1y return+22.0%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $128 against $127 in the S&P 500.2
Richmond Investment Services, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IWLIshares Tr | $40.3M | 12.8% | −46.8% |
| QQQInvesco Qqq Tr | $27.2M | 8.6% | −46.7% |
| SPYMSpdr Series Trust | $21.7M | 6.9% | −47.4% |
| SMHVaneck Etf Trust | $13.6M | 4.3% | −41.8% |
| VNLAJanus Detroit Str Tr | $11.4M | 3.6% | −48.2% |
| GDXVaneck Etf Trust | $10.0M | 3.2% | −48.1% |
| MOATVaneck Etf Trust | $9.9M | 3.1% | −68.5% |
| FYCFirst Tr Exchange-traded Alp | $9.8M | 3.1% | −47.5% |
| SDVYFirst Tr Exchange Traded Fd | $9.5M | 3.0% | −46.8% |
| GTOInvesco Actively Managed Exc | $8.8M | 2.8% | −47.7% |
| GPIXGoldman Sachs Etf Tr | $8.3M | 2.6% | −45.9% |
| AIRRFirst Tr Exchange Traded Fd | $7.7M | 2.4% | +489.0% |
| AVEMAmerican Centy Etf Tr | $7.0M | 2.2% | −47.3% |
| FEOERbb Fund Trust | $6.9M | 2.2% | −47.4% |
| SPSMSpdr Series Trust | $6.6M | 2.1% | −47.0% |
| VEUVanguard Intl Equity Index F | $5.6M | 1.8% | −39.6% |
| BUFZFirst Tr Exchng Traded Fd Vi | $4.8M | 1.5% | −44.1% |
| VUGVanguard Index Fds | $4.6M | 1.5% | −68.4% |
| SPDWSpdr Index Shs Fds | $4.5M | 1.4% | −46.5% |
| CGDVCapital Group Dividend Value | $3.8M | 1.2% | −60.3% |
| BRK/BBerkshire Hathaway Inc Del | $3.6M | 1.1% | −52.6% |
| AAPLApple Inc | $3.2M | 1.0% | −53.3% |
| SPYState Str Spdr S&p 500 Etf T | $3.1M | 1.0% | −49.6% |
| NVDANvidia Corporation | $3.0M | 1.0% | −63.8% |
| BUFQFirst Tr Exchng Traded Fd Vi | $2.9M | 0.9% | −44.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SMHVaneck Etf Trust | December 31, 2024 | +170.8% | $13.6M |
| GDXVaneck Etf Trust | December 31, 2024 | +122.5% | $10.0M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $1.7M |
| FYCFirst Tr Exchange-traded Alp | December 31, 2024 | +64.5% | $9.8M |
| AVEMAmerican Centy Etf Tr | December 31, 2024 | +64.1% | $7.0M |
| XLKSelect Sector Spdr Tr | December 31, 2024 | +63.9% | $2.1M |
| AIRRFirst Tr Exchange Traded Fd | June 30, 2025 | +63.7% | $7.7M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $3.0M |
| SPDWSpdr Index Shs Fds | December 31, 2024 | +47.6% | $4.5M |
| QQQInvesco Qqq Tr | December 31, 2024 | +44.0% | $27.2M |
Sold off last quarter
- IEFAIshares Tr was $2.7M
- IUSBIshares Tr was $2.5M
- GOVTIshares Tr was $2.5M
- MBBIshares Tr was $2.2M
- VONVVanguard Scottsdale Fds was $1.9M
- QUALIshares Tr was $1.9M
- CGCBCapital Grp Fixed Incm Etf T was $1.8M
- CGGRCapital Group Growth Etf was $1.8M
- IEFIshares Tr was $1.7M
- IUSGIshares Tr was $1.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.0% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +2.5% | +2.4% |
| September 30, 2025 | +8.2% | +7.8% |
| June 30, 2025 | +8.9% | +10.5% |
| March 31, 2025 | −3.6% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Richmond Investment Services, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2031991&type=13F-HR&dateb=&owner=include&count=40CIK 2031991
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2031991/000208585326000873/Filed July 27, 2026 · accession 0002085853-26-000873