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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 6 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SO SOUTHERN COMPANY Utilities 917.0 $89K 0.06% -179.0 -16.3% $96.52 -2.0%
102 MBB ISHS MBS ETF 906.0 $86K 0.05% -8.0 -0.9% $94.96 -0.9%
103 ADP AUTOMATIC DATA PROCESSING INC Industrials 392.0 $80K 0.05% -173.0 -30.6% $203.20 +10.9%
104 RPRX ROYALTY PHARMA PLC A Healthcare 1,657.0 $79K 0.05% -56.0 -3.3% $47.97 +13.6%
105 BBVA BANCO BILBAO VIZCAYA ADR Financial Services 3,587.0 $78K 0.05% -2K -36.7% $21.66 +3.3%
106 MTUM ISHARES TR MSCI USA MMENTM 319.0 $77K 0.05% -103.0 -24.4% $240.00 +26.5%
107 SAN BANCO SANTANDER S A ADR Financial Services 6,761.0 $76K 0.05% -221.0 -3.2% $11.28 +6.7%
108 SMFG SUMITOMO MITSUI FINL Financial Services 3,838.0 $76K 0.05% -204.0 -5.0% $19.75 +14.9%
109 TEL TE CONNECTIVITY PLC Technology 351.0 $73K 0.05% -9.0 -2.5% $209.01 -3.0%
110 NGG NATL GRID ADR NEW 2017 Utilities 866.0 $73K 0.05% -29.0 -3.2% $84.60 +2.4%
111 MUB iShares National Muni Bond ETF 688.0 $73K 0.05% -439.0 -39.0% $106.15 +0.0%
112 RY ROYAL BANK CDA MONTREAL Financial Services 432.0 $70K 0.04% -14.0 -3.1% $161.78 +17.3%
113 FN FABRINET Technology 133.0 $69K 0.04% -78.0 -37.0% $521.54 +35.0%
114 ABNB AIRBNB INC CL A Consumer Cyclical 535.0 $68K 0.04% -599.0 -52.8% $126.28 +4.8%
115 JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 701.0 $65K 0.04% -4.0 -0.6% $92.50 +15.1%
116 GE GE Aerospace Industrials 227.0 $64K 0.04% -237.0 -51.1% $283.78 +6.7%
117 MCK MCKESSON CORP Healthcare 74.0 $64K 0.04% -42.0 -36.2% $865.34 -11.5%
118 CLS CELESTICA INC Technology 215.0 $61K 0.04% -5.0 -2.3% $281.68 +30.4%
119 ORCL ORACLE CORP Technology 411.0 $60K 0.04% -2K -79.3% $147.11 +30.6%
120 MRSH MARSH Financial Services 346.0 $60K 0.04% -60.0 -14.8% $173.45 -5.4%
Page 6 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%