RICHARDSON FINANCIAL SERVICES INC.
Top Portfolio Positions
395 positions ·
$73,376,698 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
27,479 | $6,973,893 | 9.50% | |
| NVDA |
Nvidia Corp
Technology
|
24,190 | $4,218,735 | 5.75% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
12,187 | $3,504,493 | 4.78% | |
| MSFT |
Microsoft Corp
Technology
|
6,992 | $2,588,227 | 3.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,726 | $2,025,632 | 2.76% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
5,492 | $1,615,526 | 2.20% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,303 | $1,497,731 | 2.04% | |
| MA |
Mastercard Inc
Financial Services
|
2,476 | $1,237,157 | 1.69% | |
| AVGO |
Broadcom Inc.
Technology
|
3,833 | $1,186,350 | 1.62% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,851 | $1,059,012 | 1.44% |
Portfolio Trend
Holdings in ABBNY
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $637 | 8 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,071 | 14 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $1,479 | 25 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,319 | 25 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,341 | 25 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,858 | 50 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,379 | 25 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $841 | 18 | Shares | Sole | 2024-05-03 | |
| No 13F history on record for this holder in this stock. | ||||||