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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 23 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 American Funds Growth Fund of Amer F2 209.0 $15K 0.01% $73.56
442 NFG NATIONAL FUEL GAS CO Energy 163.0 $15K 0.01% -262.0 -61.6% $93.96 -14.9%
443 BALL BALL CORP Consumer Cyclical 259.0 $15K 0.01% NEW $59.11 -4.3%
444 PHM PULTEGROUP INC Consumer Cyclical 130.0 $15K 0.01% $117.61 -0.8%
445 CNX CNX RESOURCES CORP Energy 393.0 $15K 0.01% +77.0 +24.4% $38.55 -9.4%
446 ARCC ARES CAPITAL CORP BDC Financial Services 835.0 $15K 0.01% $18.02 +4.2%
447 PGR PROGRESSIVE CORP OH Financial Services 75.0 $15K 0.01% -244.0 -76.5% $198.24 -0.3%
448 EPP ISHS PAC EX JPN ETF 279.0 $15K 0.01% NEW $53.14 +3.5%
449 ELV ELEVANCE HEALTH INC Healthcare 49.0 $14K 0.01% -10.0 -16.9% $293.43 +31.6%
450 CAH CARDINAL HEALTH INC Healthcare 68.0 $14K 0.01% +6.0 +9.7% $211.32 -4.8%
451 SCHG SCHWAB US LARGE CAP GROWTH ETF 492.0 $14K 0.01% NEW $29.13 +18.3%
452 BDX BECTON DICKINSON & CO Healthcare 91.0 $14K 0.01% $157.23 -5.7%
453 IEI iShares 3-7 Year Treasury Bond ETF 118.0 $14K 0.01% -82.0 -41.0% $118.60 -1.1%
454 VTIP Vanguard Short-Term Infl-Prot Secs ETF 277.0 $14K 0.01% +126.0 +83.4% $49.95 +0.7%
455 IWO iShares Russell 2000 Growth ETF 44.0 $14K 0.01% -8.0 -15.4% $313.82 +20.6%
456 ENB Enbridge Inc Com Energy 246.0 $13K 0.01% $54.14 +4.9%
457 SPGI S&P GLOBAL INC Financial Services 31.0 $13K 0.01% $425.35 -3.1%
458 ATO ATMOS ENERGY CORP Utilities 71.0 $13K 0.01% +6.0 +9.2% $184.73 -3.4%
459 IGSB iShares 1-5 Year invmt Grd Corp Bd ETF 249.0 $13K 0.01% -4.0 -1.6% $52.56 -0.3%
460 SN SHARKNINJA INC Consumer Cyclical 119.0 $13K 0.01% +9.0 +8.2% $105.89 +9.9%
Page 23 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%