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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 21 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CNX CNX RESOURCES CORP Energy 766.0 $26K 0.01% +373.0 +94.9% $33.93 +6.7%
402 RBC Emerging Markets Equity I 1,221.0 $26K 0.01% -207.0 -14.5% $21.09
403 RNG RINGCENTRAL, INC. Technology 654.0 $25K 0.01% -146.0 -18.2% $38.98 +78.0%
404 JBND JPMORGAN ACTIVE BOND ETF 476.0 $25K 0.01% -17.0 -3.5% $53.50 -1.5%
405 OSIS OSI SYSTEMS INC Technology 115.0 $25K 0.01% -56.0 -32.8% $218.69 -5.5%
406 MTX MINERALS TECHS INC Basic Materials 339.0 $25K 0.01% NEW $73.98 -2.6%
407 ABT ABBOTT LABORATORIES Healthcare 275.0 $25K 0.01% +80.0 +41.0% $90.74 +24.0%
408 LHX L3HARRIS TECH, INC. Industrials 85.0 $25K 0.01% $290.59 -9.6%
409 NMRK NEWMARK GROUP INC A Real Estate 1,593.0 $24K 0.01% +157.0 +10.9% $15.11 +4.8%
410 ROK Rockwell Automation Inc Industrials 48.0 $24K 0.01% $495.08 -13.0%
411 MPC MARATHON PETROLEUM CORP Energy 90.0 $23K 0.01% $255.67 +44.3%
412 MMS MAXIMUS INC Industrials 418.0 $22K 0.01% +34.0 +8.8% $53.76 +11.1%
413 SN SHARKNINJA INC Consumer Cyclical 146.0 $22K 0.01% +27.0 +22.7% $152.28 +25.6%
414 MCFT MASTERCRAFT BOAT HOLDINGS Consumer Cyclical 849.0 $22K 0.01% +83.0 +10.8% $25.82 -7.5%
415 TLN TALEN ENERGY CORP NEW Utilities 57.0 $22K 0.01% -14.0 -19.7% $384.30 -22.9%
416 HONEYWELL AEROSPACE INC 100.0 $22K 0.01% NEW $215.56
417 NXT NEXTPOWER INC A Technology 179.0 $21K 0.01% +172.0 +2457.1% $119.15 -28.3%
418 IDA IDACORP INC Utilities 140.0 $21K 0.01% +13.0 +10.2% $151.32 -10.3%
419 CARG CARGURUS INC Consumer Cyclical 617.0 $21K 0.01% -30.0 -4.6% $34.09 +7.2%
420 SPMB ST STR SPDR MTG BACK ETF 930.0 $21K 0.01% -86.0 -8.5% $22.31 -1.4%
Page 21 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%