Richmond Brothers, Inc.
CIK: 0001540462SEC EDGAR →
Portfolio Value
$157.2M
Holdings
36
As of
Q4 2025
New Positions
2
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO QQQ TR | 76,170 | $46.8M | 29.77% |
| 2 | VANGUARD WORLD FD | 37,828 | $7.3M | 4.66% |
| 3 | VANGUARD WORLD FD | 24,367 | $7.0M | 4.46% |
| 4 | VANGUARD WORLD FD | 9,227 | $7.0M | 4.42% |
| 5 | VANGUARD WORLD FD | 51,883 | $6.9M | 4.41% |
| 6 | VANGUARD WORLD FD | 23,004 | $6.9M | 4.37% |
| 7 | VANGUARD WORLD FD | 36,718 | $6.8M | 4.32% |
| 8 | VANGUARD WORLD FD | 32,424 | $6.7M | 4.28% |
| 9 | VANGUARD WORLD FD | 17,071 | $6.7M | 4.28% |
| 10 | VANGUARD WORLD FD | 51,914 | $6.5M | 4.16% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 23 | $100.0M | 63.6% |
| Unknown | 2 | $49.7M | 31.6% |
| Technology | 2 | $4.5M | 2.9% |
| Healthcare | 5 | $2.0M | 1.2% |
| Communication Services | 2 | $694K | 0.4% |
| Consumer Cyclical | 1 | $228K | 0.1% |
| Industrials | 1 | $5K | 0.0% |