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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 7 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CAT CATERPILLAR INC Industrials 437.0 $310K 0.19% +136.0 +45.2% $708.69 +24.2%
122 HCA HCA HEALTHCARE INC Healthcare 620.0 $293K 0.18% -45.0 -6.8% $473.24 -16.7%
123 HYD VANECK HI YLD MUN ETF 5,777.0 $290K 0.18% -172.0 -2.9% $50.14 +1.2%
124 AEP AMER ELEC PWR CO INC Utilities 2,147.0 $281K 0.18% -47.0 -2.1% $131.08 +0.4%
125 ASML ASML HOLDING NV Technology 208.0 $275K 0.17% +4.0 +2.0% $1320.83 +23.6%
126 VOT VNGRD MDCP GRW ETF 1,058.0 $272K 0.17% -28.0 -2.6% $257.35 +13.2%
127 MRK MERCK & COMPANY INC Healthcare 2,251.0 $271K 0.17% +896.0 +66.1% $120.24 +1.8%
128 SPLB SPDR Portfolio Long Term Corp Bd ETF 11,915.0 $265K 0.17% +8K +193.7% $22.22 -0.3%
129 XOM EXXON MOBIL CORP Energy 1,554.0 $264K 0.17% +32.0 +2.1% $169.66 -8.7%
130 EMHC SPDR Bloomberg EM USD Bd ETF 10,493.0 $260K 0.16% -1K -12.2% $24.80 +1.1%
131 USB U S BANCORP DE NEW Financial Services 4,926.0 $256K 0.16% $52.01 +5.4%
132 PEP PEPSICO INC Consumer Defensive 1,647.0 $256K 0.16% -75.0 -4.4% $155.29 -3.0%
133 UNH UNITEDHEALTH GROUP INC Healthcare 944.0 $255K 0.16% +52.0 +5.8% $270.62 +43.6%
134 BSV Vanguard Short-Term Bond ETF 3,255.0 $255K 0.16% +301.0 +10.2% $78.41 -0.7%
135 VMBS VANGUARD MORTGAGE BACKED SEC IDX ETF 5,308.0 $249K 0.16% +144.0 +2.8% $46.95 -0.8%
136 GLDM SPDR GOLD MINISHARES Financial Services 2,645.0 $245K 0.15% -150.0 -5.4% $92.65 -3.7%
137 STX SEAGATE TECH HLDGS PLC Technology 620.0 $243K 0.15% -15.0 -2.4% $391.76 +107.5%
138 CFG CITIZENS FINANCIAL GROUP INC Financial Services 4,038.0 $242K 0.15% -145.0 -3.5% $59.97 +4.9%
139 SLB SLB LTD Energy 4,609.0 $237K 0.15% +500.0 +12.2% $51.39 +11.5%
140 F FORD MOTOR CO Consumer Cyclical 20,405.0 $235K 0.15% +805.0 +4.1% $11.54 +29.4%
Page 7 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%