Richardson Financial Services Inc. Portfolio Holdings

Richardson Financial Services Inc.

  • $161 Billion
  • Q3 2025

Richardson Financial Services Inc. has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $161 Billion distributed in 1024 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $8.19B, Apple Inc. with a value of $6.97B, Vanguard Growth ETF with a value of $6.83B, Vanguard Value ETF with a value of $6.46B, and Nvidia Corp with a value of $4.57B.

Examining the 13F form we can see an increase of $12.4B in the current position value, from $149B to 161B.

Richardson Financial Services Inc. is based out at Medway, MA

Below you can find more details about Richardson Financial Services Inc. portfolio as well as his latest detailed transactions.

Portfolio value $161 Billion
ETFs: $88 Billion
Technology: $22.7 Billion
Financial Services: $10.3 Billion
Consumer Cyclical: $7.72 Billion
Communication Services: $6.5 Billion
Industrials: $5.65 Billion
Healthcare: $4.94 Billion
Utilities: $4.17 Billion
Other: $6.94 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$128B
$170 Million 0.11% of portfolio
340
Q3 2025 Reduced 2.3%
$16.7B
$185 Million 0.11% of portfolio
1,880
Q3 2025 Added 74.24%
$0
$178 Million 0.11% of portfolio
5,245
Q3 2025 Reduced 44.4%
$26.6B
$184 Million 0.11% of portfolio
4,008
Q3 2025 Reduced 4.3%
Value Line Select Growth Fund
-
$185 Million 0.11% of portfolio
-
Q4 2024 Reduced 44.49%
Navigator Tactical Fixed Income I
-
$178 Million 0.11% of portfolio
-
Q3 2025 Added 1.29%
$62.9B
$176 Million 0.11% of portfolio
2,139
Q3 2025 Reduced 2.28%
$421B
$169 Million 0.11% of portfolio
175
Q3 2025 Reduced 2.78%
$0
$180 Million 0.11% of portfolio
7,785
Q3 2025 Added 18.62%
$0
$168 Million 0.1% of portfolio
3,226
Q3 2025 Added 42.62%
$0
$165 Million 0.1% of portfolio
8,545
Q3 2025 Reduced 5.83%
$151B
$163 Million 0.1% of portfolio
1,470
Q3 2025 Reduced 2.65%
$0
$161 Million 0.1% of portfolio
3,344
Q2 2025 Reduced 12.58%
$0
$165 Million 0.1% of portfolio
2,108
Q1 2025 Added 3.79%
$293B
$160 Million 0.1% of portfolio
2,333
Q3 2025 Added 43.04%
$50.6B
$168 Million 0.1% of portfolio
2,740
Q3 2025 Reduced 3.01%
$41.6B
$166 Million 0.1% of portfolio
1,990
Q3 2025 Reduced 6.13%
$116B
$157 Million 0.1% of portfolio
535
Q3 2025 Added 16.81%
$0
$164 Million 0.1% of portfolio
1,932
Q2 2025 New
$0
$139 Million 0.09% of portfolio
6,010
Q3 2025 Added 0.23%
$75.7B
$139 Million 0.09% of portfolio
3,917
Q3 2025 Added 0.62%
$281B
$145 Million 0.09% of portfolio
911
Q3 2025 Added 36.58%
$0
$140 Million 0.09% of portfolio
2,772
Q3 2025 Reduced 4.08%
$0
$142 Million 0.09% of portfolio
6,647
Q3 2025 Reduced 2.55%
$10.5B
$137 Million 0.09% of portfolio
4,917
Q3 2025 Added 22.77%
$47.6B
$152 Million 0.09% of portfolio
645
Q3 2025 Reduced 3.01%
$51.5B
$138 Million 0.09% of portfolio
1,134
Q3 2025 Reduced 1.39%
$25.9B
$144 Million 0.09% of portfolio
2,022
Q3 2025 Reduced 1.94%
$0
$140 Million 0.09% of portfolio
4,787
Q3 2025 Added 3.93%
$0
$142 Million 0.09% of portfolio
1,018
Q2 2025 Reduced 47.06%
$270B
$135 Million 0.08% of portfolio
169
Q3 2025 Added 21.58%
$0
$127 Million 0.08% of portfolio
1,193
Q3 2025 Added 1.19%
$205B
$135 Million 0.08% of portfolio
1,178
Q3 2025 Added 14.48%
$15.4B
$125 Million 0.08% of portfolio
965
Q3 2025 Reduced 7.12%
$3.95B
$136 Million 0.08% of portfolio
3,145
Q3 2025 Added 43.94%
$0
$128 Million 0.08% of portfolio
437
Q3 2025 Reduced 11.72%
$23.9B
$135 Million 0.08% of portfolio
-
Q3 2025 Added 65.78%
T. Rowe Price Blue Chip Growth I
-
$121 Million 0.08% of portfolio
-
Q2 2025 New
$145B
$136 Million 0.08% of portfolio
367
Q3 2025 Added 158.45%
$117B
$122 Million 0.08% of portfolio
1,061
Q3 2025 Added 38.87%
$139B
$126 Million 0.08% of portfolio
4,952
Q3 2025 Added 3.99%
$0
$119 Million 0.07% of portfolio
1,188
Q3 2025 Reduced 85.41%
$498B
$120 Million 0.07% of portfolio
645
Q3 2025 Added 50.0%
$27.4B
$106 Million 0.07% of portfolio
804
Q3 2025 Added 36.97%
$52.4B
$115 Million 0.07% of portfolio
9,600
Q3 2025 Added 13.61%
$0
$119 Million 0.07% of portfolio
4,640
Q3 2025 Added 91.42%
$0
$108 Million 0.07% of portfolio
1,435
Q3 2025 New
$0
$107 Million 0.07% of portfolio
417
Q3 2025 Reduced 40.68%
$15.2B
$120 Million 0.07% of portfolio
1,545
Q3 2025 Reduced 8.58%

Summary

  • Portfolio
  • No. of Stocks 1,024
  • Current Value $161 Billion
  • Prior Value $149 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 47 stocks
  • Additional Purchases 260 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 136 stocks
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