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Portfolio (Quarterly) Guide ↗

RICHARDSON FINANCIAL SERVICES INC.

· CIK 0002012303
13F Portfolio $176M AUM 1,105 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 42 New 207 Added 195 Reduced 48 Exited
Page 10 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EPRT ESSENTIAL PROPERTIES REALTY TRUS Real Estate 638.0 $19K 0.01% +61.0 +10.6% $29.85 +1.7%
182 HPQ HP INC Technology 860.0 $19K 0.01% +400.0 +87.0% $21.94 +39.1%
183 FEDERATED HERMES INC 334.0 $18K 0.01% +32.0 +10.6% $55.22
184 BALL BALL CORP Consumer Cyclical 287.0 $18K 0.01% +28.0 +10.8% $62.40 +2.2%
185 CENCORA INC 60.0 $17K 0.01% +30.0 +100.0% $283.00
186 CELH CELSIUS HOLDINGS INC NEW Consumer Defensive 552.0 $16K 0.01% +81.0 +17.2% $29.28 +12.6%
187 AMT AMERICAN TOWER CORPORATION Real Estate 95.0 $16K 0.01% +60.0 +171.4% $163.57 +7.7%
188 GM GENERAL MOTORS CO Consumer Cyclical 185.0 $14K 0.01% +40.0 +27.6% $77.08 +11.9%
189 SYY SYSCO CORPORATION Consumer Defensive 165.0 $14K 0.01% +40.0 +32.0% $83.58 -2.0%
190 VTR VENTAS INC Real Estate 125.0 $11K 0.01% +22.0 +21.4% $88.80 +3.4%
191 AIZ ASSURANT INC Financial Services 38.0 $10K 0.01% +11.0 +40.7% $268.53 +6.4%
192 IVZ INVESCO LTD Financial Services 380.0 $10K 0.01% +320.0 +533.3% $26.39 +24.5%
193 FOXA FOX CORP Communication Services 186.0 $10K 0.01% +1.0 +0.5% $52.16 +31.2%
194 ITW ILLINOIS TOOL WORKS INC Industrials 35.0 $9K 0.01% +20.0 +133.3% $270.46 +3.6%
195 PSX PHILLIPS 66 Energy 40.0 $7K 0.00% +30.0 +300.0% $169.07 +44.3%
196 BKNG BOOKING HOLDINGS INC Consumer Cyclical 35.0 $6K 0.00% +34.0 +3400.0% $178.23 +15.4%
197 COWG PACER US LRGE CAP CSH COWS ETF 152.0 $6K 0.00% +95.0 +166.7% $40.14 -0.3%
198 JLL JONES LANG LASALLE INC Real Estate 19.0 $6K 0.00% +16.0 +533.3% $310.00 +21.9%
199 Impax International Sust Econ Inv 359.0 $5K 0.00% +28.0 +8.5% $13.65
200 CCM Community Impact Bond Retail 426.0 $4K 0.00% +57.0 +15.4% $9.55
Page 10 of 11  ·  207 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 36.7%
Financial Services 14.8%
Consumer Cyclical 9.6%
Communication Services 9.0%
Healthcare 7.0%
Industrials 6.3%
Consumer Defensive 5.6%
Utilities 5.1%
Energy 3.0%
Real Estate 1.8%