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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 5 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FNF FIDELITY NATL FINL INC Financial Services 2,610.0 $123K 0.07% +80.0 +3.2% $47.16 +0.8%
82 PLTR PALANTIR TECHNOLOGIES CL A INC Technology 1,054.0 $123K 0.07% +64.0 +6.5% $116.67 +59.7%
83 VO VANGUARD MID CAP ETF 1,517.0 $122K 0.07% +1K +290.0% $80.57 +2.4%
84 EPP ISHS PAC EX JPN ETF 2,253.0 $120K 0.07% +2K +707.5% $53.26 +8.4%
85 SPTS ST STR SPDR S/T TREA ETF 4,058.0 $118K 0.07% +79.0 +2.0% $29.01 -0.3%
86 EBND SPDR Blmbg Em Mkts Lcl Bd ETF 5,570.0 $117K 0.07% +47.0 +0.8% $20.92 +1.0%
87 NXPI NXP SEMICONDUCTORS NV Technology 413.0 $116K 0.07% +248.0 +150.3% $281.02 -20.4%
88 UNP UNION PACIFIC CORP Industrials 424.0 $115K 0.07% +265.0 +166.7% $272.00 +13.0%
89 NTRS NORTHERN TRUST CORP Financial Services 636.0 $111K 0.06% +217.0 +51.8% $173.84 +7.4%
90 TFC TRUIST FINANCIAL CORP Financial Services 2,205.0 $110K 0.06% +30.0 +1.4% $49.82 +1.2%
91 AEE AMEREN CORP Utilities 925.0 $105K 0.06% +95.0 +11.4% $113.04 -6.1%
92 SAN BANCO SANTANDER S A ADR Financial Services 7,512.0 $104K 0.06% +751.0 +11.1% $13.80 +6.3%
93 SO SOUTHERN COMPANY Utilities 1,082.0 $104K 0.06% +165.0 +18.0% $95.71 -7.8%
94 RPRX ROYALTY PHARMA PLC A Healthcare 1,838.0 $103K 0.06% +181.0 +10.9% $56.07 +8.5%
95 SMFG SUMITOMO MITSUI FINL Financial Services 4,246.0 $100K 0.06% +408.0 +10.6% $23.58 +9.9%
96 CRM SALESFORCE INC Technology 637.0 $100K 0.06% +15.0 +2.4% $156.66 +63.4%
97 RY ROYAL BANK CDA MONTREAL Financial Services 479.0 $99K 0.06% +47.0 +10.9% $206.98 -1.3%
98 FCX FREEPORT MCMORAN INC Basic Materials 1,539.0 $97K 0.06% +160.0 +11.6% $62.89 +21.6%
99 BCS BARCLAYS PLC ADR Financial Services 3,523.0 $95K 0.05% +1K +66.1% $26.86 -0.0%
100 WELL WELLTOWER INC Real Estate 416.0 $94K 0.05% +15.0 +3.7% $226.97 +4.8%
Page 5 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%