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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 11 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SPIB SPDR Portfolio Interm Term Corp Bd ETF 3,612.0 $121K 0.08% -227.0 -5.9% $33.54 -0.3%
202 AZN ASTRAZENECA PLC Healthcare 610.0 $120K 0.07% NEW $197.22 -5.1%
203 VLO VALERO ENERGY CORP Energy 485.0 $120K 0.07% -30.0 -5.8% $247.08 -2.3%
204 CMI CUMMINS INC Industrials 222.0 $119K 0.07% -11.0 -4.7% $538.01 +24.3%
205 SMURFIT WESTROCK PLC 2,990.0 $119K 0.07% +340.0 +12.8% $39.85
206 RTX RAYTHEON TECHNOLOGIES CORP Industrials 611.0 $118K 0.07% +21.0 +3.6% $192.90 -7.2%
207 FNF FIDELITY NATL FINL INC Financial Services 2,530.0 $117K 0.07% -30.0 -1.2% $46.38 +4.4%
208 BUD ANHEUSER BUSCH INBEV Consumer Defensive 1,689.0 $117K 0.07% $69.37 +18.8%
209 BLV Vanguard Long-Term Bond ETF 1,703.0 $117K 0.07% +148.0 +9.5% $68.78 -0.8%
210 SPTS ST STR SPDR S/T TREA ETF 3,979.0 $116K 0.07% +26.0 +0.7% $29.18 -0.5%
211 CRM SALESFORCE INC Technology 622.0 $116K 0.07% -2K -71.4% $186.67 -4.0%
212 EBND SPDR BLOOMBERG BARCLAYS EM LOCAL BD 5,523.0 $114K 0.07% -885.0 -13.8% $20.64 +1.3%
213 TFI SPDR Nuveen ICE Municipal Bond ETF 2,466.0 $112K 0.07% -7K -73.8% $45.34 +0.1%
214 VO VANGUARD MID CAP ETF 389.0 $112K 0.07% -57.0 -12.8% $287.18 -72.6%
215 XEL XCEL ENERGY INC Utilities 1,395.0 $111K 0.07% +35.0 +2.6% $79.44 +1.7%
216 QRVO QORVO INC Technology 1,430.0 $111K 0.07% -625.0 -30.4% $77.40 +39.8%
217 EIX EDISON INTL Utilities 1,510.0 $111K 0.07% +180.0 +13.5% $73.18 -2.6%
218 UNM UNUM GROUP Financial Services 1,485.0 $108K 0.07% -10.0 -0.7% $73.03 +15.6%
219 JIG JPMORGAN INTERNATIONAL GROWTH ETF 1,447.0 $107K 0.07% -98.0 -6.3% $74.24 +13.3%
220 EEMA ISHARES MSCI EMERGING MARKETS AS ETF 1,117.0 $107K 0.07% $95.74 +23.0%
Page 11 of 31  ·  613 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%