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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 23 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CELH CELSIUS HOLDINGS INC NEW Consumer Defensive 552.0 $16K 0.01% +81.0 +17.2% $29.28 +12.6%
442 AMT AMERICAN TOWER CORPORATION Real Estate 95.0 $16K 0.01% +60.0 +171.4% $163.57 +7.7%
443 Invesco Floating Rate ESG Y 2,475.0 $16K 0.01% $6.27
444 CVS CVS HEALTH CORP Healthcare 140.0 $14K 0.01% -20.0 -12.5% $103.46 -10.0%
445 GM GENERAL MOTORS CO Consumer Cyclical 185.0 $14K 0.01% +40.0 +27.6% $77.08 +11.9%
446 HE Hawaiian Electric Industries Inc Utilities 1,050.0 $14K 0.01% $13.53 -15.7%
447 FHN FIRST HORIZON CORP Financial Services 545.0 $14K 0.01% $25.64 -3.9%
448 VTIP Vanguard Short-Term Infl-Prot Secs ETF 276.0 $14K 0.01% $50.23 -1.2%
449 IEI iShares 3-7 Year Treasury Bond ETF 118.0 $14K 0.01% $117.45 -1.1%
450 SYY SYSCO CORPORATION Consumer Defensive 165.0 $14K 0.01% +40.0 +32.0% $83.58 -2.0%
451 BDX BECTON DICKINSON & CO Healthcare 91.0 $14K 0.01% $151.33 +25.2%
452 Impax Small Cap Institutional 590.0 $14K 0.01% -25.0 -4.1% $23.04
453 ENB Enbridge Inc Com Energy 246.0 $13K 0.01% $54.21 -7.4%
454 IGSB iShares 1-5 Year invmt Grd Corp Bd ETF 249.0 $13K 0.01% $52.41 -0.6%
455 SPGI S&P GLOBAL INC Financial Services 31.0 $13K 0.01% $407.26 +8.7%
456 INTU INTUIT INC Technology 47.0 $12K 0.01% -2.0 -4.1% $261.00 +37.2%
457 CW CURTISS WRIGHT CORP DE Industrials 16.0 $12K 0.01% -1.0 -5.9% $757.75 -21.3%
458 JIRE JPMORGAN INTERN RESRCH ENH EQT ETF 145.0 $12K 0.01% -5.0 -3.3% $82.48 +3.0%
459 SLM SLM CORP Financial Services 461.0 $12K 0.01% $25.94 +1.8%
460 ATO ATMOS ENERGY CORP Utilities 69.0 $12K 0.01% -2.0 -2.8% $172.28 -3.3%
Page 23 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%