RICHARDSON FINANCIAL SERVICES INC.

CIK 0002012303 · MEDWAY, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

RICHARDSON FINANCIAL SERVICES INC. reported 607 positions worth $176.3M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: SPYM (4.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$176.3M
2026 Q2
Positions
607
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.1%
Est. Net Flow (Q)
2026 Q2
10 / 607 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYMST STR SPDR S&P 500 ETFSH$8.2M4.67%93,773
2AAPLAPPLE INCSH$8.2M4.65%28,340
3VTVVANGUARD VALUE ETFSH$7.3M4.16%33,676
4VUGVANGUARD GROWTH ETFSH$7.2M4.06%83,175
5NVDANVIDIA CORPSH$4.9M2.76%24,306
6GOOGLALPHABET INC ASH$4.2M2.40%11,822
7VOOVANGUARD S&P 500SH$3.5M1.97%5,068
8SPDWSPDR Portfolio Developed Wld ex-US ETFSH$3.2M1.82%63,574
9HYGISHS IBOX $ H/Y CORP ETFSH$3.2M1.79%39,400
10SPEMSPDR Portfolio Emerging Markets ETFSH$3.1M1.78%60,590

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does RICHARDSON FINANCIAL SERVICES INC. hold as of Q2 2026?

RICHARDSON FINANCIAL SERVICES INC. reported 607 positions worth $176.3M in its Q2 2026 13F filing. Largest positions: SPYM (4.7%), AAPL (4.7%), VTV (4.2%), VUG (4.1%) and NVDA (2.8%).

What did RICHARDSON FINANCIAL SERVICES INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did RICHARDSON FINANCIAL SERVICES INC. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.