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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 2 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPTL SPDR Portfolio Long Term Treasury ETF 37,766.0 $991K 0.56% +4K +12.1% $26.23 -3.6%
22 KLAC KLA CORP Technology 3,247.0 $980K 0.56% +3K +930.8% $301.71 -41.8%
23 SRLN SPDR Blackstone Senior Loan ETF 23,992.0 $967K 0.55% +1K +5.2% $40.29 +1.2%
24 COST COSTCO WHOLESALE CORP Consumer Defensive 1,025.0 $959K 0.54% +8.0 +0.8% $935.47 +1.1%
25 XLI INDL SEL SECTOR SPDR ETF 5,156.0 $955K 0.54% +3K +97.8% $185.23 -4.4%
26 XLC COMMUNICATION SVCS SELECT SECTOR SPDR 8,264.0 $885K 0.50% +618.0 +8.1% $107.13 +5.5%
27 LLY ELI LILLY & CO Healthcare 733.0 $879K 0.50% +17.0 +2.4% $1199.42 -2.2%
28 INTC INTEL CORP Technology 4,813.0 $672K 0.38% +602.0 +14.3% $139.63 -35.9%
29 CB CHUBB LTD Financial Services 1,943.0 $662K 0.38% +438.0 +29.1% $340.74 -0.2%
30 C CITIGROUP INC Financial Services 4,701.0 $658K 0.37% +1K +40.7% $139.96 -5.1%
31 EMB ISHARES JPMORGAN USD EMERG MARKETS BOND 6,723.0 $648K 0.37% +130.0 +2.0% $96.44 -1.6%
32 STX SEAGATE TECH HLDGS PLC Technology 634.0 $612K 0.35% +14.0 +2.3% $965.00 -14.0%
33 CSCO CISCO SYSTEMS INC Technology 5,189.0 $609K 0.35% +223.0 +4.5% $117.46 -6.4%
34 VOE VNGRD MDCP VAL ETF 2,663.0 $526K 0.30% +690.0 +35.0% $197.60 +5.2%
35 BBIN JPM BETABLDR INTL EQ ETF 6,463.0 $505K 0.29% +244.0 +3.9% $78.07 +3.6%
36 PM PHILIP MORRIS INTERNATIONAL INC Consumer Defensive 2,547.0 $461K 0.26% +58.0 +2.3% $180.91 +6.1%
37 ASML ASML HOLDING NV Technology 223.0 $444K 0.25% +15.0 +7.2% $1989.43 -14.7%
38 VOT VNGRD MDCP GRW ETF 1,380.0 $423K 0.24% +322.0 +30.4% $306.30 -1.1%
39 KO COCA COLA COMPANY Consumer Defensive 5,175.0 $421K 0.24% +126.0 +2.5% $81.27 +10.3%
40 PG PROCTER & GAMBLE CO Consumer Defensive 2,844.0 $417K 0.24% +221.0 +8.4% $146.59 -1.9%
Page 2 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%