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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 2 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BAI iShares A.I. Innovation and Tech Act ETF 11,038.0 $582K 0.25% NEW $52.72 -15.4%
22 IXN iShares Global Tech ETF 3,507.0 $507K 0.22% NEW $144.49 -1.1%
23 PAVE Global X US Infrastructure Dev ETF 8,486.0 $500K 0.21% NEW $58.92 -6.4%
24 IWS iShares Russell Mid-Cap Value ETF 2,966.0 $488K 0.21% NEW $164.60 +3.5%
25 ARKK ARK Innovation ETF 6,007.0 $486K 0.21% NEW $80.82 +6.7%
26 JPM JPMorgan Chase & Co Financial Services 1,302.0 $426K 0.18% NEW $327.33 +9.6%
27 XLF Sector SPDR - Financial 7,509.0 $403K 0.17% NEW $53.61 +8.4%
28 COWZ Pacer US Cash Cows 100 ETF 6,068.0 $377K 0.16% NEW $62.20 +14.6%
29 SPY SPDR S&P 500 ETF Financial Services 490.0 $366K 0.16% NEW $746.57 +3.2%
30 IJR iShares Core S&P Small-Cap ETF 2,349.0 $348K 0.15% NEW $148.32 -2.0%
31 SCHE Schwab Emerging Markets Equity ETF 9,603.0 $348K 0.15% NEW $36.26 +3.6%
32 HEFA iShares Currency Hedged MSCI EAFE ETF 6,900.0 $324K 0.14% NEW $46.92 +0.9%
33 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 12,465.0 $323K 0.14% NEW $25.95 +36.1%
34 DHS WisdomTree US High Dividend ETF 2,543.0 $289K 0.12% NEW $113.68 +4.2%
35 IBM International Business Machines Corp Technology 952.0 $268K 0.11% NEW $281.21 -16.5%
36 AMD Advanced Micro Devices Technology 455.0 $264K 0.11% NEW $580.91 -17.8%
37 VEA Vanguard FTSE Developed Markets ETF 3,677.0 $262K 0.11% NEW $71.25 +3.5%
38 VOYG Voyager Technologies Inc Industrials 8,000.0 $258K 0.11% NEW $32.25 +5.2%
39 IGSB iShares 1-5 Year Inv Grade Corp Bond ETF 4,902.0 $257K 0.11% NEW $52.41 -1.1%
40 SPDW SPDR Portfolio Developed World ex-US ETF 5,077.0 $256K 0.11% NEW $50.39 +3.8%
Page 2 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%