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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 3 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BK BNY MELLON CORP Financial Services 2,815.0 $407K 0.23% +2K +638.9% $144.61 -1.9%
42 BSX BOSTON SCIENTIFIC CORP Healthcare 9,185.0 $392K 0.22% +9K +3003.0% $42.68 +9.7%
43 SYK STRYKER CORP Healthcare 1,171.0 $369K 0.21% +589.0 +101.2% $314.84 +5.0%
44 EZU ISHARES MSCI EUROZONE ETF 5,046.0 $351K 0.20% +4K +513.9% $69.50 +1.9%
45 EWJ ISHS MSCI JAPAN ETF 3,495.0 $326K 0.18% +3K +870.8% $93.27 +2.8%
46 MRK MERCK & COMPANY INC Healthcare 2,529.0 $325K 0.18% +278.0 +12.3% $128.50 +15.4%
47 GEV GE Vernova Inc Utilities 268.0 $315K 0.18% +205.0 +325.4% $1174.87 -22.4%
48 VMBS VANGUARD MORTGAGE BACKED SEC IDX ETF 6,611.0 $309K 0.18% +1K +24.6% $46.81 -1.3%
49 NVT NVENT ELECTRIC PLC Industrials 1,762.0 $299K 0.17% +19.0 +1.1% $169.61 -12.5%
50 T AT&T INC Communication Services 14,006.0 $290K 0.16% +426.0 +3.1% $20.70 +25.6%
51 ADI ANALOG DEVICES INC Technology 717.0 $285K 0.16% +230.0 +47.2% $397.17 -8.9%
52 EWC iShares MSCI Canada ETF 4,879.0 $281K 0.16% +2K +82.5% $57.64 +7.1%
53 GOVT ISHARES US TREASURY BOND 12,306.0 $280K 0.16% +4K +52.9% $22.78 -1.4%
54 FITB FIFTH THIRD BANCORP Financial Services 4,850.0 $273K 0.15% +564.0 +13.2% $56.37 -3.2%
55 EMHC SPDR Bloomberg EM USD Bd ETF 10,684.0 $272K 0.15% +191.0 +1.8% $25.44 -2.0%
56 TSM TAIWAN SEMICON MFG CO Technology 564.0 $269K 0.15% +61.0 +12.1% $477.57 -12.6%
57 USIG ISHS USD INVT GRD BD ETF 5,237.0 $269K 0.15% +2K +55.0% $51.29 -1.9%
58 JNJ JOHNSON & JOHNSON Healthcare 1,003.0 $255K 0.14% +119.0 +13.5% $253.97 +5.5%
59 GILD GILEAD SCIENCES INC Healthcare 1,934.0 $244K 0.14% +530.0 +37.8% $126.34 +15.3%
60 IRM IRON MOUNTAIN INC Real Estate 1,901.0 $240K 0.14% +17.0 +0.9% $126.31 -7.1%
Page 3 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%