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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 9 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ABT ABBOTT LABORATORIES Healthcare 195.0 $20K 0.01% -549.0 -73.8% $102.67 -14.9%
162 AYI ACUITY INC Industrials 68.0 $19K 0.01% -49.0 -41.9% $280.22 +2.6%
163 IDA IDACORP INC Utilities 127.0 $18K 0.01% -11.0 -8.0% $142.98 -0.7%
164 CACI CACI INTERNATIONAL CL A INC Technology 33.0 $18K 0.01% -3.0 -8.3% $543.88 -7.8%
165 EPRT ESSENTIAL PROPERTIES REALTY TRUS Real Estate 577.0 $18K 0.01% -7.0 -1.2% $30.36 +3.2%
166 FEDERATED HERMES INC 302.0 $17K 0.01% -98.0 -24.5% $56.71
167 IWN iShares Russell 2000 Value ETF 89.0 $17K 0.01% -18.0 -16.8% $189.60 +11.5%
168 DTM DT MIDSTREAM INC Energy 124.0 $17K 0.01% -120.0 -49.2% $134.66 +12.2%
169 EXEL EXELIXIS INC Healthcare 371.0 $16K 0.01% -412.0 -52.6% $42.89 +16.9%
170 NFG NATIONAL FUEL GAS CO Energy 163.0 $15K 0.01% -262.0 -61.6% $93.96 -13.9%
171 PGR PROGRESSIVE CORP OH Financial Services 75.0 $15K 0.01% -244.0 -76.5% $198.24 +0.6%
172 ELV ELEVANCE HEALTH INC Healthcare 49.0 $14K 0.01% -10.0 -16.9% $293.43 +34.5%
173 IEI iShares 3-7 Year Treasury Bond ETF 118.0 $14K 0.01% -82.0 -41.0% $118.60 -1.2%
174 IWO iShares Russell 2000 Growth ETF 44.0 $14K 0.01% -8.0 -15.4% $313.82 +18.6%
175 IGSB iShares 1-5 Year invmt Grd Corp Bd ETF 249.0 $13K 0.01% -4.0 -1.6% $52.56 -0.5%
176 CW CURTISS WRIGHT CORP DE Industrials 17.0 $12K 0.01% -5.0 -22.7% $681.06 +7.4%
177 JIRE JPMORGAN INTERN RESRCH ENH EQT ETF 150.0 $11K 0.01% -71.0 -32.1% $75.74 +6.6%
178 FOXA FOX CORP Communication Services 185.0 $11K 0.01% -8.0 -4.2% $58.39 +9.6%
179 Nuveen Large Cap Responsible Eq A 456.0 $10K 0.01% -13.0 -2.8% $22.51
180 CENCORA INC 30.0 $9K 0.01% -7.0 -18.9% $314.13
Page 9 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%