Richardson Capital Management LLC Portfolio Holdings

Richardson Capital Management LLC

  • $210 Billion
  • Q3 2025

Richardson Capital Management LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $210 Billion distributed in 223 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 $49.7B, Schwab Strategic Tr Us Large C with a value of $35.4B, Schwab Fundamental U S Large C with a value of $22.9B, Schwab Strategic Tr Us Dividen with a value of $21.2B, and Vanguard Index Fds S&P 500 ETF with a value of $20.9B.

Examining the 13F form we can see an increase of $19.7B in the current position value, from $191B to 210B.

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 $210 Billion
ETFs: $189 Billion
Technology: $12.8 Billion
Industrials: $1.23 Billion
Financial Services: $1.07 Billion
Consumer Cyclical: $632 Million
Healthcare: $497 Million
Consumer Defensive: $370 Million
Communication Services: $324 Million
Other: $422 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 223
  • Current Value $210 Billion
  • Prior Value $191 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 40 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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