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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 8 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 JNJ JOHNSON & JOHNSON Healthcare 1,003.0 $255K 0.14% +119.0 +13.5% $253.97 +5.5%
142 SPLB SPDR Portfolio Long Term Corp Bd ETF 11,318.0 $254K 0.14% -597.0 -5.0% $22.40 -3.9%
143 VZ VERIZON COMMUNICATIONS, INC. Communication Services 5,917.0 $251K 0.14% -663.0 -10.1% $42.34 +18.3%
144 D DOMINION ENERGY INC Utilities 3,640.0 $249K 0.14% $68.29 -4.1%
145 GILD GILEAD SCIENCES INC Healthcare 1,934.0 $244K 0.14% +530.0 +37.8% $126.34 +15.3%
146 VYM Vanguard High Dividend Yield ETF 1,527.0 $241K 0.14% $158.03 +3.9%
147 IRM IRON MOUNTAIN INC Real Estate 1,901.0 $240K 0.14% +17.0 +0.9% $126.31 -7.1%
148 BSV Vanguard Short-Term Bond ETF 3,072.0 $239K 0.14% -183.0 -5.6% $77.91 -0.5%
149 AWK AMER WATER WORKS COMPANY Utilities 1,803.0 $237K 0.14% -2K -52.9% $131.58 +5.1%
150 XOM EXXON MOBIL CORP Energy 1,723.0 $236K 0.13% +169.0 +10.9% $136.72 +14.6%
151 TOTL ST STR DOUBLE T/RET ETF 5,878.0 $232K 0.13% -3K -36.2% $39.47 -1.7%
152 JGLO JPMORGAN GLOBAL SELECT EQUITY ETF 3,122.0 $222K 0.13% -3K -47.0% $71.22 +3.6%
153 SPTM ST STR SPDR 1500 COM ETF 2,444.0 $222K 0.13% +832.0 +51.6% $90.79 +2.7%
154 EWU ISHARES MSCI UNITED KINGDOME ETF 4,770.0 $220K 0.12% +4K +1145.4% $46.14 +5.2%
155 WM WASTE MANAGEMENT, INC. Industrials 985.0 $220K 0.12% +423.0 +75.3% $222.88 -1.4%
156 LQD iShares iBoxx $ Invmt Grade Corp Bd ETF 1,983.0 $216K 0.12% $109.13 -2.5%
157 Navigator Tactical Fixed Income I 21,951.0 $213K 0.12% +170.0 +0.8% $9.70
158 PLD PROLOGIS, INC. Real Estate 1,563.0 $212K 0.12% +159.0 +11.3% $135.47 +3.9%
159 PEP PEPSICO INC Consumer Defensive 1,549.0 $210K 0.12% -98.0 -6.0% $135.40 +4.2%
160 RWR SPDR Dow Jones REIT ETF 1,853.0 $209K 0.12% +1K +214.1% $112.98 -0.1%
Page 8 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%