Institutions / Richardson Capital Management LLC

Richardson Capital Management LLC

CIK 1621646 · Institution · as of Dec 31, 2025
Portfolio value
$199.33M
Positions
249
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 249 →
CompanyClassValueShares% of portfolio
Schwab US Large-Cap ETF—$47.04M1,747,87623.6%
Schwab US Large-Cap Growth ETF—$33.26M1,019,68416.7%
Schwab Fundamental US Large Company ETF—$22.10M812,09711.1%
Vanguard 500 ETF—$19.78M31,5399.9%
Schwab US Dividend Equity ETF—$19.38M706,4489.7%
iShares Core S&P Mid-Cap ETF—$17.49M264,9288.8%
NVIDIA Corp—$11.05M59,2715.5%
Schwab US Mid-Cap ETF—$4.00M133,1822.0%
Matthews EM Discovery Active ETF—$3.44M135,1561.7%
Vanguard High Dividend Yield ETF—$1.63M11,3280.8%
Schwab 1000 Index ETF—$1.51M45,8850.8%
Invesco QQQ Trust ETF—$1.27M2,0630.6%
iShares Russell Mid-Cap Growth ETF—$840.4K6,1370.4%
iShares Core S&P 500 ETF—$678.1K9900.3%
iShares Russell 1000 Growth ETF—$671.6K1,4190.3%
iShares Russell Mid-Cap ETF—$573.8K5,9600.3%
iShares Russell Mid-Cap Value ETF—$418.4K2,9660.2%
Global X US Infrastructure Dev ETF—$418.3K8,7520.2%
Vanguard Total Stock Market ETF—$415.7K1,2400.2%
Sector SPDR - Financial—$411.3K7,5090.2%
JPMorgan Chase & Co—$408.9K1,2690.2%
Pacer US Cash Cows 100 ETF—$355.6K5,9100.2%
SPDR S&P 500 ETF—$352.9K5180.2%
Schwab Emerging Markets Equity ETF—$314.1K9,5920.2%
iShares Currency Hedged MSCI EAFE ETF—$296.7K7,1730.1%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.