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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 17 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BBHY JPMORGAN BETA YIELD CORP BND ETF 909.0 $42K 0.03% -651.0 -41.7% $45.83 +0.4%
322 KEY KEYCORP NEW Financial Services 2,070.0 $42K 0.03% +230.0 +12.5% $20.05 +7.5%
323 SPBO STATE STRET SPDR PRTFL CRPRT BND ETF 1,426.0 $41K 0.03% +437.0 +44.2% $29.03 -0.5%
324 HON HONEYWELL INTERNATIONAL INC Industrials 180.0 $41K 0.03% +107.0 +146.6% $226.03 +0.8%
325 EVTC EVERTEC INC Technology 1,428.0 $40K 0.03% +103.0 +7.8% $28.22 -12.3%
326 Parnassus Mid Cap Institutional 1,058.0 $40K 0.03% -21.0 -1.9% $37.65
327 VIRT VIRTU FINANCIAL INC A Financial Services 896.0 $39K 0.03% +63.0 +7.6% $43.98 +19.3%
328 PLAB PHOTRONICS INC Technology 969.0 $39K 0.02% +385.0 +65.9% $40.41 +27.3%
329 CRL CHARLES RVR LAB INTL Healthcare 226.0 $39K 0.02% +108.0 +91.5% $172.51 -7.1%
330 IWP ISHARES RUSSELL MID CAP GROWTH ETF 304.0 $39K 0.02% $128.12 +8.8%
331 WBD WARNER BROS. DISCOVERY SRS A Communication Services 1,412.0 $39K 0.02% -235.0 -14.3% $27.46 -1.6%
332 CNO CNO FINANCIAL GROUP INC Financial Services 943.0 $39K 0.02% +75.0 +8.6% $41.06 +15.2%
333 UNP UNION PACIFIC CORP Industrials 159.0 $39K 0.02% +55.0 +52.9% $242.89 +9.5%
334 EQR Equity Residential Real Estate 650.0 $38K 0.02% $59.15 +11.9%
335 AM ANTERO MIDSTREAM CORP Energy 1,674.0 $38K 0.02% -54.0 -3.1% $22.80 -2.8%
336 BWX SPDR BLMBERG INTL BD ETF 1,725.0 $38K 0.02% -310.0 -15.2% $21.95 -0.1%
337 SONY Sony Group Corp Technology 1,815.0 $38K 0.02% -60.0 -3.2% $20.70 +7.0%
338 IP INTL PAPER COMPANY Consumer Cyclical 1,030.0 $37K 0.02% $35.70 -12.4%
339 WHR WHIRLPOOL CORP Consumer Cyclical 680.0 $37K 0.02% -110.0 -13.9% $53.92 -20.9%
340 NVS NOVARTIS AG SPON ADR Healthcare 240.0 $37K 0.02% -182.0 -43.1% $152.76 -0.5%
Page 17 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%