RICHARDSON FINANCIAL SERVICES INC. Q2 2025 Filing

Filed July 25, 2025

Portfolio Value

$148.9M

Holdings

610

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (610 positions)

StockValue
UBERUBER TECHNOLOGIES INC
$8K
METAMeta Platforms Inc Class A
$8K
GPORGULFPORT ENERGY NEW 2021
$8K
FRSHFRESHWORKS INC A
$8K
VSSVanguard FTSE All-Wld ex-US SmCp ETF
$8K
CLCOLGATEPALMOLIVE COMPANY
$8K
EPRTESSENTIAL PROPERTIES REALTY TRUS
$8K
ACLSAXCELIS TECHS INC NEW
$8K
FPEIFirst Trust Instl Pref Secs and Inc ETF
$8K
ATOATMOS ENERGY CORP
$8K
CARTMAPLEBEAR INC
$7K
FPEIFT INSTL PFD SEC INC ETF
$7K
BURCABurnham Holdings Inc
$7K
NMRKNEWMARK GROUP INC A
$7K
AMDAdvanced Micro Devices Inc
$7K
RNGRINGCENTRAL, INC.
$7K
PRGSPROGRESS SOFTWARE CORP
$7K
LXPUSDLXP Industrial Trust
$7K
BABInvesco Taxable Municipal Bond ETF
$7K
TXNTexas Instruments Inc
$7K
RLPOLO RALPH LAUREN CORP
$7K
TSMTaiwan Semiconductor Manufacturing Co Ltd
$7K
MAAMID AMERICA APT COMMUNITI REIT
$7K
TMOThermo Fisher Scientific Inc
$6K
CRCCALIFORNIA RES CORP PAR$
$6K
BRXBRIXMOR PROPERTY GROUP REIT INC
$6K
AAPLApple Inc
$6K
MAMastercard Inc A
$6K
T7DTransDigm Group Inc
$6K
PAHUSDELEMENT SOLUTIONS INC
$6K
SPHYSPDR PORTFOLIO HIGH YIELD BND ETF
$6K
BKNGBOOKING HOLDINGS INC
$6K
HIGHARTFORD INS GROUP INC
$6K
PFFiShares Preferred&Income Securities ETF
$6K
PGXInvesco Preferred ETF
$6K
PFXFVanEck Pref Secs ex Fincls ETF
$6K
AMANTERO MIDSTREAM CORP
$5K
VKQInvesco Municipal Trust
$5K
MLB1MercadoLibre Inc
$5K
JNJJohnson & Johnson
$5K
VTIPVNGRD S/T INFL PRO ETF
$5K
LLYEli Lilly and Co
$5K
4I1Philip Morris International Inc
$5K
CTRACOTERRA ENERGY INC
$4K
LNTHLANTHEUS HOLDINGS INC
$4K
GEGE Aerospace
$4K
CRMSalesforce Inc
$4K
NFLXNetflix Inc
$4K
ASMLASML Holding NV
$4K
PXINXImpax International Sust Econ Inv
$4K
CIONCION INVT CORP NEW
$4K
BPBP PLC ADR
$4K
XIFRXPLR INFRASTRUCTURE LP
$3K
RCLRoyal Caribbean Group
$3K
CRATXCCM Community Impact Bond Retail
$3K
AZNAstrazeneca Plc Each Ads Representing 1/2 Of An Ordinary Share
$3K
CARRCarrier Global Corp-Wi
$3K
ABTAbbott Laboratories
$3K
SAFRYSafran SA
$3K
VVisa Inc Class A
$3K
IRIngersoll Rand Inc
$3K
KDKYNDRYL HOLDINGS INC
$3K
SAPSAP SE ADR
$2K
UBERUber Technologies Inc
$2K
URIUnited Rentals Inc
$2K
VRTXVertex Pharmaceuticals Inc
$2K
SPGIS&Pglobal Inc Com
$2K
London Stock Exchange Group PLC
$2K
NOWServiceNow Inc
$2K
AAGIYAIA Group Ltd
$2K
COSTCostco Wholesale Corp
$2K
PGRProgressive Corp
$2K
DHRDanaher Corp
$2K
IDEXYIndustria De Diseno Textil SA
$2K
EMREMERSON ELECTRIC CO
$2K
SHOPShopify Inc
$2K
KHCThe Kraft Heinz Co
$2K
RYCEYRolls-Royce Holdings PLC
$2K
UNCRYUniCredit S.p.A. UNSP ADR EA REP 0.5 ORD SHS
$2K
PANWPalo Alto Networks Inc
$2K
ALNYAlnylam Pharmaceuticals Inc
$2K
BLDTopBuild Corp
$2K
GEVGE Vernova Inc
$2K
REGNRegeneron Pharmaceuticals Inc
$2K
UNHUnitedHealth Group Inc
$2K
NOCNorthrop Grumman Corp
$2K
ABJAABB Ltd
$1K
LQDHISHS INT RT HDG CORP ETF
$1K
ENGIYEngie American Depositary Receipts Sponsored
$1K
FLUTFlutter Entertainment PLC
$1K
LINLinde plc
$1K
SHYISHS 1-3YR TRSRY ETF
$1K
ECLEcolab Inc
$1K
HLTHilton Worldwide Holdings Inc
$1K
Fujitsu Ltd
$1K
KKRKKR & Co Inc
$1K
ENLAYEnel SpA
$1K
NVONovo Nordisk A/S
$1K
HEIHeico Corp
$1K
IGSBISHS 1-5 INVT GR CRP ETF
$1K
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