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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 22 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ELV ELEVANCE HEALTH INC Healthcare 53.0 $20K 0.01% +4.0 +8.2% $386.72 +2.0%
422 FSS FEDERAL SIGNAL CORP Industrials 158.0 $20K 0.01% +150.0 +1875.0% $128.49 -8.1%
423 MGY MAGNOLIA OIL & GAS A Energy 779.0 $20K 0.01% +268.0 +52.5% $25.58 +2.6%
424 PODD INSULET CORP Healthcare 127.0 $19K 0.01% NEW $152.25 -4.7%
425 EPRT ESSENTIAL PROPERTIES REALTY TRUS Real Estate 638.0 $19K 0.01% +61.0 +10.6% $29.85 +1.7%
426 DE DEERE & CO Industrials 30.0 $19K 0.01% $634.33 -0.6%
427 HPQ HP INC Technology 860.0 $19K 0.01% +400.0 +87.0% $21.94 +39.1%
428 FEDERATED HERMES INC 334.0 $18K 0.01% +32.0 +10.6% $55.22
429 CAG CONAGRA BRANDS INC Consumer Defensive 1,360.0 $18K 0.01% -520.0 -27.7% $13.46 +19.5%
430 SNDK SANDISK CORP Technology 8.0 $18K 0.01% NEW $2273.75 -34.7%
431 CHRD CHORD ENERGY CORP NEW Energy 159.0 $18K 0.01% NEW $114.30 +27.7%
432 ORLY O REILLY AUTOMOTIVE INC Consumer Cyclical 195.0 $18K 0.01% -2K -91.5% $92.09 -3.9%
433 BALL BALL CORP Consumer Cyclical 287.0 $18K 0.01% +28.0 +10.8% $62.40 +2.2%
434 PHM PULTEGROUP INC Consumer Cyclical 130.0 $18K 0.01% $137.21 -6.3%
435 GPC GENUINE PARTS CO Consumer Cyclical 150.0 $18K 0.01% $117.99 +16.5%
436 RSP Invesco S&P 500 Equal Weight ETF 83.0 $18K 0.01% $212.77 +3.7%
437 IWO ISHARES RUSSELL 2000 GROWTH ETF 44.0 $17K 0.01% $393.95 -3.8%
438 CENCORA INC 60.0 $17K 0.01% +30.0 +100.0% $283.00
439 COP CONOCOPHILLIPS Energy 161.0 $17K 0.01% -3.0 -1.8% $103.96 +25.4%
440 MYRG MYR GROUP INC DE Industrials 33.0 $17K 0.01% NEW $500.30 -41.2%
Page 22 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%