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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 22 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BSX BOSTON SCIENTIFIC CORP Healthcare 296.0 $19K 0.01% +155.0 +109.9% $62.75 -8.2%
422 NRG NRG ENERGY INC NEW Utilities 125.0 $18K 0.01% NEW $146.16 -4.5%
423 IDA IDACORP INC Utilities 127.0 $18K 0.01% -11.0 -8.0% $142.98 -0.5%
424 American Funds SMALLCAP World F2 242.0 $18K 0.01% $74.86
425 CACI CACI INTERNATIONAL CL A INC Technology 33.0 $18K 0.01% -3.0 -8.3% $543.88 -8.7%
426 EPRT ESSENTIAL PROPERTIES REALTY TRUS Real Estate 577.0 $18K 0.01% -7.0 -1.2% $30.36 +3.1%
427 EWU ISHARES MSCI UNITED KINGDOME ETF 383.0 $17K 0.01% NEW $45.56 +3.8%
428 ROK Rockwell Automation Inc Industrials 48.0 $17K 0.01% $358.88 +26.8%
429 FEDERATED HERMES INC 302.0 $17K 0.01% -98.0 -24.5% $56.71
430 DE DEERE & CO Industrials 30.0 $17K 0.01% $563.33 -6.5%
431 IWN iShares Russell 2000 Value ETF 89.0 $17K 0.01% -18.0 -16.8% $189.60 +12.8%
432 CELH CELSIUS HOLDINGS INC NEW Consumer Defensive 471.0 $17K 0.01% +314.0 +200.0% $35.48 -15.3%
433 DTM DT MIDSTREAM INC Energy 124.0 $17K 0.01% -120.0 -49.2% $134.66 +11.9%
434 MGY MAGNOLIA OIL & GAS A Energy 511.0 $16K 0.01% NEW $31.57 -10.1%
435 RSP Invesco S&P 500 Equal Weight ETF 83.0 $16K 0.01% $191.92 +8.1%
436 EXEL EXELIXIS INC Healthcare 371.0 $16K 0.01% -412.0 -52.6% $42.89 +16.3%
437 GPC GENUINE PARTS CO Consumer Cyclical 150.0 $16K 0.01% NEW $105.76 -8.5%
438 MCFT MASTERCRAFT BOAT HOLDINGS Consumer Cyclical 766.0 $16K 0.01% NEW $20.51 +17.1%
439 Invesco Floating Rate ESG Y 2,482.0 $16K 0.01% +49.0 +2.0% $6.31
440 HE Hawaiian Electric Industries Inc Utilities 1,050.0 $16K 0.01% $14.84 -7.6%
Page 22 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%