Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Richardson Capital Management

Latest statistics and disclosures from Richardson Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, SCHG, FNDX, VOO, SCHD, and represent 71.01% of Richardson Capital Management's stock portfolio.
Added to shares of these 10 stocks: GLDM, AKRE, MEMS, BITB, ARKK, DFSV, IBIT, VUG, QQQ, TEKY.
Started 45 new stock positions in ROBT, XRPC, LEN, ETR, BAI, BITB, NI, MS, VMBS, DFSV.
Reduced shares in these 10 stocks: SCHX, SCHG, SCHD, IJH, FNDX, VOO, SCHK, NVDA, AGG, FI.
Sold out of its positions in GOOGL, AVSC, FBND, FTGC, BUFR, FIXD, FI, PDBC, IDMO, ITOT. IVW, IVE, IUSV, EMB, IUSB, USHY, JAAA, VTWO, SEIX.
Richardson Capital Management was a net seller of stock by $-15M.
Richardson Capital Management has $199M in assets under management (AUM), dropping by -5.26%.
Central Index Key (CIK): 0001621646

Tip: Access up to 7 years of quarterly data

Positions held by Richardson Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Richardson Capital Management

Richardson Capital Management holds 249 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab US Large-Cap ETF Us Lrg Cap Etf (SCHX)	23.6	$47M	-7%	1.7M	26.91	View chart
Schwab US Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)	16.7	$33M	-8%	1.0M	32.62	View chart
Schwab Fundamental US Large Company ETF Fundamental Us L (FNDX)	11.1	$22M	-6%	812k	27.21	View chart
Vanguard 500 ETF S&p 500 Etf Shs (VOO)	9.9	$20M	-7%	32k	627.13	View chart
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)	9.7	$19M	-8%	706k	27.43	View chart
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)	8.8	$18M	-9%	265k	66.00	View chart
NVIDIA Corporation (NVDA)	5.5	$11M	-3%	59k	186.50	View chart
Schwab US Mid-Cap ETF Us Mid-cap Etf (SCHM)	2.0	$4.0M		133k	30.07	View chart
Matthews EM Discovery Active ETF Emerging Mkt Dis (MEMS)	1.7	$3.4M	+4%	135k	25.48	View chart
Vanguard High Dividend Yield ETF High Div Yld (VYM)	0.8	$1.6M		11k	143.52	View chart
Schwab 1000 Index ETF 1000 Index Etf (SCHK)	0.8	$1.5M	-36%	46k	32.80	View chart
Invesco QQQ Trust ETF Unit Ser 1 (QQQ)	0.6	$1.3M	+2%	2.1k	614.31	View chart
iShares Russell Mid-Cap Growth ETF Rus Md Cp Gr Etf (IWP)	0.4	$840k		6.1k	136.94	View chart
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)	0.3	$678k	-4%	990.00	684.94	View chart
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)	0.3	$672k		1.4k	473.29	View chart
iShares Russell Mid-Cap ETF Rus Mid Cap Etf (IWR)	0.3	$574k		6.0k	96.27	View chart
iShares Russell Mid-Cap Value ETF Rus Mdcp Val Etf (IWS)	0.2	$418k		3.0k	141.05	View chart
Global X US Infrastructure Dev ETF Us Infr Dev Etf (PAVE)	0.2	$418k		8.8k	47.79	View chart
Vanguard Total Stock Market ETF Total Stk Mkt (VTI)	0.2	$416k		1.2k	335.24	View chart
Sector SPDR - Financial Financial (XLF)	0.2	$411k		7.5k	54.77	View chart
