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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 2 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TT TRANE TECHNOLOGIES PLC Industrials 1,843.0 $768K 0.48% -205.0 -10.0% $416.74 +8.2%
22 GWX SPDR S&P International Small Cap ETF 17,440.0 $736K 0.46% -2K -9.6% $42.23 +9.3%
23 LIN LINDE PLC NEW Basic Materials 1,417.0 $703K 0.44% -15.0 -1.1% $495.82 +4.4%
24 VTI Vanguard Total Stock Market ETF 2,116.0 $679K 0.42% -42.0 -1.9% $320.81 +14.3%
25 VTEB Vanguard Tax-Exempt Bond ETF 13,449.0 $671K 0.42% -6K -32.0% $49.89 -0.0%
26 NOC NORTHROP GRUMMAN CORP Industrials 909.0 $620K 0.39% -31.0 -3.3% $682.24 -18.6%
27 HYS PIMCO 0-5Y H/Y CORP ETF 6,092.0 $568K 0.35% -183.0 -2.9% $93.25 +0.2%
28 NEE NEXTERA ENERGY INC Utilities 5,999.0 $557K 0.35% -3K -29.5% $92.88 -4.7%
29 CME CME GROUP INC CL A Financial Services 1,799.0 $531K 0.33% -32.0 -1.8% $295.35 -1.4%
30 IEFA ISHS CORE MSCI EAFE ETF 5,764.0 $522K 0.33% -121.0 -2.1% $90.53 +7.4%
31 AWK AMER WATER WORKS COMPANY Utilities 3,830.0 $521K 0.33% -450.0 -10.5% $136.09 -8.0%
32 VSS Vanguard FTSE All-Wld ex-US SmCp ETF 3,520.0 $513K 0.32% -139.0 -3.8% $145.81 +9.3%
33 GLD SPDR GOLD TRUST GOLD ETF Financial Services 1,183.0 $509K 0.32% -85.0 -6.7% $430.29 -3.8%
34 BBCA JPM BETABLDR CDA ETF 5,218.0 $491K 0.31% -144.0 -2.7% $94.06 +6.9%
35 WMB WILLIAMS COS INC DEL Energy 6,681.0 $486K 0.30% -95.0 -1.4% $72.78 +7.8%
36 VXUS Vanguard Total International Stock ETF 5,925.0 $457K 0.29% -702.0 -10.6% $77.11 +9.5%
37 BBIN JPM BETABLDR INTL EQ ETF 6,219.0 $455K 0.28% -422.0 -6.3% $73.11 +6.8%
38 PH PARKER HANNIFIN CORP Industrials 488.0 $437K 0.27% -23.0 -4.5% $895.24 -3.2%
39 USMV iShares MSCI USA Min Vol Factor ETF 4,568.0 $424K 0.27% -402.0 -8.1% $92.72 +4.5%
40 EFAV iShares MSCI EAFE Min Vol Factor ETF 4,522.0 $413K 0.26% -326.0 -6.7% $91.36 +0.1%
Page 2 of 10  ·  199 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%