Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYMSt Str Spdr S&p 500 Etf | $8.2M | 4.7% | +4.9% |
| AAPLApple Inc | $8.2M | 4.7% | +3.1% |
| VTVVanguard Value Etf | $7.3M | 4.2% | |
| VUGVanguard Growth Etf | $7.2M | 4.1% | |
| NVDANvidia Corp | $4.9M | 2.8% | |
| GOOGLAlphabet Inc A | $4.2M | 2.4% | −3.0% |
| VOOVanguard S&p 500 | $3.5M | 2.0% | −9.6% |
| SPDWSPDR Portfolio Developed Wld ex-US ETF | $3.2M | 1.8% | −21.5% |
| HYGIshs Ibox $ H/y Corp Etf | $3.2M | 1.8% | +2.0% |
| SPEMSPDR Portfolio Emerging Markets ETF | $3.1M | 1.8% | +4.2% |
| VEAVngrd Ftse Dev Mkts Etf | $3.0M | 1.7% | −5.0% |
| IEURIshares Core Msci Europe Etf | $2.8M | 1.6% | |
| IEMGIshs Core Msci E/mkt Etf | $2.7M | 1.5% | −3.9% |
| MSFTMicrosoft Corp | $2.7M | 1.5% | +3.2% |
| AMZNAmazon.com Inc | $2.5M | 1.4% | +8.0% |
| VBKVanguard Small Cap Growth Etf | $2.3M | 1.3% | |
| AMDAdvanced Micro Devices | $2.2M | 1.3% | −3.1% |
| JPMJpmorgan Chase & Co | $2.0M | 1.1% | +8.9% |
| VBRVanguard Small Cap Value Etf | $1.9M | 1.1% | +5.8% |
| MGKVngrd Mega Cap Grwth Etf | $1.7M | 0.9% | +50.2% |
| SHYGIshares 0-5 Year High Yield Corp Etf | $1.6M | 0.9% | |
| AVGOBroadcom Inc | $1.5M | 0.9% | +7.0% |
| MUMicron Tech Inc | $1.5M | 0.9% | +114.3% |
| SPYSpdr S&p 500 Etf | $1.5M | 0.9% | −11.8% |
| IPACIshares Core Msci Pacific Etf | $1.5M | 0.8% | −2.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | December 31, 2023 | +304.0% | $4.9M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $1.5M |
| AMDAdvanced Micro Devices | March 31, 2024 | +221.9% | $2.2M |
| GOOGLAlphabet Inc A | December 31, 2023 | +155.8% | $4.2M |
| PANWPalo Alto Networks Inc | December 31, 2023 | +131.3% | $1.1M |
| JPMJpmorgan Chase & Co | December 31, 2023 | +92.4% | $2.0M |
| MGKVngrd Mega Cap Grwth Etf | December 31, 2023 | +69.4% | $1.7M |
| TSLATesla Inc | December 31, 2023 | +69.3% | $1.0M |
| VUGVanguard Growth Etf | December 31, 2023 | +66.3% | $7.2M |
| IEMGIshs Core Msci E/mkt Etf | December 31, 2023 | +63.8% | $2.7M |
Sold off last quarter
- Qorvo IncCUSIP 74736K101 was $111K
- Check Point Sftware TechCUSIP M22465104 was $71K
- Arch Capital Group LtdCUSIP G0450A105 was $70K
- JUSTGoldman Sachs JUST U.S. Large Cap Equity ETF was $65K
- MCKMckesson Corp was $64K
- WFCWells Fargo & Co New was $56K
- PRIMPrimoris Services Corp was $51K
- ICAFXAmerican Funds Invmt Co of Amer F2 was $42K
- Honeywell International IncCUSIP 438516106 was $41K
- PLABPhotronics Inc was $39K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.2% | +14.8% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +6.6% | +10.5% |
| March 31, 2025 | −1.7% | −4.6% |
| December 31, 2024 | −1.6% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | +1.8% | +4.0% |
| March 31, 2024 | +5.8% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Richardson Financial Services Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2012303&type=13F-HR&dateb=&owner=include&count=40CIK 2012303
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2012303/000201230326000003/Filed August 10, 2026 · accession 0002012303-26-000003