JPMorgan Chase & Co. (JPM)	0.2	$409k		1.3k	322.22	View chart
Pacer US Cash Cows 100 ETF Us Cash Cows 100 (COWZ)	0.2	$356k		5.9k	60.17	View chart
Spdr S&p 500 Etf Tr Unit (SPY)	0.2	$353k		518.00	681.33	View chart
Schwab Emerging Markets Equity ETF Emrg Mkteq Etf (SCHE)	0.2	$314k	+2%	9.6k	32.75	View chart
iShares Currency Hedged MSCI EAFE ETF Hdg Msci Eafe (HEFA)	0.1	$297k		7.2k	41.36	View chart
iShares Core S&P Small-Cap ETF Core S&p Scp Etf (IJR)	0.1	$294k	+3%	2.4k	120.17	View chart
International Business Machines (IBM)	0.1	$284k		958.00	296.21	View chart
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)	0.1	$262k	-11%	4.2k	62.47	View chart
iShares 1-5 Year Inv Grade Corp Bond ETF Ishs 1-5yr Invs (IGSB)	0.1	$259k		4.9k	52.88	View chart
SPDR Gold MiniShares Spdr Gld Minis (GLDM)	0.1	$248k	NEW	2.9k	85.37	View chart
Fidelity Enhanced Large Cap Etf Enhanced Large (FELG)	0.1	$241k		5.8k	41.70	View chart
Vanguard Growth ETF Growth Etf (VUG)	0.1	$236k	+13%	483.00	487.90	View chart
Apple (AAPL)	0.1	$233k		857.00	271.75	View chart
SPDR S&P Global Dividend ETF S&p Glbdiv Etf (WDIV)	0.1	$233k		3.1k	75.45	View chart
SPDR Portfolio Developed World ex-US ETF Portfolio Devlpd (SPDW)	0.1	$226k		5.1k	44.41	View chart
S&p Global (SPGI)	0.1	$209k		400.00	522.59	View chart
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)	0.1	$208k	-2%	2.3k	89.46	View chart
Vanguard Mid-Cap ETF Mid Cap Etf (VO)	0.1	$202k	-17%	695.00	290.34	View chart
Vanguard Dividend Appreciation ETF Div App Etf (VIG)	0.1	$181k		824.00	219.66	View chart
Schwab US Small-Cap ETF Us Sml Cap Etf (SCHA)	0.1	$179k		6.3k	28.48	View chart
Williams-Sonoma (WSM)	0.1	$179k		1.0k	178.59	View chart
iShares US Technology ETF U.s. Tech Etf (IYW)	0.1	$175k		877.00	199.68	View chart
iShares Core US Aggregate Bond ETF Core Us Aggbd Et (AGG)	0.1	$168k	-41%	1.7k	99.88	View chart
Merck & Co (MRK)	0.1	$168k		1.6k	105.26	View chart
ALPS O Shares US Sm-Cp Qul Div ETF Oshares Us Smlcp (OUSM)	0.1	$164k		3.8k	43.74	View chart
Schwab US Broad Market ETF Us Brd Mkt Etf (SCHB)	0.1	$150k		5.7k	26.23	View chart
Professionally Managed Etf Akre Focus Etf (AKRE)	0.1	$150k	NEW	2.3k	65.51	View chart
Bitcoin Investment Trust Shs Rep Com Ut (GBTC)	0.1	$149k		2.2k	68.36	View chart
Gilead Sciences (GILD)	0.1	$147k		1.2k	122.74	View chart
ARK Innovation ETF Innovation Etf (ARKK)	0.1	$135k	+233%	1.8k	76.93	View chart
General Dynamics Corporation (GD)	0.1	$135k		400.00	336.66	View chart
Meta Platforms Inc Class A Cl A (META)	0.1	$133k		202.00	660.09	View chart
Fidelity Enhncd Lrge Cp Vle Etf Enhanced Large (FELV)	0.1	$133k		3.8k	34.66	View chart
Honeywell International (HON)	0.1	$131k		670.00	195.09	View chart
Enovix Corp (ENVX)	0.1	$125k		17k	7.31	View chart
3M Company (MMM)	0.1	$120k		751.00	160.10	View chart
Schwab International Equity ETF Intl Eqty Etf (SCHF)	0.1	$116k	-5%	4.8k	24.04	View chart
