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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 71.06% of Richardson Capital Management's stock portfolio.
Added to shares of these 10 stocks: DUSG (+$5.9M), SCHG, VOO, VYM, SCHX, FNDX, IJH, OBDC, MEMS, ARCC.
Started 31 new stock positions in CCXI, GLXY, CLOA, COPX, LLY, ARCC, NLY, MO, ENB, SNOW.
Reduced shares in these 10 stocks: Dimensional Etf Trust (-$5.9M), SCHD, PULS, SCHM, VTI, AKRE, UPS, ACA, IWF, DOW.
Sold out of its positions in ACA, BGGG, Dimensional Etf Trust, DOW, GEHC, LNTH, OGN, AKRE, UPS, WAB.
Richardson Capital Management was a net buyer of stock by $5.9M.
Richardson Capital Management has $244M in assets under management (AUM), dropping by 4.43%.
Central Index Key (CIK): 0001621646

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Portfolio Holdings for Richardson Capital Management

Richardson Capital Management holds 264 positions in its portfolio as reported in the September 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)	22.4	$55M		1.8M	30.00	View chart
Schwab US Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)	16.0	$39M	+3%	1.1M	35.93	View chart
Schwab Fundamental US Large Company ETF Fundamental Us L (FNDX)	13.6	$33M		1.1M	31.47	View chart
Vanguard 500 ETF S&p 500 Etf Shs (VOO)	11.1	$27M	+4%	39k	700.86	View chart
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)	8.1	$20M	+2%	275k	71.95	View chart
NVIDIA Corporation (NVDA)	5.6	$14M		60k	228.38	View chart
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)	5.3	$13M		396k	32.53	View chart
Dimensional US Small Cap Value ETF U S Sm Ca Etf Sh (DUSG)	2.4	$5.9M	NEW	157k	37.47	View chart
Matthews EM Discovery Active ETF Emerging Mkt Dis (MEMS)	1.9	$4.7M	+4%	155k	30.10	View chart
Schwab US Mid-Cap ETF Us Mid-cap Etf (SCHM)	1.6	$3.8M	-4%	113k	34.02	View chart
Invesco QQQ Trust ETF Unit Ser 1 (QQQ)	0.7	$1.7M		2.3k	739.77	View chart
Vanguard High Dividend Yield ETF High Div Yld (VYM)	0.6	$1.5M	+149%	9.4k	155.20	View chart
Schwab 1000 Index ETF 1000 Index Etf (SCHK)	0.6	$1.4M		39k	36.66	View chart
PGIM Ultra Short Bond ETF Pgim Ultra Sh Bd (PULS)	0.4	$877k	-19%	18k	49.46	View chart
iShares Russell Mid-Cap Growth ETF Rus Md Cp Gr Etf (IWP)	0.3	$845k		6.1k	137.68	View chart
Vanguard Growth ETF Mrngstr Grwt Etf (VUG)	0.3	$787k		8.7k	90.11	View chart
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)	0.3	$755k		986.00	765.85	View chart
iShares A.I. Innovation and Tech Act ETF Isha I In Te Etf (BAI)	0.3	$668k	+28%	14k	47.19	View chart
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)	0.3	$665k	-2%	5.3k	125.26	View chart
iShares Russell Mid-Cap ETF Rus Mid Cap Etf (IWR)	0.3	$632k		5.9k	106.71	View chart
ARK Innovation ETF Innovation Etf (ARKK)	0.2	$598k	+11%	6.7k	89.10	View chart
Vanguard Total Stock Market ETF MRNGSTR TTL STK (VTI)	0.2	$578k	-22%	1.5k	374.33	View chart
iShares Global Tech ETF Global Tech Etf (IXN)	0.2	$518k		3.5k	148.23	View chart
