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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 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 STX SEAGATE TECH HLDGS PLC Technology 620.0 $243K 0.15% -15.0 -2.4% $391.76 +107.5%
62 CFG CITIZENS FINANCIAL GROUP INC Financial Services 4,038.0 $242K 0.15% -145.0 -3.5% $59.97 +4.9%
63 CINF CINCINNATI FINL CORP Financial Services 1,415.0 $223K 0.14% -60.0 -4.1% $157.35 +6.8%
64 LQD iShares iBoxx $ Invmt Grade Corp Bd ETF 1,992.0 $217K 0.14% -371.0 -15.7% $109.06 -0.6%
65 JNJ JOHNSON & JOHNSON Healthcare 884.0 $216K 0.14% -30.0 -3.3% $244.44 -4.1%
66 ORLY O REILLY AUTOMOTIVE INC Consumer Cyclical 2,295.0 $212K 0.13% -35.0 -1.5% $92.31 -0.6%
67 NVT NVENT ELECTRIC PLC Industrials 1,743.0 $206K 0.13% -151.0 -8.0% $118.28 +39.2%
68 NI NISOURCE INC Utilities 4,409.0 $206K 0.13% -195.0 -4.2% $46.66 +2.6%
69 OMC OMNICOM GROUP INC Communication Services 2,724.0 $205K 0.13% -41.0 -1.5% $75.31 -0.5%
70 FE FIRSTENERGY CORP Utilities 3,953.0 $200K 0.12% -45.0 -1.1% $50.66 -8.6%
71 GILD GILEAD SCIENCES INC Healthcare 1,404.0 $196K 0.12% -16.0 -1.1% $139.37 -3.6%
72 WEC WEC ENERGY GRP, INC. Utilities 1,676.0 $194K 0.12% -50.0 -2.9% $115.77 -2.0%
73 LMT LOCKHEED MARTIN CORP Industrials 313.0 $189K 0.12% -5.0 -1.6% $604.40 -11.8%
74 SCHP SCHWAB US TIPS ETF 7,063.0 $188K 0.12% -1K -13.8% $26.61 +0.1%
75 DTE DTE ENERGY CO Utilities 1,270.0 $186K 0.12% -45.0 -3.4% $146.22 -0.6%
76 PLD PROLOGIS, INC. Real Estate 1,404.0 $186K 0.12% -88.0 -5.9% $132.20 +10.4%
77 RF REGIONS FINL CORP NEW Financial Services 7,010.0 $183K 0.12% -100.0 -1.4% $26.12 +6.5%
78 IGLB ISHS 10 INV GR CORP ETF 3,502.0 $174K 0.11% -152.0 -4.2% $49.61 -0.3%
79 CSX CSX CORP Industrials 3,893.0 $160K 0.10% -102.0 -2.5% $41.05 +10.9%
80 MS MORGAN STANLEY Financial Services 894.0 $147K 0.09% -93.0 -9.4% $164.57 +22.2%
Page 4 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%