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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 25 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 SEIC SEI INVESTMENTS CO Financial Services 94.0 $8K 0.01% -36.0 -27.7% $87.71 +27.3%
482 IEF iShares 7-10 Year Treasury Bond ETF 85.0 $8K 0.01% $94.56 -1.8%
483 CL COLGATEPALMOLIVE COMPANY Consumer Defensive 85.0 $8K 0.00% $91.68 -1.0%
484 LNC LINCOLN NATL CORP IN Financial Services 211.0 $7K 0.00% NEW $35.35 +22.5%
485 IXUS ISHARES CORE MSCI TOTL INTL STCK ETF 78.0 $7K 0.00% NEW $95.44 +2.4%
486 Burnham Holdings Inc 300.0 $7K 0.00% $23.80
487 NEM NEWMONT CORP Basic Materials 73.0 $7K 0.00% -38.0 -34.2% $93.40 +37.0%
488 PSX PHILLIPS 66 Energy 40.0 $7K 0.00% +30.0 +300.0% $169.07 +44.3%
489 BROOKFIELD ASSET MNGMT CL A 150.0 $7K 0.00% $44.85
490 BAB Invesco Taxable Municipal Bond ETF 241.0 $6K 0.00% $26.84 -1.9%
491 ETN EATON CORP PLC Industrials 15.0 $6K 0.00% $426.13 -5.5%
492 DUPONT DE NEMOURS INC 46.0 $6K 0.00% NEW $135.65
493 BKNG BOOKING HOLDINGS INC Consumer Cyclical 35.0 $6K 0.00% +34.0 +3400.0% $178.23 +15.4%
494 SPHY STATE SRT SPDR PRTFL HGH YLD BND ETF 264.0 $6K 0.00% -9.0 -3.3% $23.44 -0.5%
495 COWG PACER US LRGE CAP CSH COWS ETF 152.0 $6K 0.00% +95.0 +166.7% $40.14 -0.3%
496 FISV FISERV INC Technology 123.0 $6K 0.00% $49.05 +8.4%
497 VKQ Invesco Municipal Trust Financial Services 595.0 $6K 0.00% $10.04 -2.6%
498 HIG HARTFORD INS GROUP INC Financial Services 45.0 $6K 0.00% $132.51 +4.6%
499 JLL JONES LANG LASALLE INC Real Estate 19.0 $6K 0.00% +16.0 +533.3% $310.00 +21.9%
500 STZ CONSTELLATION BRANDS A Consumer Defensive 40.0 $6K 0.00% $139.10 -6.0%
Page 25 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%