Global X US Infrastructure Dev ETF Us Infr Dev Etf (PAVE)	0.2	$514k	+15%	9.8k	52.50	View chart
iShares Russell Mid-Cap Value ETF Rus Mdcp Val Etf (IWS)	0.2	$477k		3.0k	160.74	View chart
Grayscale Bitcoin Mini Trust Etf Shs New (BTC)	0.2	$461k		13k	36.95	View chart
Pacer US Cash Cows 100 ETF Us Cash Cows 100 (COWZ)	0.2	$459k	+13%	6.9k	66.76	View chart
JPMorgan Chase & Co. (JPM)	0.2	$431k		1.3k	330.83	View chart
Sector SPDR - Financial St Str Finl Etf (XLF)	0.2	$401k		7.5k	53.40	View chart
Spdr S&p 500 Etf Tr Unit (SPY)	0.2	$374k		491.00	762.54	View chart
Schwab Emerging Markets Equity ETF Emrg Mkteq Etf (SCHE)	0.1	$350k		9.6k	36.45	View chart
iShares Currency Hedged MSCI EAFE ETF Hdg Msci Eafe (HEFA)	0.1	$319k		6.9k	46.39	View chart
iShares Core S&P Small-Cap ETF Core S&p Scp Etf (IJR)	0.1	$311k	-2%	2.3k	136.07	View chart
WisdomTree US High Dividend ETF Us High Dividend (DHS)	0.1	$285k		2.5k	111.97	View chart
Apple (AAPL)	0.1	$284k		853.00	332.88	View chart
Advanced Micro Devices (AMD)	0.1	$278k		455.00	611.76	View chart
Fidelity Enhanced Large Cap Etf Enhanced Large (FELG)	0.1	$261k		5.8k	45.09	View chart
iShares 1-5 Year Inv Grade Corp Bond ETF Ishs 1-5yr Invs (IGSB)	0.1	$260k	+3%	5.1k	51.23	View chart
SPDR Portfolio Developed World ex-US ETF St Str Po Ex Etf (SPDW)	0.1	$255k		5.1k	50.21	View chart
SPDR S&P Global Dividend ETF St Str Sp Glbdiv (WDIV)	0.1	$251k		3.1k	81.34	View chart
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)	0.1	$247k	-4%	3.5k	70.61	View chart
Voyager Technologies Com Cl A (VOYG)	0.1	$242k		8.0k	30.25	View chart
SPDR Gold MiniShares Spdr Gld Minis (GLDM)	0.1	$239k		2.9k	82.18	View chart
Merck & Co (MRK)	0.1	$229k		1.6k	145.31	View chart
Williams-Sonoma (WSM)	0.1	$228k		1.0k	227.94	View chart
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)	0.1	$227k		2.3k	96.87	View chart
Capital Group Growth ETF Shs Creat Unit (CGGR)	0.1	$224k		4.7k	47.43	View chart
iShares US Technology ETF U.s. Tech Etf (IYW)	0.1	$216k		815.00	264.90	View chart
International Business Machines (IBM)	0.1	$209k		952.00	219.93	View chart
Schwab US Small-Cap ETF Us Sml Cap Etf (SCHA)	0.1	$207k		6.3k	32.63	View chart
Vanguard Mid-Cap ETF Mrngstr Mid Cap (VO)	0.1	$200k	-3%	2.5k	78.41	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$197k	NEW	19k	10.49	View chart
Ares Capital Corporation (ARCC)	0.1	$180k	NEW	9.4k	19.10	View chart
Gilead Sciences (GILD)	0.1	$179k		1.2k	149.05	View chart
Vanguard Dividend Appreciation ETF Div App Etf (VIG)	0.1	$176k	-2%	754.00	233.33	View chart
Coherent Corp (COHR)	0.1	$173k		600.00	287.81	View chart
ALPS O Shares US Sm-Cp Qul Div ETF Oshares Us Smlcp (OUSM)	0.1	$172k		3.8k	45.93	View chart
Schwab US Broad Market ETF Us Brd Mkt Etf (SCHB)	0.1	$169k		5.8k	29.31	View chart
Texas Instruments Incorporated (TXN)	0.1	$163k		583.00	280.08	View chart
Fidelity Enhncd Lrge Cp Vle Etf Enhanced Large (FELV)	0.1	$159k		3.8k	41.37	View chart
