Richardson Capital Management LLC

All 13F Filings

Location
Menomonee Falls, WI
Most recent 13F
Q2 2026
Holdings value ($000)
234,021
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/17/2026 244 234,021 13F-HR Richardson Capital Management LLC
Q1 2026 5/12/2026 394 207,148 13F-HR Richardson Capital Management LLC
Q4 2025 1/30/2026 249 199,333 13F-HR Richardson Capital Management LLC
Q3 2025 10/31/2025 223 210,402 13F-HR Richardson Capital Management LLC
Q2 2025 7/23/2025 206 190,692 13F-HR Richardson Capital Management LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 19.8 K 8.5% 1.454 K 0 1.454 K
ETFs 214.2 K 91.5% 25.43 K 0 25.43 K
Debt 0 0.0% 0 2 -2
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Fund Snapshot

Q2 2026
Latest filed
7/17/2026
Total value ($000)
234,021
Holdings
244
QoQ value change ($000)
26,873 (13.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.