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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, IJH, and represent 71.10% of Richardson Capital Management's stock portfolio.
Added to shares of these 10 stocks: FNDX, VUG, IWF, IJH, DFSV, VO, MEMS, BTC, BAI, SPCX.
Started 6 new stock positions in DD, SPCX, Baillie Gifford Long Term Global Growth ETF, ETHA, HONA, HON.
Reduced shares in these 10 stocks: PULS, SCHD, VOYG, AAPL, VOO, Honeywell International, SCHX, SCHM, BITB, NFLX.
Sold out of its positions in AAON, APG, APD, BABA, AMT, AME, AMGN, ANDG, APO, APPF.
Richardson Capital Management was a net seller of stock by $-486k.
Richardson Capital Management has $234M in assets under management (AUM), dropping by 12.76%.
Central Index Key (CIK): 0001621646

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Portfolio Holdings for Richardson Capital Management

Richardson Capital Management holds 243 positions in its portfolio as reported in the June 2026 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)	22.6	$53M		1.8M	29.43	View chart
Schwab US Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)	15.1	$35M		1.0M	33.84	View chart
Schwab Fundamental US Large Company ETF Fundamental Us L (FNDX)	13.7	$32M	+2%	1.0M	31.10	View chart
Vanguard 500 ETF S&p 500 Etf Shs (VOO)	10.8	$25M		37k	686.80	View chart
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)	8.9	$21M		268k	77.11	View chart
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)	5.5	$13M	-4%	404k	31.71	View chart
NVIDIA Corporation (NVDA)	5.1	$12M		60k	200.09	View chart
Dimensional US Small Cap Value ETF Us Small Cap Etf (DFSV)	2.5	$5.9M	+3%	152k	38.79	View chart
Matthews EM Discovery Active ETF Emerging Mkt Dis (MEMS)	2.0	$4.7M	+3%	149k	31.73	View chart
Schwab US Mid-Cap ETF Us Mid-cap Etf (SCHM)	1.9	$4.4M		118k	36.87	View chart
Invesco QQQ Trust ETF Unit Ser 1 (QQQ)	0.7	$1.7M		2.3k	736.40	View chart
Schwab 1000 Index ETF 1000 Index Etf (SCHK)	0.6	$1.4M		40k	36.06	View chart
PGIM Ultra Short Bond ETF Pgim Ultra Sh Bd (PULS)	0.5	$1.1M	-43%	22k	49.55	View chart
iShares Russell Mid-Cap Growth ETF Rus Md Cp Gr Etf (IWP)	0.4	$899k		6.1k	146.41	View chart
Vanguard Growth ETF Growth Etf (VUG)	0.3	$754k	+478%	8.8k	86.14	View chart
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)	0.3	$738k		986.00	748.89	View chart
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)	0.3	$676k	+283%	5.4k	124.17	View chart
iShares Russell Mid-Cap ETF Rus Mid Cap Etf (IWR)	0.3	$654k		5.9k	110.32	View chart
Vanguard High Dividend Yield ETF High Div Yld (VYM)	0.3	$592k		3.7k	158.05	View chart
iShares A.I. Innovation and Tech Act ETF Isha I In Te Etf (BAI)	0.2	$582k	+23%	11k	52.72	View chart
iShares Global Tech ETF Global Tech Etf (IXN)	0.2	$507k		3.5k	144.49	View chart