S&p Global (SPGI)	0.1	$158k		400.00	394.47	View chart
Lazard Next Gen Technologies ETF Next Gen Tec Etf (TEKY)	0.1	$152k	+20%	3.3k	46.32	View chart
Meta Platforms Inc Class A Cl A (META)	0.1	$150k	+3%	207.00	725.18	View chart
Cisco Systems (CSCO)	0.1	$149k		1.4k	107.63	View chart
iShares Bitcoin Trust ETF Shs Ben Int (IBIT)	0.1	$147k	+2%	3.1k	47.34	View chart
Flextronics International Ord (FLEX)	0.1	$146k		1.3k	109.99	View chart
Johnson & Johnson (JNJ)	0.1	$146k		550.00	264.74	View chart
Fastenal Company (FAST)	0.1	$139k		2.8k	49.53	View chart
Invesco NASDAQ 100 ETF Nasdaq 100 Etf (QQQM)	0.1	$138k	+2%	454.00	304.74	View chart
Costco Wholesale Corporation (COST)	0.1	$138k		151.00	911.14	View chart
Coca-Cola Company (KO)	0.1	$133k		1.6k	86.08	View chart
General Dynamics Corporation (GD)	0.1	$133k		400.00	331.83	View chart
Amazon (AMZN)	0.1	$133k	+13%	532.00	249.15	View chart
Broadcom (AVGO)	0.1	$132k		376.00	351.19	View chart
Jabil Circuit (JBL)	0.1	$129k		450.00	286.86	View chart
Chevron Corporation (CVX)	0.1	$126k		615.00	204.21	View chart
Capital Group Global Growth Equity ETF Shs Creat Unit (CGGO)	0.1	$125k	+12%	3.1k	39.78	View chart
3M Company (MMM)	0.1	$123k		751.00	164.15	View chart
Space Exploration Technologies Corp. CLASS A COM S Class A Com Stk (SPCX)	0.0	$120k	+27%	793.00	150.86	View chart
Carrier Global Corporation (CARR)	0.0	$119k		2.2k	54.85	View chart
Bitwise Bitcoin ETF Shs Ben Int (BITB)	0.0	$117k		2.6k	45.36	View chart
iShares Technology Opportunities Active ETF Isha Tech Op Etf (TEK)	0.0	$115k	+3%	2.8k	40.55	View chart
Schwab International Equity ETF Intl Eqty Etf (SCHF)	0.0	$114k	-2%	4.2k	27.47	View chart
Capital Group International Focus Eq ETF Shs Creat Unit (CGXU)	0.0	$113k		3.3k	34.29	View chart
iShares Core US Aggregate Bond ETF Core Us Aggbd Et (AGG)	0.0	$112k		1.2k	94.54	View chart
Capital Group Core Equity ETF Shs Creat Unit (CGUS)	0.0	$111k		2.5k	44.50	View chart
Roundhill Magnificent Seven ETF Roun Ma Seve Etf (MAGS)	0.0	$110k		1.5k	71.69	View chart
Capital Group International Cor Eq ETF SHS (CGIC)	0.0	$106k		3.0k	35.98	View chart
Automatic Data Processing (ADP)	0.0	$103k		400.00	258.06	View chart
Google Inc Class A Cap Stk Cl A (GOOGL)	0.0	$103k	+2%	298.00	344.08	View chart
Generac Holdings (GNRC)	0.0	$102k		493.00	206.95	View chart
Annaly Capital Mgmt Com New (NLY)	0.0	$102k	NEW	5.4k	18.89	View chart
ConocoPhillips (COP)	0.0	$100k		795.00	125.15	View chart
Vanguard ESG US Stock ETF Esg Us Stk Etf (ESGV)	0.0	$94k		690.00	135.59	View chart
SPDR S&P Mid Cap 400 ETF Utser1 S&pdcrp (MDY)	0.0	$93k		142.00	656.71	View chart
FT Nasdaq Artfcl Intllgnc and Rbtc ETF Nasdq Artfcial (ROBT)	0.0	$92k		1.5k	59.24	View chart
Berkshire Hathaway Cl B Cl B New (BRK.B)	0.0	$90k		181.00	497.95	View chart
Goldman Sachs (GS)	0.0	$90k		100.00	900.36	View chart
Google Cap Stk Cl C (GOOG)	0.0	$87k		256.00	340.74	View chart
Home Depot (HD)	0.0	$81k		285.00	284.49	View chart
