RICHARDSON FINANCIAL SERVICES INC.

CIK: 0002012303SEC EDGAR →

Portfolio Value

$309.4M

Holdings

598

As of

Q4 2025

New Positions

592

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	ABJA ABB Ltd	14	$144.7M	46.76%
2	SPYM ST STR SPDR S&P 500 ETF	101,450	$8.1M	2.63%
3	AAPL APPLE INC	27,298	$7.4M	2.40%
4	VTV VANGUARD VALUE ETF	26,489	$5.1M	1.63%
5	VUG VANGUARD GROWTH ETF	9,145	$4.5M	1.44%
6	NVDA NVIDIA CORP	22,768	$4.2M	1.37%
7	SPDW SPDR DEV WORLD EX-US ETF	90,359	$4.0M	1.30%
8	GOOGL ALPHABET INC A	11,735	$3.7M	1.19%
9	MSFT MICROSOFT CORPORATION	6,496	$3.1M	1.02%
10	HYG ISHS IBOX $ H/Y CORP ETF	37,756	$3.0M	0.98%

Quarterly Changes

Top Buys

ABJANEW

$144.7M

SPYMNEW

$8.1M

AAPLNEW

$7.4M

VTVNEW

$5.1M

VUGNEW

$4.5M

Top Sells

No sells this quarter

New Positions (698)

