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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 7 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PPG PPG INDUSTRIES INC Basic Materials 553.0 $67K 0.04% +57.0 +11.5% $121.29 -5.8%
122 TILE INTERFACE INC Consumer Cyclical 1,845.0 $66K 0.04% +170.0 +10.2% $35.84 +7.6%
123 SU SUNCOR ENERGY INC Energy 1,226.0 $66K 0.04% +531.0 +76.4% $53.68 +21.9%
124 ENSG ENSIGN GROUP INC Healthcare 383.0 $61K 0.04% +28.0 +7.9% $160.30 +7.9%
125 RWX ST STR SPDR DOW JONE ETF 2,248.0 $61K 0.03% +126.0 +5.9% $27.01 +1.7%
126 BLK BLACKROCK FDG INC Financial Services 63.0 $61K 0.03% +7.0 +12.5% $961.65 +21.1%
127 BUNGE GLOBAL SA 556.0 $59K 0.03% +486.0 +694.3% $106.73
128 YOU CLEAR SECURE INC A Technology 1,040.0 $58K 0.03% +83.0 +8.7% $55.73 -22.1%
129 CRL CHARLES RVR LAB INTL Healthcare 255.0 $58K 0.03% +29.0 +12.8% $226.79 +28.5%
130 DIS WALT DISNEY CO Communication Services 595.0 $57K 0.03% +62.0 +11.6% $96.26 +12.3%
131 NRG NRG ENERGY INC NEW Utilities 388.0 $57K 0.03% +263.0 +210.4% $146.06 -23.9%
132 EME EMCOR GROUP INC Industrials 68.0 $56K 0.03% +9.0 +15.2% $829.90 -10.8%
133 SNX TD SYNNEX CORP Technology 211.0 $56K 0.03% +92.0 +77.3% $267.34 -5.0%
134 KB KB FINL GRP INC SPON ADR Financial Services 528.0 $55K 0.03% +176.0 +50.0% $104.96 +18.3%
135 CPA COPA HOLDINGS SA CL A Industrials 354.0 $55K 0.03% +38.0 +12.0% $155.56 -16.8%
136 CNO CNO FINANCIAL GROUP INC Financial Services 1,044.0 $53K 0.03% +101.0 +10.7% $50.98 +8.6%
137 PLMR PALOMAR HOLDINGS INC Financial Services 416.0 $53K 0.03% +40.0 +10.6% $126.39 +4.1%
138 QLYS QUALYS INC Technology 373.0 $51K 0.03% +57.0 +18.0% $137.48 +36.1%
139 BRC BRADY CORP CL A Industrials 560.0 $51K 0.03% +144.0 +34.6% $91.57 +1.8%
140 SCHG SCHWAB US LARGE CAP GROWTH ETF 1,427.0 $48K 0.03% +935.0 +190.0% $33.84 +5.7%
Page 7 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%