iShares AAA CLO Active ETF Ishares Aaa Clo (CLOA)	0.0	$80k	NEW	1.5k	51.87	View chart
Royal Caribbean Cruises (RCL)	0.0	$80k		300.00	265.86	View chart
Microsoft Corporation (MSFT)	0.0	$79k	+14%	153.00	514.36	View chart
iShares 0-5 Year High Yield Corp Bond ETF 0-5yr Hi Yl Cp (SHYG)	0.0	$77k	+3%	1.9k	41.25	View chart
Capital Group New Geography Equity ETF SHS (CGNG)	0.0	$77k		2.1k	36.45	View chart
Novartis A G Sponsored Adr (NVS)	0.0	$76k		535.00	142.57	View chart
Marathon Digital Holdings In (MARA)	0.0	$76k		6.7k	11.33	View chart
Honeywell International (HON)	0.0	$71k		335.00	210.94	View chart
Union Pacific Corporation (UNP)	0.0	$69k		255.00	272.13	View chart
Tesla Motors (TSLA)	0.0	$69k		194.00	354.81	View chart
iShares Russell 2000 ETF Russell 2000 Etf (IWM)	0.0	$68k		245.00	278.22	View chart
Honeywell Aerospace (HONA)	0.0	$66k	+27%	427.00	154.97	View chart
iShares Ethereum Trust ETF SHS (ETHA)	0.0	$62k		3.1k	20.12	View chart
iShares US Tech Independence Focused ETF U.s. Tech Indepd (IETC)	0.0	$60k	-8%	524.00	114.21	View chart
Kimberly-Clark Corporation (KMB)	0.0	$57k		580.00	97.43	View chart
Hercules Technology Growth Capital (HTGC)	0.0	$56k	NEW	3.4k	16.81	View chart
Lockheed Martin Corporation (LMT)	0.0	$51k		100.00	509.25	View chart
Enovix Corp (ENVX)	0.0	$50k		17k	2.90	View chart
iShares Silver Trust Ishares (SLV)	0.0	$46k		840.00	54.51	View chart
Corteva (CTVA)	0.0	$45k		582.00	77.65	View chart
Procter & Gamble Company (PG)	0.0	$45k		310.00	145.28	View chart
Vanguard Information Technology ETF Inf Tech Etf (VGT)	0.0	$44k	+3%	353.00	125.79	View chart
iShares Global 100 ETF Global 100 Etf (IOO)	0.0	$43k	+3%	299.00	143.77	View chart
DJ-UBS Commodity Index ETN Djubs Cmdt Etn36 (DJP)	0.0	$42k		806.00	51.52	View chart
Dell Computer Corp CL C (DELL)	0.0	$41k	+6%	77.00	537.95	View chart
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS)	0.0	$41k	NEW	486.00	84.96	View chart
Qualcomm (QCOM)	0.0	$41k		220.00	184.04	View chart
iShares 0-3 Month Treasury Bond ETF 0-3 Mth Treasury (SGOV)	0.0	$40k	NEW	395.00	100.68	View chart
Microchip Technology (MCHP)	0.0	$39k		500.00	77.77	View chart
Vanguard S&P Mid-Cap 400 Growth ETF Midcp 400 Grth (IVOG)	0.0	$38k		281.00	136.62	View chart
Johnson Controls International SHS (JCI)	0.0	$38k		254.00	148.65	View chart
Verizon Communications (VZ)	0.0	$37k		799.00	45.87	View chart
Qnity Electronics Common Stock (Q)	0.0	$37k		290.00	125.74	View chart
First American Financial (FAF)	0.0	$36k		600.00	60.74	View chart
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)	0.0	$35k		519.00	66.79	View chart
iShares MSCI EAFE Value ETF Eafe Value Etf (EFV)	0.0	$34k		432.00	79.12	View chart
Bank of America Corporation (BAC)	0.0	$33k		600.00	54.43	View chart
Lam Research Corp Com New (LRCX)	0.0	$30k		91.00	329.47	View chart
Kirby Corporation (KEX)	0.0	$30k		225.00	131.25	View chart
Constellation Energy (CEG)	0.0	$30k		116.00	254.02	View chart
