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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 18 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 TRMK TRUSTMARK CORP Financial Services 868.0 $37K 0.02% +51.0 +6.2% $42.14 +6.3%
342 SHM SPDR Nuveen ICE Short Term Muncpl Bd ETF 761.0 $36K 0.02% -2K -76.6% $47.83 -0.1%
343 Franklin MA Tax-Free Income A1 3,480.0 $36K 0.02% +27.0 +0.8% $10.40
344 LOGI LOGITECH INTL SA Technology 396.0 $36K 0.02% -267.0 -40.3% $91.12 +22.2%
345 CPA COPA HOLDINGS SA CL A Industrials 316.0 $36K 0.02% -221.0 -41.1% $113.61 +25.2%
346 QCOM QUALCOMM INC Technology 278.0 $36K 0.02% +110.0 +65.5% $128.79 +93.2%
347 SIG SIGNET JEWELERS LTD Consumer Cyclical 415.0 $35K 0.02% +47.0 +12.8% $84.64 -0.7%
348 KB KB FINL GRP INC SPON ADR Financial Services 352.0 $35K 0.02% NEW $99.73 +5.8%
349 PAYX PAYCHEX INC Industrials 380.0 $35K 0.02% $92.12 +2.9%
350 KT KT CORP SPON ADR Communication Services 1,614.0 $35K 0.02% NEW $21.45 -15.1%
351 American Funds Capital World Gr&Inc F2 486.0 $34K 0.02% $70.33
352 IAGG ISHS INTL AGGREG BD ETF 680.0 $34K 0.02% +353.0 +108.0% $50.04 +0.3%
353 BIDU BAIDU INC A SPON ADR Communication Services 304.0 $34K 0.02% NEW $111.43 +13.8%
354 BRC BRADY CORP CL A Industrials 416.0 $34K 0.02% +27.0 +6.9% $81.25 +8.0%
355 CPRX CATALYST PHARMACEUTICALS INC Healthcare 1,358.0 $34K 0.02% NEW $24.76 +26.5%
356 HALO HALOZYME THERAPEUTICS Healthcare 518.0 $33K 0.02% +150.0 +40.8% $64.63 +6.3%
357 MMM 3M COMPANY Industrials 230.0 $33K 0.02% +175.0 +318.2% $145.31 +6.0%
358 GRMN GARMIN LTD Technology 144.0 $33K 0.02% -6.0 -4.0% $232.00 +2.8%
359 BMY BRISTOL MYERS SQUIBB CO Healthcare 550.0 $33K 0.02% +110.0 +25.0% $60.67 -4.3%
360 BX BLACKSTONE INC A Financial Services 290.0 $33K 0.02% +100.0 +52.6% $115.00 +2.7%
Page 18 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%