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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 13 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FCX FREEPORT MCMORAN INC Basic Materials 1,379.0 $81K 0.05% NEW $58.78 +5.5%
242 Columbia Total Return Muncpl Inc A 6,953.0 $81K 0.05% +63.0 +0.9% $11.60
243 BIIB BIOGEN INC Healthcare 437.0 $80K 0.05% $183.33 +5.7%
244 ADP AUTOMATIC DATA PROCESSING INC Industrials 392.0 $80K 0.05% -173.0 -30.6% $203.20 +10.9%
245 RPRX ROYALTY PHARMA PLC A Healthcare 1,657.0 $79K 0.05% -56.0 -3.3% $47.97 +13.6%
246 HSY HERSHEY COMPANY Consumer Defensive 382.0 $79K 0.05% +101.0 +35.9% $207.88 -6.3%
247 WELL WELLTOWER INC Real Estate 401.0 $79K 0.05% +144.0 +56.0% $197.74 +9.3%
248 BBVA BANCO BILBAO VIZCAYA ADR Financial Services 3,587.0 $78K 0.05% -2K -36.7% $21.66 +3.3%
249 MTUM ISHARES TR MSCI USA MMENTM 319.0 $77K 0.05% -103.0 -24.4% $240.00 +26.5%
250 SAN BANCO SANTANDER S A ADR Financial Services 6,761.0 $76K 0.05% -221.0 -3.2% $11.28 +6.7%
251 SMFG SUMITOMO MITSUI FINL Financial Services 3,838.0 $76K 0.05% -204.0 -5.0% $19.75 +14.9%
252 DVY ISHS SEL DIV ETF 494.0 $75K 0.05% $151.41 +2.9%
253 NOW SERVICENOW INC Technology 705.0 $74K 0.05% +480.0 +213.3% $104.55 -2.3%
254 Nuveen Core Impact Bond R6 8,152.0 $74K 0.05% +42.0 +0.5% $9.03
255 TEL TE CONNECTIVITY PLC Technology 351.0 $73K 0.05% -9.0 -2.5% $209.01 -3.0%
256 IWF ISHARES RUSSELL 1000 GROWTH ETF 172.0 $73K 0.05% $426.40 -70.7%
257 NGG NATL GRID ADR NEW 2017 Utilities 866.0 $73K 0.05% -29.0 -3.2% $84.60 +2.4%
258 MUB iShares National Muni Bond ETF 688.0 $73K 0.05% -439.0 -39.0% $106.15 +0.0%
259 ZTS ZOETIS, INC. Healthcare 610.0 $72K 0.04% $118.21 -32.3%
260 ENSG ENSIGN GROUP INC Healthcare 355.0 $72K 0.04% +9.0 +2.6% $201.52 -14.7%
Page 13 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%