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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 11 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VST VISTRA CORP Utilities 22.0 $3K 0.00% +5.0 +29.4% $158.64 -13.6%
202 AVUV AVANTIS US SMALL CAP VALUE ETF 21.0 $3K 0.00% +14.0 +200.0% $124.71 +0.7%
203 IMCV ISHARES MORNINGSTAR MID CAP ETF 27.0 $2K 0.00% +18.0 +200.0% $91.33 +6.9%
204 JSMD JANUS HNDRSN SML MID CP GRO ALPH ETF 24.0 $2K 0.00% +14.0 +140.0% $101.25 -7.9%
205 Total SA 20.0 $2K 0.00% +1.0 +5.3% $77.75
206 Nuveen Green Bond R6 143.0 $1K 0.00% +14.0 +10.8% $9.15
207 Disco Corp 12.0 $628.0 +8.0 +200.0% $52.33
Page 11 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%