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Richmond Investment Services - Q4 2025 13F Filings

RI

Richmond Investment Services, LLC

CIK: 0002031991
Address: Wisconsin Mequon 7702 W Mequon Rd
$578.52 M
Portfolio Value
235
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 02/12/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. SPLG Spdr Portfolio S&P 500 Etf
+$2.84 M
2. FTLS First Trust Long/Short Equity Etf
+$1.82 M
3. IWL Ishares Russell Top 200 Etf
+$1.78 M
4. XLK Technology Select Sector Spdr Fund
+$1.74 M
5. GTO Invesco Total Return Bond Etf
+$1.68 M

Top Sells

Q4 2025
1. VUG Vanguard Growth Etf
−$1.96 M
2. VO Vanguard Mid-Cap Etf
−$1.61 M
3. BSCP Invesco Bulletshares 2025 Corporate Bond Etf
−$1.24 M
4. SPTI Spdr Portfolio Intermediate Term Treasury Etf
−$461,180.08
5. IREN Iren Limited
−$457,280.87

Asset Allocation

Stocks/ETFs
+8.65%
$578.52 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Richmond Investment Services Q4 2025 Filing Summary

Richmond Investment Services, LLC filed its 13F report for Q4 2025 on February 12, 2026. The portfolio totaled 578.52 M reflecting a +7.66% change from the prior quarter, spanning 235 assets. The top 10 holdings comprised 48.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 25 new positions and 5 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Richmond Investment Services’s Q4 2025 Filing

Richmond Investment Services submitted their Form 13F-HR for the Q4 2025 period on 02/12/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Richmond Investment Services reported a managed portfolio value of 578.52 M, consisting of 235 individual positions.

This page displays the raw filing documents. To see which stocks Richmond Investment Services bought or sold during Q4 2025, please visit Richmond Investment Services's Portfolio Analysis page.