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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 15 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RWX ST STR SPDR DOW JONE ETF 2,122.0 $56K 0.04% -227.0 -9.7% $26.62 +2.9%
282 WFC WELLS FARGO & CO NEW Financial Services 709.0 $56K 0.04% -397.0 -35.9% $79.61 -4.0%
283 SPG SIMON PPTY GRP INC NEW Real Estate 302.0 $56K 0.04% +10.0 +3.4% $186.54 +9.6%
284 WTFC WINTRUST FINANCIAL CORP Financial Services 405.0 $56K 0.04% +39.0 +10.7% $138.94 +7.9%
285 DGX QUEST DIAGNOSTICS INC Healthcare 286.0 $56K 0.04% NEW $195.99 -0.4%
286 GEV GE Vernova Inc Utilities 63.0 $55K 0.03% +32.0 +103.2% $872.97 +19.0%
287 SHEL SHELL PLC SA Energy 581.0 $54K 0.03% NEW $93.00 -7.8%
288 BLK BLACKROCK FDG INC Financial Services 56.0 $54K 0.03% +1.0 +1.8% $961.73 +11.6%
289 PPG PPG INDUSTRIES INC Basic Materials 496.0 $53K 0.03% NEW $106.88 +0.8%
290 NSC NORFOLK SOUTHERN CORP Industrials 183.0 $53K 0.03% $287.07 +9.6%
291 SRE SEMPRA Utilities 540.0 $53K 0.03% -2K -77.8% $97.22 -4.6%
292 IJR ISHS CORE S&P SMCP ETF 420.0 $52K 0.03% +69.0 +19.7% $124.31 +10.5%
293 BBY BEST BUY CO., INC. Consumer Cyclical 810.0 $52K 0.03% +10.0 +1.2% $64.20 -4.0%
294 IWD iShares Russell 1000 Value ETF 243.0 $52K 0.03% -42.0 -14.7% $213.67 +10.6%
295 EZU ISHARES MSCI EUROZONE ETF 822.0 $51K 0.03% NEW $62.64 +8.6%
296 DIS WALT DISNEY CO Communication Services 533.0 $51K 0.03% -701.0 -56.8% $96.38 +6.9%
297 PRIM PRIMORIS SERVICES CORP Industrials 359.0 $51K 0.03% +10.0 +2.9% $143.04 -17.8%
298 CMS CMS ENERGY CORP Utilities 660.0 $51K 0.03% $77.58 -3.9%
299 GFI GOLD FIELDS LTD ADR NEW Basic Materials 1,127.0 $51K 0.03% -186.0 -14.2% $45.40 -12.9%
300 FANG DIAMONDBACK ENERGY INC Energy 256.0 $51K 0.03% +80.0 +45.5% $198.05 +1.3%
Page 15 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%