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Home > Institutional Investor > Richardson Financial Services Inc. > 13F Holdings

Instuitional Investor - Richardson Financial Services Inc.

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)

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