$144.7M · 14 shares

$8.1M · 101K shares

$7.4M · 27K shares

$5.1M · 26K shares

$4.5M · 9K shares

$4.2M · 23K shares

$4.0M · 90K shares

$3.7M · 12K shares

$3.1M · 6K shares

$3.0M · 38K shares

$2.8M · 61K shares

$2.7M · 38K shares

$2.4M · 35K shares

$2.2M · 9K shares

$2.1M · 4K shares

$2.1M · 18K shares

$2.0M · 2K shares

$1.9M · 6K shares

$1.6M · 5K shares

$1.6M · 38K shares

$1.6M · 8K shares

$1.4M · 30K shares

$1.4M · 7K shares

$1.4M · 2K shares

$1.4M · 19K shares

$1.1M · 2K shares

$1.1M · 3K shares

$1.1M · 41K shares

$1.1M · 19K shares

$1.1M · 3K shares

$1.0M · 2K shares

$1.0M · 3K shares

$1.0M · 22K shares

$1.0M · 3K shares

$1.0M · 45K shares

$1.0M · 2K shares

$1.0M · 1K shares

$991K · 8K shares

$988K · 5K shares

$951K · 5K shares

$946K · 23K shares

$938K · 2K shares

$936K · 5K shares

$916K · 8K shares

$902K · 8K shares

$875K · 1K shares

$870K · 6K shares

$868K · 11K shares

$865K · 1K shares

$824K · 4K shares

$797K · 2K shares

TJX

$786K · 5K shares

$784K · 3K shares

$773K · 19K shares

$753K · 9K shares

$745K · 694 shares

$699K · 10K shares

$694K · 1K shares

$682K · 9K shares

$681K · 3K shares

$670K · 3K shares

$657K · 7K shares

$653K · 5K shares

$649K · 9K shares

$633K · 8K shares

$632K · 7K shares

$621K · 2K shares

$609K · 1K shares

$607K · 9K shares

$594K · 6K shares

$590K · 21K shares

$580K · 6K shares

$576K · 2K shares

$558K · 4K shares

$557K · 1K shares

$534K · 938 shares

$526K · 6K shares

$519K · 20K shares

$513K · 4K shares

$513K · 5K shares

$512K · 1K shares

$510K · 3K shares

$500K · 2K shares

$497K · 5K shares

$492K · 21K shares

$479K · 7K shares

$475K · 1K shares

$458K · 2K shares

$453K · 50 shares

$448K · 511 shares

$438K · 17K shares

$431K · 952 shares

$430K · 5K shares

$428K · 867 shares

$422K · 1K shares

$422K · 552 shares

$422K · 6K shares

$409K · 9K shares

$406K · 7K shares

$403K · 1 shares

$392K · 5K shares

$388K · 9K shares

$387K · 2K shares

$385K · 7K shares

$384K · 3K shares

$382K · 2K shares

$381K · 2K shares

$380K · 1K shares

$380K · 4K shares

$374K · 7K shares

$367K · 303 shares

$362K · 2K shares

$361K · 2K shares

$357K · 10K shares

$357K · 7K shares

$356K · 2K shares

$350K · 5K shares

$345K · 3K shares

$331K · 7K shares

$330K · 4K shares

$329K · 3K shares

$316K · 8K shares

$312K · 13K shares

HCA

$310K · 665 shares

SPTI

$309K · 11K shares

$308K · 5K shares

$302K · 1K shares

$297K · 706 shares

$295K · 12K shares

$293K · 890 shares

$293K · 7K shares

$285K · 2K shares

$285K · 4K shares

$282K · 11K shares

$263K · 5K shares

$262K · 383 shares

$257K · 20K shares

$252K · 2K shares

$250K · 2K shares

$246K · 5K shares

$246K · 2K shares

$244K · 4K shares

$240K · 1K shares

$237K · 3K shares

$237K · 359 shares

$223K · 3K shares

$215K · 202 shares

$215K · 2K shares

$213K · 2K shares

$212K · 2K shares

$211K · 4K shares

$205K · 4K shares

$204K · 8K shares

$201K · 421 shares

$199K · 571 shares

$198K · 763 shares

$193K · 2K shares

$192K · 5K shares

$192K · 7K shares

$192K · 1K shares

$190K · 1K shares

$185K · 693 shares

$183K · 4K shares

$182K · 2K shares

$182K · 2K shares

$181K · 881 shares

$179K · 3K shares

AQLT

$179K · 8K shares

$178K · 4K shares

$177K · 341 shares

$175K · 987 shares

$174K · 3K shares

$174K · 1K shares

$174K · 635 shares

$173K · 2K shares

$172K · 301 shares

$172K · 1K shares

$170K · 487 shares

$169K · 1K shares

$169K · 879 shares

$167K · 3K shares

$166K · 2K shares

$164K · 4K shares

$164K · 721 shares

$162K · 3K shares

$160K · 184 shares

$157K · 4K shares

$153K · 1K shares

$153K · 733 shares

$153K · 318 shares

$145K · 565 shares

$145K · 2K shares

$144K · 4K shares

$144K · 3K shares

$143K · 1K shares

$142K · 1K shares

$140K · 379 shares

$139K · 3K shares

$139K · 455 shares

$139K · 1K shares

$139K · 2K shares

$138K · 7K shares

$137K · 3K shares

$136K · 4K shares

$135K · 447 shares

$132K · 6K shares

$131K · 965 shares

