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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 19 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 GFI GOLD FIELDS LTD ADR NEW Basic Materials 1,040.0 $35K 0.02% -87.0 -7.7% $33.59 +36.8%
362 TRMK TRUSTMARK CORP Financial Services 757.0 $35K 0.02% -111.0 -12.8% $46.01 +0.6%
363 MMM 3M COMPANY Industrials 215.0 $35K 0.02% -15.0 -6.5% $161.92 +7.7%
364 BX BLACKSTONE INC A Financial Services 290.0 $34K 0.02% $117.67 +21.0%
365 XLV ST STR H/C SEL SCTR ETF 213.0 $34K 0.02% -6K -96.5% $158.66 +7.9%
366 PGR PROGRESSIVE CORP OH Financial Services 154.0 $34K 0.02% +79.0 +105.3% $218.45 +0.1%
367 MDLZ Mondelez International Inc Class A Consumer Defensive 580.0 $34K 0.02% +35.0 +6.4% $57.84 +7.8%
368 CR CRANE CO NEW Industrials 150.0 $33K 0.02% +14.0 +10.3% $223.05 -7.2%
369 AJG ARTHUR J GALLAGHER Financial Services 145.0 $33K 0.02% +18.0 +14.2% $229.57 +16.6%
370 WPC W.P. Carey Inc Real Estate 463.0 $33K 0.02% $71.50 -1.4%
371 SHM SPDR Nuveen ICE Short Term Muncpl Bd ETF 689.0 $33K 0.02% -72.0 -9.5% $47.97 -0.4%
372 CART MAPLEBEAR INC Consumer Cyclical 689.0 $33K 0.02% +83.0 +13.7% $47.35 +6.7%
373 APD AIR PDTS & CHEMICALS INC Basic Materials 110.0 $32K 0.02% $293.20 +5.1%
374 IAGG ISHS INTL AGGREG BD ETF 617.0 $31K 0.02% -63.0 -9.3% $50.60 -1.7%
375 ACN ACCENTURE PLC IRELD CL A Technology 250.0 $31K 0.02% $124.44 +52.4%
376 JD JD.COM, INC. Consumer Cyclical 1,209.0 $31K 0.02% NEW $25.48 +12.8%
377 MRVL MARVELL TECHNOLOGY INC Technology 103.0 $31K 0.02% NEW $297.89 -27.3%
378 IJS ISHS S&P SMCP600 VAL ETF 224.0 $31K 0.02% $136.68 +0.6%
379 BOOT BOOT BARN HLDGS INC Consumer Cyclical 185.0 $30K 0.02% +17.0 +10.1% $164.28 -5.7%
380 SWKS SKYWORKS SOLUTIONS INC Technology 448.0 $30K 0.02% NEW $67.80 -3.0%
Page 19 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%