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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 24 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 FHN FIRST HORIZON CORP Financial Services 545.0 $12K 0.01% $22.76 +6.8%
462 NEM NEWMONT CORP Basic Materials 111.0 $12K 0.01% +22.0 +24.7% $108.25 +2.1%
463 Schwab Prime Advantage Money Investor 11,890.0 $12K 0.01% NEW $1.00
464 GVI ISHS INTRM GOV CRDT ETF 110.0 $12K 0.01% $106.68 -0.6%
465 CW CURTISS WRIGHT CORP DE Industrials 17.0 $12K 0.01% -5.0 -22.7% $681.06 +10.2%
466 CVS CVS HEALTH CORP Healthcare 160.0 $12K 0.01% +5.0 +3.2% $71.92 +27.4%
467 APOS APOLLO GLOBAL MANAGEMENT Financial Services 103.0 $11K 0.01% +8.0 +8.4% $111.43 -76.5%
468 JIRE JPMORGAN INTERN RESRCH ENH EQT ETF 150.0 $11K 0.01% -71.0 -32.1% $75.74 +7.3%
469 Impax Small Cap Institutional 615.0 $11K 0.01% $18.34
470 RFI Cohen & Steers Tot Ret Realty Financial Services 1,000.0 $11K 0.01% $11.14 +1.3%
471 American Funds Global Insight F-2 395.0 $11K 0.01% $27.35
472 FOXA FOX CORP Communication Services 185.0 $11K 0.01% -8.0 -4.2% $58.39 +10.4%
473 GM GENERAL MOTORS CO Consumer Cyclical 145.0 $11K 0.01% +90.0 +163.6% $74.50 +6.3%
474 Nuveen Large Cap Responsible Eq A 456.0 $10K 0.01% -13.0 -2.8% $22.51
475 SEIC SEI INVESTMENTS CO Financial Services 130.0 $10K 0.01% +20.0 +18.2% $78.47 +15.4%
476 Unilever PLC ADR 177.0 $10K 0.01% $56.97
477 XLF FINL SEL SECT SPDR ETF 203.0 $10K 0.01% NEW $49.37 +5.1%
478 SLM SLM CORP Financial Services 461.0 $10K 0.01% $21.41 +2.4%
479 American Funds Multi-Sector Income F-2 1,038.0 $10K 0.01% +16.0 +1.6% $9.30
480 APP APPLOVIN CORP A Technology 24.0 $10K 0.01% NEW $398.00 +33.0%
Page 24 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%