Institutional
Richwood Investment Advisors, LLC
CIK 0001911900
$142.2M
Reported AUM
106
Positions
Q2 2026
Period
2026-07-29
Filed
Editorial summary
Summary for Richwood Investment Advisors, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $733.37 | -1.46% | 20.42% | 75.78% | $29.3M | 20.63% | — | HELD |
| 2 | IJR | ISHARES TR | $144.35 | -1.34% | 36.66% | 40.98% | $10.7M | 7.50% | — | HELD |
| 3 | IJH | ISHARES TR | $74.73 | -1.71% | 22.47% | 46.61% | $10.1M | 7.08% | — | HELD |
| 4 | LLY | ELI LILLY & CO | $1211.59 | -0.74% | 61.25% | 393.83% | $7.7M | 5.42% | — | HELD |
| 5 | EFA | ISHARES TR | $103.36 | -0.51% | 23.09% | 50.81% | $4.0M | 2.81% | — | HELD |
| 6 | CAT | CATERPILLAR INC | $783.18 | -6.86% | 97.91% | 334.56% | $3.5M | 2.48% | — | HELD |
| 7 | V | VISA INC | $369.54 | 0.80% | 9.62% | 67.02% | $3.5M | 2.47% | — | HELD |
| 8 | AAPL | APPLE INC | $338.10 | -0.58% | 67.77% | 128.17% | $3.2M | 2.26% | — | HELD |
| 9 | NOW | SERVICENOW INC | $115.81 | 4.69% | -39.51% | -14.07% | $2.4M | 1.71% | — | HELD |
| 10 | MA | MASTERCARD INCORPORATED | $563.56 | 0.14% | 1.14% | 67.42% | $2.0M | 1.44% | — | HELD |
| 11 | NOC | NORTHROP GRUMMAN CORP | $535.05 | -2.58% | -5.46% | 60.28% | $1.9M | 1.36% | — | HELD |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $973.73 | 0.74% | 2.82% | 125.57% | $1.7M | 1.20% | — | HELD |
| 13 | UNH | UNITEDHEALTH GROUP INC | $420.71 | -1.88% | 83.63% | 11.52% | $1.7M | 1.20% | — | HELD |
| 14 | MRK | MERCK & CO INC | $130.39 | -1.08% | 70.49% | 100.41% | $1.7M | 1.18% | — | HELD |
| 15 | LMT | LOCKHEED MARTIN CORP | $569.33 | -2.06% | 41.80% | 83.55% | $1.6M | 1.16% | — | HELD |
| 16 | DVY | ISHARES TR | $163.72 | -1.03% | 27.99% | 66.55% | $1.6M | 1.15% | — | HELD |
| 17 | HD | HOME DEPOT INC | $338.42 | -1.75% | -5.36% | 19.60% | $1.6M | 1.13% | — | HELD |
| 18 | INTC | INTEL CORP | $81.88 | -5.12% | 324.03% | 64.44% | $1.4M | 1.02% | — | HELD |
| 19 | DE | DEERE & CO | $610.95 | -4.52% | 23.48% | 72.59% | $1.4M | 1.02% | — | HELD |
| 20 | WELL | WELLTOWER INC | $241.01 | -1.05% | 48.77% | 212.50% | $1.3M | 0.93% | — | HELD |
| 21 | JNJ | JOHNSON & JOHNSON | $265.69 | -0.39% | 64.28% | 77.25% | $1.3M | 0.90% | — | HELD |
| 22 | MSFT | MICROSOFT CORP | $390.50 | -0.72% | -24.89% | 34.54% | $1.3M | 0.88% | — | HELD |
| 23 | LOW | LOWES COS INC | $215.67 | -1.18% | -1.62% | 17.92% | $1.2M | 0.86% | — | HELD |
| 24 | SDY | SPDR SERIES TRUST | $157.75 | -0.60% | 19.09% | 44.93% | $1.2M | 0.86% | — | HELD |
| 25 | SNA | SNAP ON INC | $414.83 | -1.07% | 35.58% | 111.21% | $1.2M | 0.81% | — | HELD |
| 26 | AXP | AMERICAN EXPRESS CO | $331.54 | -1.51% | 13.86% | 112.26% | $1.1M | 0.78% | — | HELD |
| 27 | BA | BOEING CO | $214.06 | -3.39% | -4.86% | -3.82% | $1.1M | 0.77% | — | HELD |
| 28 | MCD | MCDONALDS CORP | $271.51 | -0.55% | -8.00% | 27.88% | $1.0M | 0.72% | — | HELD |
| 29 | AMGN | AMGEN INC | $387.64 | -1.39% | 36.39% | 102.46% | $989K | 0.70% | — | HELD |
| 30 | WMT2 | WELLS FARGO & CO | — | — | — | — | $980K | 0.69% | — | HELD |
| 31 | PG | PROCTER & GAMBLE CO | $146.12 | -1.85% | — | — | $959K | 0.67% | — | HELD |
| 32 | KO | COCA COLA CO | $89.13 | 0.97% | — | — | $942K | 0.66% | — | HELD |
