Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Richardson Financial Services Inc. > Profile

Instuitional Investor - Richardson Financial Services Inc.

Fund Profile
Filing Period:
Fund Name: Richardson Financial Services Inc.
Portfolio Value $309,371,177
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
A B B Ltd
 ABB 14 $144,652,516 46.76%
2.
Spdr Series Trust
 101,450 $8,138,321 2.63%
3.
Apple Inc.
 AAPL 27,298 $7,421,348 2.4%
4.
Vanguard Value Etf - ETF - EQUITY
 26,489 $5,059,067 1.64%
5.
Vanguard Growth Etf - ETF - EQUITY
 9,145 $4,461,586 1.44%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.