§ 13F · FUND PROFILE
RICHARDSON FINANCIAL SERVICES INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $148.9T (13F)Positions · 1242Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$149.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ABBNY | ABB Ltd | 14 | $144.7T | 46.8% | NEW |
| 2 | AAPL | APPLE INC | 22K | $5.9T | 1.9% | −1% |
| 3 | SPYM | ST STR SPDR S&P 500 ETF | 54K | $4.3T | 1.4% | +28% |
| 4 | NVDA | NVIDIA CORP | 21K | $3.9T | 1.3% | −8% |
| 5 | GOOGL | ALPHABET INC A | 11K | $3.3T | 1.1% | +7% |
| 6 | SPYM | ST STR SPDR S&P 500 ETF | 38K | $3.1T | 1.0% | −9% |
| 7 | MSFT | MICROSOFT CORPORATION | 6K | $2.9T | 0.9% | — |
| 8 | VTV | VANGUARD VALUE ETF | 14K | $2.7T | 0.9% | ±0% |
| 9 | VUG | VANGUARD GROWTH ETF | 5K | $2.3T | 0.8% | +12% |
| 10 | SPDW | SPDR DEV WORLD EX-US ETF | 51K | $2.3T | 0.7% | +63% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RICHARDSON SIGNAL
AC read
RICHARDSON FINANCIAL SERVICES INC. is a Other fund managing $148860.7 trillion in assets. The fund runs a massive portfolio of 1,242 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed