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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 7 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BBY BEST BUY CO., INC. Consumer Cyclical 810.0 $52K 0.03% +10.0 +1.2% $64.20 -4.0%
122 PRIM PRIMORIS SERVICES CORP Industrials 359.0 $51K 0.03% +10.0 +2.9% $143.04 -17.8%
123 FANG DIAMONDBACK ENERGY INC Energy 256.0 $51K 0.03% +80.0 +45.5% $198.05 +1.3%
124 UGI UGI CORP NEW Utilities 1,360.0 $50K 0.03% +130.0 +10.6% $36.42 -2.1%
125 LGND LIGAND PHARMS INC NEW Healthcare 238.0 $48K 0.03% +10.0 +4.4% $199.65 +14.9%
126 YOU CLEAR SECURE INC A Technology 957.0 $46K 0.03% +206.0 +27.4% $48.41 +26.2%
127 OSIS OSI SYSTEMS INC Technology 171.0 $45K 0.03% +2.0 +1.2% $265.53 -16.4%
128 BK THE BANK OF NEW YORK MELLON CORP Financial Services 381.0 $45K 0.03% +201.0 +111.7% $118.50 +17.4%
129 PLMR PALOMAR HOLDINGS INC Financial Services 376.0 $45K 0.03% +90.0 +31.5% $119.51 -4.7%
130 BCS BARCLAYS PLC ADR Financial Services 2,121.0 $45K 0.03% +1K +156.5% $21.16 +12.6%
131 ESI ELEMENT SOLUTIONS INC Basic Materials 1,300.0 $44K 0.03% +58.0 +4.7% $34.14 +19.4%
132 EME EMCOR GROUP INC Industrials 59.0 $44K 0.03% +4.0 +7.3% $738.34 +15.0%
133 PRDO PERDOCEO EDUCATION CORP Consumer Defensive 1,154.0 $43K 0.03% +74.0 +6.8% $37.21 -8.7%
134 TILE INTERFACE INC Consumer Cyclical 1,675.0 $42K 0.03% +33.0 +2.0% $24.92 +15.6%
135 KEY KEYCORP NEW Financial Services 2,070.0 $42K 0.03% +230.0 +12.5% $20.05 +7.5%
136 SPBO STATE STRET SPDR PRTFL CRPRT BND ETF 1,426.0 $41K 0.03% +437.0 +44.2% $29.03 -0.5%
137 HON HONEYWELL INTERNATIONAL INC Industrials 180.0 $41K 0.03% +107.0 +146.6% $226.03 +0.8%
138 EVTC EVERTEC INC Technology 1,428.0 $40K 0.03% +103.0 +7.8% $28.22 -12.3%
139 VIRT VIRTU FINANCIAL INC A Financial Services 896.0 $39K 0.03% +63.0 +7.6% $43.98 +19.3%
140 PLAB PHOTRONICS INC Technology 969.0 $39K 0.02% +385.0 +65.9% $40.41 +27.3%
Page 7 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%