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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 28 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 Total SA 20.0 $2K 0.00% +1.0 +5.3% $77.75
542 KVUE KENVUE INC Consumer Defensive 73.0 $1K 0.00% $19.11 +0.3%
543 RWE AG 21.0 $1K 0.00% $64.95
544 Nuveen Green Bond R6 143.0 $1K 0.00% +14.0 +10.8% $9.15
545 SOLS SOLSTICE ADVANCED MATERIALS INC Basic Materials 14.0 $1K 0.00% $88.64 -28.3%
546 Airbus Group Se 22.0 $1K 0.00% $55.59
547 Tokyo Electron Ltd 5.0 $1K 0.00% $243.00
548 Danone SA 72.0 $1K 0.00% $16.33
549 ENS ENERSYS Industrials 5.0 $1K 0.00% $233.80 -20.7%
550 VSNT VERSANT MEDIA GROUP CL A INC Industrials 32.0 $1K 0.00% $36.00 +13.9%
551 URI United Rentals Inc Industrials 1.0 $1K 0.00% $1133.00 -9.1%
552 DOCU DOCUSIGN INC Technology 25.0 $1K 0.00% $44.44 +44.0%
553 Standard Chartered PLC UNSPONSRED ADS 20.0 $1K 0.00% $54.50
554 Engie American Depositary Receipts Sponsored 34.0 $1K 0.00% $31.53
555 Heico Corp 4.0 $1K 0.00% $258.00
556 UniCredit S.p.A. UNSPONSORD ADR 23.0 $1K 0.00% $44.70
557 Nestle SA ADR 10.0 $1K 0.00% $102.70
558 Munchener Ruckversicherungs-Gesellschaft AG ADR 90.0 $1K 0.00% $11.20
559 TDK Corp 45.0 $1K 0.00% $22.36
560 L'Oreal SA 11.0 $965.0 0.00% $87.73
Page 28 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%