Richmond Investment Services, LLC
Annual return '25
+0.8%
SPY '25
+17.7%
Alpha
-16.9ptsvs SPY
Invested
$618.8M
Holdings
254
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IWL
ISHARES TR
Q4 2025: Sold 31.5% (578.7k → 396.4k shares)
10.6%
02
$NDQ
INVESCO QQQ TR
Q4 2025: Sold 31.2% (97.8k → 67.2k shares)
6.5%
03
$SPYM
SPDR SERIES TRUST
Q4 2025: Increased +115574.6% (390 → 451.1k shares)
5.8%
04
$MOAT
VANECK ETF TRUST
Q4 2025: Increased +107136.6% (276 → 296.0k shares)
4.7%
05
$GDX
VANECK ETF TRUST
Q4 2025: Sold 32.2% (370.8k → 251.3k shares)
3.8%
06
$VNLA
JANUS DETROIT STR TR
Q4 2025: Increased +11622.9% (3.5k → 412.2k shares)
3.6%
07
$GTO
INVESCO ACTIVELY MANAGED EXC
Q4 2025: Sold 25.6% (463.8k → 345.1k shares)
2.7%
08
$SDVY
FIRST TR EXCHANGE TRADED FD
Q4 2025: Sold 25.4% (531.5k → 396.7k shares)
2.6%
09
$FYC
FIRST TR EXCHANGE-TRADED ALP
Q4 2025: Sold 31.6% (209.1k → 143.1k shares)
2.3%
10
$GPIX
GOLDMAN SACHS ETF TR
Held since at least Q1 2024
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:19 UTC.