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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 20 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 YETI YETI HOLDINGS INC Consumer Cyclical 605.0 $30K 0.02% +54.0 +9.8% $49.56 -16.1%
382 PACS PACS GROUP INC Financial Services 701.0 $30K 0.02% NEW $42.64 +0.3%
383 WBD WARNER BROS. DISCOVERY SRS A Communication Services 1,085.0 $29K 0.02% -327.0 -23.2% $26.66 +7.9%
384 FIVN FIVE9 INC Technology 1,339.0 $29K 0.02% -824.0 -38.1% $21.32 +59.7%
385 XMMO INVESCO S AND P MIDCAP MOMNTM ETF 167.0 $28K 0.02% -1.0 -0.6% $170.14 -10.0%
386 NTCT NETSCOUT SYSTEM INC Technology 652.0 $28K 0.02% NEW $43.55 -10.3%
387 Nuveen Short Duration Impact Bd R6 2,926.0 $28K 0.02% NEW $9.68
388 LAZ LAZARD INC Financial Services 675.0 $28K 0.02% -95.0 -12.3% $41.94 +4.1%
389 FNB F N B Corp Financial Services 1,473.0 $28K 0.02% $19.08 -3.5%
390 CMCSA COMCAST CORP A NEW Communication Services 1,140.0 $28K 0.02% +160.0 +16.3% $24.55 +10.2%
391 LGND LIGAND PHARMS INC NEW Healthcare 88.0 $28K 0.02% -150.0 -63.0% $316.08 -11.3%
392 Hartford Schroders International Stk I 1,164.0 $27K 0.01% -56.0 -4.6% $23.42
393 Impax International Sust Econ Instl 2,047.0 $27K 0.01% -144.0 -6.6% $13.31
394 CCM Community Impact Bond Institutional 2,824.0 $27K 0.01% -23.0 -0.8% $9.55
395 SPYG ST STR S&P 500 GRWTH ETF 224.0 $27K 0.01% NEW $119.00 +1.9%
396 FNDX SCHWAB FUNDMNTL US LARGE COM ETF 857.0 $27K 0.01% +589.0 +219.8% $31.10 +4.5%
397 EMR EMERSON ELECTRIC CO Industrials 185.0 $26K 0.01% -60.0 -24.5% $143.15 +8.4%
398 SYBT STOCK YARDS BANCORP INC Financial Services 344.0 $26K 0.01% +33.0 +10.6% $76.47 +4.4%
399 TGT TARGET CORP Consumer Defensive 201.0 $26K 0.01% NEW $130.61 +24.9%
400 WHR WHIRLPOOL CORP Consumer Cyclical 660.0 $26K 0.01% -20.0 -2.9% $39.42 +4.4%
Page 20 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%