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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 7 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SPTI SPDR Portfolio Intmdt Term Trs ETF 10,863.0 $308K 0.17% -157.0 -1.4% $28.39 -1.2%
122 WMB WILLIAMS COS INC DEL Energy 4,127.0 $307K 0.17% -3K -38.2% $74.34 -0.8%
123 NVT NVENT ELECTRIC PLC Industrials 1,762.0 $299K 0.17% +19.0 +1.1% $169.61 -12.5%
124 ABBV ABBVIE INC Healthcare 1,179.0 $297K 0.17% -305.0 -20.6% $251.64 +1.5%
125 USB U S BANCORP DE NEW Financial Services 4,826.0 $291K 0.17% -100.0 -2.0% $60.40 +3.4%
126 UNH UNITEDHEALTH GROUP INC Healthcare 698.0 $290K 0.17% -246.0 -26.1% $415.64 -5.5%
127 T AT&T INC Communication Services 14,006.0 $290K 0.16% +426.0 +3.1% $20.70 +25.6%
128 ADI ANALOG DEVICES INC Technology 717.0 $285K 0.16% +230.0 +47.2% $397.17 -8.9%
129 AEP AMER ELEC PWR CO INC Utilities 2,078.0 $284K 0.16% -69.0 -3.2% $136.81 -10.6%
130 EWC iShares MSCI Canada ETF 4,879.0 $281K 0.16% +2K +82.5% $57.64 +7.1%
131 GOVT ISHARES US TREASURY BOND 12,306.0 $280K 0.16% +4K +52.9% $22.78 -1.4%
132 NFLX NETFLIX INC Communication Services 3,894.0 $278K 0.16% -260.0 -6.3% $71.40 +14.5%
133 F FORD MOTOR CO Consumer Cyclical 19,685.0 $274K 0.15% -720.0 -3.5% $13.90 -0.2%
134 FITB FIFTH THIRD BANCORP Financial Services 4,850.0 $273K 0.15% +564.0 +13.2% $56.37 -3.2%
135 EMHC SPDR Bloomberg EM USD Bd ETF 10,684.0 $272K 0.15% +191.0 +1.8% $25.44 -2.0%
136 TSM TAIWAN SEMICON MFG CO Technology 564.0 $269K 0.15% +61.0 +12.1% $477.57 -12.6%
137 USIG ISHS USD INVT GRD BD ETF 5,237.0 $269K 0.15% +2K +55.0% $51.29 -1.9%
138 CFG CITIZENS FINANCIAL GROUP INC Financial Services 3,818.0 $268K 0.15% -220.0 -5.5% $70.07 -0.5%
139 CINF CINCINNATI FINL CORP Financial Services 1,415.0 $262K 0.15% $185.14 -7.1%
140 NOC NORTHROP GRUMMAN CORP Industrials 502.0 $256K 0.14% -407.0 -44.8% $509.31 +7.1%
Page 7 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%