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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 25 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CENCORA INC 30.0 $9K 0.01% -7.0 -18.9% $314.13
482 American Funds Bond Fund of Amer F2 832.0 $9K 0.01% +8.0 +1.0% $11.31
483 ED CONSOLIDATED EDISON INC Utilities 80.0 $9K 0.01% +50.0 +166.7% $113.17 -4.1%
484 NNN NNN REIT INC Real Estate 215.0 $9K 0.01% $42.03 +7.1%
485 American Funds Strategic Bond F-2 981.0 $9K 0.01% +10.0 +1.0% $9.19
486 RL POLO RALPH LAUREN CORP Consumer Cyclical 26.0 $9K 0.01% -2.0 -7.1% $344.00 +9.8%
487 SYY SYSCO CORPORATION Consumer Defensive 125.0 $9K 0.01% NEW $71.34 +6.9%
488 BUNGE GLOBAL SA 70.0 $9K 0.01% NEW $127.20
489 HPQ HP INC Technology 460.0 $9K 0.01% +90.0 +24.3% $19.21 +31.4%
490 GD GENERAL DYNAMICS CORP Industrials 25.0 $9K 0.01% +10.0 +66.7% $343.20 -0.1%
491 VTR VENTAS INC Real Estate 103.0 $8K 0.01% -41.0 -28.5% $81.78 +7.8%
492 IEF iShares 7-10 Year Treasury Bond ETF 85.0 $8K 0.01% -32.0 -27.4% $95.44 -1.6%
493 Q QNITY ELECTRONICS INC Technology 69.0 $8K 0.01% $115.38 +36.0%
494 Burnham Holdings Inc 300.0 $8K 0.01% $26.00
495 LXP Industrial Trust 168.0 $8K 0.01% $46.26
496 KR KROGER CO Consumer Defensive 105.0 $8K 0.01% -5.0 -4.5% $72.54 -7.3%
497 FNDX SCHWAB FUNDMNTL US LARGE COM ETF 268.0 $7K 0.01% NEW $27.85 +10.7%
498 CL COLGATEPALMOLIVE COMPANY Consumer Defensive 85.0 $7K 0.01% $85.24 +6.3%
499 BRX BRIXMOR PROPERTY GROUP REIT INC Real Estate 244.0 $7K 0.00% -16.0 -6.2% $28.80 +7.1%
500 FISV FISERV INC Technology 123.0 $7K 0.00% $55.80 +2.4%
Page 25 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%