Richardson Capital Management LLC - Portfolio overview

Richardson Capital Management LLC has 419 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SCHX - Schwab US Large-Cap ETF, 22.15%
2. SCHG - Schwab US Large-Cap Growth ETF, 14.64%
3. FNDX - Schwab Fundamental US Large Company ETF, 13.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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