iShares US Tech Independence Focused ETF U.s. Tech Indepd (IETC)	0.1	$114k	-2%	1.1k	101.60	View chart
Johnson & Johnson (JNJ)	0.1	$114k		550.00	206.95	View chart
Carrier Global Corporation (CARR)	0.1	$113k		2.1k	52.85	View chart
Costco Wholesale Corporation (COST)	0.1	$113k		131.00	862.34	View chart
Broadcom (AVGO)	0.1	$113k		325.00	346.10	View chart
Fastenal Company (FAST)	0.1	$112k		2.8k	40.13	View chart
Coherent Corp (COHR)	0.1	$111k		600.00	184.57	View chart
Coca-Cola Company (KO)	0.1	$108k		1.6k	69.91	View chart
Cisco Systems (CSCO)	0.1	$107k		1.4k	77.03	View chart
Automatic Data Processing (ADP)	0.1	$103k		400.00	257.23	View chart
Jabil Circuit (JBL)	0.1	$103k		450.00	228.02	View chart
Texas Instruments Incorporated (TXN)	0.1	$101k		583.00	173.48	View chart
Home Depot (HD)	0.0	$98k		285.00	344.10	View chart
Advanced Micro Devices (AMD)	0.0	$97k		455.00	214.16	View chart
Bitwise Bitcoin ETF Shs Ben Int (BITB)	0.0	$97k	NEW	2.0k	47.56	View chart
Tesla Motors (TSLA)	0.0	$96k		214.00	449.72	View chart
Berkshire Hathaway Cl B Cl B New (BRK.B)	0.0	$96k		191.00	502.65	View chart
Chevron Corporation (CVX)	0.0	$94k		615.00	152.41	View chart
iShares 0-5 Year High Yield Corp Bond ETF 0-5yr Hi Yl Cp (SHYG)	0.0	$92k	-4%	2.2k	42.87	View chart
Goldman Sachs (GS)	0.0	$88k		100.00	879.00	View chart
SPDR S&P Mid Cap 400 ETF Utser1 S&pdcrp (MDY)	0.0	$86k		142.00	603.28	View chart
Amazon (AMZN)	0.0	$85k		370.00	230.82	View chart
Royal Caribbean Cruises (RCL)	0.0	$84k		300.00	278.92	View chart
Invesco NASDAQ 100 ETF Nasdaq 100 Etf (QQQM)	0.0	$83k	-5%	328.00	252.77	View chart
Vanguard ESG US Stock ETF Esg Us Stk Etf (ESGV)	0.0	$83k		685.00	121.03	View chart
Flextronics International Ord (FLEX)	0.0	$80k		1.3k	60.42	View chart
iShares Global Tech ETF Global Tech Etf (IXN)	0.0	$77k		732.00	105.02	View chart
ConocoPhillips (COP)	0.0	$74k		795.00	93.61	View chart
Novartis A G Sponsored Adr (NVS)	0.0	$74k		535.00	137.87	View chart
iShares MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)	0.0	$72k		363.00	198.85	View chart
iShares Russell 2000 ETF Russell 2000 Etf (IWM)	0.0	$67k	-7%	274.00	245.88	View chart
iShares Silver Trust Ishares (SLV)	0.0	$67k		1.0k	64.42	View chart
Capital Group Global Growth Equity ETF Shs Creation Uni (CGGO)	0.0	$66k	+32%	1.9k	34.65	View chart
Dimensional US Small Cap Value ETF Us Small Cap Val (DFSV)	0.0	$63k	NEW	1.9k	32.88	View chart
Marathon Digital Holdings In (MARA)	0.0	$60k		6.7k	8.98	View chart
Union Pacific Corporation (UNP)	0.0	$59k		255.00	231.32	View chart
Kimberly-Clark Corporation (KMB)	0.0	$59k		580.00	100.89	View chart
Google Cap Stk Cl C (GOOG)	0.0	$56k		179.00	313.80	View chart
iShares Bitcoin Trust ETF Shs Ben Int (IBIT)	0.0	$50k	+341%	1.0k	49.65	View chart
Lockheed Martin Corporation (LMT)	0.0	$48k		100.00	483.67	View chart
