Richardson Capital Management LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $160 Billion distributed in 245 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $45.3B, Schwab Strategic Tr Us Dividen with a value of $40.1B, Schwab Strategic Tr Us Large C with a value of $26.2B, Schwab Strategic U.S. Mid Cap with a value of $12.9B, and Nvidia Corp with a value of $6.55B.
Examining the 13F form we can see an increase of $3.15B in the current position value, from $157B to 160B.
Richardson Capital Management LLC is based out at Menomonee Falls, WI
Below you can find more details about Richardson Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$160 Billion
ETFs: $145 Billion
Technology: $7.93 Billion
Industrials: $1.14 Billion
Financial Services: $884 Million
Communication Services: $517 Million
Consumer Cyclical: $487 Million
Healthcare: $386 Million
Consumer Defensive: $297 Million
Other: $362 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions