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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 $161,305,810
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 104,516 $8,187,788 5.08%
2.
Apple Inc.
 AAPL 27,373 $6,969,951 4.32%
3.
Vanguard Value Etf - ETF - EQUITY
 25,979 $4,844,749 3%
4.
Vanguard Growth Etf - ETF - EQUITY
 9,543 $4,577,010 2.84%
5.
Nvidia Corp
 NVDA 24,206 $4,516,355 2.8%
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)

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