AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Leonard Rickey Investment Advisors P.L.L.C. 13F Filing
1. Portfolio Overview
Leonard Rickey Investment Advisors P.L.L.C. has reported a substantial transformation in its portfolio composition for the period ending December 31, 2025. The total portfolio value surged by 307.4%, growing from $135.75 million to $553.05 million. This dramatic increase in Assets Under Management (AUM) suggests significant capital inflows, a major consolidation of reporting entities,...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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