StockDriftsStockDriftsTop 50 Richardson Financial Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | ST STR SPDR S&P 500 ETF | 4.67% | 93.8K | $8.2M | +4.95%(+4.42K) | $58.50(+55.64%) | 2026-06-30 | |
| AAPL | Apple Inc | 4.65% | 28.3K | $8.2M | +3.13%(+861) | $188.33(+62.84%) | 2026-06-30 | |
| VTV | Vanguard Value ETF | 4.16% | 33.7K | $7.3M | -0.81%(-276) | $155.77(+44.96%) | 2026-06-30 | |
| VUG | Vanguard Growth ETF | 4.06% | 83.2K | $7.2M | -0.22%(-183) | $58.33(+52.69%) | 2026-06-30 | |
| NVDA | NVIDIA Corp | 2.76% | 24.3K | $4.9M | +0.48%(+116) | $67.32(+227.48%) | 2026-06-30 | |
| GOOGL | ALPHABET INC A | 2.4% | 11.8K | $4.2M | -2.99%(-365) | $161.98(+116.99%) | 2026-06-30 | |
| VOO | Vanguard S&P 500 ETF | 1.97% | 5.1K | $3.5M | -9.56%(-536) | $475.22(+49.62%) | 2026-06-30 | |
| SPDW | ST STR PRT DEV WRLD ETF | 1.82% | 63.6K | $3.2M | -21.47%(-17.38K) | $36.41(+42.08%) | 2026-06-30 | |
| HYG | ISHS IBOX $ H/Y CORP ETF | 1.79% | 39.4K | $3.2M | +2.00%(+772) | $76.90(+3.43%) | 2026-06-30 | |
| SPEM | ST STR SPDR S&P EMG ETF | 1.78% | 60.6K | $3.1M | +4.16%(+2.42K) | $36.12(+44.89%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +61.88% |
| Top 20 Holdings Unweighted | — | — | — | — | +49.38% |
Richardson Financial Services INC reports $176.32M in US-listed equity holdings across 607 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (4.7%), AAPL (4.7%) and VTV (4.2%). The top 20 holdings account for 43.55% of reported assets. Its disclosed equity book has returned +61.88% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Richardson Financial Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2012303). View Richardson Financial Services INC’s 13F filings on SEC