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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 16 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SNX TD SYNNEX CORP Technology 211.0 $56K 0.03% +92.0 +77.3% $267.34 -5.0%
302 NSC Norfolk Southern Corp Industrials 178.0 $56K 0.03% -5.0 -2.7% $314.59 +10.8%
303 FISR SPDR SSGA Fixed Inc Sect Rotation ETF 2,170.0 $56K 0.03% -153.0 -6.6% $25.65 -1.6%
304 KB KB FINL GRP INC SPON ADR Financial Services 528.0 $55K 0.03% +176.0 +50.0% $104.96 +18.3%
305 CPA COPA HOLDINGS SA CL A Industrials 354.0 $55K 0.03% +38.0 +12.0% $155.56 -16.8%
306 PFE PFIZER INC Healthcare 2,258.0 $54K 0.03% -10K -81.8% $24.08 +16.1%
307 LRCX LAM RESEARCH CORP NEW Technology 125.0 $54K 0.03% NEW $433.34 -30.3%
308 CNO CNO FINANCIAL GROUP INC Financial Services 1,044.0 $53K 0.03% +101.0 +10.7% $50.98 +8.6%
309 PLMR PALOMAR HOLDINGS INC Financial Services 416.0 $53K 0.03% +40.0 +10.6% $126.39 +4.1%
310 G GENPACT LTD Technology 1,907.0 $52K 0.03% -473.0 -19.9% $27.50 +38.2%
311 GOOG ALPHABET INC C 148.0 $52K 0.03% $353.33
312 QLYS QUALYS INC Technology 373.0 $51K 0.03% +57.0 +18.0% $137.48 +36.1%
313 BRC BRADY CORP CL A Industrials 560.0 $51K 0.03% +144.0 +34.6% $91.57 +1.8%
314 CMS CMS ENERGY CORP Utilities 660.0 $50K 0.03% $76.50 -10.8%
315 NKE NIKE INC B Consumer Cyclical 1,194.0 $49K 0.03% -1K -53.3% $41.05 -3.5%
316 ITOT ISHARES TOTAL US STOCK MARKET ETF 296.0 $49K 0.03% -4.0 -1.3% $164.27 +2.6%
317 SCHG SCHWAB US LARGE CAP GROWTH ETF 1,427.0 $48K 0.03% +935.0 +190.0% $33.84 +5.7%
318 XPO XPO INC Industrials 235.0 $48K 0.03% -730.0 -75.7% $205.29 -8.1%
319 KEY KEYCORP NEW Financial Services 2,070.0 $48K 0.03% $23.05 -5.0%
320 MCRI MONARCH CASINO AND RESORT Consumer Cyclical 358.0 $47K 0.03% +150.0 +72.1% $131.61 -6.9%
Page 16 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%