Global X US Infrastructure Dev ETF Us Infr Dev Etf (PAVE)	0.2	$500k	-2%	8.5k	58.92	View chart
iShares Russell Mid-Cap Value ETF Rus Mdcp Val Etf (IWS)	0.2	$488k		3.0k	164.60	View chart
ARK Innovation ETF Innovation Etf (ARKK)	0.2	$486k	+10%	6.0k	80.82	View chart
JPMorgan Chase & Co. (JPM)	0.2	$426k		1.3k	327.33	View chart
Sector SPDR - Financial St Str Finl Etf (XLF)	0.2	$403k		7.5k	53.61	View chart
Pacer US Cash Cows 100 ETF Us Cash Cows 100 (COWZ)	0.2	$378k		6.1k	62.20	View chart
Spdr S&p 500 Etf Tr Unit (SPY)	0.2	$366k		490.00	746.57	View chart
iShares Core S&P Small-Cap ETF Core S&p Scp Etf (IJR)	0.1	$348k		2.3k	148.32	View chart
Schwab Emerging Markets Equity ETF Emrg Mkteq Etf (SCHE)	0.1	$348k		9.6k	36.26	View chart
iShares Currency Hedged MSCI EAFE ETF Hdg Msci Eafe (HEFA)	0.1	$324k	-3%	6.9k	46.92	View chart
Grayscale Bitcoin Mini Trust Etf Shs New (BTC)	0.1	$324k	+81%	13k	25.95	View chart
WisdomTree US High Dividend ETF Us High Dividend (DHS)	0.1	$289k		2.5k	113.68	View chart
International Business Machines (IBM)	0.1	$268k	-3%	952.00	281.21	View chart
Advanced Micro Devices (AMD)	0.1	$264k		455.00	580.91	View chart
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)	0.1	$262k	-10%	3.7k	71.25	View chart
Voyager Technologies Com Cl A (VOYG)	0.1	$258k	-53%	8.0k	32.25	View chart
iShares 1-5 Year Inv Grade Corp Bond ETF Ishs 1-5yr Invs (IGSB)	0.1	$257k		4.9k	52.41	View chart
SPDR Portfolio Developed World ex-US ETF St Str Po Ex Etf (SPDW)	0.1	$256k		5.1k	50.39	View chart
Fidelity Enhanced Large Cap Etf Enhanced Large (FELG)	0.1	$253k		5.8k	43.75	View chart
Apple (AAPL)	0.1	$247k	-51%	853.00	289.22	View chart
SPDR S&P Global Dividend ETF St Str Sp Glbdiv (WDIV)	0.1	$247k		3.1k	79.91	View chart
Coherent Corp (COHR)	0.1	$237k		600.00	394.47	View chart
Williams-Sonoma (WSM)	0.1	$233k		1.0k	233.10	View chart
SPDR Gold MiniShares Spdr Gld Minis (GLDM)	0.1	$231k		2.9k	79.42	View chart
Schwab US Small-Cap ETF Us Sml Cap Etf (SCHA)	0.1	$228k		6.3k	36.13	View chart
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)	0.1	$226k		2.3k	96.57	View chart
Capital Group Growth ETF Shs Creat Unit (CGGR)	0.1	$223k		4.7k	47.20	View chart
Flextronics International Ord (FLEX)	0.1	$215k		1.3k	162.07	View chart
Vanguard Mid-Cap ETF Mid Cap Etf (VO)	0.1	$213k	+279%	2.6k	80.56	View chart
iShares US Technology ETF U.s. Tech Etf (IYW)	0.1	$206k		815.00	252.23	View chart
Merck & Co (MRK)	0.1	$203k	-5%	1.6k	128.50	View chart
Vanguard Dividend Appreciation ETF Div App Etf (VIG)	0.1	$183k	-6%	774.00	236.75	View chart
ALPS O Shares US Sm-Cp Qul Div ETF Oshares Us Smlcp (OUSM)	0.1	$178k		3.8k	47.52	View chart
Texas Instruments Incorporated (TXN)	0.1	$174k		583.00	298.06	View chart
