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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 29 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 JFLX JPMORGAN FLEXIBLE DEBT ETF 19.0 $958.0 0.00% $50.42 -1.1%
562 RCL Royal Caribbean Group Consumer Cyclical 3.0 $953.0 0.00% $317.67 -12.0%
563 ABB Ltd 8.0 $870.0 $108.75
564 TRP TC Energy Corpcom Energy 12.0 $795.0 $66.25 -6.6%
565 Ryanair Holdings PLC 12.0 $777.0 $64.75
566 Industria De Diseno Textil SA 48.0 $757.0 $15.77
567 Ingersoll Rand Inc 9.0 $738.0 $82.00
568 AIA Group Ltd 20.0 $732.0 -7.0 -25.9% $36.60
569 AME AMETEK Inc Industrials 3.0 $726.0 $242.00 -2.4%
570 DSV AS 6.0 $713.0 $118.83
571 MICC The Magnum Ice Cream Co NV Consumer Defensive 40.0 $696.0 $17.40 +16.0%
572 Shin-Etsu Chemical Co Ltd 32.0 $693.0 $21.66
573 KD KYNDRYL HOLDINGS INC Technology 61.0 $690.0 $11.31 +16.7%
574 ITOCHU Corp 60.0 $684.0 $11.40
575 MRSH Marsh & Mclennan Companies Inc Financial Services 4.0 $667.0 -342.0 -98.8% $166.75 +15.5%
576 AON Aon PLC Financial Services 2.0 $663.0 $331.50 +7.2%
577 HLT Hilton Worldwide Holdings Inc Consumer Cyclical 2.0 $661.0 $330.50 -2.6%
578 Disco Corp 12.0 $628.0 +8.0 +200.0% $52.33
579 London Stock Exchange Group PLC 23.0 $622.0 $27.04
580 Mitsubishi Corp. ADS 23.0 $617.0 NEW $26.83
Page 29 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%