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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 19 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 VRT VERTIV HLDGS LLC A Industrials 133.0 $33K 0.02% +10.0 +8.1% $250.58 +34.8%
362 SON SONOCO PRODUCTS CO Consumer Cyclical 615.0 $33K 0.02% -20.0 -3.1% $54.09 -8.4%
363 FIVN FIVE9 INC Technology 2,163.0 $33K 0.02% +845.0 +64.1% $15.17 +51.2%
364 CRH PLC 312.0 $33K 0.02% -1K -77.4% $105.12
365 LAZ LAZARD INC Financial Services 770.0 $33K 0.02% -45.0 -5.5% $42.48 +13.6%
366 NXPI NXP SEMICONDUCTORS NV Technology 165.0 $32K 0.02% $196.86 +66.7%
367 IJT ISHS S&P SMCP600 GRW ETF 224.0 $32K 0.02% $144.71 +13.5%
368 SNOW SNOWFLAKE INC Technology 214.0 $32K 0.02% $150.82 +19.2%
369 EMR EMERSON ELECTRIC CO Industrials 245.0 $32K 0.02% +85.0 +53.1% $131.21 +5.5%
370 APD AIR PDTS & CHEMICALS INC Basic Materials 110.0 $32K 0.02% +10.0 +10.0% $290.50 -0.2%
371 WPC W.P. Carey Inc Real Estate 463.0 $31K 0.02% $67.96 +9.6%
372 MDLZ Mondelez International Inc Class A Consumer Defensive 545.0 $31K 0.02% +65.0 +13.5% $57.64 +7.8%
373 GTY GETTY REALTY CORP NEW Real Estate 982.0 $31K 0.02% +949.0 +2875.8% $31.80 +4.7%
374 EWJ ISHS MSCI JAPAN ETF 360.0 $30K 0.02% NEW $84.44 +10.1%
375 HURN HURON CONSULTING GRP INC Industrials 237.0 $30K 0.02% $127.49 -19.8%
376 RNG RINGCENTRAL, INC. Technology 800.0 $30K 0.02% -191.0 -19.3% $37.19 +14.3%
377 CAG CONAGRA BRANDS INC Consumer Defensive 1,880.0 $30K 0.02% NEW $15.72 -15.3%
378 LHX L3HARRIS TECH, INC. Industrials 85.0 $29K 0.02% $345.15 -10.3%
379 WTS WATTS WATER TECH INC Industrials 98.0 $28K 0.02% +7.0 +7.7% $290.28 +5.8%
380 PIMCO Low Duration ESG Institutional 3,089.0 $28K 0.02% +27.0 +0.9% $9.18
Page 19 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%