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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 5 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NKE NIKE INC B Consumer Cyclical 2,559.0 $135K 0.09% +855.0 +50.2% $52.83 -15.4%
82 AXP AMERN EXPRESS CO Financial Services 443.0 $134K 0.08% +64.0 +16.9% $302.47 +3.1%
83 UPS UPS INC B Industrials 1,360.0 $134K 0.08% +75.0 +5.8% $98.40 +2.7%
84 SJNK ST STR BLMBRG S/T ETF 5,178.0 $129K 0.08% +505.0 +10.8% $24.98 +0.2%
85 WM WASTE MANAGEMENT, INC. Industrials 562.0 $129K 0.08% +90.0 +19.1% $229.83 -5.2%
86 KMB KIMBERLY CLARK CORP Consumer Defensive 1,335.0 $129K 0.08% +35.0 +2.7% $96.47 +2.8%
87 SPTM ST STR SPDR 1500 COM ETF 1,612.0 $127K 0.08% +786.0 +95.2% $79.06 +14.3%
88 JTEK JPMORGAN U S TECH LEADERS ETF 1,557.0 $124K 0.08% +172.0 +12.4% $79.54 +30.8%
89 SMURFIT WESTROCK PLC 2,990.0 $119K 0.07% +340.0 +12.8% $39.85
90 RTX RAYTHEON TECHNOLOGIES CORP Industrials 611.0 $118K 0.07% +21.0 +3.6% $192.90 -8.2%
91 BLV Vanguard Long-Term Bond ETF 1,703.0 $117K 0.07% +148.0 +9.5% $68.78 -1.3%
92 SPTS ST STR SPDR S/T TREA ETF 3,979.0 $116K 0.07% +26.0 +0.7% $29.18 -0.6%
93 XEL XCEL ENERGY INC Utilities 1,395.0 $111K 0.07% +35.0 +2.6% $79.44 +2.1%
94 EIX EDISON INTL Utilities 1,510.0 $111K 0.07% +180.0 +13.5% $73.18 -2.7%
95 CEG Constellation Energy Corp. COM Utilities 379.0 $106K 0.07% +193.0 +103.8% $279.26 +5.3%
96 TFC TRUIST FINANCIAL CORP Financial Services 2,175.0 $100K 0.06% +110.0 +5.3% $45.97 +5.2%
97 AMGN AMGEN INC Healthcare 282.0 $99K 0.06% +24.0 +9.3% $352.10 -3.6%
98 STRL STERLING INFRASTRUCTURE INC Industrials 243.0 $99K 0.06% +5.0 +2.1% $407.26 +80.0%
99 CBOE CBOE GLOBAL MARKETS INC Financial Services 340.0 $96K 0.06% +15.0 +4.6% $281.06 +27.1%
100 AEE AMEREN CORP Utilities 830.0 $91K 0.06% +32.0 +4.0% $109.92 +1.2%
Page 5 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%