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)	0.0	$47k		223.00	210.34	View chart
Procter & Gamble Company (PG)	0.0	$46k	+3%	321.00	143.31	View chart
Constellation Energy (CEG)	0.0	$41k		116.00	353.27	View chart
Corteva (CTVA)	0.0	$39k		582.00	67.03	View chart
Qualcomm (QCOM)	0.0	$38k		220.00	171.05	View chart
First American Financial (FAF)	0.0	$37k		600.00	61.44	View chart
Vanguard Information Technology ETF Inf Tech Etf (VGT)	0.0	$37k	-9%	48.00	760.92	View chart
iShares Global 100 ETF Global 100 Etf (IOO)	0.0	$37k	-11%	288.00	126.68	View chart
United Parcel Service B CL B (UPS)	0.0	$36k	+2%	359.00	99.19	View chart
Vanguard S&P Mid-Cap 400 Growth ETF Midcp 400 Grth (IVOG)	0.0	$34k		281.00	120.20	View chart
Microsoft Corporation (MSFT)	0.0	$34k		69.00	486.96	View chart
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)	0.0	$34k		612.00	54.71	View chart
Bank of America Corporation (BAC)	0.0	$33k		600.00	55.00	View chart
DJ-UBS Commodity Index ETN Djubs Cmdt Etn36 (DJP)	0.0	$33k		871.00	37.61	View chart
Verizon Communications (VZ)	0.0	$33k		799.00	40.73	View chart
Microchip Technology (MCHP)	0.0	$32k		500.00	63.72	View chart
iShares MSCI EAFE Value ETF Eafe Value Etf (EFV)	0.0	$30k		425.00	71.47	View chart
iShares MSCI EAFE Growth ETF Eafe Grwth Etf (EFG)	0.0	$30k		266.00	113.78	View chart
Associated Banc- (ASB)	0.0	$26k		1.0k	25.76	View chart
Kirby Corporation (KEX)	0.0	$25k		225.00	110.18	View chart
Lazard Next Gen Technologies ETF Next Gen Technol (TEKY)	0.0	$25k	NEW	653.00	37.50	View chart
iShares A.I. Innovation and Tech Act ETF Ishares A I Inno (BAI)	0.0	$24k	NEW	732.00	33.30	View chart
Dupont De Nemours (DD)	0.0	$24k	+3%	603.00	40.20	View chart
FT Nasdaq Artfcl Intllgnc and Rbtc ETF Nasdq Artfcial (ROBT)	0.0	$24k	NEW	466.00	51.87	View chart
SPDR S&P 600 Small Cap Value ETF S&p 600 Smcp Val (SLYV)	0.0	$24k		264.00	90.97	View chart
Qnity Electronics Common Stock (Q)	0.0	$24k	NEW	290.00	81.65	View chart
Johnson Controls International SHS (JCI)	0.0	$23k	+7%	195.00	119.75	View chart
Bwx Technologies (BWXT)	0.0	$23k		135.00	172.84	View chart
Broadridge Financial Solutions (BR)	0.0	$22k		100.00	223.17	View chart
Oracle Corporation (ORCL)	0.0	$22k		113.00	194.91	View chart
Artisan Partners Asset Mgmt Cl A (APAM)	0.0	$21k		520.00	40.76	View chart
Birkenstock Holding Ord Com Shs (BIRK)	0.0	$21k		500.00	40.90	View chart
NEXTracker Class A Com (NXT)	0.0	$20k		230.00	87.11	View chart
Martin Marietta Materials (MLM)	0.0	$19k		30.00	622.67	View chart
Vanguard Real Estate ETF Real Estate Etf (VNQ)	0.0	$18k		201.00	88.49	View chart
VanEck Merk Gold Trust Gold Shs (OUNZ)	0.0	$18k	-5%	421.00	41.48	View chart
BorgWarner (BWA)	0.0	$17k		385.00	45.06	View chart
Vanguard Int'l Dividend Appreciation ETF Intl Dvd Etf (VIGI)	0.0	$17k		186.00	91.44	View chart