Jabil Circuit (JBL)	0.1	$174k		450.00	385.48	View chart
Vanguard Total International Stock ETF Total Stk Mkt (VTI)	0.1	$171k	+61%	2.0k	85.51	View chart
Schwab US Broad Market ETF Us Brd Mkt Etf (SCHB)	0.1	$166k		5.7k	28.96	View chart
S&p Global (SPGI)	0.1	$163k	-3%	400.00	407.26	View chart
Cisco Systems (CSCO)	0.1	$163k		1.4k	117.46	View chart
Carrier Global Corporation (CARR)	0.1	$159k		2.2k	73.34	View chart
Fidelity Enhncd Lrge Cp Vle Etf Enhanced Large (FELV)	0.1	$154k		3.8k	40.09	View chart
Gilead Sciences (GILD)	0.1	$152k		1.2k	126.34	View chart
Generac Holdings (GNRC)	0.1	$144k		493.00	292.81	View chart
Broadcom (AVGO)	0.1	$142k		376.00	377.75	View chart
General Dynamics Corporation (GD)	0.1	$142k		400.00	354.24	View chart
Costco Wholesale Corporation (COST)	0.1	$141k		151.00	936.19	View chart
Johnson & Johnson (JNJ)	0.1	$140k		550.00	253.97	View chart
Fastenal Company (FAST)	0.1	$135k	-3%	2.8k	48.03	View chart
Invesco NASDAQ 100 ETF Nasdaq 100 Etf (QQQM)	0.1	$134k	+34%	442.00	302.78	View chart
Lazard Next Gen Technologies ETF Next Gen Tec Etf (TEKY)	0.1	$129k		2.7k	47.47	View chart
Coca-Cola Company (KO)	0.1	$126k		1.6k	81.27	View chart
Professionally Managed Etf Akre Focus Etf (AKRE)	0.1	$122k		2.3k	53.19	View chart
3M Company (MMM)	0.1	$122k		751.00	161.91	View chart
Capital Group Global Growth Equity ETF Shs Creat Unit (CGGO)	0.1	$118k	+12%	2.8k	42.33	View chart
Schwab International Equity ETF Intl Eqty Etf (SCHF)	0.1	$118k	-8%	4.3k	27.70	View chart
iShares Core US Aggregate Bond ETF Core Us Aggbd Et (AGG)	0.1	$118k	-29%	1.2k	98.98	View chart
iShares Technology Opportunities Active ETF Isha Tech Op Etf (TEK)	0.0	$116k	+121%	2.7k	42.62	View chart
Capital Group International Focus Eq ETF Shs Creat Unit (CGXU)	0.0	$114k		3.3k	34.62	View chart
Meta Platforms Inc Class A Cl A (META)	0.0	$113k	-14%	200.00	563.29	View chart
Amazon (AMZN)	0.0	$112k	-30%	470.00	238.34	View chart
Capital Group Core Equity ETF Shs Creat Unit (CGUS)	0.0	$111k		2.5k	44.48	View chart
Capital Group International Cor Eq ETF SHS (CGIC)	0.0	$107k		3.0k	36.39	View chart
Space Exploration Technologies Corp. CLASS A COM S Class A Com Stk (SPCX)	0.0	$106k	NEW	620.00	170.86	View chart
Enovix Corp (ENVX)	0.0	$104k		17k	6.07	View chart
Google Inc Class A Cap Stk Cl A (GOOGL)	0.0	$104k		291.00	357.37	View chart
Chevron Corporation (CVX)	0.0	$102k		615.00	165.76	View chart
Goldman Sachs (GS)	0.0	$101k		100.00	1011.37	View chart
Home Depot (HD)	0.0	$101k		285.00	352.68	View chart
iShares Bitcoin Trust ETF Shs Ben Int (IBIT)	0.0	$100k	+200%	3.0k	33.29	View chart
SPDR S&P Mid Cap 400 ETF Utser1 S&pdcrp (MDY)	0.0	$100k		142.00	703.34	View chart
Roundhill Magnificent Seven ETF Roun Ma Seve Etf (MAGS)	0.0	$99k		1.5k	64.30	View chart
