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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 8 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FIVN FIVE9 INC Technology 1,339.0 $29K 0.02% -824.0 -38.1% $21.32 +59.7%
142 XMMO INVESCO S AND P MIDCAP MOMNTM ETF 167.0 $28K 0.02% -1.0 -0.6% $170.14 -10.0%
143 LAZ LAZARD INC Financial Services 675.0 $28K 0.02% -95.0 -12.3% $41.94 +4.1%
144 LGND LIGAND PHARMS INC NEW Healthcare 88.0 $28K 0.02% -150.0 -63.0% $316.08 -11.3%
145 Hartford Schroders International Stk I 1,164.0 $27K 0.01% -56.0 -4.6% $23.42
146 Impax International Sust Econ Instl 2,047.0 $27K 0.01% -144.0 -6.6% $13.31
147 CCM Community Impact Bond Institutional 2,824.0 $27K 0.01% -23.0 -0.8% $9.55
148 EMR EMERSON ELECTRIC CO Industrials 185.0 $26K 0.01% -60.0 -24.5% $143.15 +8.4%
149 WHR WHIRLPOOL CORP Consumer Cyclical 660.0 $26K 0.01% -20.0 -2.9% $39.42 +4.4%
150 RBC Emerging Markets Equity I 1,221.0 $26K 0.01% -207.0 -14.5% $21.09
151 RNG RINGCENTRAL, INC. Technology 654.0 $25K 0.01% -146.0 -18.2% $38.98 +78.0%
152 JBND JPMORGAN ACTIVE BOND ETF 476.0 $25K 0.01% -17.0 -3.5% $53.50 -1.5%
153 OSIS OSI SYSTEMS INC Technology 115.0 $25K 0.01% -56.0 -32.8% $218.69 -5.5%
154 TLN TALEN ENERGY CORP NEW Utilities 57.0 $22K 0.01% -14.0 -19.7% $384.30 -22.9%
155 CARG CARGURUS INC Consumer Cyclical 617.0 $21K 0.01% -30.0 -4.6% $34.09 +7.2%
156 SPMB ST STR SPDR MTG BACK ETF 930.0 $21K 0.01% -86.0 -8.5% $22.31 -1.4%
157 CAG CONAGRA BRANDS INC Consumer Defensive 1,360.0 $18K 0.01% -520.0 -27.7% $13.46 +19.5%
158 ORLY O REILLY AUTOMOTIVE INC Consumer Cyclical 195.0 $18K 0.01% -2K -91.5% $92.09 -3.9%
159 COP CONOCOPHILLIPS Energy 161.0 $17K 0.01% -3.0 -1.8% $103.96 +25.4%
160 CVS CVS HEALTH CORP Healthcare 140.0 $14K 0.01% -20.0 -12.5% $103.46 -10.0%
Page 8 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%