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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 9 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 Impax Small Cap Institutional 590.0 $14K 0.01% -25.0 -4.1% $23.04
162 INTU INTUIT INC Technology 47.0 $12K 0.01% -2.0 -4.1% $261.00 +37.2%
163 CW CURTISS WRIGHT CORP DE Industrials 16.0 $12K 0.01% -1.0 -5.9% $757.75 -21.3%
164 JIRE JPMORGAN INTERN RESRCH ENH EQT ETF 145.0 $12K 0.01% -5.0 -3.3% $82.48 +3.0%
165 ATO ATMOS ENERGY CORP Utilities 69.0 $12K 0.01% -2.0 -2.8% $172.28 -3.3%
166 Nuveen Large Cap Responsible Eq A 420.0 $11K 0.01% -36.0 -7.9% $26.48
167 DCRE DOUBLELINE COM REAL EST DEBT ETF 194.0 $10K 0.01% -219.0 -53.0% $51.81 -0.3%
168 XLF FINL SEL SECT SPDR ETF 185.0 $10K 0.01% -18.0 -8.9% $53.61 +8.4%
169 IWN iShares Russell 2000 Value ETF 44.0 $10K 0.01% -45.0 -50.6% $221.20 +0.9%
170 TXN Texas Instruments Inc Technology 30.0 $9K 0.01% -95.0 -76.0% $298.07 -13.2%
171 MNST MONSTER BEV CORP NEW Consumer Defensive 91.0 $9K 0.01% -1.0 -1.1% $96.12 -51.2%
172 SEIC SEI INVESTMENTS CO Financial Services 94.0 $8K 0.01% -36.0 -27.7% $87.71 +27.3%
173 NEM NEWMONT CORP Basic Materials 73.0 $7K 0.00% -38.0 -34.2% $93.40 +37.0%
174 SPHY STATE SRT SPDR PRTFL HGH YLD BND ETF 264.0 $6K 0.00% -9.0 -3.3% $23.44 -0.5%
175 IJR ISHS CORE S&P SMCP ETF 36.0 $5K 0.00% -384.0 -91.4% $148.33 -1.9%
176 CACI CACI INTERNATIONAL CL A INC Technology 11.0 $5K 0.00% -22.0 -66.7% $463.27 +35.6%
177 ECL ECOLAB INC Basic Materials 18.0 $5K 0.00% -4.0 -18.2% $278.61 +2.9%
178 KR KROGER CO Consumer Defensive 80.0 $4K 0.00% -25.0 -23.8% $55.54 +3.9%
179 Q QNITY ELECTRONICS INC Technology 27.0 $4K 0.00% -42.0 -60.9% $163.30 -26.4%
180 APH Amphenol Corp Technology 24.0 $4K 0.00% -21.0 -46.7% $176.29 -10.5%
Page 9 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%