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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 12 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CEG Constellation Energy Corp. COM Utilities 379.0 $106K 0.07% +193.0 +103.8% $279.26 +5.3%
222 T. Rowe Price Blue Chip Growth I 556.0 $105K 0.07% $188.24
223 PZA INV NATL AMT FRE MUN ETF 4,534.0 $104K 0.07% -860.0 -15.9% $22.98 -0.1%
224 TFC TRUIST FINANCIAL CORP Financial Services 2,175.0 $100K 0.06% +110.0 +5.3% $45.97 +5.2%
225 TD TORONTO DOMINION BK Financial Services 1,070.0 $100K 0.06% -34.0 -3.1% $93.31 +19.9%
226 AMGN AMGEN INC Healthcare 282.0 $99K 0.06% +24.0 +9.3% $352.10 -3.6%
227 STRL STERLING INFRASTRUCTURE INC Industrials 243.0 $99K 0.06% +5.0 +2.1% $407.26 +80.0%
228 XLSR SPDR SSGA US Sector Rotation ETF 1,707.0 $99K 0.06% -17.0 -1.0% $57.74 +13.3%
229 PFG PRINCIPAL FINANCIAL GROUP INC Financial Services 1,080.0 $97K 0.06% -30.0 -2.7% $90.11 +15.2%
230 CBOE CBOE GLOBAL MARKETS INC Financial Services 340.0 $96K 0.06% +15.0 +4.6% $281.06 +27.1%
231 AEE AMEREN CORP Utilities 830.0 $91K 0.06% +32.0 +4.0% $109.92 +1.2%
232 HAL HALLIBURTON COMPANY Energy 2,328.0 $91K 0.06% +2K +537.8% $38.99 +6.4%
233 G GENPACT LTD Technology 2,380.0 $89K 0.06% +557.0 +30.6% $37.25 -14.3%
234 SO SOUTHERN COMPANY Utilities 917.0 $89K 0.06% -179.0 -16.3% $96.52 -2.0%
235 WSM WILLIAMS SONOMA INC Consumer Cyclical 483.0 $88K 0.06% +82.0 +20.4% $182.33 +5.6%
236 BA BOEING COMPANY Industrials 442.0 $88K 0.06% +125.0 +39.4% $199.03 +10.0%
237 OKE ONEOK INC Energy 970.0 $88K 0.06% +80.0 +9.0% $90.39 +4.0%
238 MDT MEDTRONIC PLC Healthcare 1,010.0 $88K 0.06% $86.66 -9.3%
239 MBB ISHS MBS ETF 906.0 $86K 0.05% -8.0 -0.9% $94.96 -0.9%
240 TM TOYOTA MOTOR ADR REP 10 CORP Consumer Cyclical 408.0 $84K 0.05% $206.09 -8.3%
Page 12 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%