Grayscale Bitcoin Mini Trust Etf Shs New (BTC)	0.0	$17k		436.00	38.73	View chart
Citigroup Com New (C)	0.0	$16k		140.00	116.69	View chart
Delta Air Lines Com New (DAL)	0.0	$16k		235.00	69.40	View chart
Guggenheim S&P 500 Equal Weight ETF S&p500 Eql Wgt (RSP)	0.0	$16k	-51%	84.00	191.56	View chart
Williams Companies (WMB)	0.0	$16k		265.00	60.11	View chart
Starbucks Corporation (SBUX)	0.0	$16k		185.00	84.21	View chart
Sector SPDR - Technology Technology (XLK)	0.0	$16k	+100%	108.00	143.97	View chart
Exelon Corporation (EXC)	0.0	$15k		350.00	43.59	View chart
Core & Main Inc-class A Cl A (CNM)	0.0	$15k		290.00	51.97	View chart
Us Foods Hldg Corp call (USFD)	0.0	$15k		200.00	75.32	View chart
Phillips 66 (PSX)	0.0	$15k		115.00	129.04	View chart
Solventum Corp Com Shs (SOLV)	0.0	$15k		187.00	79.24	View chart
Vanguard S&P Small-Cap 600 ETF Smllcp 600 Idx (VIOO)	0.0	$15k		133.00	110.96	View chart
Grayscale Ethereum Trust SHS (ETHE)	0.0	$14k		589.00	24.37	View chart
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)	0.0	$14k	-58%	256.00	53.80	View chart
Dow (DOW)	0.0	$14k		582.00	23.38	View chart
Arcosa (ACA)	0.0	$13k		125.00	106.32	View chart
Abbott Laboratories (ABT)	0.0	$13k		105.00	125.29	View chart
Vanguard Global ex-US Real Estate ETF Glb Ex Us Etf (VNQI)	0.0	$13k		286.00	45.84	View chart
Cadence Bank	0.0	$13k		295.00	42.84	View chart
Synovus Financial Corp Com New (SNV)	0.0	$13k		250.00	50.05	View chart
Waste Connections (WCN)	0.0	$12k		70.00	175.36	View chart
SPDR Bbg High Yield Bond ETF Bloomberg High Y (JNK)	0.0	$12k		126.00	97.21	View chart
salesforce (CRM)	0.0	$12k	+21%	45.00	264.91	View chart
GE Healthcare Technologies Common Stock (GEHC)	0.0	$12k	+10%	143.00	82.02	View chart
Columbia Research Enhanced Core ETF Resh Enhnc Cor (RECS)	0.0	$11k	-54%	276.00	40.84	View chart
FTC Solar Com New (FTCI)	0.0	$11k		1.0k	10.91	View chart
Cigna Corp (CI)	0.0	$11k		39.00	275.23	View chart
Service Corporation International (SCI)	0.0	$11k		135.00	77.97	View chart
Element Solutions (ESI)	0.0	$11k		420.00	24.99	View chart
PNC Financial Services (PNC)	0.0	$10k		50.00	208.74	View chart
Teck Resources CL B (TECK)	0.0	$10k		215.00	47.89	View chart
iShares S&P Small-Cap 600 Value ETF Sp Smcp600vl Etf (IJS)	0.0	$10k		88.00	113.67	View chart
American Water Works (AWK)	0.0	$9.4k		72.00	130.50	View chart
Netstreit Corp (NTST)	0.0	$9.2k		520.00	17.64	View chart
Dell Computer Corp CL C (DELL)	0.0	$9.1k		72.00	125.88	View chart
Raymond James Financial (RJF)	0.0	$8.8k		55.00	160.58	View chart
Alcon Ord Shs (ALC)	0.0	$8.4k		107.00	78.81	View chart
iShares Russell 2000 Value ETF Rus 2000 Val Etf (IWN)	0.0	$8.2k		45.00	181.20	View chart
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO)	0.0	$8.1k		25.00	323.00	View chart
Solstice Advanced Materials Com Shs (SOLS)	0.0	$8.1k	NEW	166.00	48.58	View chart
Carlisle Companies (CSL)	0.0	$8.0k		25.00	319.88	View chart
