Richmond Investment Services, LLC has recently submitted its 13F-HR filing, disclosing a total of $315,761,206 in assets under management as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategy and its positioning within the financial services sector.

The filing highlights Richmond Investment Services' substantial investments in well-known companies, including Amazon, Alphabet, and Apple. These holdings reflect the firm's focus on major players in the technology and consumer sectors, indicating a strategic approach to capital allocation.

Background

Richmond Investment Services, LLC is based in Mequon, Wisconsin, and is classified as an investment management firm. The company has been active in filing various reports with the SEC, including its most recent 13F-HR on October 29, 2026, and prior filings such as N-PX and additional 13F-HR reports throughout 2026.

What the Filing Says

The 13F-HR filing, which is a quarterly report required by the SEC, provides a snapshot of the firm's equity holdings. The report lists a total of 147 entries, showcasing a diverse portfolio. Notable investments include:

  • Amazon.com, Inc. - 8,731 shares valued at $2,175,330
  • Alphabet Inc. - 4,744 Class A shares valued at $1,632,192
  • Apple Inc. - 10,509 shares valued at $3,499,739

These figures illustrate the firm's commitment to investing in high-growth technology stocks, which have shown resilience and potential for future growth.

Impact

This filing may have implications for various stakeholders, including investors, analysts, and competitors in the financial services industry. Investors can gain insights into Richmond Investment Services' strategies and preferences, while competitors may analyze this information to gauge market trends and investor sentiment.

What's Next

The filing does not specify what happens next for Richmond Investment Services, LLC, but it is expected that the firm will continue to monitor its investments and adapt its strategies based on market conditions.

For those interested in the detailed breakdown of holdings and investment strategies, the full filing can be accessed through the SEC's EDGAR database, under accession number 0002085853-26-001326.