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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 23 of 30  ·  598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 HON HONEYWELL INTERNATIONAL INC Industrials 73.0 $14K 0.01% NEW $193.05 +18.1%
442 American Funds Strategic Bond F-2 971.0 $14K 0.01% NEW $14.44
443 DE DEERE & CO Industrials 30.0 $14K 0.01% NEW $465.60 +13.6%
444 American Funds Growth Fund of Amer F2 209.0 $14K 0.00% NEW $66.43
445 American Funds SMALLCAP World F2 242.0 $14K 0.00% NEW $56.99
446 APOS APOLLO GLOBAL MANAGEMENT Financial Services 95.0 $14K 0.00% NEW $144.76 -81.9%
447 UBER UBER TECHNOLOGIES INC Technology 168.0 $14K 0.00% NEW $81.71 -12.1%
448 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 563.0 $14K 0.00% NEW $24.30 -25.7%
449 CCM Community Impact Bond Institutional 2,822.0 $14K 0.00% NEW $4.83
450 BSX BOSTON SCIENTIFIC CORP Healthcare 141.0 $13K 0.00% NEW $95.35 -39.4%
451 IEI ISHS 3-7Y TRSY BD ETF 200.0 $13K 0.00% NEW $66.97 +74.9%
452 DECK DECKERS OUTDOOR CORP Consumer Cyclical 128.0 $13K 0.00% NEW $103.67 +2.9%
453 FHN FIRST HORIZON CORP Financial Services 545.0 $13K 0.00% NEW $23.90 +1.4%
454 AJG ARTHUR J GALLAGHER Financial Services 50.0 $13K 0.00% NEW $258.80 -20.9%
455 Heico Corp 4.0 $13K 0.00% NEW $3228.75
456 BGRN iShares Trust iShares USD Green Bond ETF 941.0 $13K 0.00% NEW $13.70 +245.4%
457 AIZ ASSURANT INC Financial Services 53.0 $13K 0.00% NEW $240.85 +5.8%
458 CAH CARDINAL HEALTH INC Healthcare 62.0 $13K 0.00% NEW $205.53 -2.4%
459 CENCORA INC 37.0 $12K 0.00% NEW $337.76
460 SLM SLM CORP Financial Services 461.0 $12K 0.00% NEW $27.06 -18.1%
Page 23 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%