Institutions / Richmond Brothers, Inc.

Richmond Brothers, Inc.

CIK 1540462 · Institution · as of Dec 31, 2025

Portfolio value

$157.16M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 36 →

Company	Class	Value	Shares	% of portfolio
Invesco Qqq Tr	—	$46.79M	76,170	29.8%
Vanguard World Fd	—	$7.32M	37,828	4.7%
Vanguard World Fd	—	$7.01M	24,367	4.5%
Vanguard World Fd	—	$6.96M	9,227	4.4%
Vanguard World Fd	—	$6.93M	51,883	4.4%
Vanguard World Fd	—	$6.86M	23,004	4.4%
Vanguard World Fd	—	$6.79M	36,718	4.3%
Vanguard World Fd	—	$6.73M	32,424	4.3%
Vanguard World Fd	—	$6.72M	17,071	4.3%
Vanguard World Fd	—	$6.54M	51,914	4.2%
Vanguard World Fd	—	$6.40M	30,298	4.1%
Vanguard Bd Index Fds	—	$5.57M	71,581	3.5%
Vanguard Bd Index Fds	—	$5.46M	78,488	3.5%
Apple Inc.	—	$3.45M	12,697	2.2%
Vanguard Index Fds	—	$3.17M	35,842	2.0%
Guggenheim Strategic Opportunities FundGOF	Closed-End Fund	$3.10M	240,545	2.0%
Warren E. Buffett	—	$2.93M	5,832	1.9%
Vanguard Malvern Fds	—	$2.92M	59,000	1.9%
Vanguard World Fd	—	$2.73M	42,058	1.7%
Vanguard Bd Index Fds	—	$2.73M	34,594	1.7%
ProShares Tr	—	$2.08M	35,941	1.3%
ProShares Tr	—	$2.05M	29,152	1.3%
ProShares Tr	—	$1.10M	20,952	0.7%
Microsoft Corp	—	$1.10M	2,265	0.7%
Heron Therapeutics, Inc. /De	—	$743.8K	572,118	0.5%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.