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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 6 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ADP AUTOMATIC DATA PROCESSING INC Industrials 388.0 $87K 0.05% -4.0 -1.0% $223.95 +28.4%
102 HCA HCA HEALTHCARE INC Healthcare 220.0 $86K 0.05% -400.0 -64.5% $389.89 +7.2%
103 PZA INV NATL AMT FRE MUN ETF 3,599.0 $85K 0.05% -935.0 -20.6% $23.52 -3.7%
104 OKE ONEOK INC Energy 930.0 $81K 0.05% -40.0 -4.1% $86.94 +9.0%
105 ADBE ADOBE INC Technology 376.0 $77K 0.04% -146.0 -28.0% $205.02 +42.2%
106 CEG Constellation Energy Corp. COM Utilities 302.0 $75K 0.04% -77.0 -20.3% $248.37 +11.4%
107 MCHP MICROCHIP TECH INC Technology 814.0 $74K 0.04% -130.0 -13.8% $91.20 -20.0%
108 GE GE Aerospace Industrials 189.0 $71K 0.04% -38.0 -16.7% $373.70 -8.3%
109 MDT MEDTRONIC PLC Healthcare 900.0 $70K 0.04% -110.0 -10.9% $78.24 +16.6%
110 Parnassus Core Equity Institutional 1,127.0 $69K 0.04% -57.0 -4.8% $61.54
111 BBVA BANCO BILBAO VIZCAYA ADR Financial Services 2,664.0 $67K 0.04% -923.0 -25.7% $25.06 +15.7%
112 MUB iShares National Muni Bond ETF 554.0 $60K 0.03% -134.0 -19.5% $107.62 -2.2%
113 BBY BEST BUY CO., INC. Consumer Cyclical 770.0 $58K 0.03% -40.0 -4.9% $75.88 +8.6%
114 NSC Norfolk Southern Corp Industrials 178.0 $56K 0.03% -5.0 -2.7% $314.59 +10.8%
115 FISR SPDR SSGA Fixed Inc Sect Rotation ETF 2,170.0 $56K 0.03% -153.0 -6.6% $25.65 -1.6%
116 PFE PFIZER INC Healthcare 2,258.0 $54K 0.03% -10K -81.8% $24.08 +16.1%
117 G GENPACT LTD Technology 1,907.0 $52K 0.03% -473.0 -19.9% $27.50 +38.2%
118 NKE NIKE INC B Consumer Cyclical 1,194.0 $49K 0.03% -1K -53.3% $41.05 -3.5%
119 ITOT ISHARES TOTAL US STOCK MARKET ETF 296.0 $49K 0.03% -4.0 -1.3% $164.27 +2.6%
120 XPO XPO INC Industrials 235.0 $48K 0.03% -730.0 -75.7% $205.29 -8.1%
Page 6 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%