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Portfolio (Quarterly) Guide ↗

RICHARDSON FINANCIAL SERVICES INC.

· CIK 0002012303
13F Portfolio $160M AUM 1,132 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 68 New 202 Added 199 Reduced 53 Exited
Page 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FSS FEDERAL SIGNAL CORP Industrials 8.0 $865.0 0.00% NEW $108.12 +4.1%
62 JSMD JANUS HNDRSN SML MID CP GRO ALPH ETF 10.0 $794.0 NEW $79.40 +17.4%
63 AVUV AVANTIS US SMALL CAP VALUE ETF 7.0 $773.0 NEW $110.43 +8.7%
64 IMCV ISHARES MORNINGSTAR MID CAP ETF 9.0 $763.0 NEW $84.78 +5.7%
65 Tokyo Electron Ltd 5.0 $611.0 NEW $122.20
66 BAE Systems PLC 5.0 $583.0 NEW $116.60
67 Chugai Pharmaceutical Co Ltd 13.0 $358.0 NEW $27.54
68 Disco Corp 4.0 $163.0 NEW $40.75
Page 4 of 4  ·  68 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 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%