Royal Caribbean Cruises (RCL)	0.0	$95k		300.00	317.53	View chart
Marathon Digital Holdings In (MARA)	0.0	$93k		6.7k	13.89	View chart
Vanguard ESG US Stock ETF Esg Us Stk Etf (ESGV)	0.0	$91k		689.00	132.18	View chart
Berkshire Hathaway Cl B Cl B New (BRK.B)	0.0	$91k		181.00	500.39	View chart
Google Cap Stk Cl C (GOOG)	0.0	$91k		256.00	353.33	View chart
Automatic Data Processing (ADP)	0.0	$90k		400.00	223.95	View chart
FT Nasdaq Artfcl Intllgnc and Rbtc ETF Nasdq Artfcial (ROBT)	0.0	$87k		1.5k	56.26	View chart
Novartis A G Sponsored Adr (NVS)	0.0	$84k		535.00	156.72	View chart
ConocoPhillips (COP)	0.0	$83k		795.00	103.96	View chart
Bitwise Bitcoin ETF Shs Ben Int (BITB)	0.0	$82k	-48%	2.6k	31.86	View chart
Tesla Motors (TSLA)	0.0	$82k		194.00	420.60	View chart
Capital Group New Geography Equity ETF SHS (CGNG)	0.0	$79k		2.1k	37.46	View chart
iShares 0-5 Year High Yield Corp Bond ETF 0-5yr Hi Yl Cp (SHYG)	0.0	$76k		1.8k	42.42	View chart
Honeywell International (HON)	0.0	$75k	NEW	335.00	223.90	View chart
Honeywell Aerospace (HONA)	0.0	$74k	NEW	335.00	221.08	View chart
iShares Russell 2000 ETF Russell 2000 Etf (IWM)	0.0	$74k	-10%	245.00	300.52	View chart
Union Pacific Corporation (UNP)	0.0	$69k		255.00	272.00	View chart
Kimberly-Clark Corporation (KMB)	0.0	$64k		580.00	109.77	View chart
iShares US Tech Independence Focused ETF U.s. Tech Indepd (IETC)	0.0	$62k	-40%	575.00	107.28	View chart
Lockheed Martin Corporation (LMT)	0.0	$51k		100.00	509.46	View chart
Microsoft Corporation (MSFT)	0.0	$50k		134.00	374.19	View chart
Corteva (CTVA)	0.0	$49k		582.00	84.69	View chart
Qnity Electronics Common Stock (Q)	0.0	$47k		290.00	163.31	View chart
Microchip Technology (MCHP)	0.0	$46k		500.00	91.20	View chart
Procter & Gamble Company (PG)	0.0	$46k	-18%	310.00	146.64	View chart
iShares Silver Trust Ishares (SLV)	0.0	$45k		840.00	53.47	View chart
First American Financial (FAF)	0.0	$41k		600.00	68.59	View chart
Vanguard S&P Mid-Cap 400 Growth ETF Midcp 400 Grth (IVOG)	0.0	$41k		281.00	146.30	View chart
Vanguard Information Technology ETF Inf Tech Etf (VGT)	0.0	$41k	+597%	342.00	119.49	View chart
Qualcomm (QCOM)	0.0	$41k		220.00	184.79	View chart
iShares Global 100 ETF Global 100 Etf (IOO)	0.0	$40k		290.00	136.37	View chart
Lam Research Corp Com New (LRCX)	0.0	$40k		91.00	434.25	View chart
United Parcel Service B CL B (UPS)	0.0	$38k	-13%	350.00	107.50	View chart
Johnson Controls International SHS (JCI)	0.0	$37k	-5%	254.00	146.11	View chart
iShares Ethereum Trust ETF SHS (ETHA)	0.0	$37k	NEW	3.1k	11.89	View chart
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)	0.0	$36k	-15%	519.00	68.41	View chart
DJ-UBS Commodity Index ETN Djubs Cmdt Etn36 (DJP)	0.0	$35k	-7%	806.00	43.71	View chart
