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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 29 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 Nestle SA ADR 10.0 $991.0 0.00% $99.10
562 MEDP MEDPACE HOLDINGS INC Healthcare 2.0 $960.0 0.00% NEW $480.00 -9.8%
563 JFLX JPMORGAN FLEXIBLE DEBT ETF 19.0 $944.0 0.00% $49.68 +0.5%
564 JLL JONES LANG LASALLE INC Real Estate 3.0 $913.0 0.00% NEW $304.33 -4.2%
565 L'Oreal SA 11.0 $901.0 0.00% $81.91
566 ENS ENERSYS Industrials 5.0 $869.0 0.00% NEW $173.80 +33.6%
567 FSS FEDERAL SIGNAL CORP Industrials 8.0 $865.0 0.00% NEW $108.12 +4.1%
568 NXT NEXTPOWER INC A Technology 7.0 $844.0 0.00% $120.57 +8.2%
569 Heico Corp 4.0 $844.0 0.00% $211.00
570 Standard Chartered PLC UNSPONSRED ADS 20.0 $840.0 0.00% $42.00
571 DB Deutsche Bank AG Financial Services 28.0 $834.0 0.00% $29.79 +8.9%
572 UniCredit S.p.A. UNSPONSORD ADR 23.0 $829.0 0.00% $36.04
573 RCL Royal Caribbean Group Consumer Cyclical 3.0 $826.0 0.00% -1.0 -25.0% $275.33 -7.0%
574 KD KYNDRYL HOLDINGS INC Technology 61.0 $800.0 0.00% $13.11 -6.3%
575 JSMD JANUS HNDRSN SML MID CP GRO ALPH ETF 10.0 $794.0 NEW $79.40 +17.4%
576 AVUV AVANTIS US SMALL CAP VALUE ETF 7.0 $773.0 NEW $110.43 +8.7%
577 ITOCHU Corp 60.0 $765.0 +54.0 +900.0% $12.75
578 IMCV ISHARES MORNINGSTAR MID CAP ETF 9.0 $763.0 NEW $84.78 +5.7%
579 TRP TC Energy Corpcom Energy 12.0 $751.0 -5.0 -29.4% $62.58 +13.3%
580 URI United Rentals Inc Industrials 1.0 $729.0 $729.00 +28.8%
Page 29 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%