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Richwood Investment Advisors, LLC

Q1 2026 · 13F-HR

Richwood Investment Advisors, LLCholdings as filed

Filed 2026-05-15 · accession 0001172661-26-002346

$129.7M
Reported value
98
Positions
2026-03-31
Period end
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The Brief · Richwood Investment Advisors, LLC · Q1 2026

AI · grounded in 13F

Richwood Investment Advisors, LLC closed its position in the Select Sector SPDR Trust XLV, reducing its holdings by $306,904. The fund established a new position in Qualcomm Inc QCOM valued at $202,700. Additionally, the manager increased its stake in Sysco Corp SYY by 63.84% and Johnson & Johnson JNJ by 9.35%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$26.2M20.2%40,152CommonSOLE
464287804IJRISHARES TR$9.3M7.20%75,170CommonSOLE
464287507IJHISHARES TR$9.2M7.05%135,546CommonSOLE
532457108LLYELI LILLY & CO$6.3M4.87%6,870CommonSOLE
464287465EFAISHARES TR$3.7M2.84%37,893CommonSOLE
92826C839VVISA INC$3.3M2.54%10,910CommonSOLE
037833100AAPLAPPLE INC$2.8M2.17%11,070CommonSOLE
81762P102NOWSERVICENOW INC$2.8M2.16%26,826CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2.5M1.94%3,690CommonSOLE
149123101CATCATERPILLAR INC$2.3M1.77%3,234CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2.0M1.56%3,354CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.0M1.53%3,964CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.9M1.46%11,197CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.8M1.40%1,825CommonSOLE
464287168DVYISHARES TR$1.6M1.23%10,567CommonSOLE
58933Y105MRKMERCK & CO INC$1.6M1.23%13,229CommonSOLE
437076102HDHOME DEPOT INC$1.5M1.18%4,668CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$1.3M1.03%29,613CommonSOLE
548661107LOWLOWES COS INC$1.3M1.02%5,576CommonSOLE
594918104MSFTMICROSOFT CORP$1.2M0.95%3,344CommonSOLE
78464A763SDYSPDR SERIES TRUST$1.2M0.94%8,332CommonSOLE
580135101MCDMCDONALDS CORP$1.2M0.93%3,900CommonSOLE
95040Q104WELLWELLTOWER INC$1.2M0.92%6,057CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.2M0.89%4,711CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.1M0.88%4,209CommonSOLE
244199105DEDEERE & CO$1.1M0.86%1,987CommonSOLE
833034101SNASNAP ON INC$1.0M0.80%2,868CommonSOLE
097023105BABOEING CO$996,5430.77%5,007CommonSOLE
949746101WMT2WELLS FARGO & CO$994,8860.77%12,497CommonSOLE
031162100AMGNAMGEN INC$983,4210.76%2,795CommonSOLE
742718109PGPROCTER & GAMBLE CO$962,4760.74%6,663CommonSOLE
31428X106FDXFEDEX CORP$954,9190.74%2,681CommonSOLE
025816109AXPAMERICAN EXPRESS CO$942,0740.73%3,114CommonSOLE
369550108GDGENERAL DYNAMICS CORP$941,1090.73%2,742CommonSOLE
375558103GILDGILEAD SCIENCES INC$858,2400.66%6,158CommonSOLE
68389X105ORCLORACLE CORP$854,7090.66%5,810CommonSOLE
713448108PEPPEPSICO INC$848,5050.65%5,464CommonSOLE
191216100KOCOCA COLA CO$828,0930.64%10,888CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$765,1100.59%2,601CommonSOLE
G29183103ETNEATON CORP PLC$763,6250.59%2,135CommonSOLE
67066G104NVDANVIDIA CORPORATION$756,2030.58%4,336CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$754,9400.58%5,097CommonSOLE
718546104PSXPHILLIPS 66$748,7600.58%4,110CommonSOLE
94106L109WMWASTE MGMT INC DEL$735,3280.57%3,200CommonSOLE
172967424CCITIGROUP INC$727,0720.56%6,411CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$687,7400.53%13,700CommonSOLE
617446448MSMORGAN STANLEY$675,9710.52%4,107CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$642,7080.50%10,597CommonSOLE
688239201OSKOSHKOSH CORP$638,8910.49%4,340CommonSOLE
842587107SOSOUTHERN CO$625,7390.48%6,483CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$601,4720.46%3,297CommonSOLE
988498101YUMYUM BRANDS INC$600,6190.46%3,863CommonSOLE
464288505ISCBISHARES TR$596,1590.46%9,159CommonSOLE
464287879IJSISHARES TR$592,8420.46%5,005CommonSOLE
464288687PFFISHARES TR$592,4380.46%19,539CommonSOLE
001055102AFLAFLAC INC$589,4720.45%5,373CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$559,6100.43%5,688CommonSOLE
247361702DALDELTA AIR LINES INC$546,1330.42%8,215CommonSOLE
20825C104COPCONOCOPHILLIPS$502,1280.39%3,804CommonSOLE
46429B663HDVISHARES TR$493,6770.38%18,190CommonSOLE
907818108UNPUNION PAC CORP$482,8140.37%1,990CommonSOLE
209115104EDCONSOLIDATED EDISON INC$480,9020.37%4,249CommonSOLE
58155Q103MCKMCKESSON CORP$445,0930.34%519CommonSOLE
717081103PFEPFIZER INC$435,3660.34%15,504CommonSOLE
189054109CLXCLOROX CO DEL$433,9770.33%4,187CommonSOLE
458140100INTCINTEL CORP$424,7950.33%9,626CommonSOLE
00724F101ADBEADOBE INC$410,0760.32%1,687CommonSOLE
166764100CVXCHEVRON CORPORATION$403,6490.31%1,950CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$394,3340.30%1,347CommonSOLE
78464A300SLYVSPDR SERIES TRUST$393,4530.30%4,160CommonSOLE
871829107SYYSYSCO CORP$381,6870.29%5,351CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$379,7540.29%3,936CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$378,8780.29%1,245CommonSOLE
311900104FASTFASTENAL CO$373,6590.29%8,053CommonSOLE
09062X103BIIBBIOGEN INC$372,6180.29%2,032CommonSOLE
278865100ECLECOLAB INC$353,2750.27%1,328CommonSOLE
521865204LEALEAR CORP$347,3790.27%2,869CommonSOLE
17275R102CSCOCISCO SYS INC$346,9820.27%4,472CommonSOLE
G5960L103MDTMEDTRONIC PLC$342,2420.26%3,949CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$335,0440.26%1,649CommonSOLE
59156R108METMETLIFE INC$326,4790.25%4,616CommonSOLE
718172109PMPHILIP MORRIS INTL INC$322,4130.25%1,950CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE IN$309,5960.24%1,864CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$304,1440.23%4,476CommonSOLE
464288307IMCGISHARES TR$293,4180.23%3,725CommonSOLE
020002101ALLALLSTATE CORP$291,7270.22%1,407CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$247,7600.19%2,691CommonSOLE
126650100CVSCVS HEALTH CORP$244,7630.19%3,408CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$241,9410.19%843CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$236,3370.18%1,803CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$235,5760.18%2,764CommonSOLE
931142103WMTWALMART INC$235,3590.18%1,893CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$232,4190.18%1,775CommonSOLE
460146103IPINTERNATIONAL PAPER CO$231,2290.18%6,477CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$225,1510.17%865CommonSOLE
704326107PAYXPAYCHEX INC$210,6780.16%2,287CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$204,1080.16%753CommonSOLE
747525103QCOMQUALCOMM INC$202,7000.16%1,574CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.