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Portfolio (Quarterly) Guide ↗

RICHARDSON FINANCIAL SERVICES INC.

· CIK 0002012303
13F Portfolio $160M AUM 1,132 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 68 New 202 Added 199 Reduced 53 Exited
Page 10 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VTIP Vanguard Short-Term Infl-Prot Secs ETF 277.0 $14K 0.01% +126.0 +83.4% $49.95 +0.5%
182 ATO ATMOS ENERGY CORP Utilities 71.0 $13K 0.01% +6.0 +9.2% $184.73 -3.7%
183 SN SHARKNINJA INC Consumer Cyclical 119.0 $13K 0.01% +9.0 +8.2% $105.89 +5.8%
184 NEM NEWMONT CORP Basic Materials 111.0 $12K 0.01% +22.0 +24.7% $108.25 -0.6%
185 CVS CVS HEALTH CORP Healthcare 160.0 $12K 0.01% +5.0 +3.2% $71.92 +29.7%
186 APOS APOLLO GLOBAL MANAGEMENT Financial Services 103.0 $11K 0.01% +8.0 +8.4% $111.43 -76.5%
187 GM GENERAL MOTORS CO Consumer Cyclical 145.0 $11K 0.01% +90.0 +163.6% $74.50 +5.8%
188 SEIC SEI INVESTMENTS CO Financial Services 130.0 $10K 0.01% +20.0 +18.2% $78.47 +15.4%
189 American Funds Multi-Sector Income F-2 1,038.0 $10K 0.01% +16.0 +1.6% $9.30
190 American Funds Bond Fund of Amer F2 832.0 $9K 0.01% +8.0 +1.0% $11.31
191 ED CONSOLIDATED EDISON INC Utilities 80.0 $9K 0.01% +50.0 +166.7% $113.17 -4.1%
192 American Funds Strategic Bond F-2 981.0 $9K 0.01% +10.0 +1.0% $9.19
193 HPQ HP INC Technology 460.0 $9K 0.01% +90.0 +24.3% $19.21 +31.4%
194 GD GENERAL DYNAMICS CORP Industrials 25.0 $9K 0.01% +10.0 +66.7% $343.20 -0.1%
195 BAB Invesco Taxable Municipal Bond ETF 241.0 $6K 0.00% +41.0 +20.5% $26.96 -1.5%
196 SHW SHERWIN WILLIAMS CO Basic Materials 20.0 $6K 0.00% +5.0 +33.3% $320.95 -3.7%
197 SPHY STATE SRT SPDR PRTFL HGH YLD BND ETF 273.0 $6K 0.00% +6.0 +2.2% $23.32 +0.4%
198 ECL ECOLAB INC Basic Materials 22.0 $6K 0.00% +2.0 +10.0% $266.00 -4.8%
199 CCM Community Impact Bond Retail 369.0 $4K 0.00% +3.0 +0.8% $9.59
200 KVUE KENVUE INC Consumer Defensive 73.0 $1K 0.00% +40.0 +121.2% $17.25 +1.6%
Page 10 of 11  ·  202 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 29.5%
Financial Services 15.9%
Consumer Cyclical 9.9%
Communication Services 9.8%
Healthcare 8.1%
Industrials 7.8%
Consumer Defensive 6.1%
Utilities 5.7%
Energy 4.1%
Real Estate 1.7%