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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 27 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ETN EATON CORP PLC Industrials 15.0 $5K 0.00% -132.0 -89.8% $358.40 +9.2%
522 BP BP PLC ADR Energy 100.0 $5K 0.00% $47.00 -5.6%
523 UHS UNIVERSAL HEALTH SERVICES CL B Healthcare 26.0 $5K 0.00% -30.0 -53.6% $179.00 -11.8%
524 PFF iShares Preferred&Income Securities ETF 147.0 $4K 0.00% $30.32 +3.0%
525 NPFI Nuveen Preferred and Income ETF 172.0 $4K 0.00% $25.77 +0.9%
526 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1.0 $4K 0.00% $4210.00 -96.2%
527 Impax International Sust Econ Inv 331.0 $4K 0.00% $12.42
528 ICPI iShares 0-1 Year TIPS Bond ETF 81.0 $4K 0.00% NEW $50.69 +0.5%
529 ITW ILLINOIS TOOL WORKS INC Industrials 15.0 $4K 0.00% NEW $260.27 -3.1%
530 WAT WATERS CORP Healthcare 12.0 $4K 0.00% NEW $297.83 +15.0%
531 CCM Community Impact Bond Retail 369.0 $4K 0.00% +3.0 +0.8% $9.59
532 FG F&G ANNUITIES & LIFE INC Financial Services 132.0 $3K 0.00% -21.0 -13.7% $25.32 +9.8%
533 XPLR INFRASTRUCTURE LP 270.0 $3K 0.00% $10.62
534 CION CION INVT CORP BDC Financial Services 399.0 $3K 0.00% $6.84 -4.2%
535 MSI MOTOROLA SOLUTIONS INC Technology 6.0 $3K 0.00% $434.17 -6.9%
536 VST VISTRA CORP Utilities 17.0 $3K 0.00% $150.47 +3.9%
537 HBAN HUNTINGTON BANCSHS INC Financial Services 160.0 $3K 0.00% NEW $15.65 +1.7%
538 COWG PACER US LRGE CAP CSH COWS ETF 57.0 $2K 0.00% NEW $33.74 +13.5%
539 PSX PHILLIPS 66 Energy 10.0 $2K 0.00% NEW $182.20 -2.5%
540 Safran SA 22.0 $2K 0.00% -5.0 -18.5% $82.05
Page 27 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%