Bank of America Corporation (BAC)	0.0	$34k		600.00	56.98	View chart
Verizon Communications (VZ)	0.0	$34k		799.00	42.34	View chart
iShares MSCI EAFE Value ETF Eafe Value Etf (EFV)	0.0	$33k		432.00	76.53	View chart
Dell Computer Corp CL C (DELL)	0.0	$31k		72.00	431.46	View chart
Intel Corporation (INTC)	0.0	$31k	-15%	222.00	139.63	View chart
Kirby Corporation (KEX)	0.0	$31k		225.00	135.97	View chart
iShares MSCI EAFE Growth ETF Eafe Grwth Etf (EFG)	0.0	$31k		245.00	124.30	View chart
Constellation Energy (CEG)	0.0	$29k		116.00	248.37	View chart
ASML Holding NV N Y Registry Shs (ASML)	0.0	$28k		14.00	1989.43	View chart
NEXTracker Class A Com (NXT)	0.0	$27k		230.00	119.14	View chart
Taiwan Semiconductor Manufacturing Sponsored Ads (TSM)	0.0	$27k		57.00	477.56	View chart
Dupont De Nemours Common Stock (DD)	0.0	$26k	NEW	194.00	135.64	View chart
Bwx Technologies (BWXT)	0.0	$26k	-5%	135.00	194.65	View chart
BorgWarner (BWA)	0.0	$26k		385.00	66.40	View chart
Delta Air Lines Com New (DAL)	0.0	$22k		235.00	93.66	View chart
Birkenstock Holding Ord Com Shs (BIRK)	0.0	$22k		500.00	43.03	View chart
Sector SPDR - Technology St Str Techn Etf (XLK)	0.0	$21k		108.00	190.52	View chart
Us Foods Hldg Corp call (USFD)	0.0	$21k		200.00	102.25	View chart
Element Solutions (ESI)	0.0	$20k		420.00	47.75	View chart
Williams Companies (WMB)	0.0	$20k		265.00	74.34	View chart
Citigroup Com New (C)	0.0	$20k		140.00	139.96	View chart
Hilton Worldwide Holdings (HLT)	0.0	$20k		59.00	330.46	View chart
Phillips 66 (PSX)	0.0	$19k		115.00	169.05	View chart
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)	0.0	$19k	-64%	80.00	242.43	View chart
Vanguard Real Estate ETF Real Estate Etf (VNQ)	0.0	$19k		201.00	96.43	View chart
Starbucks Corporation (SBUX)	0.0	$19k		185.00	102.19	View chart
Vanguard S&P Small-Cap 600 ETF Smllcp 600 Idx (VIOO)	0.0	$18k		133.00	137.54	View chart
Arcosa (ACA)	0.0	$18k		125.00	145.29	View chart
Guggenheim S&P 500 Equal Weight ETF S&p500 Eql Wgt (RSP)	0.0	$18k		84.00	212.77	View chart
Artisan Partners Asset Mgmt Cl A (APAM)	0.0	$18k		513.00	34.50	View chart
Entegris (ENTG)	0.0	$17k		97.00	179.86	View chart
Vanguard Int'l Dividend Appreciation ETF Intl Dvd Etf (VIGI)	0.0	$17k		186.00	93.36	View chart
Martin Marietta Materials (MLM)	0.0	$17k	-37%	30.00	576.70	View chart
Oracle Corporation (ORCL)	0.0	$17k	-11%	113.00	146.55	View chart
Exelon Corporation (EXC)	0.0	$16k		350.00	46.62	View chart
VanEck Merk Gold Trust Gold Shs (OUNZ)	0.0	$16k		421.00	38.59	View chart
Dow (DOW)	0.0	$16k		582.00	27.36	View chart
Solstice Advanced Materials Com Shs (SOLS)	0.0	$15k		166.00	88.60	View chart
Solventum Corp Com Shs (SOLV)	0.0	$14k		187.00	77.15	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$14k	-15%	98.00	144.61	View chart
