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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 5 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMZN Amazon.com Inc Consumer Cyclical 470.0 $112K 0.05% NEW $238.34 +8.5%
82 CGUS Capital Group Core Equity ETF 2,500.0 $111K 0.05% NEW $44.48 +1.6%
83 CGIC Capital Group International Cor Eq ETF 2,950.0 $107K 0.05% NEW $36.39 +2.5%
84 Space Exploration Technologies Corp. CLASS A COM S 620.0 $106K 0.04% NEW $170.86
85 ENVX ENOVIX Corp Industrials 17,137.0 $104K 0.04% NEW $6.07 -45.3%
86 GOOGL Google Inc Class A Communication Services 291.0 $104K 0.04% NEW $357.37 -5.3%
87 CVX Chevron Corporation Energy 615.0 $102K 0.04% NEW $165.76 +25.8%
88 GS Goldman Sachs Group Inc Financial Services 100.0 $101K 0.04% NEW $1011.37 +2.7%
89 HD Home Depot Inc Consumer Cyclical 285.0 $101K 0.04% NEW $352.68 -9.0%
90 IBIT iShares Bitcoin Trust ETF Financial Services 3,014.0 $100K 0.04% NEW $33.29 +35.9%
91 MDY SPDR S&P Mid Cap 400 ETF Financial Services 142.0 $100K 0.04% NEW $703.34 -1.7%
92 MAGS Roundhill Magnificent Seven ETF 1,533.0 $99K 0.04% NEW $64.30 +8.0%
93 RCL Royal Caribbean Cruisesf Consumer Cyclical 300.0 $95K 0.04% NEW $317.53 -16.5%
94 MARA Marathon Digital Holdings Inc Financial Services 6,718.0 $93K 0.04% NEW $13.89 -18.6%
95 ESGV Vanguard ESG US Stock ETF 689.0 $91K 0.04% NEW $132.18 +3.4%
96 Berkshire Hathaway Cl B 181.0 $91K 0.04% NEW $500.39
97 GOOG GOOGLE INC 256.0 $90K 0.04% NEW $353.33
98 ADP Auto Data Processing Industrials 400.0 $90K 0.04% NEW $223.95 +24.0%
99 ROBT FT Nasdaq Artfcl Intllgnc and Rbtc ETF 1,546.0 $87K 0.04% NEW $56.26 +4.7%
100 NVS Novartis A G Spon Adr Healthcare 535.0 $84K 0.04% NEW $156.72 +2.1%
Page 5 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%