$131K · 1K shares

$130K · 481 shares

$128K · 446 shares

$128K · 6K shares

$127K · 1K shares

$126K · 2K shares

$124K · 1K shares

$123K · 10 shares

$123K · 3K shares

$118K · 233 shares

$117K · 8 shares

$117K · 5K shares

$115K · 1K shares

$115K · 4K shares

$115K · 1K shares

$113K · 2K shares

$112K · 3K shares

$108K · 2K shares

$108K · 590 shares

$107K · 2K shares

$105K · 2K shares

EEMA

$105K · 1K shares

MTUM

$105K · 422 shares

WFC

$103K · 1K shares

$103K · 472 shares

IRM

$102K · 1K shares

$102K · 3K shares

$101K · 2K shares

$100K · 1K shares

$97K · 1K shares

$97K · 1K shares

$96K · 211 shares

MCK

$95K · 116 shares

$94K · 1K shares

LDOS

$93K · 517 shares

ABT

$91K · 734 shares

RWR

$86K · 884 shares

$86K · 406 shares

SPIB

$86K · 3K shares

NTBIX

$86K · 22K shares

MBB

$86K · 914 shares

$85K · 2K shares

$83K · 515 shares

$83K · 1K shares

$83K · 255 shares

$81K · 360 shares

$81K · 325 shares

$81K · 7K shares

$80K · 4K shares

$80K · 16 shares

$79K · 1K shares

$79K · 798 shares

$78K · 4K shares

$77K · 730 shares

$76K · 446 shares

$76K · 437 shares

$76K · 610 shares

$75K · 3K shares

$75K · 2K shares

$74K · 402 shares

$72K · 238 shares

$72K · 319 shares

$72K · 2K shares

$71K · 2K shares

$71K · 401 shares

$69K · 895 shares

$69K · 494 shares

$68K · 2K shares

$68K · 317 shares

$68K · 826 shares

$67K · 706 shares

$67K · 910 shares

$66K · 663 shares

$66K · 2K shares

$65K · 2K shares

$65K · 184 shares

$65K · 220 shares

$65K · 890 shares

$64K · 537 shares

$64K · 611 shares

$64K · 106 shares

$62K · 140 shares

$60K · 346 shares

$60K · 547 shares

$59K · 711 shares

$59K · 285 shares

$59K · 374 shares

$58K · 55 shares

$58K · 422 shares

$57K · 1K shares

$57K · 128 shares

$56K · 790 shares

$55K · 165 shares

$55K · 710 shares

$55K · 2K shares

$54K · 1K shares

$54K · 292 shares

$53K · 1K shares

$53K · 291 shares

$53K · 10K shares

$53K · 800 shares

$52K · 516 shares

$52K · 664 shares

$51K · 366 shares

$51K · 2 shares

$51K · 281 shares

$49K · 1K shares

$48K · 530 shares

$48K · 1K shares

$47K · 2K shares

$47K · 377 shares

$47K · 1K shares

$47K · 151 shares

$47K · 257 shares

$47K · 2K shares

$46K · 214 shares

$46K · 147 shares

$46K · 1K shares

$46K · 1K shares

$45K · 2K shares

$45K · 660 shares

$45K · 345 shares

$45K · 2K shares

$44K · 175 shares

$44K · 9 shares

$44K · 299 shares

$43K · 228 shares

$43K · 169 shares

$43K · 349 shares

$42K · 380 shares

$42K · 117 shares

$42K · 351 shares

$42K · 229 shares

$41K · 238 shares

$41K · 304 shares

$40K · 1K shares

$40K · 5 shares

$40K · 978 shares

$39K · 126 shares

$39K · 815 shares

$38K · 286 shares

$38K · 1K shares

$38K · 2K shares

$38K · 451 shares

$37K · 306 shares

$37K · 878 shares

$37K · 2K shares

Fujitsu Ltd

$36K · 55 shares

$36K · 1K shares

$36K · 3K shares

$36K · 2K shares

$36K · 868 shares

$35K · 174 shares

$35K · 165 shares

$35K · 382 shares

$35K · 213 shares

$34K · 225 shares

$34K · 136 shares

$34K · 783 shares

$34K · 705 shares

$34K · 425 shares

$33K · 55 shares

$33K · 332 shares

$33K · 6 shares

$32K · 432 shares

$31K · 224 shares

$31K · 52 shares

$31K · 817 shares

$31K · 1K shares

$31K · 1K shares

$30K · 1K shares

$30K · 150 shares

$30K · 2K shares

BRC

$30K · 389 shares

SIG

$30K · 368 shares

$29K · 104 shares

PNR

$29K · 280 shares

ICAFX

$29K · 712 shares

DTM

$29K · 244 shares

$29K · 190 shares

$29K · 1K shares

$29K · 989 shares

$28K · 991 shares

$28K · 168 shares

$28K · 270 shares

$28K · 2K shares

$27K · 2K shares

$27K · 59 shares

$27K · 833 shares

$27K · 635 shares

$27K · 485 shares

$27K · 1K shares

$26K · 498 shares

$26K · 1K shares

$26K · 1K shares

$26K · 100 shares

$26K · 751 shares

$26K · 2K shares

$26K · 176 shares

$25K · 91 shares

$25K · 2 shares

$25K · 571 shares

$25K · 224 shares

$25K · 100 shares

$24K · 104 shares

$24K · 100 shares

$24K · 1K shares

$24K · 368 shares

$24K · 85 shares

