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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 3 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBM INTL BUSINESS MACHS CORP Technology 1,673.0 $406K 0.25% +244.0 +17.1% $242.42 +4.7%
42 NFLX NETFLIX INC Communication Services 4,154.0 $399K 0.25% +93.0 +2.3% $96.15 -7.9%
43 T AT&T INC Communication Services 13,580.0 $394K 0.25% +981.0 +7.8% $28.99 -12.9%
44 CSCO CISCO SYSTEMS INC Technology 4,966.0 $385K 0.24% +854.0 +20.8% $77.60 +55.2%
45 KO COCA COLA COMPANY Consumer Defensive 5,049.0 $384K 0.24% +31.0 +0.6% $76.04 +7.1%
46 C CITIGROUP INC NEW Financial Services 3,341.0 $379K 0.24% +46.0 +1.4% $113.40 +10.3%
47 PG PROCTER & GAMBLE CO Consumer Defensive 2,623.0 $379K 0.24% +333.0 +14.5% $144.40 +0.0%
48 MO ALTRIA GROUP INC Consumer Defensive 5,568.0 $367K 0.23% +212.0 +4.0% $65.99 +12.0%
49 TOTL ST STR DOUBLE T/RET ETF 9,213.0 $366K 0.23% +2K +26.2% $39.73 -1.1%
50 PFE PFIZER INC Healthcare 12,434.0 $349K 0.22% +1K +9.8% $28.08 -7.8%
51 CAT CATERPILLAR INC Industrials 437.0 $310K 0.19% +136.0 +45.2% $708.69 +24.2%
52 ASML ASML HOLDING NV Technology 208.0 $275K 0.17% +4.0 +2.0% $1320.83 +23.6%
53 MRK MERCK & COMPANY INC Healthcare 2,251.0 $271K 0.17% +896.0 +66.1% $120.24 +1.8%
54 SPLB SPDR Portfolio Long Term Corp Bd ETF 11,915.0 $265K 0.17% +8K +193.7% $22.22 -0.3%
55 XOM EXXON MOBIL CORP Energy 1,554.0 $264K 0.17% +32.0 +2.1% $169.66 -8.7%
56 UNH UNITEDHEALTH GROUP INC Healthcare 944.0 $255K 0.16% +52.0 +5.8% $270.62 +43.6%
57 BSV Vanguard Short-Term Bond ETF 3,255.0 $255K 0.16% +301.0 +10.2% $78.41 -0.7%
58 VMBS VANGUARD MORTGAGE BACKED SEC IDX ETF 5,308.0 $249K 0.16% +144.0 +2.8% $46.95 -0.8%
59 SLB SLB LTD Energy 4,609.0 $237K 0.15% +500.0 +12.2% $51.39 +11.5%
60 F FORD MOTOR CO Consumer Cyclical 20,405.0 $235K 0.15% +805.0 +4.1% $11.54 +29.4%
Page 3 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%