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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 8 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CRL CHARLES RVR LAB INTL Healthcare 226.0 $39K 0.02% +108.0 +91.5% $172.51 -7.1%
142 CNO CNO FINANCIAL GROUP INC Financial Services 943.0 $39K 0.02% +75.0 +8.6% $41.06 +15.2%
143 UNP UNION PACIFIC CORP Industrials 159.0 $39K 0.02% +55.0 +52.9% $242.89 +9.5%
144 TRMK TRUSTMARK CORP Financial Services 868.0 $37K 0.02% +51.0 +6.2% $42.14 +5.4%
145 Franklin MA Tax-Free Income A1 3,480.0 $36K 0.02% +27.0 +0.8% $10.40
146 QCOM QUALCOMM INC Technology 278.0 $36K 0.02% +110.0 +65.5% $128.79 +84.9%
147 SIG SIGNET JEWELERS LTD Consumer Cyclical 415.0 $35K 0.02% +47.0 +12.8% $84.64 -3.6%
148 IAGG ISHS INTL AGGREG BD ETF 680.0 $34K 0.02% +353.0 +108.0% $50.04 -0.0%
149 BRC BRADY CORP CL A Industrials 416.0 $34K 0.02% +27.0 +6.9% $81.25 +7.7%
150 HALO HALOZYME THERAPEUTICS Healthcare 518.0 $33K 0.02% +150.0 +40.8% $64.63 +5.7%
151 MMM 3M COMPANY Industrials 230.0 $33K 0.02% +175.0 +318.2% $145.31 +4.9%
152 BMY BRISTOL MYERS SQUIBB CO Healthcare 550.0 $33K 0.02% +110.0 +25.0% $60.67 -2.0%
153 BX BLACKSTONE INC A Financial Services 290.0 $33K 0.02% +100.0 +52.6% $115.00 +3.1%
154 VRT VERTIV HLDGS LLC A Industrials 133.0 $33K 0.02% +10.0 +8.1% $250.58 +30.7%
155 FIVN FIVE9 INC Technology 2,163.0 $33K 0.02% +845.0 +64.1% $15.17 +50.0%
156 EMR EMERSON ELECTRIC CO Industrials 245.0 $32K 0.02% +85.0 +53.1% $131.21 +4.0%
157 APD AIR PDTS & CHEMICALS INC Basic Materials 110.0 $32K 0.02% +10.0 +10.0% $290.50 -0.4%
158 MDLZ Mondelez International Inc Class A Consumer Defensive 545.0 $31K 0.02% +65.0 +13.5% $57.64 +7.1%
159 GTY GETTY REALTY CORP NEW Real Estate 982.0 $31K 0.02% +949.0 +2875.8% $31.80 +4.5%
160 WTS WATTS WATER TECH INC Industrials 98.0 $28K 0.02% +7.0 +7.7% $290.28 +4.2%
Page 8 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%