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
$156B
$70 Million 0.04% of portfolio
248
Q3 2025 Added 8.77%
$14.9B
$68.5 Million 0.04% of portfolio
188
Q3 2025 Added 62.07%
$15B
$58.3 Million 0.04% of portfolio
329
Q3 2025 Added 207.48%
$162B
$58.9 Million 0.04% of portfolio
121
Q3 2025 Reduced 87.59%
$110B
$60.8 Million 0.04% of portfolio
3,631
Q3 2025 Added 1.51%
$8.24B
$65 Million 0.04% of portfolio
1,285
Q3 2025 Reduced 4.46%
$59.2B
$70.8 Million 0.04% of portfolio
1,549
Q3 2025 Reduced 8.61%
$0
$70.2 Million 0.04% of portfolio
494
Q4 2024 Added 17.9%
$3.66B
$57 Million 0.04% of portfolio
480
Q3 2025 Added 121.2%
$21.7B
$61.2 Million 0.04% of portfolio
437
Q4 2023 New
$0
$66.2 Million 0.04% of portfolio
2,380
Q3 2025 Reduced 83.67%
$56.5B
$58 Million 0.04% of portfolio
798
Q3 2025 Added 64.2%
$0
$67.3 Million 0.04% of portfolio
718
Q3 2025 Reduced 14.73%
$166B
$65.2 Million 0.04% of portfolio
6,220
Q3 2025 Added 104.81%
$12.9B
$69.4 Million 0.04% of portfolio
355
Q3 2025 Added 25.0%
Blackrock Fdg Inc
-
$61.8 Million 0.04% of portfolio
-
Q3 2025 Added 43.24%
$206B
$58.5 Million 0.04% of portfolio
397
Q3 2025 Added 104.64%
$0
$66.3 Million 0.04% of portfolio
822
Q3 2025 New
Parnassus Core Equity Institutional
-
$65.8 Million 0.04% of portfolio
-
Q3 2025 Reduced 12.31%
$0
$58 Million 0.04% of portfolio
285
Q1 2025 Reduced 19.72%
Brookfield Asset Mngmt Cl A
-
$63.5 Million 0.04% of portfolio
-
Q3 2025 Reduced 6.3%
$0
$72.5 Million 0.04% of portfolio
694
Q3 2025 Added 5.15%
$6.94B
$71.1 Million 0.04% of portfolio
1,598
Q3 2025 Added 237.84%
$54.9B
$45.4 Million 0.03% of portfolio
193
Q3 2025 Added 49.61%
$1.64T
$43.8 Million 0.03% of portfolio
180
Q3 2025 Reduced 29.96%
$0
$43.5 Million 0.03% of portfolio
299
Q3 2025 Added 6.03%
Lazard Inc
-
$43 Million 0.03% of portfolio
-
Q3 2025 Reduced 6.86%
$26.6B
$46.6 Million 0.03% of portfolio
249
Q3 2025 New
$10.3B
$50.4 Million 0.03% of portfolio
292
Q3 2025 Added 60.44%
$6.26B
$41.3 Million 0.03% of portfolio
277
Q3 2025 Added 171.57%
$8.55B
$47.6 Million 0.03% of portfolio
329
Q3 2025 Added 65.33%
$5.24B
$55.7 Million 0.03% of portfolio
2,943
Q3 2025 Added 64.23%
$7.69B
$41.3 Million 0.03% of portfolio
312
Q3 2025 Added 75.28%
$21.6B
$48.4 Million 0.03% of portfolio
660
Q2 2025 Added 18.92%
$127B
$48.4 Million 0.03% of portfolio
196
Q3 2025 Added 41.01%
$117B
$53.6 Million 0.03% of portfolio
163
Q3 2025 Added 44.25%
$475B
$45.4 Million 0.03% of portfolio
254
Q3 2025 Added 34.39%
$161B
$47.6 Million 0.03% of portfolio
240
Q3 2025 Added 34.08%
$48.7B
$55.9 Million 0.03% of portfolio
937
Q3 2025 Added 39.64%
$0
$43.3 Million 0.03% of portfolio
304
Q4 2023 New
Parnassus Mid Cap Institutional
-
$41.6 Million 0.03% of portfolio
-
Q3 2025 Added 3.56%
$23.9B
$42.1 Million 0.03% of portfolio
650
Q4 2024 Reduced 50.0%
$0
$49 Million 0.03% of portfolio
179
Q3 2025 New
$286B
$54.7 Million 0.03% of portfolio
286
Q3 2025 Added 134.43%
$65.2B
$53.5 Million 0.03% of portfolio
178
Q4 2024 Reduced 50.0%
$0
$45.3 Million 0.03% of portfolio
941
Q3 2025 Added 19.87%
$58.9B
$49.2 Million 0.03% of portfolio
262
Q3 2025 Added 50.57%
$6.86B
$44 Million 0.03% of portfolio
780
Q3 2025 Reduced 6.02%
$16.3B
$53.8 Million 0.03% of portfolio
1,525
Q3 2025 New

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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