RICHARDSON FINANCIAL SERVICES INC. - Portfolio overview

RICHARDSON FINANCIAL SERVICES INC. has 639 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SPYM - ST STR SPDR S&P 500 ETF, 4.90%
2. GOOGL - ALPHABET INC A, 4.17%
3. MSFT - MICROSOFT CORPORATION, 3.09%

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

Explore securities or join Upside Invest to compare portfolios.