Long-term investor
Richardson Financial Services Inc. @richardsonfinancialservi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002012303).
Record
- Tracked since 2025-06-30 (449 days), 113 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +23.8% · 1 year n/a · all +41.9%
- Max drawdown n/a · win rate 45% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 4.7% · long · since 2025-06-30
- AAPL · 4.7% · long · since 2025-06-30
- 922908744 · 4.2% · long · since 2025-06-30
- 922908736 · 4.1% · long · since 2025-06-30
- NVDA · 2.8% · long · since 2025-06-30
- 02079K305 · 2.4% · long · since 2025-06-30
- 922908363 · 2.0% · long · since 2025-06-30
- 78463X889 · 1.8% · long · since 2025-06-30
- 464288513 · 1.8% · long · since 2025-06-30
- 78463X509 · 1.8% · long · since 2025-06-30
- 921943858 · 1.7% · long · since 2025-06-30
- 46434V738 · 1.6% · long · since 2025-06-30