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Portfolio (Quarterly) Guide ↗

Richardson Capital Management LLC

· CIK 0001621646
13F Portfolio $234M AUM 244 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 243 New
Page 13 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ACWI iShares MSCI ACWI ETF 8.0 $1K 0.00% NEW $157.00 +3.1%
242 BSX Boston Scientific Corp Healthcare 27.0 $1K NEW $42.67 +12.0%
243 ADNT Adient Plc Ord Shs Consumer Cyclical 14.0 $257.0 NEW $18.36 +9.0%
Page 13 of 13  ·  243 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 64.1%
Financial Services 17.9%
Industrials 6.8%
Healthcare 3.1%
Consumer Cyclical 3.1%
Consumer Defensive 1.8%
Communication Services 1.2%
Energy 1.1%
Basic Materials 0.6%
Utilities 0.2%