Richardson Capital Management LLC Q2 2025 Filing

Filed July 23, 2025

Portfolio Value

$190.7B

Holdings

206

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (206 positions)

#StockSharesValue% PortfolioType
101
BACBank Of America Corp
600$28.4M0.01%
102
EFViShares MSCI EAFE Value ETF
436$27.7M0.01%
103
MSFTMicrosoft Corp
55$27.6M0.01%
104
KEXKirby Corp
225$25.5M0.01%
105
ORCLOracle Corporation
113$24.7M0.01%
106
BIRKBIRKENSTOCK HOLDING ORD
500$24.6M0.01%
107
BRBroadridge Financial Solutions Inc
100$24.3M0.01%
108
UNPUnion Pacific Corp
105$24.2M0.01%
109
APAMArtisan Partners Asset Mgmt Inc
506$22.4M0.01%
110
COPConocophillips
245$22.0M0.01%
111
SLYVSPDR S&P 600 Small Cap Value ETF
264$21.1M0.01%
112
BTCGRAYSCALE BITCOIN MINI TRUST ETF
436$20.8M0.01%
113
DEODiageo Plc New Adr
200$20.2M0.01%
114
XLKSector SPDR - Technology
78$19.8M0.01%
115
BWXTBwx Technologies Inc
135$19.4M0.01%
116
JCIJohnson Controls International plc
181$19.1M0.01%
117
IWMiShares Russell 2000 ETF
88$19.0M0.01%
118
VIGIVanguard Int'l Dividend Appreciation ETF
208$18.8M0.01%
119
ARKGARK Genomic Revolution ETF
739$18.0M0.01%
120
CNMCORE & MAIN INC-CLASS A
290$17.5M0.01%
121
SBUXStarbucks Corp
185$17.0M0.01%
122
WMBWILLIAMS COMPANIES
265$16.6M0.01%
123
MLMMartin Marietta Materials Inc
30$16.5M0.01%
124
DOWDow Chemical Company
582$15.4M0.01%
125
USFDUS Food Holding Corp
200$15.4M0.01%
126
PEOExelon Corporation
350$15.2M0.01%
127
ABTAbbott Laboratories
105$14.3M0.01%
128
SOLVSolventum Corp
187$14.2M0.01%
129
ATOAtmos Energy Corp
90$13.9M0.01%
130
PSXPHILLIPS 66 INC COMMON STOCK
115$13.7M0.01%
131
AMEAmetek Inc New
75$13.6M0.01%
132
WCNWaste Connections Inc
70$13.1M0.01%
133
SYU1Synovus Financial Corp
250$12.9M0.01%
134
CICigna Corp
39$12.9M0.01%
135
BWABorgWarner Inc
385$12.9M0.01%
136
NXTNEXTracker Inc
230$12.5M0.01%
137
ETHEGrayscale Ethereum Trust (ETH)
589$12.3M0.01%
138
MRSHMarsh & Mc Lennan Co Inc
55$12.0M0.01%
139
TRVCCitigroup Inc
140$11.9M0.01%
140
DALDELTA AIR LINES INC
235$11.6M0.01%
141
WEATUSDTeucrium Wheat ETF
2,500$11.1M0.01%
142
SCIS C I Systems Inc
135$11.0M0.01%
143
ACAArcosa Inc
125$10.8M0.01%
144
CRMSalesforce Com
37$10.1M0.01%
145
AWCAmerican Water Works Co Inc
72$10.0M0.01%
146
LNTHLantheus Holdings Inc
120$9.8M0.01%
147
GEHCGE Healthcare Technologies
130$9.6M0.01%
148
PAHUSDElement Solutions Inc
420$9.5M0.00%
149
CADEEURCadence Bank
295$9.4M0.00%
150
CSLCarlisle Companies Inc
25$9.3M0.00%
151
PNCPnc Finl Services Gp Inc
50$9.3M0.00%
152
CWSTCasella Waste Systems Inc
80$9.2M0.00%
153
MTDRMatador Resources Co
185$8.8M0.00%
154
DELLDell Computer Corp
72$8.8M0.00%
155
LRCXLam Research Corp
91$8.8M0.00%
156
NTSTNETSTREIT ORD
520$8.8M0.00%
157
TECK/BTeck Resources Ltd
215$8.7M0.00%
158
IJSiShares S&P Small-Cap 600 Value ETF
87$8.7M0.00%
159
RJFRaymond James Finl Inc
55$8.4M0.00%
160
FULH.B. Fuller Co
140$8.4M0.00%
161
WSCWillScot Holdings Corp
300$8.2M0.00%
162
FISFidelity National Information Services, Inc.
100$8.1M0.00%
163
SYKStryker Corp
20$7.9M0.00%
164
VWOVanguard FTSE Emerging Markets ETF
154$7.6M0.00%
165
MAAMid-America Apartment Communities Inc
50$7.4M0.00%
166
IWOiShares Russell 2000 Growth ETF
25$7.1M0.00%
167
IWNiShares Russell 2000 Value ETF
45$7.1M0.00%
168
CVSC V S Caremark Corp
100$6.9M0.00%
169
GBCIGlacier Bancorp Inc
160$6.9M0.00%
170
NFLXNetflix Inc.
5$6.7M0.00%
171
RPVInvesco S&P 500 Pure Value ETF
70$6.6M0.00%
172
CHKPCheck Point Software Technologies Ltd
29$6.4M0.00%
173
MDLZMondelez Intl Inc Cl A
90$6.1M0.00%
174
CGGOCapital Group Global Growth Equity ETF
188$6.0M0.00%
175
K6BKbr Inc
125$6.0M0.00%
176
DYHTarget Corporation
60$5.9M0.00%
177
EOGE O G Resources Inc
45$5.4M0.00%
178
FNDXSchwab Fundamental US Large Company ETF
213$5.2M0.00%
179
MEMMatthews EM Equity Active ETF
160$5.2M0.00%
180
SDYSPDR S&P Dividend (ETF)
34$4.6M0.00%
181
FTCIFTC Solar Inc
1,016$4.6M0.00%
182
BNDVanguard Total Bond Market ETF
62$4.6M0.00%
183
LFUSLittelfuse Inc
20$4.5M0.00%
184
LUMNLumen Technologies Inc
1,000$4.4M0.00%
185
HOGHarley Davidson, Inc.
185$4.4M0.00%
186
SPGPInvesco S&P 500 GARP ETF
38$4.1M0.00%
187
BSXBoston Scientific Corp
34$3.7M0.00%
188
SMPLThe Simply Good Foods Co
115$3.6M0.00%
189
KDKyndryl Holdings Inc
86$3.6M0.00%
190
AVYAvery Dennison Corp
20$3.5M0.00%
191
WABWestinghouse Air Brake Technologies Corp
16$3.4M0.00%
192
AERAerCap Holdings NV
25$2.9M0.00%
193
EEMSiShares MSCI Emerging Markets Sm-Cp ETF
42$2.7M0.00%
194
XLFISector SPDR - Consumer Staples
26$2.1M0.00%
195
TSMTaiwan Semiconductor Manufacturing Co Ltd ADR
9$2.0M0.00%
196
RWKInvesco S&P MidCap 400 Revenue ETF
17$2.0M0.00%
197
VOTVanguard Mid Cap Growth ETF
7$2.0M0.00%
198
REZIResideo Technologies Inc
83$1.8M0.00%
199
DC4DEXCOM INC
20$1.7M0.00%
200
ETHGRAYSCALE ETHEREUM MINI ETF
58$1.4M0.00%
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