Richmond Investment Services, LLC
Richmond Investment Services, LLC reported 145 holdings worth US$316M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Richmond Investment Services, LLC reported 145 holdings worth US$316M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Nvidia Corporation. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 145
- Value as reported
- US$316M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 7,183 | US$3.59M | 1.1% |
| Apple Inc | 10,968 | US$3.17M | 1.0% |
| Nvidia Corporation | 15,046 | US$3.01M | 0.95% |
| Alphabet Inc (google) Class C | 7,904 | US$2.82M | 0.89% |
| Sensei Biotherapeutics, Inc. | 79,731 | US$1.99M | 0.63% |
| Amazon.com, Inc. | 8,300 | US$1.98M | 0.63% |
| Vertiv Holdings, Llc | 3,460 | US$1.16M | 0.37% |
| Microsoft Corp. | 3,077 | US$1.15M | 0.36% |
| Tesla, Inc. | 1,781 | US$749K | 0.24% |
| Wec Energy Group, Inc. | 6,382 | US$745K | 0.24% |
| Sandisk Corporation | 321 | US$730K | 0.23% |
| Eli Lilly And Company | 563 | US$676K | 0.21% |
| Micron Technology, Inc. | 573 | US$661K | 0.21% |
| Jp Morgan Chase & Co. | 1,401 | US$459K | 0.15% |
| Palo Alto Networks, Inc. | 1,121 | US$382K | 0.12% |
| Caterpillar, Inc. | 318 | US$339K | 0.11% |
| Western Digital Corporation | 463 | US$296K | 0.09% |
| Credo Technology Group Holding Ltd | 1,071 | US$291K | 0.09% |
| U.s. Bancorp | 4,817 | US$291K | 0.09% |
| Advanced Micro Devices Inc | 492 | US$286K | 0.09% |
| Mcdonald's Corporation | 1,017 | US$275K | 0.09% |
| Applied Materials, Inc. | 374 | US$270K | 0.09% |
| Ultra Clean Holdings, Inc. | 1,892 | US$270K | 0.09% |
| At&t Inc. | 12,734 | US$264K | 0.08% |
| Marvell Technology, Inc. | 853 | US$254K | 0.08% |
| Coca-cola Company (the) | 3,019 | US$245K | 0.08% |
| Verizon Communications Inc. | 5,396 | US$228K | 0.07% |
| Meta Platforms, Inc. | 405 | US$228K | 0.07% |
| Wells Fargo & Company | 2,744 | US$227K | 0.07% |
| Ge Vernova Inc. | 191 | US$224K | 0.07% |
| Broadcom Inc. | 583 | US$220K | 0.07% |
| Costco Wholesale Corporation | 231 | US$216K | 0.07% |
| Iron Mountain Incorporated (delaware) | 1,640 | US$207K | 0.07% |
| The Marygold Companies, Inc. | 122K | US$146K | 0.05% |
Source
View original at SEC
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