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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 5 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PANW PALO ALTO NETWORKS INC Technology 3,035.0 $486K 0.30% +262.0 +9.4% $160.27 +62.6%
82 WMB WILLIAMS COS INC DEL Energy 6,681.0 $486K 0.30% -95.0 -1.4% $72.78 +7.8%
83 KLAC KLA CORP Technology 315.0 $464K 0.29% +11.0 +3.6% $1472.49 +28.2%
84 IVV ISHARES CORE S&P 500 ETF 709.0 $463K 0.29% +32.0 +4.7% $653.21 +14.7%
85 VXUS Vanguard Total International Stock ETF 5,925.0 $457K 0.29% -702.0 -10.6% $77.11 +9.5%
86 BBIN JPM BETABLDR INTL EQ ETF 6,219.0 $455K 0.28% -422.0 -6.3% $73.11 +6.8%
87 PH PARKER HANNIFIN CORP Industrials 488.0 $437K 0.27% -23.0 -4.5% $895.24 -3.2%
88 USMV iShares MSCI USA Min Vol Factor ETF 4,568.0 $424K 0.27% -402.0 -8.1% $92.72 +4.5%
89 XLI INDL SEL SECTOR SPDR ETF 2,606.0 $421K 0.26% NEW $161.73 +6.2%
90 EFAV iShares MSCI EAFE Min Vol Factor ETF 4,522.0 $413K 0.26% -326.0 -6.7% $91.36 +0.1%
91 PM PHILIP MORRIS INTERNATIONAL INC Consumer Defensive 2,489.0 $412K 0.26% +100.0 +4.2% $165.33 +14.3%
92 XLK TECH SEL SECT SPDR ETF 3,089.0 $411K 0.26% -3K -49.0% $132.90 +35.7%
93 IBM INTL BUSINESS MACHS CORP Technology 1,673.0 $406K 0.25% +244.0 +17.1% $242.42 +4.7%
94 Vanguard Wellesley Income Admiral 6,538.0 $400K 0.25% $61.24
95 NFLX NETFLIX INC Communication Services 4,154.0 $399K 0.25% +93.0 +2.3% $96.15 -7.9%
96 VNQI VNGRD US R/EST IDX ETF 8,912.0 $396K 0.25% $44.45 +2.6%
97 T AT&T INC Communication Services 13,580.0 $394K 0.25% +981.0 +7.8% $28.99 -12.9%
98 V VISA INC CL A Financial Services 1,299.0 $393K 0.25% -169.0 -11.5% $302.25 +8.8%
99 ENTERGY CORP NEW 3,493.0 $392K 0.25% -80.0 -2.2% $112.34
100 VRTX VERTEX PHARMS INC Healthcare 877.0 $392K 0.24% -75.0 -7.9% $446.55 -2.7%
Page 5 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%