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Home > Institutional Investor > Richardson Capital Management Llc > Profile

Instuitional Investor - Richardson Capital Management Llc

Fund Profile
Filing Period:
Fund Name: Richardson Capital Management Llc
Portfolio Value $207,147,659
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 1,795,988 $46,049,123 22.23%
2.
Schwab Strategic Trust
 SCHD 1,044,762 $30,433,917 14.69%
3.
Schwab Strategic Trust
 SCHD 1,006,825 $28,040,082 13.54%
4.
Vanguard 500 Etf - S&P 500 ETF SHS
 37,067 $22,149,321 10.69%
5.
Ishares Trust
 IEF 265,414 $17,923,423 8.65%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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