RICHARDSON FINANCIAL SERVICES INC.
Filing Date
Global Rank
#6,273
/ 8,605
▲ 127
· as of Mar 2026
Top Industry
Semiconductors
10.1%
3Y Alpha vs SPY
-3.6%
Period ended 3 months ago
Filed May 4, 2026 · 2mo
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+43.5%
SPY
+54.1%
Annualised alpha
-3.5%
Max drawdown
−16.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
397 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.5%
−0.5 pts
Top 5
26.3%
−1.5 pts
Top 10
35.2%
−1.7 pts
HHI
221
Diversified−17
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.7% | $21,128,770 |
| Financial Services | 13.4% | $9,889,451 |
| Consumer Cyclical | 10.0% | $7,322,412 |
| Communication Services | 9.7% | $7,125,268 |
| Healthcare | 8.1% | $5,935,506 |
| Industrials | 7.7% | $5,639,451 |
| Consumer Defensive | 6.1% | $4,486,082 |
| Utilities | 6.1% | $4,464,716 |
| Energy | 4.1% | $2,985,093 |
| Unclassified | 3.1% | $2,258,788 |
| Real Estate | 1.7% | $1,268,452 |
| Basic Materials | 1.4% | $1,041,804 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HAL | Halliburton Co | +1,963 | 2,328 | $90,768 | |
| BCS | Barclays PLC | +1,294 | 2,121 | $44,880 | |
| NVDA | Nvidia Corp | +1,136 | 24,190 | $4,218,735 | |
| PFE | Pfizer Inc | +1,105 | 12,434 | $349,146 | |
| T | At&T Inc. | +981 | 13,580 | $393,683 | |
| GTY | Getty Realty Corp /Md/ | +949 | 982 | $31,227 | |
| MRK | Merck & Co., Inc. | +896 | 2,251 | $270,771 | |
| NKE | NIKE, Inc. | +855 | 2,559 | $135,166 | |
| CSCO | Cisco Systems, Inc. | +854 | 4,966 | $385,311 | |
| FIVN | Five9, Inc. | +845 | 2,163 | $32,812 | |
| F | Ford Motor Co | +805 | 20,405 | $235,473 | |
| EOG | Eog Resources Inc | +681 | 5,574 | $805,833 | |
| AVGO | Broadcom Inc. | +673 | 3,833 | $1,186,350 | |
| IRM | Iron Mountain Inc | +654 | 1,884 | $192,431 | |
| G | Genpact LTD | +557 | 2,380 | $88,655 | |
| MU | Micron Technology Inc | +513 | 617 | $208,445 | |
| SLB | Slb Limited/Nv | +500 | 4,609 | $236,856 | |
| MSFT | Microsoft Corp | +489 | 6,992 | $2,588,227 | |
| NOW | ServiceNow, Inc. | +480 | 705 | $73,707 | |
| GOOGL | Alphabet Inc. | +452 | 12,187 | $3,504,493 | |
| ANET | Arista Networks, Inc. | +437 | 1,907 | $234,141 | |
| PLAB | Photronics Inc | +385 | 969 | $39,157 | |
| CVX | Chevron Corp | +341 | 2,785 | $576,215 | |
| SW | Smurfit Westrock plc | +340 | 2,990 | $119,151 | |
| PG | PROCTER & GAMBLE Co | +333 | 2,623 | $378,865 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NEE | Nextera Energy Inc | −2,506 | 5,999 | $557,186 | |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | −2,079 | 3,587 | $77,694 | |
| SRE | Sempra | −1,895 | 540 | $52,471 | |
| ORCL | Oracle Corp | −1,578 | 411 | $60,461 | |
| CRM | Salesforce, Inc. | −1,556 | 622 | $116,107 | |
| VZ | Verizon Communications Inc | −1,195 | 6,580 | $330,316 | |
| CRH | Crh Public Ltd Co | −1,071 | 312 | $32,797 | |
| DIS | Walt Disney Co | −701 | 533 | $51,370 | |
| QRVO | Qorvo, Inc. | −625 | 1,430 | $110,682 | |
| ABNB | Airbnb, Inc. | −599 | 535 | $67,559 | |
| ABT | Abbott Laboratories | −549 | 195 | $20,019 | |
| SU | Suncor Energy Inc | −515 | 695 | $45,946 | |
| AWK | American Water Works Company, Inc. | −450 | 3,830 | $521,224 | |
| ACN | Accenture plc | −443 | 250 | $49,572 | |
| EXEL | Exelixis, Inc. | −412 | 371 | $15,912 | |
| WFC | Wells Fargo & Company/Mn | −397 | 709 | $56,443 | |
| INTU | Intuit Inc. | −310 | 49 | $21,186 | |
| LOGI | Logitech International S.A. | −267 | 396 | $36,083 | |
