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 $176,324,679
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 93,773 $8,240,771 4.67%
2.
Apple Inc.
 AAPL 28,329 $8,197,277 4.65%
3.
Vanguard Value Etf - ETF - EQUITY
 25,041 $5,457,098 3.09%
4.
Nvidia Corp
 NVDA 24,015 $4,805,166 2.73%
5.
Vanguard Growth Etf - ETF - EQUITY
 54,897 $4,728,845 2.68%
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)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.