RICHARDSON FINANCIAL SERVICES INC.
Top Portfolio Positions
397 positions ·
$73,953,167 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
27,479 | $6,973,893 | 9.43% | |
| NVDA |
Nvidia Corp
Technology
|
24,190 | $4,218,735 | 5.70% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
12,187 | $3,504,493 | 4.74% | |
| MSFT |
Microsoft Corp
Technology
|
6,992 | $2,588,227 | 3.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,726 | $2,025,632 | 2.74% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
5,492 | $1,615,526 | 2.18% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,303 | $1,497,731 | 2.03% | |
| MA |
Mastercard Inc
Financial Services
|
2,476 | $1,237,157 | 1.67% | |
| AVGO |
Broadcom Inc.
Technology
|
3,833 | $1,186,350 | 1.60% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,851 | $1,059,012 | 1.43% |
Portfolio Trend
10 quarters · across all stocks
Holdings in BAESY
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $582 | 5 | Shares | Sole | 2026-05-04 | |
| 2025-06-30 | $735 | 7 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $575 | 7 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $928 | 14 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $467 | 7 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $485 | 7 | Shares | Sole | 2024-05-03 | |
| No 13F history on record for this holder in this stock. | ||||||