| NFG | National Fuel Gas Co | −262 | 163 | $15,315 | |
| PGR | Progressive Corp/Oh/ | −244 | 75 | $14,868 | |
| GE | General Electric Co | −237 | 227 | $64,414 | |
| WBD | Warner Bros. Discovery, Inc. | −235 | 1,412 | $38,773 | |
| SAN | Banco Santander, S.A. | −221 | 6,761 | $76,264 | |
| CPA | Copa Holdings, S.A. | −221 | 316 | $35,900 | |
| TT | Trane Technologies plc | −205 | 1,843 | $768,051 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PLTR | Palantir Technologies Inc. | 990 | $144,817 | |
| AZN | Astrazeneca PLC | 610 | $120,304 | |
| FCX | Freeport-Mcmoran Inc | 1,379 | $81,057 | |
| EBAY | Ebay Inc | 676 | $61,529 | |
| MCHP | Microchip Technology Inc | 944 | $60,991 | |
| NTRS | Northern Trust Corp | 419 | $58,479 | |
| DGX | Quest Diagnostics Inc | 286 | $56,050 | |
| SHEL | Shell plc | 581 | $54,033 | |
| PPG | Ppg Industries Inc | 496 | $53,012 | |
| SWK | Stanley Black & Decker, Inc. | 668 | $47,468 | |
| KB | KB Financial Group Inc. | 352 | $35,104 | |
| KT | Kt Corp | 1,614 | $34,620 | |
| BIDU | Baidu, Inc. | 304 | $33,871 | |
| CPRX | Catalyst Pharmaceuticals, Inc. | 1,358 | $33,624 | |
| CAG | Conagra Brands Inc. | 1,880 | $29,553 | |
| PLXS | Plexus Corp | 122 | $24,709 | |
| CART | Maplebear Inc. | 606 | $22,700 | |
| GMED | Globus Medical Inc | 263 | $22,660 | |
| SNX | Td Synnex Corp | 119 | $20,076 | |
| NRG | Nrg Energy, Inc. | 125 | $18,267 | |
| MGY | Magnolia Oil & Gas Corp | 511 | $16,132 | |
| GPC | Genuine Parts Co | 150 | $15,862 | |
| MCFT | MasterCraft Boat Holdings, Inc. | 766 | $15,710 | |
| BALL | BALL Corp | 259 | $15,309 | |
| APP | AppLovin Corp | 24 | $9,552 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LDOS | Leidos Holdings, Inc. | 517 | $93,266 | |
| ROP | Roper Technologies Inc | 140 | $62,318 | |
| ALLE | Allegion plc | 374 | $59,548 | |
| HRB | H&R Block Inc | 1,135 | $49,463 | |
| KKR | KKR & Co. Inc. | 377 | $48,059 | |
| STE | STERIS plc | 175 | $44,366 | |
| DORM | Dorman Products, Inc. | 306 | $37,696 | |
| VIPS | Vipshop Holdings Ltd | 2,063 | $36,494 | |
| FSSL | FS Specialty Lending Fund | 2,576 | $36,424 | |
| PNR | PENTAIR plc | 280 | $29,159 | |
| NTAP | NetApp, Inc. | 270 | $28,914 | |
| FRSH | Freshworks Inc. | 2,123 | $26,006 | |
| ACLS | Axcelis Technologies Inc | 277 | $22,254 | |
| AMPH | Amphastar Pharmaceuticals, Inc. | 819 | $21,932 | |
| SLNO | Soleno Therapeutics Inc | 436 | $20,186 | |
| SFM | Sprouts Farmers Market, Inc. | 185 | $14,738 | |
| UBER | Uber Technologies, Inc | 168 | $13,727 | |
| MGPI | Mgp Ingredients Inc | 563 | $13,680 | |
| JHG | Janus Henderson Group Ltc. | 207 | $9,846 | |
| PYPL | PayPal Holdings, Inc. | 132 | $7,706 | |
| LNG | Cheniere Energy, Inc. | 26 | $5,054 | |
| NTES | NetEase, Inc. | 32 | $4,403 | |
| BABA | Alibaba Group Holding Ltd | 28 | $4,104 | |
| NICE | NICE Ltd. | 36 | $4,069 | |
| STNE | StoneCo Ltd. | 247 | $3,653 | |
| No positions match the current search. | ||||
397 positions ·
$73,545,793 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 397 positions by value
· page 1 of 8