Phillips 66 (PSX)	0.0	$29k		115.00	255.31	View chart
iShares MSCI EAFE Growth ETF Eafe Grwth Etf (EFG)	0.0	$29k		245.00	119.71	View chart
JPMorgan Nasdaq Equity Premium Inc ETF Nasdaq Eqt Prem (JEPQ)	0.0	$27k	NEW	436.00	61.26	View chart
Intel Corporation (INTC)	0.0	$27k		222.00	120.23	View chart
Taiwan Semiconductor Manufacturing Sponsored Ads (TSM)	0.0	$26k		57.00	456.19	View chart
ASML Holding NV N Y Registry Shs (ASML)	0.0	$25k		14.00	1811.64	View chart
Dupont De Nemours Common Stock (DD)	0.0	$25k		194.00	129.89	View chart
BorgWarner (BWA)	0.0	$23k		385.00	60.11	View chart
Oracle Corporation (ORCL)	0.0	$23k	+46%	165.00	137.30	View chart
Grayscale Ethereum Mini Etf Shs New (ETH)	0.0	$22k	+22%	875.00	25.50	View chart
Sector SPDR - Technology St Str Techn Etf (XLK)	0.0	$21k		108.00	195.75	View chart
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)	0.0	$20k		80.00	247.93	View chart
Delta Air Lines Com New (DAL)	0.0	$20k		235.00	83.46	View chart
Broadstone Net Lease (BNL)	0.0	$19k	NEW	1.0k	18.50	View chart
Hilton Worldwide Holdings (HLT)	0.0	$19k		59.00	318.12	View chart
Bwx Technologies (BWXT)	0.0	$19k		135.00	137.00	View chart
Us Foods Hldg Corp call (USFD)	0.0	$18k		200.00	92.21	View chart
Citigroup Com New (C)	0.0	$18k		140.00	129.48	View chart
Vanguard Real Estate ETF Real Estate Etf (VNQ)	0.0	$18k		201.00	89.63	View chart
Williams Companies (WMB)	0.0	$18k		265.00	67.97	View chart
CrowdStrike Holdings Cl A (CRWD)	0.0	$18k	+300%	68.00	264.75	View chart
Nextracker (NXT)	0.0	$18k		230.00	77.93	View chart
Palo Alto Networks (PANW)	0.0	$18k	+32%	45.00	397.31	View chart
Vanguard Int'l Dividend Appreciation ETF Intl Dvd Etf (VIGI)	0.0	$18k		186.00	94.40	View chart
Guggenheim S&P 500 Equal Weight ETF S&p500 Eql Wgt (RSP)	0.0	$18k		84.00	208.02	View chart
Starbucks Corporation (SBUX)	0.0	$17k		185.00	93.96	View chart
Altria (MO)	0.0	$17k	NEW	254.00	67.34	View chart
Vanguard S&P Small-Cap 600 ETF Smllcp 600 Idx (VIOO)	0.0	$17k		133.00	126.52	View chart
VanEck Merk Gold Trust Gold Shs (OUNZ)	0.0	$17k		421.00	39.90	View chart
Solventum Corp Com Shs (SOLV)	0.0	$17k		187.00	88.15	View chart
Birkenstock Holding Ord Com Shs (BIRK)	0.0	$16k		500.00	32.41	View chart
Broadridge Financial Solutions (BR)	0.0	$16k		100.00	161.10	View chart
Element Solutions (ESI)	0.0	$15k		420.00	36.28	View chart
Eli Lilly & Co. (LLY)	0.0	$15k	NEW	13.00	1157.08	View chart
Entegris (ENTG)	0.0	$15k		97.00	154.06	View chart
Martin Marietta Materials (MLM)	0.0	$14k		30.00	479.80	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$14k		98.00	144.63	View chart
Teck Resources CL B (TECK)	0.0	$14k		215.00	65.79	View chart
Exelon Corporation (EXC)	0.0	$14k		350.00	40.40	View chart
Churchill Capital Corp XI Cl A Ord Shs (CCXI)	0.0	$14k	NEW	1.2k	11.62	View chart
Columbia Research Enhanced Core ETF Resh Enhnc Cor (RECS)	0.0	$12k		276.00	45.09	View chart
Oceaneering International (OII)	0.0	$12k		280.00	43.63	View chart
