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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 8 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NVS NOVARTIS AG SPON ADR Healthcare 240.0 $37K 0.02% -182.0 -43.1% $152.76 -0.5%
142 SHM SPDR Nuveen ICE Short Term Muncpl Bd ETF 761.0 $36K 0.02% -2K -76.6% $47.83 -0.2%
143 LOGI LOGITECH INTL SA Technology 396.0 $36K 0.02% -267.0 -40.3% $91.12 +23.6%
144 CPA COPA HOLDINGS SA CL A Industrials 316.0 $36K 0.02% -221.0 -41.1% $113.61 +20.6%
145 GRMN GARMIN LTD Technology 144.0 $33K 0.02% -6.0 -4.0% $232.00 +3.8%
146 SON SONOCO PRODUCTS CO Consumer Cyclical 615.0 $33K 0.02% -20.0 -3.1% $54.09 -8.7%
147 CRH PLC 312.0 $33K 0.02% -1K -77.4% $105.12
148 LAZ LAZARD INC Financial Services 770.0 $33K 0.02% -45.0 -5.5% $42.48 +13.1%
149 RNG RINGCENTRAL, INC. Technology 800.0 $30K 0.02% -191.0 -19.3% $37.19 +17.1%
150 CMCSA COMCAST CORP A NEW Communication Services 980.0 $28K 0.02% -36.0 -3.5% $28.71 -12.2%
151 QLYS QUALYS INC Technology 316.0 $28K 0.02% -29.0 -8.4% $87.85 +16.5%
152 Impax International Sust Econ Instl 2,191.0 $27K 0.02% -46.0 -2.1% $12.11
153 JBND JPMORGAN ACTIVE BOND ETF 493.0 $27K 0.02% -5.0 -1.0% $53.77 -1.0%
154 Hartford Schroders International Stk I 1,220.0 $25K 0.02% -17.0 -1.4% $20.87
155 MMS MAXIMUS INC Industrials 384.0 $25K 0.01% -67.0 -14.9% $64.10 -4.6%
156 RBC Emerging Markets Equity I 1,428.0 $24K 0.01% -75.0 -5.0% $17.05
157 SPMB ST STR SPDR MTG BACK ETF 1,016.0 $23K 0.01% -69.0 -6.4% $22.39 -1.0%
158 URBN URBAN OUTFITTERS INC Consumer Cyclical 340.0 $22K 0.01% -92.0 -21.3% $63.35 +15.2%
159 INTU INTUIT INC Technology 49.0 $21K 0.01% -310.0 -86.3% $432.37 -26.0%
160 YETI YETI HOLDINGS INC Consumer Cyclical 551.0 $20K 0.01% -20.0 -3.5% $36.59 +23.6%
Page 8 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%