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 27,479 | $6,973,893 | 9.48% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 24,190 | $4,218,735 | 5.74% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 12,187 | $3,504,493 | 4.77% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,992 | $2,588,227 | 3.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,726 | $2,025,632 | 2.75% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 5,492 | $1,615,526 | 2.20% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,303 | $1,497,731 | 2.04% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 2,476 | $1,237,157 | 1.68% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,833 | $1,186,350 | 1.61% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,851 | $1,059,012 | 1.44% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 3,397 | $1,055,753 | 1.44% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 8,320 | $1,034,009 | 1.41% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Added | 4,879 | $1,024,736 | 1.39% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 3,104 | $1,020,874 | 1.39% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,017 | $1,013,369 | 1.38% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,358 | $876,586 | 1.19% | |
| CTAS |
Cintas Corp
Industrials
|
Reduced | 4,967 | $840,118 | 1.14% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 5,175 | $826,447 | 1.12% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 3,975 | $808,633 | 1.10% | |
| EOG |
Eog Resources Inc
Energy
|
Added | 5,574 | $805,833 | 1.10% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 1,685 | $776,767 | 1.06% | |
| TT |
Trane Technologies plc
Industrials
|
Reduced | 1,843 | $768,051 | 1.04% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 1,511 | $742,701 | 1.01% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 1,417 | $702,491 | 0.96% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 716 | $658,555 | 0.90% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Reduced | 909 | $620,155 | 0.84% | |
| SNPS |
Synopsys Inc
Technology
|
Added | 1,483 | $587,979 | 0.80% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,785 | $576,215 | 0.78% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,197 | $573,602 | 0.78% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 5,999 | $557,186 | 0.76% | |
| EQIX |
Equinix Inc
Real Estate
|
Added | 562 | $550,894 | 0.75% | |
| COF |
Capital One Financial Corp
Financial Services
|
Added | 2,932 | $534,884 | 0.73% | |
| CME |
Cme Group Inc.
Financial Services
|
Reduced | 1,799 | $531,334 | 0.72% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
Reduced | 3,830 | $521,224 | 0.71% | |
| GLD |
Spdr Gold Trust
|
Reduced | 1,183 | $509,030 | 0.69% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 1,505 | $490,524 | 0.67% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 3,035 | $486,571 | 0.66% | |
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 6,681 | $486,242 | 0.66% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 488 | $436,877 | 0.59% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 2,489 | $411,530 | 0.56% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,673 | $405,517 | 0.55% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 4,154 | $399,406 | 0.54% | |
| T |
At&T Inc.
Communication Services
|
Added | 13,580 | $393,683 | 0.54% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,299 | $392,609 | 0.53% | |
| ETR |
Entergy Corp /De/
Utilities
|
Reduced | 3,493 | $392,473 | 0.53% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Reduced | 877 | $391,615 | 0.53% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Held | 706 | $387,608 | 0.53% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 4,966 | $385,311 | 0.52% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 5,049 | $383,975 | 0.52% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 7,801 | $380,298 | 0.52% |