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Richmond Investment Services - Q2 2026 13F Filings

RI

Richmond Investment Services, LLC

CIK: 0002031991
Address: Wisconsin Mequon 7702 W Mequon Rd
$316.07 M
Portfolio Value
145
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/27/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. AIRR First Trust Rba American Ind
+$6.38 M
2. VUG Vanguard Growth Etf
+$2.18 M
3. CLSE Convergence Long/Short Equity Etf
+$2.1 M
4. SNSE Sensei Biotherapeutics
+$1.99 M
5. JEPI Jpmorgan Equity Premium Income Etf
+$1.15 M

Top Sells

Q2 2026
1. IWL Ishares Russell Top 200 Etf
−$35.46 M
2. QQQ Invesco Qqq Trust Series I
−$23.82 M
3. MOAT Vaneck Morningstar Wide Moat Etf
−$21.58 M
4. SPLG Spdr Portfolio S&P 500 Etf
−$19.58 M
5. VNLA Janus Henderson Short Duration Income Etf
−$10.61 M

Asset Allocation

Stocks/ETFs
-48.92%
$316.07 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Richmond Investment Services Q2 2026 Filing Summary

Richmond Investment Services, LLC filed its 13F report for Q2 2026 on July 27, 2026. The portfolio totaled 316.07 M reflecting a -48.92% change from the prior quarter, spanning 145 assets. The top 10 holdings comprised 51.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 15 new positions and 125 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 Q2 2026 Filing

Richmond Investment Services submitted their Form 13F-HR for the Q2 2026 period on 07/27/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Richmond Investment Services reported a managed portfolio value of 316.07 M, consisting of 145 individual positions.

This page displays the raw filing documents. To see which stocks Richmond Investment Services bought or sold during Q2 2026, please visit Richmond Investment Services's Portfolio Analysis page.