Pinnacle Finl Partners (PNFP)	0.0	$12k		130.00	93.61	View chart
Vanguard Global ex-US Real Estate ETF Glb Ex Us Etf (VNQI)	0.0	$12k		286.00	42.52	View chart
Core & Main Inc-class A Cl A (CNM)	0.0	$12k		290.00	41.48	View chart
Enbridge (ENB)	0.0	$12k	NEW	258.00	46.49	View chart
Visa Inc Cl A Com Cl A (V)	0.0	$12k		32.00	359.34	View chart
Servicenow (NOW)	0.0	$11k		85.00	134.01	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$11k		730.00	15.26	View chart
PNC Financial Services (PNC)	0.0	$11k		50.00	222.26	View chart
iShares 7-10 Year Treasury Bond ETF 7-10 Yr Trsy Bd (IEF)	0.0	$11k	NEW	122.00	89.31	View chart
Waste Connections (WCN)	0.0	$11k		70.00	153.93	View chart
Cigna Corp (CI)	0.0	$11k		39.00	271.82	View chart
Galaxy Digital Cl A (GLXY)	0.0	$11k	NEW	466.00	22.74	View chart
Abbott Laboratories (ABT)	0.0	$10k		105.00	98.83	View chart
Service Corporation International (SCI)	0.0	$10k		135.00	76.15	View chart
Ast Spacemobile Cl A Ord Com Cl A (ASTS)	0.0	$9.8k	NEW	167.00	58.86	View chart
Matador Resources (MTDR)	0.0	$9.5k		185.00	51.58	View chart
iShares Russell 2000 Value ETF Rus 2000 Val Etf (IWN)	0.0	$9.4k		45.00	209.44	View chart
Morgan Stanley Com New (MS)	0.0	$9.4k		50.00	188.08	View chart
Target Corporation (TGT)	0.0	$9.4k		60.00	156.68	View chart
American Water Works (AWK)	0.0	$9.4k		72.00	130.32	View chart
Mastercard Incorporated Cl A (MA)	0.0	$9.4k		17.00	551.47	View chart
Solstice Advanced Materials Com Shs (SOLS)	0.0	$9.3k		166.00	56.32	View chart
Netstreit Corp (NTST)	0.0	$9.2k		520.00	17.68	View chart
Abbvie (ABBV)	0.0	$9.2k		35.00	261.60	View chart
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO)	0.0	$8.9k		25.00	356.92	View chart
iShares 5-10 Year Inv Grade Corp Bd ETF Ishs 5-10yr Invt (IGIB)	0.0	$8.8k	NEW	175.00	50.35	View chart
Raymond James Financial (RJF)	0.0	$8.7k		55.00	158.02	View chart
CVS Caremark Corporation (CVS)	0.0	$8.6k		100.00	85.69	View chart
McKesson Corporation (MCK)	0.0	$8.5k		10.00	853.80	View chart
iShares 10 Year Invmt Grd Corp Bd ETF 10+ Yr Invst Grd (IGLB)	0.0	$8.5k	NEW	187.00	45.66	View chart
salesforce (CRM)	0.0	$8.5k		37.00	229.57	View chart
Snowflake Inc Class A Com Shs (SNOW)	0.0	$8.5k	NEW	25.00	339.56	View chart
Littelfuse (LFUS)	0.0	$8.5k		20.00	423.75	View chart
Artisan Partners Asset Mgmt Cl A (APAM)	0.0	$8.4k	-54%	233.00	36.08	View chart
Carlisle Companies (CSL)	0.0	$8.1k		25.00	322.16	View chart
Invesco S&P 500 Pure Value ETF S&p500 Pur Val (RPV)	0.0	$8.0k		70.00	114.73	View chart
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)	0.0	$7.4k		125.00	59.31	View chart
Sitime Corp (SITM)	0.0	$7.2k		11.00	652.00	View chart
Matthews EM Equity Active ETF Emer Mkts Equity (MEM)	0.0	$7.0k		160.00	43.50	View chart
Alcon Ord Shs (ALC)	0.0	$6.9k		107.00	64.75	View chart
Glacier Ban (GBCI)	0.0	$6.9k		160.00	43.20	View chart
Lattice Semiconductor (LSCC)	0.0	$6.9k		55.00	125.62	View chart
Global X Copper Miners ETF Global X Copper (COPX)	0.0	$6.9k	NEW	81.00	84.70	View chart
