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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 20 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CMCSA COMCAST CORP A NEW Communication Services 980.0 $28K 0.02% -36.0 -3.5% $28.71 -12.4%
382 QLYS QUALYS INC Technology 316.0 $28K 0.02% -29.0 -8.4% $87.85 +16.5%
383 AJG ARTHUR J GALLAGHER Financial Services 127.0 $28K 0.02% +77.0 +154.0% $216.57 -5.8%
384 CCM Community Impact Bond Institutional 2,847.0 $27K 0.02% +25.0 +0.9% $9.59
385 IJS ISHS S&P SMCP600 VAL ETF 224.0 $27K 0.02% $118.45 +10.6%
386 Impax International Sust Econ Instl 2,191.0 $27K 0.02% -46.0 -2.1% $12.11
387 JBND JPMORGAN ACTIVE BOND ETF 493.0 $27K 0.02% -5.0 -1.0% $53.77 -0.9%
388 Hartford Schroders International Stk I 1,220.0 $25K 0.02% -17.0 -1.4% $20.87
389 PLXS PLEXUS CORP Technology 122.0 $25K 0.01% NEW $202.54 +34.7%
390 FNB F N B Corp Financial Services 1,473.0 $25K 0.01% $16.72 +5.4%
391 MMS MAXIMUS INC Industrials 384.0 $25K 0.01% -67.0 -14.9% $64.10 -5.0%
392 BOOT BOOT BARN HLDGS INC Consumer Cyclical 168.0 $25K 0.01% +74.0 +78.7% $146.36 +12.1%
393 LCII LCI INDS Consumer Cyclical 199.0 $24K 0.01% +42.0 +26.8% $122.98 -9.1%
394 COWZ PACER US CASH COWS 100 ETF 390.0 $24K 0.01% NEW $62.56 +2.5%
395 XMMO INVESCO S AND P MIDCAP MOMNTM ETF 168.0 $24K 0.01% NEW $145.01 +16.8%
396 RBC Emerging Markets Equity I 1,428.0 $24K 0.01% -75.0 -5.0% $17.05
397 TXN TEXAS INSTRUMENTS INC Technology 125.0 $24K 0.01% $194.38 +67.1%
398 ESS ESSEX PROPERTY TRUST INC Real Estate 100.0 $24K 0.01% $242.00 +14.6%
399 CR CRANE CO NEW Industrials 136.0 $23K 0.01% +6.0 +4.6% $171.00 +6.3%
400 SPMB ST STR SPDR MTG BACK ETF 1,016.0 $23K 0.01% -69.0 -6.4% $22.39 -0.7%
Page 20 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%