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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 11 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SMURFIT WESTROCK PLC 2,840.0 $131K 0.07% -150.0 -5.0% $46.26
202 EEMA ISHARES MSCI EMERGING MARKETS AS ETF 1,117.0 $131K 0.07% $116.96 -0.1%
203 RTX RAYTHEON TECHNOLOGIES CORP Industrials 682.0 $129K 0.07% +71.0 +11.6% $189.73 +11.6%
204 AZN ASTRAZENECA PLC Healthcare 677.0 $128K 0.07% +67.0 +11.0% $189.62 -14.2%
205 GIS GENERAL MILLS INC Consumer Defensive 3,640.0 $127K 0.07% -25.0 -0.7% $34.80 +19.4%
206 VLO VALERO ENERGY CORP Energy 485.0 $126K 0.07% $260.44 +35.3%
207 WSM WILLIAMS SONOMA INC Consumer Cyclical 536.0 $125K 0.07% +53.0 +11.0% $233.10 +0.9%
208 FNF FIDELITY NATL FINL INC Financial Services 2,610.0 $123K 0.07% +80.0 +3.2% $47.16 +0.8%
209 PLTR PALANTIR TECHNOLOGIES CL A INC Technology 1,054.0 $123K 0.07% +64.0 +6.5% $116.67 +59.7%
210 VO VANGUARD MID CAP ETF 1,517.0 $122K 0.07% +1K +290.0% $80.57 +2.4%
211 EPP ISHS PAC EX JPN ETF 2,253.0 $120K 0.07% +2K +707.5% $53.26 +8.4%
212 JIG JPMORGAN INTERNATIONAL GROWTH ETF 1,372.0 $120K 0.07% -75.0 -5.2% $87.17 -2.0%
213 T. Rowe Price Blue Chip Growth I 556.0 $119K 0.07% $213.28
214 OMC OMNICOM GROUP INC Communication Services 1,620.0 $118K 0.07% -1K -40.5% $72.83 +21.2%
215 SPTS ST STR SPDR S/T TREA ETF 4,058.0 $118K 0.07% +79.0 +2.0% $29.01 -0.3%
216 EBND SPDR Blmbg Em Mkts Lcl Bd ETF 5,570.0 $117K 0.07% +47.0 +0.8% $20.92 +1.0%
217 PFG PRINCIPAL FINANCIAL GROUP INC Financial Services 1,080.0 $116K 0.07% $107.78 +3.4%
218 NXPI NXP SEMICONDUCTORS NV Technology 413.0 $116K 0.07% +248.0 +150.3% $281.02 -20.4%
219 UNP UNION PACIFIC CORP Industrials 424.0 $115K 0.07% +265.0 +166.7% $272.00 +13.0%
220 SLB SLB LTD Energy 2,448.0 $114K 0.07% -2K -46.9% $46.49 +23.3%
Page 11 of 31  ·  607 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%