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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 31 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 Epiroc AB SPONS ADS CL A 22.0 $542.0 -8.0 -26.7% $24.64
602 Hong Kong Exchanges and Clearing Ltd 9.0 $456.0 $50.67
603 Hitachi Ltd 14.0 $408.0 $29.14
604 B Barrick Mining Corp Basic Materials 9.0 $367.0 $40.78 -0.2%
605 Chugai Pharmaceutical Co Ltd 13.0 $358.0 NEW $27.54
606 NLOP Net Lease Office Properties Real Estate 30.0 $346.0 $11.53 +2.8%
607 Keyence Corp 1.0 $346.0 $346.00
608 Nintendo Co Ltd 21.0 $300.0 $14.29
609 RBLX Roblox Corp Technology 3.0 $170.0 $56.67 -14.9%
610 Disco Corp 4.0 $163.0 NEW $40.75
611 VLTO Veralto Corp Industrials 1.0 $88.0 $88.00 -1.4%
612 OGN ORGANON & CO Healthcare 3.0 $18.0 $6.00 +123.8%
613 INVESCO VAN KAMPEN OHIO 66,255.0 $7.0 $0.00
Page 31 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%