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Portfolio (Quarterly) Guide ↗

RICHARDSON FINANCIAL SERVICES INC.

· CIK 0002012303
13F Portfolio $309M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 598 New
Page 20 of 30  ·  598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 LHX L3HARRIS TECH, INC. Industrials 85.0 $25K 0.01% NEW $293.56 +6.8%
382 HALO HALOZYME THERAPEUTICS Healthcare 368.0 $25K 0.01% NEW $67.30 +2.1%
383 APD AIR PDTS & CHEMICALS INC Basic Materials 100.0 $25K 0.01% NEW $247.00 +17.2%
384 SPMB ST STR SPDR MTG BACK ETF 1,085.0 $24K 0.01% NEW $22.42 -0.8%
385 UNP UNION PACIFIC CORP Industrials 104.0 $24K 0.01% NEW $231.51 +17.1%
386 CR CRANE CO NEW Industrials 130.0 $24K 0.01% NEW $184.44 -1.5%
387 IEF ISHS 7-10Y TRSY ETF 117.0 $24K 0.01% NEW $203.88 -53.8%
388 BMY BRISTOL MYERS SQUIBB CO Healthcare 440.0 $24K 0.01% NEW $53.94 +7.6%
389 NMRK NEWMARK GROUP INC A Real Estate 1,366.0 $24K 0.01% NEW $17.34 -16.4%
390 CRL CHARLES RVR LAB INTL Healthcare 118.0 $24K 0.01% NEW $199.47 -21.4%
391 CARG CARGURUS INC Consumer Cyclical 605.0 $23K 0.01% NEW $38.35 -27.5%
392 American Funds Global Insight F-2 395.0 $23K 0.01% NEW $58.24
393 ACLS AXCELIS TECHS INC NEW Technology 277.0 $22K 0.01% NEW $80.34 +104.5%
394 KHC The Kraft Heinz Co Consumer Defensive 66.0 $22K 0.01% NEW $333.06 -92.8%
395 AMPH AMPHASTAR PHARMACEUTICALS INC Healthcare 819.0 $22K 0.01% NEW $26.78 -29.8%
396 GEV GE VERNOVA LLC Utilities 31.0 $22K 0.01% NEW $700.87 +52.7%
397 XLV ST STR H/C SEL SCTR ETF 276.0 $21K 0.01% NEW $77.08 +92.7%
398 EMR EMERSON ELECTRIC CO Industrials 160.0 $21K 0.01% NEW $132.82 +6.1%
399 CCM Community Impact Bond Retail 366.0 $21K 0.01% NEW $57.72
400 BCS BARCLAYS PLC ADR Financial Services 827.0 $21K 0.01% NEW $25.45 -3.6%
Page 20 of 30  ·  598 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 31.2%
Financial Services 16.2%
Consumer Cyclical 10.2%
Communication Services 9.9%
Healthcare 8.3%
Industrials 8.1%
Utilities 5.6%
Consumer Defensive 5.4%
Energy 2.8%
Real Estate 1.2%