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Portfolio (Quarterly) Guide ↗

RICHARDSON FINANCIAL SERVICES INC.

· CIK 0002012303
13F Portfolio $176M AUM 1,105 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 42 New 207 Added 195 Reduced 48 Exited
Page 5 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JIVE JPMORGAN INTERNATIONAL VALUE ETF 1,795.0 $165K 0.09% -22.0 -1.2% $91.96 +6.5%
82 STRL STERLING INFRASTRUCTURE INC Industrials 184.0 $154K 0.09% -59.0 -24.3% $839.35 -43.9%
83 OMF ONEMAIN HOLDINGS, INC. Financial Services 2,490.0 $152K 0.09% -20.0 -0.8% $60.97 +3.1%
84 GS GOLDMAN SACHS GROUP INC Financial Services 145.0 $147K 0.08% -1.0 -0.7% $1011.39 +2.2%
85 UPS UPS INC B Industrials 1,350.0 $145K 0.08% -10.0 -0.7% $107.50 -2.0%
86 JTEK JPMORGAN U S TECH LEADERS ETF 1,285.0 $143K 0.08% -272.0 -17.5% $111.56 -9.6%
87 AXP AMERN EXPRESS CO Financial Services 400.0 $135K 0.08% -43.0 -9.7% $338.26 -1.5%
88 SMURFIT WESTROCK PLC 2,840.0 $131K 0.07% -150.0 -5.0% $46.26
89 GIS GENERAL MILLS INC Consumer Defensive 3,640.0 $127K 0.07% -25.0 -0.7% $34.80 +19.4%
90 JIG JPMORGAN INTERNATIONAL GROWTH ETF 1,372.0 $120K 0.07% -75.0 -5.2% $87.17 -2.0%
91 OMC OMNICOM GROUP INC Communication Services 1,620.0 $118K 0.07% -1K -40.5% $72.83 +21.2%
92 SLB SLB LTD Energy 2,448.0 $114K 0.07% -2K -46.9% $46.49 +23.3%
93 TD TORONTO DOMINION BK Financial Services 927.0 $113K 0.06% -143.0 -13.4% $121.43 -0.1%
94 COF CAPITAL ONE FINL CORP Financial Services 558.0 $112K 0.06% -2K -81.0% $200.62 +7.5%
95 BLV Vanguard Long-Term Bond ETF 1,606.0 $111K 0.06% -97.0 -5.7% $68.93 -3.7%
96 XEL XCEL ENERGY INC Utilities 1,345.0 $108K 0.06% -50.0 -3.6% $80.30 -4.8%
97 VRTX VERTEX PHARMS INC Healthcare 210.0 $104K 0.06% -667.0 -76.0% $496.73 +9.1%
98 TFI SPDR Nuveen ICE Municipal Bond ETF 2,174.0 $100K 0.06% -292.0 -11.8% $45.80 -2.4%
99 AMGN AMGEN INC Healthcare 262.0 $95K 0.05% -20.0 -7.1% $362.11 +19.4%
100 BA BOEING COMPANY Industrials 418.0 $90K 0.05% -24.0 -5.4% $216.47 -3.1%
Page 5 of 10  ·  195 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 36.7%
Financial Services 14.8%
Consumer Cyclical 9.6%
Communication Services 9.0%
Healthcare 7.0%
Industrials 6.3%
Consumer Defensive 5.6%
Utilities 5.1%
Energy 3.0%
Real Estate 1.8%