To see which stocks Richmond Investment Services bought or sold during Q1 2026, please visit Richmond Investment Services's Portfolio Analysis page.