Portfolio (Quarterly)
Guide ↗
RICHARDSON FINANCIAL SERVICES INC.
· CIK 0002012303| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | SOLENO THERAPEUTICS INC | — | 436 | $20K | 0.01% | SOLD |
| 22 | — | JPMORGAN ULTRA SHORT INCOME ETF | — | 384 | $19K | 0.01% | SOLD |
| 23 | IUSG | ISHARES CORE S&P US GROWTH ETF | — | 90 | $15K | 0.01% | SOLD |
| 24 | SFM | SPROUTS FARMERS MARKET, INC. | Consumer Defensive | 185 | $15K | 0.01% | SOLD |
| 25 | UBER | UBER TECHNOLOGIES INC | Technology | 168 | $14K | 0.00% | SOLD |
| 26 | MGPI | MGP INGREDIENTS INC NEW | Consumer Defensive | 563 | $14K | 0.00% | SOLD |
| 27 | JHG | JANUS HENDERSON GROUP PLC | Financial Services | 207 | $10K | 0.00% | SOLD |
| 28 | VEU | VNGRD FTSE ALL WORLD ETF | — | 112 | $8K | 0.00% | SOLD |
| 29 | PYPL | PAYPAL HOLDINGS, INC. | Financial Services | 132 | $8K | 0.00% | SOLD |
| 30 | AES | The AES Corp | Utilities | 37 | $5K | 0.00% | SOLD |
| 31 | LNG | CHENIERE ENERGY INC NEW | Energy | 26 | $5K | 0.00% | SOLD |
| 32 | NTES | NETEASE INC SPON ADR | Technology | 32 | $4K | 0.00% | SOLD |
| 33 | BABA | ALIBABA GROUP HOLDING LTD | Consumer Cyclical | 28 | $4K | 0.00% | SOLD |
| 34 | NICE | NICE LTD SPON ADR | Technology | 36 | $4K | 0.00% | SOLD |
| 35 | BBJP | JPMORGAN BETABUILDERS JAPAN ETF | — | 61 | $4K | 0.00% | SOLD |
| 36 | — | Amadeus IT Group SA | — | 11 | $4K | 0.00% | SOLD |
| 37 | STNE | STONECO LTD A | Technology | 247 | $4K | 0.00% | SOLD |
| 38 | GPOR | GULFPORT ENERGY NEW 2021 | Energy | 13 | $3K | 0.00% | SOLD |
| 39 | JMUB | JPMORGAN MUNICIPAL ETF | — | 53 | $3K | 0.00% | SOLD |
| 40 | LRN | STRIDE INC | Consumer Defensive | 40 | $3K | 0.00% | SOLD |
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%