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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 27 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 SHW SHERWIN WILLIAMS CO Basic Materials 10.0 $3K 0.00% -10.0 -50.0% $344.30 +0.2%
522 FG F&G ANNUITIES & LIFE INC Financial Services 127.0 $3K 0.00% -5.0 -3.8% $26.60 -9.8%
523 NUE NUCOR CORP Basic Materials 15.0 $3K 0.00% NEW $222.73 +12.5%
524 AZO AUTOZONE INC Consumer Cyclical 1.0 $3K 0.00% -1.0 -50.0% $3196.00 -7.3%
525 HBAN HUNTINGTON BANCSHS INC Financial Services 160.0 $3K 0.00% $17.73 -4.6%
526 CI CIGNA CORP Healthcare 10.0 $3K 0.00% -15.0 -60.0% $275.70 +1.2%
527 XLK TECH SEL SECT SPDR ETF 14.0 $3K 0.00% -3K -99.5% $190.50 -2.5%
528 HRB H&R BLOCK INC Consumer Cyclical 70.0 $3K 0.00% NEW $38.09 +37.8%
529 AVUV AVANTIS US SMALL CAP VALUE ETF 21.0 $3K 0.00% +14.0 +200.0% $124.71 +0.7%
530 CION CION INVT CORP BDC Financial Services 399.0 $2K 0.00% $6.23 +18.4%
531 IMCV ISHARES MORNINGSTAR MID CAP ETF 27.0 $2K 0.00% +18.0 +200.0% $91.33 +6.9%
532 JSMD JANUS HNDRSN SML MID CP GRO ALPH ETF 24.0 $2K 0.00% +14.0 +140.0% $101.25 -7.9%
533 BEN FRANKLIN RESOURCES INC Financial Services 70.0 $2K 0.00% NEW $33.27 +4.1%
534 JBL JABIL INC Technology 6.0 $2K 0.00% $385.50 -21.8%
535 XPLR INFRASTRUCTURE LP 190.0 $2K 0.00% -80.0 -29.6% $11.81
536 Safran SA 22.0 $2K 0.00% $98.27
537 MSI MOTOROLA SOLUTIONS INC Technology 5.0 $2K 0.00% -1.0 -16.7% $415.20 +17.1%
538 Rolls-Royce Holdings PLC 105.0 $2K 0.00% $19.25
539 DBS Group Holdings Ltd 8.0 $2K 0.00% $202.88
540 KHC The Kraft Heinz Co Consumer Defensive 66.0 $2K 0.00% $23.62 +8.8%
Page 27 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%