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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 5 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NEE NEXTERA ENERGY INC Utilities 5,760.0 $506K 0.29% -239.0 -4.0% $87.77 -6.8%
82 BBIN JPM BETABLDR INTL EQ ETF 6,463.0 $505K 0.29% +244.0 +3.9% $78.07 +3.6%
83 FLCH FRANKLIN FTSE CHINA ETF 23,490.0 $480K 0.27% -245.0 -1.0% $20.41 +7.3%
84 PM PHILIP MORRIS INTERNATIONAL INC Consumer Defensive 2,547.0 $461K 0.26% +58.0 +2.3% $180.91 +6.1%
85 PH PARKER HANNIFIN CORP Industrials 461.0 $451K 0.26% -27.0 -5.5% $978.11 +1.7%
86 CTAS CINTAS CORP Industrials 2,625.0 $446K 0.25% -2K -47.1% $170.08 +20.0%
87 ASML ASML HOLDING NV Technology 223.0 $444K 0.25% +15.0 +7.2% $1989.43 -14.7%
88 USMV iShares MSCI USA Min Vol Factor ETF 4,566.0 $440K 0.25% $96.43 +5.5%
89 GLD SPDR GOLD TRUST GOLD ETF Financial Services 1,156.0 $426K 0.24% -27.0 -2.3% $368.37 +11.0%
90 IBM INTL BUSINESS MACHS CORP Technology 1,505.0 $423K 0.24% -168.0 -10.0% $281.21 -16.2%
91 VOT VNGRD MDCP GRW ETF 1,380.0 $423K 0.24% +322.0 +30.4% $306.30 -1.1%
92 KO COCA COLA COMPANY Consumer Defensive 5,175.0 $421K 0.24% +126.0 +2.5% $81.27 +10.3%
93 PG PROCTER & GAMBLE CO Consumer Defensive 2,844.0 $417K 0.24% +221.0 +8.4% $146.59 -1.9%
94 CAT CATERPILLAR INC Industrials 391.0 $416K 0.24% -46.0 -10.5% $1064.92 -24.9%
95 Vanguard Wellesley Income Admiral 6,538.0 $409K 0.23% $62.52
96 BK BNY MELLON CORP Financial Services 2,815.0 $407K 0.23% +2K +638.9% $144.61 -1.9%
97 V VISA INC CL A Financial Services 1,185.0 $407K 0.23% -114.0 -8.8% $343.09 +11.2%
98 MO ALTRIA GROUP INC Consumer Defensive 5,591.0 $402K 0.23% $71.95 -4.6%
99 SPAB ST STR AGGREGATE BD ETF 15,629.0 $399K 0.23% -11K -42.0% $25.52 -1.6%
100 VNQI VNGRD US R/EST IDX ETF 8,764.0 $393K 0.22% -148.0 -1.7% $44.85 +0.9%
Page 5 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%