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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 9 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MDLZ Mondelez International Inc Class A Consumer Defensive 580.0 $34K 0.02% +35.0 +6.4% $57.84 +7.8%
162 CR CRANE CO NEW Industrials 150.0 $33K 0.02% +14.0 +10.3% $223.05 -7.2%
163 AJG ARTHUR J GALLAGHER Financial Services 145.0 $33K 0.02% +18.0 +14.2% $229.57 +16.6%
164 CART MAPLEBEAR INC Consumer Cyclical 689.0 $33K 0.02% +83.0 +13.7% $47.35 +6.7%
165 BOOT BOOT BARN HLDGS INC Consumer Cyclical 185.0 $30K 0.02% +17.0 +10.1% $164.28 -5.7%
166 YETI YETI HOLDINGS INC Consumer Cyclical 605.0 $30K 0.02% +54.0 +9.8% $49.56 -16.1%
167 CMCSA COMCAST CORP A NEW Communication Services 1,140.0 $28K 0.02% +160.0 +16.3% $24.55 +10.2%
168 FNDX SCHWAB FUNDMNTL US LARGE COM ETF 857.0 $27K 0.01% +589.0 +219.8% $31.10 +4.5%
169 SYBT STOCK YARDS BANCORP INC Financial Services 344.0 $26K 0.01% +33.0 +10.6% $76.47 +4.4%
170 CNX CNX RESOURCES CORP Energy 766.0 $26K 0.01% +373.0 +94.9% $33.93 +6.7%
171 ABT ABBOTT LABORATORIES Healthcare 275.0 $25K 0.01% +80.0 +41.0% $90.74 +24.0%
172 NMRK NEWMARK GROUP INC A Real Estate 1,593.0 $24K 0.01% +157.0 +10.9% $15.11 +4.8%
173 MMS MAXIMUS INC Industrials 418.0 $22K 0.01% +34.0 +8.8% $53.76 +11.1%
174 SN SHARKNINJA INC Consumer Cyclical 146.0 $22K 0.01% +27.0 +22.7% $152.28 +25.6%
175 MCFT MASTERCRAFT BOAT HOLDINGS Consumer Cyclical 849.0 $22K 0.01% +83.0 +10.8% $25.82 -7.5%
176 NXT NEXTPOWER INC A Technology 179.0 $21K 0.01% +172.0 +2457.1% $119.15 -28.3%
177 IDA IDACORP INC Utilities 140.0 $21K 0.01% +13.0 +10.2% $151.32 -10.3%
178 ELV ELEVANCE HEALTH INC Healthcare 53.0 $20K 0.01% +4.0 +8.2% $386.72 +2.0%
179 FSS FEDERAL SIGNAL CORP Industrials 158.0 $20K 0.01% +150.0 +1875.0% $128.49 -8.1%
180 MGY MAGNOLIA OIL & GAS A Energy 779.0 $20K 0.01% +268.0 +52.5% $25.58 +2.6%
Page 9 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%