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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 16 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ACN ACCENTURE PLC IRELD CL A Technology 250.0 $50K 0.03% -443.0 -63.9% $198.30 -9.6%
302 UGI UGI CORP NEW Utilities 1,360.0 $50K 0.03% +130.0 +10.6% $36.42 -2.1%
303 IWX ISHARES RUSSELL TOP 200 VALUE ETF 515.0 $48K 0.03% -15.0 -2.8% $92.67 +11.2%
304 LGND LIGAND PHARMS INC NEW Healthcare 238.0 $48K 0.03% +10.0 +4.4% $199.65 +14.9%
305 SWK STANLEY BLACK & DECKER, INC. Industrials 668.0 $47K 0.03% NEW $71.06 +7.6%
306 YOU CLEAR SECURE INC A Technology 957.0 $46K 0.03% +206.0 +27.4% $48.41 +26.2%
307 SU SUNCOR ENERGY INC Energy 695.0 $46K 0.03% -515.0 -42.6% $66.11 +1.9%
308 OSIS OSI SYSTEMS INC Technology 171.0 $45K 0.03% +2.0 +1.2% $265.53 -16.4%
309 BK THE BANK OF NEW YORK MELLON CORP Financial Services 381.0 $45K 0.03% +201.0 +111.7% $118.50 +17.4%
310 PLMR PALOMAR HOLDINGS INC Financial Services 376.0 $45K 0.03% +90.0 +31.5% $119.51 -4.7%
311 BCS BARCLAYS PLC ADR Financial Services 2,121.0 $45K 0.03% +1K +156.5% $21.16 +12.6%
312 BGRN iShares Trust iShares USD Green Bond ETF 941.0 $45K 0.03% $47.47 -0.3%
313 ESI ELEMENT SOLUTIONS INC Basic Materials 1,300.0 $44K 0.03% +58.0 +4.7% $34.14 +19.4%
314 VCIT VANGUARD INTERM-TM CORP BD IDX 536.0 $44K 0.03% -175.0 -24.6% $82.77 -0.7%
315 EME EMCOR GROUP INC Industrials 59.0 $44K 0.03% +4.0 +7.3% $738.34 +15.0%
316 PRDO PERDOCEO EDUCATION CORP Consumer Defensive 1,154.0 $43K 0.03% +74.0 +6.8% $37.21 -8.7%
317 ITOT ISHARES TOTAL US STOCK MARKET ETF 300.0 $43K 0.03% $142.43 +14.4%
318 GOOG ALPHABET INC C Communication Services 148.0 $42K 0.03% -15.0 -9.2% $286.86 +32.3%
319 American Funds Invmt Co of Amer F2 714.0 $42K 0.03% $59.41
320 TILE INTERFACE INC Consumer Cyclical 1,675.0 $42K 0.03% +33.0 +2.0% $24.92 +15.6%
Page 16 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%