§ 13F · FUND PROFILE
RICHARDSON FINANCIAL SERVICES INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $161M (13F)Positions · 1024Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 22K | $6M | 3.5% | +1% |
| 2 | NVDA | NVIDIA CORP | 22K | $4M | 2.4% | +5% |
| 3 | SPYM | ST STR SPDR S&P 500 ETF | 49K | $4M | 2.3% | −12% |
| 4 | GOOGL | ALPHABET INC A | 11K | $3M | 2.0% | +4% |
| 5 | VTV | VANGUARD VALUE ETF | 14K | $3M | 1.7% | −3% |
| 6 | SPYM | ST STR SPDR S&P 500 ETF | 33K | $3M | 1.6% | — |
| 7 | MSFT | MICROSOFT CORPORATION | 6K | $2M | 1.5% | +8% |
| 8 | VUG | VANGUARD GROWTH ETF | 5K | $2M | 1.4% | ±0% |
| 9 | VTV | VANGUARD VALUE ETF | 11K | $2M | 1.3% | — |
| 10 | SPDW | ST STR PRT DEV WRLD ETF | 47K | $2M | 1.3% | −12% |
§ 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 $161 million in assets. The fund runs a massive portfolio of 1,024 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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