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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 15 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BBVA BANCO BILBAO VIZCAYA ADR Financial Services 2,664.0 $67K 0.04% -923.0 -25.7% $25.06 +15.7%
282 WSO WATSCO INC A Industrials 160.0 $67K 0.04% $416.73 -25.4%
283 Impax US Sustainable Economy Instl 2,201.0 $67K 0.04% NEW $30.29
284 TILE INTERFACE INC Consumer Cyclical 1,845.0 $66K 0.04% +170.0 +10.2% $35.84 +7.6%
285 SU SUNCOR ENERGY INC Energy 1,226.0 $66K 0.04% +531.0 +76.4% $53.68 +21.9%
286 VIKING HOLDINGS LTD 617.0 $65K 0.04% NEW $104.67
287 ENSG ENSIGN GROUP INC Healthcare 383.0 $61K 0.04% +28.0 +7.9% $160.30 +7.9%
288 DELL DELL TECHNOLOGIES, INC. Technology 142.0 $61K 0.04% NEW $431.45 +5.7%
289 RWX ST STR SPDR DOW JONE ETF 2,248.0 $61K 0.03% +126.0 +5.9% $27.01 +1.7%
290 BLK BLACKROCK FDG INC Financial Services 63.0 $61K 0.03% +7.0 +12.5% $961.65 +21.1%
291 MUB iShares National Muni Bond ETF 554.0 $60K 0.03% -134.0 -19.5% $107.62 -2.2%
292 BUNGE GLOBAL SA 556.0 $59K 0.03% +486.0 +694.3% $106.73
293 IWD ISHARES RUSSELL 1000 VALUE ETF 243.0 $59K 0.03% $242.43 +6.6%
294 BBY BEST BUY CO., INC. Consumer Cyclical 770.0 $58K 0.03% -40.0 -4.9% $75.88 +8.6%
295 YOU CLEAR SECURE INC A Technology 1,040.0 $58K 0.03% +83.0 +8.7% $55.73 -22.1%
296 CRL CHARLES RVR LAB INTL Healthcare 255.0 $58K 0.03% +29.0 +12.8% $226.79 +28.5%
297 ALC ALCON INC Healthcare 857.0 $58K 0.03% NEW $67.10 +7.3%
298 DIS WALT DISNEY CO Communication Services 595.0 $57K 0.03% +62.0 +11.6% $96.26 +12.3%
299 NRG NRG ENERGY INC NEW Utilities 388.0 $57K 0.03% +263.0 +210.4% $146.06 -23.9%
300 EME EMCOR GROUP INC Industrials 68.0 $56K 0.03% +9.0 +15.2% $829.90 -10.8%
Page 15 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%