| 33 | GD | GENERAL DYNAMICS CORP | $380.96 | -3.11% | — | — | $939K | 0.66% | — | HELD |
| 34 | TSCO | TRACTOR SUPPLY CO | $31.00 | -1.46% | — | — | $929K | 0.65% | — | HELD |
| 35 | FDX | FEDEX CORP | $308.61 | -1.29% | — | — | $927K | 0.65% | — | HELD |
| 36 | MS | MORGAN STANLEY | $203.19 | -3.97% | — | — | $920K | 0.65% | — | HELD |
| 37 | ETN | EATON CORP PLC | $361.85 | -6.32% | — | — | $901K | 0.63% | — | HELD |
| 38 | NVDA | NVIDIA CORPORATION | $190.16 | -3.48% | — | — | $888K | 0.62% | — | HELD |
| 39 | C | CITIGROUP INC | $127.11 | -4.05% | — | — | $858K | 0.60% | — | HELD |
| 40 | ORCL | ORACLE CORP | $117.81 | -1.79% | — | — | $851K | 0.60% | — | HELD |
| 41 | JPM | JPMORGAN CHASE & CO | $345.27 | -3.37% | — | — | $851K | 0.60% | — | HELD |
| 42 | PEP | PEPSICO INC | $143.50 | 0.45% | — | — | $812K | 0.57% | — | HELD |
| 43 | DAL | DELTA AIR LINES INC | $86.28 | -3.46% | — | — | $764K | 0.54% | — | HELD |
| 44 | GILD | GILEAD SCIENCES INC | $132.73 | -1.18% | — | — | $742K | 0.52% | — | HELD |
| 45 | VYM | VANGUARD WHITEHALL FDS | $161.67 | -1.32% | — | — | $711K | 0.50% | — | HELD |
| 46 | COF | CAPITAL ONE FINL CORP | $208.80 | -1.70% | — | — | $709K | 0.50% | — | HELD |
| 47 | WM | WASTE MGMT INC DEL | $236.52 | -1.21% | — | — | $699K | 0.49% | — | HELD |
| 48 | ISCB | ISHARES TR | $73.86 | -1.47% | — | — | $675K | 0.47% | — | HELD |
| 49 | IJS | ISHARES TR | $135.85 | -1.02% | — | — | $670K | 0.47% | — | HELD |
| 50 | OSK | OSHKOSH CORP | $142.82 | -6.35% | — | — | $666K | 0.47% | — | HELD |
| 51 | SO | SOUTHERN CO | $96.05 | -0.75% | — | — | $665K | 0.47% | — | HELD |
| 52 | PSX | PHILLIPS 66 | $206.81 | 0.47% | — | — | $664K | 0.47% | — | HELD |
| 53 | UPS | UNITED PARCEL SVCS INC | $104.58 | -0.90% | — | — | $663K | 0.47% | — | HELD |
| 54 | BMY | BRISTOL-MYERS SQUIBB CO | $63.10 | -0.79% | — | — | $652K | 0.46% | — | HELD |
| 55 | YUM | YUM BRANDS INC | $151.92 | 1.09% | — | — | $630K | 0.44% | — | HELD |
| 56 | AFL | AFLAC INC | $128.67 | -0.68% | — | — | $609K | 0.43% | — | HELD |
| 57 | VZ | VERIZON COMMUNICATIONS INC | $47.24 | -1.97% | — | — | $591K | 0.42% | — | HELD |
| 58 | ELV | ELEVANCE HEALTH INC FORMERLY | $375.96 | -2.53% | — | — | $579K | 0.41% | — | HELD |
| 59 | PFF | ISHARES TR | $30.10 | -0.86% | — | — | $562K | 0.40% | — | HELD |
| 60 | UNP | UNION PAC CORP | $292.37 | -0.71% | — | — | $541K | 0.38% | — | HELD |
| 61 | SYY | SYSCO CORP | $85.32 | 0.14% | — | — | $522K | 0.37% | — | HELD |
| 62 | LEA | LEAR CORP | $147.51 | -0.79% | — | — | $512K | 0.36% | — | HELD |
| 63 | HDV | ISHARES TR | $29.12 | -0.07% | — | — | $499K | 0.35% | — | HELD |
| 64 | BIIB | BIOGEN INC | $209.23 | 1.76% | — | — | $490K | 0.34% | — | HELD |
| 65 | CSCO | CISCO SYS INC | $112.53 | -2.64% | — | — | $487K | 0.34% | — | HELD |
| 66 | MET | METLIFE INC | $97.05 | -0.45% | — | — | $460K | 0.32% | — | HELD |
| 67 | ALL | ALLSTATE CORP | $274.27 | 0.68% | — | — | $442K | 0.31% | — | HELD |
| 68 | SLYV | SPDR SERIES TRUST | $108.38 | -1.01% | — | — | $441K | 0.31% | — | HELD |
| 69 | ED | CONSOLIDATED EDISON INC | $112.25 | 0.24% | — | — | $438K | 0.31% | — | HELD |
| 70 | ECL | ECOLAB INC | $283.70 | 0.28% | — | — | $437K | 0.31% | — | HELD |
