Richardson Capital Management LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 143 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $35B, Schwab Strategic Tr Us Large C with a value of $27.5B, Schwab Strategic Tr Us Large C with a value of $23.3B, Schwab Strategic U.S. Mid Cap with a value of $13.6B, and Ishares Core S&P Mid Cap ETF with a value of $6.07B.
Examining the 13F form we can see an increase of $19.4B in the current position value, from $103B to 122B.
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
$122 Billion
ETFs: $118 Billion
Technology: $1.39 Billion
Industrials: $575 Million
Financial Services: $383 Million
Consumer Cyclical: $267 Million
Communication Services: $173 Million
Consumer Defensive: $133 Million
Energy: $119 Million
Other: $76.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions