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Portfolio (Quarterly) Guide ↗

RICHARDSON FINANCIAL SERVICES INC.

· CIK 0002012303
13F Portfolio $309M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 598 New
Page 18 of 30  ·  598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ITOCHU Corp 6.0 $34K 0.01% NEW $5664.33
342 EME EMCOR GROUP INC Industrials 55.0 $34K 0.01% NEW $611.84 +38.7%
343 AGG ISHS CORE US AGGR BD ETF 332.0 $33K 0.01% NEW $99.88 -1.4%
344 IWO iShares Russell 2000 Growth ETF 52.0 $33K 0.01% NEW $628.85 -40.8%
345 URBN URBAN OUTFITTERS INC Consumer Cyclical 432.0 $33K 0.01% NEW $75.26 -3.0%
346 TRMK TRUSTMARK CORP Financial Services 817.0 $32K 0.01% NEW $38.95 +14.0%
347 PRDO PERDOCEO EDUCATION CORP Consumer Defensive 1,080.0 $32K 0.01% NEW $29.33 +15.8%
348 IJT ISHS S&P SMCP600 GRW ETF 224.0 $32K 0.01% NEW $141.16 +14.7%
349 ESI ELEMENT SOLUTIONS INC Basic Materials 1,242.0 $31K 0.01% NEW $24.99 +63.1%
350 RFI Cohen & Steers Tot Ret Realty Financial Services 1,000.0 $31K 0.01% NEW $30.81 -63.4%
351 AM ANTERO MIDSTREAM CORP Energy 1,728.0 $31K 0.01% NEW $17.79 +24.6%
352 SIG SIGNET JEWELERS LTD Consumer Cyclical 368.0 $31K 0.01% NEW $82.89 -1.5%
353 BRC BRADY CORP CL A Industrials 389.0 $30K 0.01% NEW $78.37 +11.7%
354 GRMN GARMIN LTD Technology 150.0 $30K 0.01% NEW $202.85 +18.7%
355 American Funds Invmt Co of Amer F2 712.0 $30K 0.01% NEW $42.68
356 MU MICRON TECHNOLOGY INC Technology 104.0 $30K 0.01% NEW $285.40 +163.1%
357 BX BLACKSTONE INC A Financial Services 190.0 $29K 0.01% NEW $154.15 -23.1%
358 FISR SPDR SSGA Fixed Inc Sect Rotation ETF 2,199.0 $29K 0.01% NEW $13.32 +91.2%
359 DTM DT MIDSTREAM INC Energy 244.0 $29K 0.01% NEW $119.68 +26.3%
360 PNR PENTAIR PLC Industrials 280.0 $29K 0.01% NEW $104.15 -28.2%
Page 18 of 30  ·  598 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 31.2%
Financial Services 16.2%
Consumer Cyclical 10.2%
Communication Services 9.9%
Healthcare 8.3%
Industrials 8.1%
Utilities 5.6%
Consumer Defensive 5.4%
Energy 2.8%
Real Estate 1.2%