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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 6 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HAL HALLIBURTON COMPANY Energy 2,328.0 $91K 0.06% +2K +537.8% $38.99 +6.4%
102 G GENPACT LTD Technology 2,380.0 $89K 0.06% +557.0 +30.6% $37.25 -14.3%
103 WSM WILLIAMS SONOMA INC Consumer Cyclical 483.0 $88K 0.06% +82.0 +20.4% $182.33 +5.6%
104 BA BOEING COMPANY Industrials 442.0 $88K 0.06% +125.0 +39.4% $199.03 +10.0%
105 OKE ONEOK INC Energy 970.0 $88K 0.06% +80.0 +9.0% $90.39 +4.0%
106 Columbia Total Return Muncpl Inc A 6,953.0 $81K 0.05% +63.0 +0.9% $11.60
107 HSY HERSHEY COMPANY Consumer Defensive 382.0 $79K 0.05% +101.0 +35.9% $207.88 -6.3%
108 WELL WELLTOWER INC Real Estate 401.0 $79K 0.05% +144.0 +56.0% $197.74 +9.3%
109 NOW SERVICENOW INC Technology 705.0 $74K 0.05% +480.0 +213.3% $104.55 -2.3%
110 Nuveen Core Impact Bond R6 8,152.0 $74K 0.05% +42.0 +0.5% $9.03
111 ENSG ENSIGN GROUP INC Healthcare 355.0 $72K 0.04% +9.0 +2.6% $201.52 -14.7%
112 CHKP CHECK POINT SFTWARE TECH Technology 495.0 $71K 0.04% +266.0 +116.2% $142.85 -6.5%
113 ACGL ARCH CAPITAL GROUP LTD Financial Services 725.0 $70K 0.04% +19.0 +2.7% $95.99 +0.3%
114 AFL AFLAC INC Financial Services 565.0 $62K 0.04% +18.0 +3.3% $109.71 +7.4%
115 FISR SPDR SSGA Fixed Inc Sect Rotation ETF 2,323.0 $60K 0.04% +124.0 +5.6% $25.72 -1.0%
116 SPG SIMON PPTY GRP INC NEW Real Estate 302.0 $56K 0.04% +10.0 +3.4% $186.54 +9.6%
117 WTFC WINTRUST FINANCIAL CORP Financial Services 405.0 $56K 0.04% +39.0 +10.7% $138.94 +7.9%
118 GEV GE Vernova Inc Utilities 63.0 $55K 0.03% +32.0 +103.2% $872.97 +19.0%
119 BLK BLACKROCK FDG INC Financial Services 56.0 $54K 0.03% +1.0 +1.8% $961.73 +11.6%
120 IJR ISHS CORE S&P SMCP ETF 420.0 $52K 0.03% +69.0 +19.7% $124.31 +10.5%
Page 6 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%