Core & Main Inc-class A Cl A (CNM)	0.0	$14k		290.00	48.25	View chart
Broadridge Financial Solutions (BR)	0.0	$14k		100.00	136.95	View chart
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH)	0.0	$13k		120.00	110.94	View chart
Pinnacle Finl Partners (PNFP)	0.0	$13k		130.00	100.88	View chart
CrowdStrike Holdings Cl A (CRWD)	0.0	$13k		17.00	763.12	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$13k		730.00	17.73	View chart
Vanguard Global ex-US Real Estate ETF Glb Ex Us Etf (VNQI)	0.0	$13k		286.00	44.85	View chart
Teck Resources CL B (TECK)	0.0	$13k		215.00	59.46	View chart
PNC Financial Services (PNC)	0.0	$12k		50.00	246.22	View chart
Columbia Research Enhanced Core ETF Resh Enhnc Cor (RECS)	0.0	$12k		276.00	43.28	View chart
Waste Connections (WCN)	0.0	$12k	-56%	70.00	166.69	View chart
Palo Alto Networks (PANW)	0.0	$12k		34.00	341.03	View chart
Oceaneering International (OII)	0.0	$11k		280.00	40.52	View chart
Netstreit Corp (NTST)	0.0	$11k		520.00	21.13	View chart
Visa Inc Cl A Com Cl A (V)	0.0	$11k		32.00	343.09	View chart
Cigna Corp (CI)	0.0	$11k		39.00	275.69	View chart
Grayscale Ethereum Mini Etf Shs New (ETH)	0.0	$11k	+28%	712.00	15.03	View chart
Morgan Stanley Com New (MS)	0.0	$11k	-15%	50.00	209.04	View chart
CVS Caremark Corporation (CVS)	0.0	$10k		100.00	103.45	View chart
Service Corporation International (SCI)	0.0	$10k		135.00	75.96	View chart
iShares Russell 2000 Value ETF Rus 2000 Val Etf (IWN)	0.0	$10k		45.00	221.20	View chart
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO)	0.0	$9.8k		25.00	393.96	View chart
Abbott Laboratories (ABT)	0.0	$9.5k		105.00	90.74	View chart
American Water Works (AWK)	0.0	$9.5k		72.00	131.58	View chart
Matador Resources (MTDR)	0.0	$9.2k		185.00	49.78	View chart
Littelfuse (LFUS)	0.0	$9.1k	-4%	20.00	455.35	View chart
Carlisle Companies (CSL)	0.0	$9.1k		25.00	362.76	View chart
Abbvie (ABBV)	0.0	$8.8k	-14%	35.00	251.63	View chart
Mastercard Incorporated Cl A (MA)	0.0	$8.7k		17.00	513.59	View chart
Establishment Labs Holdings Ord (ESTA)	0.0	$8.6k		100.00	85.81	View chart
Servicenow (NOW)	0.0	$8.4k		85.00	99.28	View chart
Lattice Semiconductor (LSCC)	0.0	$8.4k		55.00	152.96	View chart
Raymond James Financial (RJF)	0.0	$8.4k		55.00	152.04	View chart
GE Healthcare Technologies Common Stock (GEHC)	0.0	$8.3k	-38%	130.00	64.01	View chart
Glacier Ban (GBCI)	0.0	$8.3k		160.00	51.58	View chart
Sitime Corp (SITM)	0.0	$8.2k		11.00	745.55	View chart
Invesco S&P 500 Pure Value ETF S&p500 Pur Val (RPV)	0.0	$8.0k		70.00	113.81	View chart
Target Corporation (TGT)	0.0	$7.8k		60.00	130.62	View chart
Casella Waste Systems Cl A (CWST)	0.0	$7.8k	-30%	80.00	96.97	View chart
Lumen Technologies (LUMN)	0.0	$7.7k		1.0k	7.68	View chart
