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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 3 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FELG FIDELITY ENHANCED LARGE CAP ETF 5,777.0 $253K 0.11% NEW $43.75 +1.6%
42 AAPL Apple Computer Inc Technology 853.0 $247K 0.10% NEW $289.22 +10.6%
43 WDIV SPDR S&P Global Dividend ETF 3,086.0 $247K 0.10% NEW $79.91 +7.1%
44 COHR Coherent Inc Technology 600.0 $237K 0.10% NEW $394.47 -28.5%
45 WSM Williams Sonoma Consumer Cyclical 1,000.0 $233K 0.10% NEW $233.10 -2.4%
46 GLDM SPDR Gold MiniShares Financial Services 2,905.0 $231K 0.10% NEW $79.42 +10.5%
47 SCHA Schwab US Small-Cap ETF 6,297.0 $228K 0.10% NEW $36.13 -4.4%
48 IEFA iShares Core MSCI EAFE ETF 2,338.0 $226K 0.10% NEW $96.57 +4.7%
49 CGGR Capital Group Growth ETF 4,725.0 $223K 0.10% NEW $47.20 -0.0%
50 FLEX Flextronics International Ltd Technology 1,325.0 $215K 0.09% NEW $162.07 -32.4%
51 VO Vanguard Mid-Cap ETF 2,643.0 $213K 0.09% NEW $80.56 +2.1%
52 IYW iShares US Technology ETF 815.0 $206K 0.09% NEW $252.23 +0.4%
53 MRK Merck & Co Inc Healthcare 1,576.0 $203K 0.09% NEW $128.50 +17.0%
54 VIG Vanguard Dividend Appreciation ETF 774.0 $183K 0.08% NEW $236.75 +2.2%
55 OUSM ALPS O Shares US Sm-Cp Qul Div ETF 3,750.0 $178K 0.08% NEW $47.52 +3.6%
56 TXN Texas Instruments Inc Technology 583.0 $174K 0.07% NEW $298.06 -13.3%
57 JBL Jabil Inc Technology 450.0 $173K 0.07% NEW $385.48 -19.4%
58 SCHB Schwab US Broad Market ETF 5,731.0 $166K 0.07% NEW $28.96 +2.7%
59 SPGI S&P Global Inc Financial Services 400.0 $163K 0.07% NEW $407.26 +8.9%
60 CSCO Cisco Systems Inc Technology 1,385.0 $163K 0.07% NEW $117.46 -7.0%
Page 3 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%