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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 24 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 GVI ISHS INTRM GOV CRDT ETF 110.0 $12K 0.01% $106.09 -0.8%
462 RFI Cohen & Steers Tot Ret Realty Financial Services 1,000.0 $11K 0.01% $11.32 +1.0%
463 Nuveen Large Cap Responsible Eq A 420.0 $11K 0.01% -36.0 -7.9% $26.48
464 VTR VENTAS INC Real Estate 125.0 $11K 0.01% +22.0 +21.4% $88.80 +3.4%
465 Unilever PLC ADR 177.0 $11K 0.01% $60.12
466 RL POLO RALPH LAUREN CORP Consumer Cyclical 26.0 $10K 0.01% $401.42 -11.8%
467 AIZ ASSURANT INC Financial Services 38.0 $10K 0.01% +11.0 +40.7% $268.53 +6.4%
468 SJM SMUCKER JM COMPANY NEW Consumer Defensive 90.0 $10K 0.01% NEW $112.50 +17.6%
469 DCRE DOUBLELINE COM REAL EST DEBT ETF 194.0 $10K 0.01% -219.0 -53.0% $51.81 -0.3%
470 IVZ INVESCO LTD Financial Services 380.0 $10K 0.01% +320.0 +533.3% $26.39 +24.5%
471 NNN NNN REIT INC Real Estate 215.0 $10K 0.01% $46.53 -1.8%
472 XLF FINL SEL SECT SPDR ETF 185.0 $10K 0.01% -18.0 -8.9% $53.61 +8.4%
473 IWN iShares Russell 2000 Value ETF 44.0 $10K 0.01% -45.0 -50.6% $221.20 +0.9%
474 FOXA FOX CORP Communication Services 186.0 $10K 0.01% +1.0 +0.5% $52.16 +31.2%
475 ITW ILLINOIS TOOL WORKS INC Industrials 35.0 $9K 0.01% +20.0 +133.3% $270.46 +3.6%
476 LXP Industrial Trust 168.0 $9K 0.01% $53.88
477 TXN Texas Instruments Inc Technology 30.0 $9K 0.01% -95.0 -76.0% $298.07 -13.2%
478 GD GENERAL DYNAMICS CORP Industrials 25.0 $9K 0.01% $354.24 +7.1%
479 ED CONSOLIDATED EDISON INC Utilities 80.0 $9K 0.01% $110.64 -2.8%
480 MNST MONSTER BEV CORP NEW Consumer Defensive 91.0 $9K 0.01% -1.0 -1.1% $96.12 -51.2%
Page 24 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%