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH)	0.0	$8.0k		120.00	66.55	View chart
CVS Caremark Corporation (CVS)	0.0	$7.9k		100.00	79.36	View chart
Matador Resources (MTDR)	0.0	$7.9k		185.00	42.44	View chart
Casella Waste Systems Cl A (CWST)	0.0	$7.8k		80.00	97.94	View chart
Lumen Technologies (LUMN)	0.0	$7.8k		1.0k	7.77	View chart
Invesco S&P 500 Pure Value ETF S&p500 Pur Val (RPV)	0.0	$7.2k		70.00	103.36	View chart
Glacier Ban (GBCI)	0.0	$7.0k		160.00	44.05	View chart
Stryker Corporation (SYK)	0.0	$7.0k		20.00	351.45	View chart
Fidelity National Information Services (FIS)	0.0	$6.6k		100.00	66.46	View chart
Walt Disney Company (DIS)	0.0	$6.0k	+44%	52.00	114.83	View chart
Target Corporation (TGT)	0.0	$5.9k		60.00	97.75	View chart
Matthews EM Equity Active ETF Emer Mkts Equity (MEM)	0.0	$5.7k		160.00	35.81	View chart
Littelfuse (LFUS)	0.0	$5.1k		20.00	252.90	View chart
Mondelez Intl Inc Cl A Cl A (MDLZ)	0.0	$4.8k		90.00	53.83	View chart
SPDR S&P Dividend S&p Divid Etf (SDY)	0.0	$4.7k		34.00	139.15	View chart
Netflix (NFLX)	0.0	$4.7k	+900%	50.00	93.76	View chart
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND)	0.0	$4.6k		62.00	74.44	View chart
SPDR S&P 500 Growth Prtflo S&p500 Gw (SPYG)	0.0	$4.6k	-75%	43.00	106.70	View chart
Harley-Davidson (HOG)	0.0	$3.8k		185.00	20.45	View chart
Check Point Software Technologies Ord (CHKP)	0.0	$3.7k		20.00	185.55	View chart
Canary XRP ETF SHS (XRPC)	0.0	$3.7k	NEW	189.00	19.45	View chart
AerCap Holdings NV SHS (AER)	0.0	$3.6k		25.00	143.76	View chart
Kyndryl Holdings Common Stock (KD)	0.0	$3.6k		135.00	26.56	View chart
Vanguard Extended Mkt Extend Mkt Etf (VXF)	0.0	$3.6k	NEW	17.00	209.12	View chart
Wabtec Corporation (WAB)	0.0	$3.4k		16.00	213.44	View chart
iShares MSCI Emerging Markets Sm-Cp ETF Em Mkt Sm-cp Etf (EEMS)	0.0	$2.9k		42.00	67.95	View chart
Taiwan Semiconductor Manufacturing Sponsored Ads (TSM)	0.0	$2.7k		9.00	303.89	View chart
Boston Scientific Corporation (BSX)	0.0	$2.6k		27.00	95.33	View chart
UnitedHealth (UNH)	0.0	$2.3k	+40%	7.00	330.14	View chart
Intercontinental Exchange (ICE)	0.0	$2.1k	NEW	13.00	161.92	View chart
Bank of New York Mellon Corporation (BK)	0.0	$2.1k	NEW	18.00	116.11	View chart
Invesco S&P MidCap 400 Revenue ETF S&p Mdcp 400 Rev (RWK)	0.0	$2.1k		16.00	128.56	View chart
Apollo Global Mgmt (APO)	0.0	$2.0k	NEW	14.00	144.79	View chart
Sector SPDR - Consumer Staples Sbi Cons Stpls (XLP)	0.0	$2.0k		26.00	77.69	View chart
McKesson Corporation (MCK)	0.0	$1.6k	NEW	2.00	820.50	View chart
Grayscale Ethereum Mini Etf Shs New (ETH)	0.0	$1.6k		58.00	28.05	View chart
Morgan Stanley Com New (MS)	0.0	$1.6k	NEW	9.00	177.56	View chart
Exxon Mobil Corporation (XOM)	0.0	$1.6k	NEW	13.00	120.31	View chart
Equinix (EQIX)	0.0	$1.5k	NEW	2.00	766.00	View chart
Intel Corporation (INTC)	0.0	$1.5k	NEW	41.00	36.90	View chart
