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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 7 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SRE SEMPRA Utilities 500.0 $46K 0.03% -40.0 -7.4% $92.71 -9.0%
122 IWX ISHARES RUSSELL TOP 200 VALUE ETF 440.0 $46K 0.03% -75.0 -14.6% $105.16 +7.7%
123 TAXX BONDBLOXX IR M TAX AWR SHRT ETF 908.0 $46K 0.03% -233.0 -20.4% $50.74 -0.4%
124 VRT VERTIV HLDGS LLC A Industrials 131.0 $44K 0.03% -2.0 -1.5% $334.82 -23.2%
125 Parnassus Mid Cap Institutional 1,014.0 $44K 0.03% -44.0 -4.2% $43.19
126 FANG DIAMONDBACK ENERGY INC Energy 236.0 $41K 0.02% -20.0 -7.8% $175.78 +12.5%
127 BBHY JPMORGAN BETA YIELD CORP BND ETF 893.0 $41K 0.02% -16.0 -1.8% $46.10 -0.5%
128 DHR DANAHER CORP Healthcare 210.0 $40K 0.02% -594.0 -73.9% $190.49 +13.4%
129 VCIT VANGUARD INTERM-TM CORP BD IDX 484.0 $40K 0.02% -52.0 -9.7% $82.65 -1.8%
130 NGG NATL GRID ADR NEW 2017 Utilities 472.0 $39K 0.02% -394.0 -45.5% $82.87 -4.3%
131 VIRT VIRTU FINANCIAL INC A Financial Services 648.0 $39K 0.02% -248.0 -27.7% $59.57 +11.4%
132 TM TOYOTA MOTOR ADR REP 10 CORP Consumer Cyclical 224.0 $38K 0.02% -184.0 -45.1% $168.43 +15.5%
133 SPBO STATE STRET SPDR PRTFL CRPRT BND ETF 1,263.0 $37K 0.02% -163.0 -11.4% $29.04 -2.0%
134 GFI GOLD FIELDS LTD ADR NEW Basic Materials 1,040.0 $35K 0.02% -87.0 -7.7% $33.59 +36.8%
135 TRMK TRUSTMARK CORP Financial Services 757.0 $35K 0.02% -111.0 -12.8% $46.01 +0.6%
136 MMM 3M COMPANY Industrials 215.0 $35K 0.02% -15.0 -6.5% $161.92 +7.7%
137 XLV ST STR H/C SEL SCTR ETF 213.0 $34K 0.02% -6K -96.5% $158.66 +7.9%
138 SHM SPDR Nuveen ICE Short Term Muncpl Bd ETF 689.0 $33K 0.02% -72.0 -9.5% $47.97 -0.4%
139 IAGG ISHS INTL AGGREG BD ETF 617.0 $31K 0.02% -63.0 -9.3% $50.60 -1.7%
140 WBD WARNER BROS. DISCOVERY SRS A Communication Services 1,085.0 $29K 0.02% -327.0 -23.2% $26.66 +7.9%
Page 7 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%