| 71 | KMB | KIMBERLY-CLARK CORP | $113.21 | 0.11% | — | — | $427K | 0.30% | — | HELD |
| 72 | PFE | PFIZER INC | $25.16 | -0.36% | — | — | $421K | 0.30% | — | HELD |
| 73 | CVX | CHEVRON CORPORATION | $191.90 | 2.30% | — | — | $388K | 0.27% | — | HELD |
| 74 | MCK | MCKESSON CORP | $888.79 | -0.08% | — | — | $374K | 0.26% | — | HELD |
| 75 | ADBE | ADOBE INC | $263.43 | 5.72% | — | — | $374K | 0.26% | — | HELD |
| 76 | JLL | JONES LANG LASALLE INC | $340.00 | -0.90% | — | — | $373K | 0.26% | — | HELD |
| 77 | FAST | FASTENAL CO | $47.78 | -0.67% | — | — | $372K | 0.26% | — | HELD |
| 78 | COP | CONOCOPHILLIPS | $118.06 | 3.47% | — | — | $372K | 0.26% | — | HELD |
| 79 | MDT | MEDTRONIC PLC | $87.57 | 0.80% | — | — | $372K | 0.26% | — | HELD |
| 80 | ADP | AUTOMATIC DATA PROCESSING IN | $273.37 | 3.48% | — | — | $367K | 0.26% | — | HELD |
| 81 | CLX | CLOROX CO DEL | $99.63 | -0.69% | — | — | $367K | 0.26% | — | HELD |
| 82 | UAL | UNITED AIRLS HLDGS INC | $119.42 | -3.51% | — | — | $366K | 0.26% | — | HELD |
| 83 | CVS | CVS HEALTH CORP | $105.86 | -3.18% | — | — | $353K | 0.25% | — | HELD |
| 84 | CHRW | C H ROBINSON WORLDWIDE IN | $173.75 | 2.60% | — | — | $336K | 0.24% | — | HELD |
| 85 | PM | PHILIP MORRIS INTL INC | $198.43 | -0.87% | — | — | $335K | 0.24% | — | HELD |
| 86 | VOOG | VANGUARD ADMIRAL FDS INC | $77.63 | -2.09% | — | — | $334K | 0.23% | — | HELD |
| 87 | XBI | SPDR SERIES TRUST | $147.91 | -1.25% | — | — | $317K | 0.22% | — | HELD |
| 88 | DUK | DUKE ENERGY CORP NEW | $129.08 | -0.12% | — | — | $301K | 0.21% | — | HELD |
| 89 | QCOM | QUALCOMM INC | $156.16 | -4.13% | — | — | $291K | 0.20% | — | HELD |
| 90 | TXN | TEXAS INSTRS INC | $271.30 | -2.08% | — | — | $286K | 0.20% | — | HELD |
| 91 | CL | COLGATE PALMOLIVE CO | $93.49 | 0.82% | — | — | $280K | 0.20% | — | HELD |
| 92 | ITW | ILLINOIS TOOL WKS INC | $292.45 | -0.92% | — | — | $277K | 0.19% | — | HELD |
| 93 | VOT | VANGUARD INDEX FDS | $290.39 | -1.16% | — | — | $270K | 0.19% | — | HELD |
| 94 | AMAT | APPLIED MATLS INC | $436.45 | -8.40% | — | — | $257K | 0.18% | — | HELD |
| 95 | NSC | NORFOLK SOUTHN CORP | $335.74 | -0.91% | — | — | $256K | 0.18% | — | HELD |
| 96 | PSA | PUBLIC STORAGE | $329.44 | -0.31% | — | — | $240K | 0.17% | — | HELD |
| 97 | PAYX | PAYCHEX INC | $122.13 | 2.74% | — | — | $240K | 0.17% | — | HELD |
| 98 | AEP | AMERICAN ELEC PWR CO INC | $129.40 | -2.72% | — | — | $237K | 0.17% | — | HELD |
| 99 | VGT | VANGUARD WORLD FD | $108.26 | -2.35% | — | — | $232K | 0.16% | — | HELD |
| 100 | IP | INTERNATIONAL PAPER CO | $42.64 | -3.29% | — | — | $229K | 0.16% | — | HELD |
| 101 | Q | QNITY ELECTRONICS INC | — | — | — | — | $225K | 0.16% | — | HELD |
| 102 | ITOT | ISHARES TR | — | — | — | — | $224K | 0.16% | — | HELD |
| 103 | ISCV | ISHARES TR | — | — | — | — | $217K | 0.15% | — | HELD |
| 104 | PKG | PACKAGING CORP AMER | — | — | — | — | $214K | 0.15% | — | HELD |
| 105 | XLV | SELECT SECTOR SPDR TR | — | — | — | — | $207K | 0.15% | — | HELD |
| 106 | MMM | 3M CO | — | — | — | — | $202K | 0.14% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002898. 13F discloses long positions only — shorts, foreign equities, and options are excluded.