Xylem (XYL)	0.0	$1.5k	NEW	11.00	136.18	View chart
Keurig Dr Pepper (KDP)	0.0	$1.5k	NEW	52.00	28.02	View chart
Ametek (AME)	0.0	$1.4k	NEW	7.00	205.29	View chart
Vanguard Total International Bond ETF Total Int Bd Etf (BNDX)	0.0	$1.4k	NEW	29.00	48.31	View chart
Abbvie (ABBV)	0.0	$1.4k	NEW	6.00	228.50	View chart
Baker Hughes Cl A (BKR)	0.0	$1.4k	NEW	30.00	45.53	View chart
CSX Corporation (CSX)	0.0	$1.3k	NEW	37.00	36.24	View chart
Vanguard Short-Term Bond ETF Short Trm Bond (BSV)	0.0	$1.3k	NEW	17.00	78.82	View chart
Dex (DXCM)	0.0	$1.3k		20.00	66.35	View chart
Vanguard S&P Small-Cap 600 Value ETF Smlcp 600 Val (VIOV)	0.0	$1.3k		13.00	100.46	View chart
Entergy Corporation (ETR)	0.0	$1.3k	NEW	14.00	92.43	View chart
Pfizer (PFE)	0.0	$1.3k	NEW	51.00	24.90	View chart
NiSource (NI)	0.0	$1.3k	NEW	30.00	41.77	View chart
iShares MSCI ACWI ETF Msci Acwi Etf (ACWI)	0.0	$1.1k	-90%	8.00	141.50	View chart
Dollar Tree (DLTR)	0.0	$1.1k	NEW	9.00	123.00	View chart
NetApp (NTAP)	0.0	$1.1k	NEW	10.00	107.10	View chart
Equitable Holdings (EQH)	0.0	$1.0k	NEW	22.00	47.64	View chart
Jones Lang LaSalle Incorporated (JLL)	0.0	$1.0k	NEW	3.00	336.33	View chart
Freeport Mcmoran Copper CL B (FCX)	0.0	$965.000500	NEW	19.00	50.79	View chart
Tapestry (TPR)	0.0	$894.000100	NEW	7.00	127.71	View chart
American Tower Reit (AMT)	0.0	$878.000000	NEW	5.00	175.60	View chart
Organon & Co Common Stock (OGN)	0.0	$868.005600		121.00	7.17	View chart
API Group Corp COM USD0.0001 Com Stk (APG)	0.0	$765.000000	NEW	20.00	38.25	View chart
Unity Software (U)	0.0	$707.000000		16.00	44.19	View chart
Vanguard Mortgage-Backed Secs ETF Mtg-bkd Secs Etf (VMBS)	0.0	$706.000500	NEW	15.00	47.07	View chart
Vanguard Interm-Term Bond ETF Intermed Term (BIV)	0.0	$701.000100	NEW	9.00	77.89	View chart
Vanguard Long-Term Bond ETF Long Term Bond (BLV)	0.0	$695.000000	NEW	10.00	69.50	View chart
Medtronic SHS (MDT)	0.0	$576.000000	NEW	6.00	96.00	View chart
Lennar Corp Cl A Cl A (LEN)	0.0	$514.000000	NEW	5.00	102.80	View chart
Roper Industries (ROP)	0.0	$445.000000	NEW	1.00	445.00	View chart
Amgen (AMGN)	0.0	$327.000000	NEW	1.00	327.00	View chart
Adient Plc Ord Ord Shs (ADNT)	0.0	$268.000600		14.00	19.14	View chart

Past Filings by Richardson Capital Management

SEC 13F filings are viewable for Richardson Capital Management going back to 2024

Richardson Capital Management 2025 Q4 filed Jan. 30, 2026
Richardson Capital Management 2025 Q3 filed Oct. 31, 2025
Richardson Capital Management 2025 Q2 filed July 23, 2025
Richardson Capital Management 2025 Q1 filed April 25, 2025
Richardson Capital Management 2024 Q4 filed Feb. 4, 2025
Richardson Capital Management 2024 Q3 filed Nov. 5, 2024
Richardson Capital Management 2024 Q2 filed July 26, 2024
Richardson Capital Management 2024 Q1 filed April 17, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z