Mobility Global Com Shs (MBGL)	0.0	$6.9k	NEW	400.00	17.15	View chart
Take-Two Interactive Software (TTWO)	0.0	$6.8k	NEW	33.00	207.52	View chart
SPDR Bbg High Yield Bond ETF St Bloo High Etf (JNK)	0.0	$6.7k		72.00	92.75	View chart
Casella Waste Systems Cl A (CWST)	0.0	$6.4k		80.00	80.35	View chart
Establishment Labs Holdings Ord (ESTA)	0.0	$6.4k		100.00	64.17	View chart
Velo3D Com New (VELO)	0.0	$5.6k	NEW	517.00	10.89	View chart
Lumen Technologies (LUMN)	0.0	$5.6k		1.0k	5.60	View chart
Stryker Corporation (SYK)	0.0	$5.5k		20.00	275.40	View chart
SPDR S&P 500 Growth ST STR P500GRW (SPYG)	0.0	$5.3k		43.00	123.07	View chart
Mondelez Intl Inc Cl A Cl A (MDLZ)	0.0	$5.2k		90.00	57.82	View chart
Valmont Industries (VMI)	0.0	$5.1k		11.00	463.00	View chart
SPDR S&P Dividend St Str Sp Div (SDY)	0.0	$5.0k		34.00	146.47	View chart
Harley-Davidson (HOG)	0.0	$4.5k		185.00	24.38	View chart
Twilio Inc A Cl A (TWLO)	0.0	$4.4k	NEW	15.00	292.47	View chart
Curtiss-Wright (CW)	0.0	$4.4k		8.00	543.88	View chart
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND)	0.0	$4.2k	-3%	60.00	70.15	View chart
Deere & Company (DE)	0.0	$4.0k	NEW	6.00	671.50	View chart
Rocket Cos Inc-Class A Com Cl A (RKT)	0.0	$4.0k	NEW	346.00	11.51	View chart
Viavi Solutions Inc equities (VIAV)	0.0	$3.7k	NEW	89.00	41.92	View chart
AerCap Holdings NV SHS (AER)	0.0	$3.6k		25.00	143.52	View chart
Netflix (NFLX)	0.0	$3.5k		50.00	69.58	View chart
Mitek Systems Com New (MITK)	0.0	$3.4k	NEW	200.00	17.05	View chart
Fidelity National Information Services (FIS)	0.0	$3.3k		100.00	32.90	View chart
iShares MSCI Emerging Markets Sm-Cp ETF Em Mkt Sm-cp Etf (EEMS)	0.0	$3.2k		42.00	75.79	View chart
Canary XRP ETF SHS (XRPC)	0.0	$3.0k		189.00	15.77	View chart
Hewlett Packard Enterprise (HPE)	0.0	$2.9k	NEW	45.00	63.89	View chart
Check Point Software Technologies Ord (CHKP)	0.0	$2.6k		20.00	128.35	View chart
NetApp (NTAP)	0.0	$2.5k	NEW	12.00	210.08	View chart
Invesco S&P MidCap 400 Revenue ETF S&p Mdcp 400 Rev (RWK)	0.0	$2.3k		16.00	141.50	View chart
FTC Solar Com New (FTCI)	0.0	$2.2k		1.0k	2.15	View chart
Sector SPDR - Consumer Staples St Str Stapl Etf (XLP)	0.0	$2.1k		26.00	80.62	View chart
UnitedHealth (UNH)	0.0	$1.8k		5.00	367.00	View chart
Dex (DXCM)	0.0	$1.7k		20.00	86.30	View chart
Walt Disney Company (DIS)	0.0	$1.7k		16.00	107.38	View chart
Vanguard S&P Small-Cap 600 Value ETF Smlcp 600 Val (VIOV)	0.0	$1.5k	+7%	14.00	106.29	View chart
iShares MSCI ACWI ETF Msci Acwi Etf (ACWI)	0.0	$1.3k		8.00	158.75	View chart
Boston Scientific Corporation (BSX)	0.0	$1.2k		27.00	43.67	View chart
Kyndryl Holdings Common Stock (KD)	0.0	$551.999700	-63%	49.00	11.27	View chart
Adient Plc Ord Ord Shs (ADNT)	0.0	$235.999400		14.00	16.86	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 Q3 filed Oct. 23, 2026
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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