Institutional Fund
Richardson Financial Services Inc.
Medway, MACIK 20123035 filings on record
Portfolio Value
$159.84M
Q1 2026
Holdings
613
Reported positions
New Buys
68
Opened this quarter
QoQ Change
-48.3%
from $309.37M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.4%
- Spdr Series Trust4.3%
- Vanguard Index Fds4.2%
- Vanguard Index Fds3.8%
- Nvidia Corporation2.6%
- Spdr Index Shs Fds2.3%
- Other78.4%
Portfolio Holdings
613 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 27.5K | $6.97M | 4.4% | +172 | Added |
| 2 | Spdr Series Trust | 89.4K | $6.84M | 4.3% | −12.1K | Reduced |
| 3 | Vanguard Index Fds | 34.0K | $6.66M | 4.2% | −1.2K | Reduced |
| 4 | Vanguard Index Fds | 13.9K | $6.07M | 3.8% | +42 | Added |
| 5 | Nvidia Corporation | 24.2K | $4.22M | 2.6% | +1.1K | Added |
| 6 | Spdr Index Shs Fds | 81.0K | $3.70M | 2.3% | −11.0K | Reduced |
| 7 | Alphabet Inc | 12.2K | $3.50M | 2.2% | +452 | Added |
| 8 | Vanguard Index Fds | 5.6K | $3.35M | 2.1% | +83 | Added |
| 9 | Ishares Tr | 38.6K | $3.07M | 1.9% | +872 | Added |
| 10 | Vanguard Tax-Managed Fds | 44.0K | $2.82M | 1.8% | −942 | Reduced |
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