$23K · 294 shares

$23K · 118 shares

$23K · 1K shares

$23K · 303 shares

$23K · 130 shares

$23K · 605 shares

$23K · 440 shares

$22K · 106 shares

$22K · 277 shares

$22K · 284 shares

$22K · 300 shares

$22K · 503 shares

$22K · 395 shares

$21K · 160 shares

$21K · 46 shares

$21K · 366 shares

$21K · 66 shares

$21K · 819 shares

$21K · 827 shares

$20K · 59 shares

$20K · 134 shares

$20K · 180 shares

4I1

$20K · 8 shares

SLNO

$20K · 436 shares

FHI

$20K · 400 shares

$19K · 71 shares

$19K · 123 shares

$19K · 295 shares

$19K · 157 shares

$19K · 36 shares

$19K · 309 shares

$19K · 53 shares

$19K · 65 shares

$19K · 384 shares

$19K · 337 shares

$18K · 196 shares

$18K · 29 shares

$18K · 105 shares

$18K · 584 shares

$17K · 107 shares

$17K · 2K shares

$17K · 138 shares

$17K · 91 shares

$17K · 584 shares

$16K · 6K shares

$16K · 94 shares

$16K · 327 shares

$16K · 835 shares

$16K · 95 shares

$15K · 736 shares

$15K · 221 shares

$15K · 65 shares

$15K · 30 shares

$15K · 200 shares

$15K · 218 shares

$15K · 824 shares

$15K · 130 shares

$15K · 280 shares

$15K · 500 shares

$15K · 8K shares

$15K · 90 shares

$14K · 334 shares

$14K · 20 shares

$14K · 90 shares

$14K · 272 shares

$14K · 185 shares

$14K · 193 shares

$14K · 2K shares

$13K · 971 shares

$13K · 70 shares

$13K · 209 shares

$13K · 563 shares

$13K · 545 shares

$13K · 3K shares

$13K · 128 shares

$13K · 95 shares

$13K · 168 shares

$13K · 141 shares

$13K · 30 shares

SPLB

$12K · 494 shares

$12K · 22 shares

HEI

$12K · 4 shares

JNK

$12K · 160 shares

RBLX

$12K · 3 shares

$12K · 110 shares

AJG

$12K · 50 shares

$12K · 1K shares

$12K · 242 shares

$12K · 53 shares

$12K · 331 shares

$12K · 37 shares

$12K · 56 shares

$12K · 62 shares

$12K · 155 shares

$12K · 191 shares

$12K · 461 shares

$11K · 3 shares

$11K · 595 shares

$11K · 110 shares

$11K · 144 shares

$11K · 246 shares

$11K · 316 shares

$11K · 941 shares

$11K · 34 shares

$11K · 7K shares

$11K · 1 shares

$11K · 732 shares

$10K · 400 shares

$10K · 365 shares

$10K · 110 shares

$10K · 147 shares

$10K · 172 shares

$10K · 90 shares

$10K · 584 shares

$10K · 60 shares

$10K · 27 shares

$9K · 28 shares

$9K · 207 shares

$9K · 110 shares

$9K · 380 shares

$8K · 208 shares

$8K · 370 shares

$8K · 55 shares

$8K · 332 shares

$8K · 452 shares

$8K · 215 shares

$8K · 89 shares

$8K · 4 shares

$8K · 112 shares

$8K · 615 shares

$7K · 116 shares

$7K · 3K shares

$7K · 132 shares

$7K · 123 shares

$7K · 157 shares

$7K · 150 shares

$7K · 123 shares

$7K · 151 shares

$6K · 2 shares

$6K · 267 shares

$6K · 110 shares

HIG

$6K · 45 shares

$6K · 85 shares

$6K · 19 shares

$6K · 260 shares

$5K · 286 shares

$5K · 40 shares

$5K · 26 shares

$5K · 31 shares

$5K · 69 shares

BKNG

$5K · 1 shares

AES

$5K · 37 shares

$5K · 15 shares

ECL

$5K · 20 shares

KVUE

$5K · 33 shares

$5K · 140 shares

INVESCO VAN KAMPEN OHIO

$5K · 66K shares

$5K · 83 shares

$4K · 15 shares

$4K · 36 shares

$4K · 3K shares

$4K · 55 shares

BBJP

$4K · 61 shares

BABA

$4K · 28 shares

NTES

$4K · 32 shares

$4K · 153 shares

$3K · 11 shares

$3K · 200 shares

$3K · 68 shares

$3K · 300 shares

$3K · 11 shares

$3K · 247 shares

$3K · 197 shares

$3K · 399 shares

$3K · 49 shares

$2K · 40 shares

$2K · 2 shares

$2K · 48 shares

$2K · 53 shares

$2K · 6 shares

$2K · 17 shares

$2K · 42 shares

$2K · 2 shares

$2K · 17 shares

$2K · 13 shares

$2K · 30 shares

$2K · 63 shares

$2K · 270 shares

$2K · 2 shares

$2K · 21 shares

$1K · 9 shares

$1K · 20 shares

$1K · 50 shares

$1K · 5 shares

$1K · 11 shares

Sector Breakdown

Sector	# Holdings	Value	%
Unknown	88	$152.8M	49.5%
Financial Services	268	$95.6M	30.9%
Technology	80	$23.5M	7.6%
Consumer Cyclical	41	$7.8M	2.5%
Communication Services	14	$7.0M	2.3%
Healthcare	46	$6.1M	2.0%
Industrials	55	$5.0M	1.6%
Utilities	33	$3.7M	1.2%
Consumer Defensive	26	$3.6M	1.2%
Energy	24	$2.0M	0.7%
Real Estate	15	$896K	0.3%
Basic Materials	8	$699K	0.2%