RICHARDSON FINANCIAL SERVICES INC.

Q4 2025 13F-HR Holdings

Location
Medway, MA
Holdings as of
12/31/2025
Date filed
1/22/2026
Form type
13F-HR
Num holdings
698
Total value ($000)
$309,371
Net value change ($000)
+148,065 (91.8%)
New positions
110
Sold out positions
25
Turnover %
48.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 10/28/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ABLZF 144,653 NEW
iSHARES TRUST 2,681 5585.4%
VUG 2,205 97.7%
VYM 1,752 814.9%
JPM 1,582 2511.1%
VWO 1,139 114.7%
GOOGL 1,049 40.0%
VWIAX 1,000 250.6%
SRLN 939 10433.3%
XLK 871 NEW
Top Reduces (Value $000, Stocks/ETFs)
NVDA -4,510 -99.9%
VTV -4,195 -86.6%
IEMG -2,458 -98.0%
VEA -1,634 -61.1%
VBR -1,525 -99.0%
V -1,344 -100.0%
AVGO -979 -99.7%
XLV -944 -97.8%
VB -649 -86.0%
AMD -628 -99.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type