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Richardson Capital Management LLC - Portfolio Stock Holdings

Richardson Capital Management LLC disclosed 396 stock positions in a recent SEC 13F filing. $234,119,095 of stock holdings were filed, with the largest holdings including SCHX, SCHG, and FNDX. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $582,209,509 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

396

Est. Stock Holding Value:

$234,119,095

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Richardson Capital Management LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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