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RICHMOND INVESTMENT SERVICES, LLC 13F portfolio summary

RICHMOND INVESTMENT SERVICES, LLC of RICHMOND INVESTMENT SERVICES, LLC has 251 current stock holdings with a reported portfolio value of $618.8M. The portfolio 1 year return is +17.24%. Top holdings include CW (0.00%), IBTK (0.00%), CLSE (0.00%), CGCB (0.00%), QQQ (0.00%).

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RICHMOND INVESTMENT SERVICES, LLC

RICHMOND INVESTMENT SERVICES, LLC
Latest filing: 2026-03-31

RICHMOND INVESTMENT SERVICES, LLC runs RICHMOND INVESTMENT SERVICES, LLC and currently holds 251 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $618.75M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. RICHMOND INVESTMENT SERVICES, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, RICHMOND INVESTMENT SERVICES, LLC's portfolio at RICHMOND INVESTMENT SERVICES, LLC has delivered returns of +17.24%. Their 3-year annualized return is +13.03%. Looking at the 5-year horizon, RICHMOND INVESTMENT SERVICES, LLC has achieved +13.03% annualized returns at RICHMOND INVESTMENT SERVICES, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.24%
#0/1000
3 Year
+13.03%
#0/1000
5 Year
+13.03%
#0/1000

Portfolio Value

$618.75M

Alpha Score

12.3

#0 of 1000

Holdings

251

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change