Richwood Investment Advisors, LLC has recently filed its 13F-HR, revealing a total portfolio value of $141.6 million as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategy and highlights its holdings in various prominent corporations.
Richwood Investment Advisors, based in Cincinnati, Ohio, is categorized as an investment advisory firm. The company has been active in filing various forms with the SEC, including its recent submissions on October 30, 2026, and previous filings throughout 2026. The firm’s address is 5082 Wooster Road, Suite 100, Cincinnati, OH 45226.
The latest filing indicates that Richwood holds shares in notable companies such as Apple Inc., Microsoft Corp., and American Express Co. This diverse portfolio reflects the firm's strategic approach to investment management, focusing on established companies with strong market positions.
According to the filing, Richwood Investment Advisors has a total of 108 entries in its portfolio, showcasing a wide range of investments across different sectors. The significant value of its holdings suggests a robust investment strategy aimed at capitalizing on market opportunities.
This update may affect various stakeholders, including clients of Richwood Investment Advisors, who rely on the firm's expertise in managing their investments. Additionally, the filing highlights the competitive landscape among investment advisors, as firms vie for market share in a fluctuating economic environment.
Looking ahead, it remains to be seen how Richwood will adjust its investment strategy in response to market conditions. The filing does not specify any forthcoming actions or adjustments to the portfolio, leaving stakeholders to anticipate future developments.
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