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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 28 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 Total SA 19.0 $2K 0.00% $91.00
542 Rolls-Royce Holdings PLC 105.0 $2K 0.00% $15.42
543 JBL JABIL INC Technology 6.0 $2K 0.00% $265.67 +37.1%
544 KHC The Kraft Heinz Co Consumer Defensive 66.0 $1K 0.00% $22.48 +5.8%
545 IVZ INVESCO LTD Financial Services 60.0 $1K 0.00% NEW $24.30 +11.3%
546 DBS Group Holdings Ltd 8.0 $1K 0.00% $179.25
547 RWE AG 21.0 $1K 0.00% $67.29
548 MAR MARRIOTT INTL INC NEW A Consumer Cyclical 4.0 $1K 0.00% NEW $327.00 +12.9%
549 KVUE KENVUE INC Consumer Defensive 73.0 $1K 0.00% +40.0 +121.2% $17.25 +1.6%
550 AIA Group Ltd 27.0 $1K 0.00% $44.52
551 UTHR UNITED THERAPEUTICS CORP Healthcare 2.0 $1K 0.00% NEW $593.00 -4.1%
552 DOCU DOCUSIGN INC Technology 25.0 $1K 0.00% -91.0 -78.5% $47.40 +4.5%
553 VSNT VERSANT MEDIA GROUP CL A INC Industrials 32.0 $1K 0.00% NEW $37.00 +15.3%
554 Nuveen Green Bond R6 129.0 $1K 0.00% +1.0 +0.8% $9.12
555 Danone SA 72.0 $1K 0.00% $16.01
556 Fujitsu Ltd 55.0 $1K 0.00% $20.58
557 Munchener Ruckversicherungs-Gesellschaft AG ADR 90.0 $1K 0.00% $12.57
558 Engie American Depositary Receipts Sponsored 34.0 $1K 0.00% $32.82
559 SOLS SOLSTICE ADVANCED MATERIALS INC Basic Materials 14.0 $1K 0.00% $76.14 +7.4%
560 Airbus Group Se 22.0 $1K 0.00% $47.27
Page 28 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%