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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 26 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 PGX Invesco Preferred ETF 500.0 $5K 0.00% $10.84 -2.2%
502 JMTG JPMorgan Mortgage-Backed Securities ETF 106.0 $5K 0.00% $50.68 -1.3%
503 IJR ISHS CORE S&P SMCP ETF 36.0 $5K 0.00% -384.0 -91.4% $148.33 -1.9%
504 CACI CACI INTERNATIONAL CL A INC Technology 11.0 $5K 0.00% -22.0 -66.7% $463.27 +35.6%
505 CHRW CH ROBINSON WORLDWID NEW Industrials 27.0 $5K 0.00% NEW $188.33 -20.1%
506 ECL ECOLAB INC Basic Materials 18.0 $5K 0.00% -4.0 -18.2% $278.61 +2.9%
507 Impax International Sust Econ Inv 359.0 $5K 0.00% +28.0 +8.5% $13.65
508 WU WESTERN UNION CO Financial Services 630.0 $5K 0.00% $7.70 -6.0%
509 WAT WATERS CORP Healthcare 12.0 $4K 0.00% $375.00 +10.6%
510 NPFI Nuveen Preferred and Income ETF 172.0 $4K 0.00% $26.15 -0.8%
511 PFF iShares Preferred&Income Securities ETF 147.0 $4K 0.00% $30.49 +0.2%
512 KR KROGER CO Consumer Defensive 80.0 $4K 0.00% -25.0 -23.8% $55.54 +3.9%
513 SPACE EXPLORATION TECH CL A CORP 26.0 $4K 0.00% NEW $170.85
514 Q QNITY ELECTRONICS INC Technology 27.0 $4K 0.00% -42.0 -60.9% $163.30 -26.4%
515 APH Amphenol Corp Technology 24.0 $4K 0.00% -21.0 -46.7% $176.29 -10.5%
516 ICPI iShares 0-1 Year TIPS Bond ETF 81.0 $4K 0.00% $50.54 -0.8%
517 CCM Community Impact Bond Retail 426.0 $4K 0.00% +57.0 +15.4% $9.55
518 QCOM QUALCOMM INC Technology 20.0 $4K 0.00% -258.0 -92.8% $184.80 -11.2%
519 BP BP PLC ADR Energy 100.0 $4K 0.00% $36.95 +14.1%
520 VST VISTRA CORP Utilities 22.0 $3K 0.00% +5.0 +29.4% $158.64 -13.6%
Page 26 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%