RICHARDSON FINANCIAL SERVICES INC. Q4 2025 Filing
Filed January 22, 2026
Portfolio Value
$309.4M
Holdings
598
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (598 positions)
| Stock | Value |
|---|---|
SMCFXAmerican Funds SMALLCAP World F2 | $12K |
AIZASSURANT INC | $12K |
ABGCENCORA INC | $12K |
SPLBSPDR Portfolio Long Term Corp Bd ETF | $12K |
CWCURTISS WRIGHT CORP DE | $12K |
SNSHARKNINJA INC | $12K |
IEIiShares 3-7 Year Treasury Bond ETF | $12K |
PXINXImpax International Sust Econ Inv | $12K |
HEHawaiian Electric Industries Inc | $12K |
CVSCVS HEALTH CORP | $12K |
AJGARTHUR J GALLAGHER | $12K |
UHSUNIVERSAL HEALTH SERVICES CL B | $12K |
SLMSLM CORP | $12K |
JNKSPDR Blmbg High Yield Bd ETF | $12K |
CNXCNX RESOURCES CORP | $11K |
ENBEnbridge Inc Com | $11K |
BGRNiShares Trust iShares USD Green Bond ETF | $11K |
TIPXSPDR Blmbg 1-10 Year TIPS ETF | $11K |
VKQInvesco Municipal Trust | $11K |
GVIISHS INTRM GOV CRDT ETF | $11K |
ENGIYEngie American Depositary Receipts Sponsored | $11K |
AMEAMETEK Inc | $11K |
URIUnited Rentals Inc | $11K |
COLTXColumbia Total Return Muncpl Inc A | $11K |
VENVENTAS INC | $11K |
COPCONOCOPHILLIPS | $10K |
HALHALLIBURTON COMPANY | $10K |
AAGIYAIA Group Ltd | $10K |
CSCOCisco Systems Inc | $10K |
PFFiShares Preferred&Income Securities ETF | $10K |
NPFINuveen Preferred and Income ETF | $10K |
MURGYMunchener Ruckversicherungs-Gesellschaft AG ADR | $10K |
ATOATMOS ENERGY CORP | $10K |
AMBFXAmerican Funds American Balanced F2 | $10K |
SEICSEI INVESTMENTS CO | $9K |
EBNDSPDR Blmbg Em Mkts Lcl Bd ETF | $9K |
RLPOLO RALPH LAUREN CORP | $9K |
JHGJANUS HENDERSON GROUP PLC | $9K |
7HPHP INC | $8K |
NEMNEWMONT CORP | $8K |
NNNNNN REIT INC | $8K |
SCHPSchwab US TIPS ETF | $8K |
JPMJPMorgan Chase & Co | $8K |
EMHCSPDR Bloomberg EM USD Bd ETF | $8K |
MRSHMarsh & Mclennan Companies Inc | $8K |
MMM3M COMPANY | $8K |
VEUVNGRD FTSE ALL WORLD ETF | $8K |
PXSIXImpax Small Cap Institutional | $8K |
FISVFISERV INC | $7K |
PLDIXPIMCO Low Duration ESG Institutional | $7K |
BAMBROOKFIELD ASSET MNGMT CL A | $7K |
VTIPVNGRD S/T INFL PRO ETF | $7K |
CELHCELSIUS HOLDINGS INC NEW | $7K |
PYPLPAYPAL HOLDINGS, INC. | $7K |
SPABSPDR Portfolio Aggregate Bond ETF | $7K |
DOCUDOCUSIGN INC | $7K |
CLCOLGATEPALMOLIVE COMPANY | $6K |
HIGHARTFORD INS GROUP INC | $6K |
TTETotal SA | $6K |
BRXBRIXMOR PROPERTY GROUP REIT INC | $6K |
SPHYSTATE SRT SPDR PRTFL HGH YLD BND ETF | $6K |
KRKROGER CO | $6K |
AZOAUTOZONE INC | $6K |
NVDANVIDIA Corp | $5K |
BKNGBOOKING HOLDINGS INC | $5K |
QQNITY ELECTRONICS INC | $5K |
LNGCHENIERE ENERGY INC NEW | $5K |
DDDUPONT DE NEMOURS INC | $5K |
RSPInvesco S&P 500 Equal Weight ETF | $5K |
PXSCXImpax Small Cap Investor | $5K |
ECLECOLAB INC | $5K |
AESThe AES Corp | $5K |
KVUEKenvue Inc. COM USD0.01 | $5K |
GDGENERAL DYNAMICS CORP | $5K |
STZCONSTELLATION BRANDS A | $5K |
NTESNETEASE INC SPON ADR | $4K |
FGF&G ANNUITIES & LIFE INC | $4K |
FMISXFranklin MA Tax-Free Income A1 | $4K |
GMGENERAL MOTORS CO | $4K |
NSYNICE LTD SPON ADR | $4K |
BABAALIBABA GROUP HOLDING LTD | $4K |
BBJPJPMORGAN BETABUILDERS JAPAN ETF | $4K |
SHWSHERWIN WILLIAMS CO | $4K |
AMADYAmadeus IT Group SA | $3K |
BURCABurnham Holdings Inc | $3K |
FPEIFT INSTL PFD SEC INC ETF | $3K |
AVGOBroadcom Inc Com | $3K |
CVXChevron Corp | $3K |
CIONCION INVT CORP BDC | $3K |
MDLZMondelez International Inc Class A | $3K |
STNESTONECO LTD A | $3K |
SHECYShin-Etsu Chemical Co Ltd | $3K |
AZNAstrazeneca Plc Each Ads Representing 1/2 Of An Ordinary Share | $2K |
VSTVISTRA CORP | $2K |
GPORGULFPORT ENERGY NEW 2021 | $2K |
TRPTC Energy Corpcom | $2K |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $2K |
GEVGE Vernova Inc | $2K |
LRNSTRIDE INC | $2K |
EDCONSOLIDATED EDISON INC | $2K |