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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 7 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RWR ST STR SPDR DJ REIT ETF 590.0 $60K 0.04% -294.0 -33.3% $100.98 +10.1%
122 WSO WATSCO INC A Industrials 160.0 $58K 0.04% -5.0 -3.0% $363.80 +3.1%
123 RWX ST STR SPDR DOW JONE ETF 2,122.0 $56K 0.04% -227.0 -9.7% $26.62 +2.9%
124 WFC WELLS FARGO & CO NEW Financial Services 709.0 $56K 0.04% -397.0 -35.9% $79.61 -4.0%
125 SRE SEMPRA Utilities 540.0 $53K 0.03% -2K -77.8% $97.22 -4.6%
126 IWD iShares Russell 1000 Value ETF 243.0 $52K 0.03% -42.0 -14.7% $213.67 +10.6%
127 DIS WALT DISNEY CO Communication Services 533.0 $51K 0.03% -701.0 -56.8% $96.38 +6.9%
128 GFI GOLD FIELDS LTD ADR NEW Basic Materials 1,127.0 $51K 0.03% -186.0 -14.2% $45.40 -12.9%
129 ACN ACCENTURE PLC IRELD CL A Technology 250.0 $50K 0.03% -443.0 -63.9% $198.30 -9.6%
130 IWX ISHARES RUSSELL TOP 200 VALUE ETF 515.0 $48K 0.03% -15.0 -2.8% $92.67 +11.2%
131 SU SUNCOR ENERGY INC Energy 695.0 $46K 0.03% -515.0 -42.6% $66.11 +1.9%
132 VCIT VANGUARD INTERM-TM CORP BD IDX 536.0 $44K 0.03% -175.0 -24.6% $82.77 -0.7%
133 GOOG ALPHABET INC C Communication Services 148.0 $42K 0.03% -15.0 -9.2% $286.86 +32.3%
134 BBHY JPMORGAN BETA YIELD CORP BND ETF 909.0 $42K 0.03% -651.0 -41.7% $45.83 +0.4%
135 Parnassus Mid Cap Institutional 1,058.0 $40K 0.03% -21.0 -1.9% $37.65
136 WBD WARNER BROS. DISCOVERY SRS A Communication Services 1,412.0 $39K 0.02% -235.0 -14.3% $27.46 -1.6%
137 AM ANTERO MIDSTREAM CORP Energy 1,674.0 $38K 0.02% -54.0 -3.1% $22.80 -2.8%
138 BWX SPDR BLMBERG INTL BD ETF 1,725.0 $38K 0.02% -310.0 -15.2% $21.95 -0.1%
139 SONY Sony Group Corp Technology 1,815.0 $38K 0.02% -60.0 -3.2% $20.70 +7.0%
140 WHR WHIRLPOOL CORP Consumer Cyclical 680.0 $37K 0.02% -110.0 -13.9% $53.92 -20.9%
Page 7 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%