Portfolio (Quarterly)
Guide ↗
RICHARDSON FINANCIAL SERVICES INC.
· CIK 0002012303| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | QRVO | QORVO INC | Technology | 1,430 | $111K | 0.07% | SOLD |
| 2 | CHKP | CHECK POINT SFTWARE TECH | Technology | 495 | $71K | 0.04% | SOLD |
| 3 | ACGL | ARCH CAPITAL GROUP LTD | Financial Services | 725 | $70K | 0.04% | SOLD |
| 4 | JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | — | 701 | $65K | 0.04% | SOLD |
| 5 | MCK | MCKESSON CORP | Healthcare | 74 | $64K | 0.04% | SOLD |
| 6 | WFC | WELLS FARGO & CO NEW | Financial Services | 709 | $56K | 0.04% | SOLD |
| 7 | PRIM | PRIMORIS SERVICES CORP | Industrials | 359 | $51K | 0.03% | SOLD |
| 8 | — | American Funds Invmt Co of Amer F2 | — | 714 | $42K | 0.03% | SOLD |
| 9 | HON | HONEYWELL INTERNATIONAL INC | Industrials | 180 | $41K | 0.03% | SOLD |
| 10 | PLAB | PHOTRONICS INC | Technology | 969 | $39K | 0.02% | SOLD |
| 11 | NVS | NOVARTIS AG SPON ADR | Healthcare | 240 | $37K | 0.02% | SOLD |
| 12 | SIG | SIGNET JEWELERS LTD | Consumer Cyclical | 415 | $35K | 0.02% | SOLD |
| 13 | KT | KT CORP SPON ADR | Communication Services | 1,614 | $35K | 0.02% | SOLD |
| 14 | — | American Funds Capital World Gr&Inc F2 | — | 486 | $34K | 0.02% | SOLD |
| 15 | BIDU | BAIDU INC A SPON ADR | Communication Services | 304 | $34K | 0.02% | SOLD |
| 16 | CPRX | CATALYST PHARMACEUTICALS INC | Healthcare | 1,358 | $34K | 0.02% | SOLD |
| 17 | GRMN | GARMIN LTD | Technology | 144 | $33K | 0.02% | SOLD |
| 18 | HURN | HURON CONSULTING GRP INC | Industrials | 237 | $30K | 0.02% | SOLD |
| 19 | — | PIMCO Low Duration ESG Institutional | — | 3,089 | $28K | 0.02% | SOLD |
| 20 | COWZ | PACER US CASH COWS 100 ETF | — | 390 | $24K | 0.01% | SOLD |
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%