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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 4 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ANET ARISTA NETWORKS INC Technology 1,907.0 $234K 0.15% +437.0 +29.7% $122.78 +25.5%
62 D DOMINION ENERGY INC Utilities 3,640.0 $225K 0.14% +35.0 +1.0% $61.82 +9.5%
63 MU MICRON TECHNOLOGY INC Technology 617.0 $208K 0.13% +513.0 +493.3% $337.84 +122.3%
64 Navigator Tactical Fixed Income I 21,781.0 $208K 0.13% +118.0 +0.5% $9.54
65 FITB FIFTH THIRD BANCORP Financial Services 4,286.0 $199K 0.12% +46.0 +1.1% $46.46 +6.5%
66 IRM IRON MOUNTAIN INC Real Estate 1,884.0 $192K 0.12% +654.0 +53.2% $102.11 +23.8%
67 SYK STRYKER CORP Healthcare 582.0 $191K 0.12% +95.0 +19.5% $328.64 -3.7%
68 INTC INTEL CORP Technology 4,211.0 $186K 0.12% +110.0 +2.7% $44.13 +171.6%
69 ES EVERSOURCE ENERGY Utilities 2,682.0 $186K 0.12% +20.0 +0.8% $69.28 +1.0%
70 GOVT ISHARES US TREASURY BOND 8,049.0 $184K 0.12% +241.0 +3.1% $22.91 -1.1%
71 BIV Vanguard Interm-Term Bond ETF 2,325.0 $179K 0.11% +129.0 +5.9% $77.18 -1.1%
72 USIG ISHS USD INVT GRD BD ETF 3,378.0 $173K 0.11% +145.0 +4.5% $51.23 -0.4%
73 TSM TAIWAN SEMICON MFG CO Technology 503.0 $170K 0.11% +48.0 +10.6% $337.95 +19.7%
74 EXC EXELON CORPORATION Utilities 3,260.0 $160K 0.10% +100.0 +3.2% $49.02 -5.7%
75 JIVE JPMORGAN INTERNATIONAL VALUE ETF 1,817.0 $156K 0.10% +71.0 +4.1% $85.64 +7.1%
76 ADI ANALOG DEVICES INC Technology 487.0 $155K 0.10% +6.0 +1.2% $318.14 +24.8%
77 DHR DANAHER CORP Healthcare 804.0 $152K 0.10% +80.0 +11.1% $189.60 -9.3%
78 EWC iShares MSCI Canada ETF 2,673.0 $146K 0.09% +28.0 +1.1% $54.79 +6.8%
79 AMAT APPLIED MATERIALS INC Technology 416.0 $142K 0.09% +280.0 +205.9% $341.78 +26.4%
80 GIS GENERAL MILLS INC Consumer Defensive 3,665.0 $136K 0.09% +130.0 +3.7% $37.22 -9.5%
Page 4 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%