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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 14 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ABNB AIRBNB INC CL A Consumer Cyclical 535.0 $77K 0.04% $143.10 +32.4%
262 SPG SIMON PPTY GRP INC NEW Real Estate 337.0 $75K 0.04% +35.0 +11.6% $223.66 -4.1%
263 HSY HERSHEY COMPANY Consumer Defensive 428.0 $75K 0.04% +46.0 +12.0% $175.46 +2.0%
264 CEG Constellation Energy Corp. COM Utilities 302.0 $75K 0.04% -77.0 -20.3% $248.37 +11.4%
265 Nuveen Core Impact Bond R6 8,318.0 $75K 0.04% +166.0 +2.0% $9.01
266 MCHP MICROCHIP TECH INC Technology 814.0 $74K 0.04% -130.0 -13.8% $91.20 -20.0%
267 AFL AFLAC INC Financial Services 630.0 $74K 0.04% +65.0 +11.5% $117.25 -0.6%
268 STM STMICROELECTRONICS N V Technology 977.0 $73K 0.04% NEW $74.89 -34.1%
269 IQVIA HLDGS, INC. 375.0 $72K 0.04% NEW $193.22
270 ORCL ORACLE CORP Technology 483.0 $71K 0.04% +72.0 +17.5% $146.55 +2.8%
271 GE GE Aerospace Industrials 189.0 $71K 0.04% -38.0 -16.7% $373.70 -8.3%
272 WTFC WINTRUST FINANCIAL CORP Financial Services 439.0 $71K 0.04% +34.0 +8.4% $160.72 -4.8%
273 MDT MEDTRONIC PLC Healthcare 900.0 $70K 0.04% -110.0 -10.9% $78.24 +16.6%
274 SWK STANLEY BLACK & DECKER, INC. Industrials 747.0 $70K 0.04% +79.0 +11.8% $94.12 +3.9%
275 SHEL SHELL PLC SA Energy 904.0 $70K 0.04% +323.0 +55.6% $77.54 +17.2%
276 NOW SERVICENOW INC Technology 703.0 $70K 0.04% $99.28 +45.8%
277 Parnassus Core Equity Institutional 1,127.0 $69K 0.04% -57.0 -4.8% $61.54
278 ESI ELEMENT SOLUTIONS INC Basic Materials 1,432.0 $68K 0.04% +132.0 +10.2% $47.75 -26.9%
279 DGX QUEST DIAGNOSTICS INC Healthcare 321.0 $68K 0.04% +35.0 +12.2% $211.97 +14.5%
280 PPG PPG INDUSTRIES INC Basic Materials 553.0 $67K 0.04% +57.0 +11.5% $121.29 -5.8%
Page 14 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%