McKesson Corporation (MCK)	0.0	$7.6k	-16%	10.00	755.60	View chart
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)	0.0	$7.5k	-51%	125.00	59.69	View chart
Matthews EM Equity Active ETF Emer Mkts Equity (MEM)	0.0	$7.2k		160.00	45.26	View chart
Alcon Ord Shs (ALC)	0.0	$7.2k		107.00	67.10	View chart
SPDR Bbg High Yield Bond ETF St Bloo High Etf (JNK)	0.0	$6.9k	-42%	72.00	96.38	View chart
Valmont Industries (VMI)	0.0	$6.4k		11.00	577.64	View chart
Stryker Corporation (SYK)	0.0	$6.3k		20.00	314.85	View chart
Curtiss-Wright (CW)	0.0	$6.1k		8.00	757.75	View chart
salesforce (CRM)	0.0	$5.8k	-58%	37.00	156.65	View chart
Mondelez Intl Inc Cl A Cl A (MDLZ)	0.0	$5.2k		90.00	57.84	View chart
SPDR S&P Dividend St Str Sp Div (SDY)	0.0	$5.2k		34.00	152.18	View chart
FTC Solar Com New (FTCI)	0.0	$5.2k		1.0k	5.08	View chart
SPDR S&P 500 Growth ST STR P500GRW (SPYG)	0.0	$5.1k		43.00	119.00	View chart
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND)	0.0	$4.6k		62.00	73.76	View chart
Harley-Davidson (HOG)	0.0	$4.5k		185.00	24.41	View chart
Wabtec Corporation (WAB)	0.0	$4.3k		16.00	269.62	View chart
Baillie Gifford Long Term Global Growth ETF LNG TRM GLBL GRW	0.0	$4.0k	NEW	113.00	35.26	View chart
Fidelity National Information Services (FIS)	0.0	$3.9k		100.00	38.88	View chart
AerCap Holdings NV SHS (AER)	0.0	$3.6k		25.00	145.80	View chart
Netflix (NFLX)	0.0	$3.6k	-95%	50.00	71.40	View chart
iShares MSCI Emerging Markets Sm-Cp ETF Em Mkt Sm-cp Etf (EEMS)	0.0	$3.2k		42.00	76.40	View chart
Check Point Software Technologies Ord (CHKP)	0.0	$2.6k		20.00	131.45	View chart
Invesco S&P MidCap 400 Revenue ETF S&p Mdcp 400 Rev (RWK)	0.0	$2.4k		16.00	149.56	View chart
Sector SPDR - Consumer Staples St Str Stapl Etf (XLP)	0.0	$2.2k		26.00	83.08	View chart
Canary XRP ETF SHS (XRPC)	0.0	$2.1k		189.00	11.08	View chart
UnitedHealth (UNH)	0.0	$2.1k	-68%	5.00	415.60	View chart
Organon & Co Common Stock (OGN)	0.0	$1.6k		121.00	13.54	View chart
Vanguard S&P Small-Cap 600 Value ETF Smlcp 600 Val (VIOV)	0.0	$1.6k		13.00	121.62	View chart
Walt Disney Company (DIS)	0.0	$1.6k	-88%	16.00	97.75	View chart
Kyndryl Holdings Common Stock (KD)	0.0	$1.5k		135.00	11.31	View chart
Dex (DXCM)	0.0	$1.3k		20.00	67.35	View chart
iShares MSCI ACWI ETF Msci Acwi Etf (ACWI)	0.0	$1.3k		8.00	157.00	View chart
Boston Scientific Corporation (BSX)	0.0	$1.2k	-73%	27.00	42.67	View chart
Adient Plc Ord Ord Shs (ADNT)	0.0	$256.999400		14.00	18.36	View chart

Past Filings by Richardson Capital Management

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

Richardson Capital Management 2026 Q2 filed July 17, 2026
Richardson Capital Management 2026 Q1 filed May 12, 2026
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

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