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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$170B
$65.2 Million 0.04% of portfolio
6,220
Q3 2025 Added 104.81%
$13B
$69.4 Million 0.04% of portfolio
355
Q3 2025 Added 25.0%
$52.5B
$66.9 Million 0.04% of portfolio
216
Q3 2025 Added 31.71%
$204B
$58.5 Million 0.04% of portfolio
397
Q3 2025 Added 104.64%
$7.22B
$71.1 Million 0.04% of portfolio
1,598
Q3 2025 Added 237.84%
$53B
$45.4 Million 0.03% of portfolio
193
Q3 2025 Added 49.61%
$1.72T
$43.8 Million 0.03% of portfolio
180
Q3 2025 Reduced 29.96%
$24.9B
$46.6 Million 0.03% of portfolio
249
Q3 2025 New
$9.99B
$50.4 Million 0.03% of portfolio
292
Q3 2025 Added 60.44%
$2.93B
$41.3 Million 0.03% of portfolio
277
Q3 2025 Added 171.57%
$8.68B
$47.6 Million 0.03% of portfolio
329
Q3 2025 Added 65.33%
$5.34B
$55.7 Million 0.03% of portfolio
2,943
Q3 2025 Added 64.23%
$7.9B
$41.3 Million 0.03% of portfolio
312
Q3 2025 Added 75.28%
$21.3B
$48.4 Million 0.03% of portfolio
660
Q2 2025 Added 18.92%
$121B
$48.4 Million 0.03% of portfolio
196
Q3 2025 Added 41.01%
$123B
$53.6 Million 0.03% of portfolio
163
Q3 2025 Added 44.25%
$157B
$47.6 Million 0.03% of portfolio
240
Q3 2025 Added 34.08%
$49.7B
$55.9 Million 0.03% of portfolio
937
Q3 2025 Added 39.64%
$22.5B
$42.1 Million 0.03% of portfolio
650
Q4 2024 Reduced 50.0%
$279B
$54.7 Million 0.03% of portfolio
286
Q3 2025 Added 134.43%
$65.6B
$53.5 Million 0.03% of portfolio
178
Q4 2024 Reduced 50.0%
$57.5B
$49.2 Million 0.03% of portfolio
262
Q3 2025 Added 50.57%
$7.32B
$44 Million 0.03% of portfolio
780
Q3 2025 Reduced 6.02%
$16.4B
$53.8 Million 0.03% of portfolio
1,525
Q3 2025 New
$1.57B
$45.4 Million 0.03% of portfolio
1,569
Q3 2025 Added 166.38%
$67.7B
$54.3 Million 0.03% of portfolio
486
Q3 2025 Added 8.72%
$42.2B
$49.1 Million 0.03% of portfolio
387
Q3 2025 Added 1.84%
$7.54B
$44.1 Million 0.03% of portfolio
321
Q3 2025 Added 163.11%
$88B
$48.3 Million 0.03% of portfolio
214
Q4 2023 New
$24.5B
$42.2 Million 0.03% of portfolio
204
Q3 2025 Added 63.2%
$78.8B
$30.1 Million 0.02% of portfolio
482
Q3 2025 Added 141.0%
$102B
$29.2 Million 0.02% of portfolio
225
Q3 2025 Added 2,150.0%
$2.84B
$25.3 Million 0.02% of portfolio
217
Q3 2025 Added 210.0%
$1.82B
$26.5 Million 0.02% of portfolio
2,895
Q3 2025 Reduced 34.35%
$17.5B
$27.6 Million 0.02% of portfolio
249
Q3 2025 Added 64.9%
$188B
$34.8 Million 0.02% of portfolio
51
Q3 2025 Added 70.0%
$153B
$36.6 Million 0.02% of portfolio
618
Q3 2025 Added 32.05%
$3.44B
$28.6 Million 0.02% of portfolio
195
Q3 2025 Added 68.1%
$7.22B
$33.3 Million 0.02% of portfolio
360
Q3 2025 Added 88.48%
$92B
$32.8 Million 0.02% of portfolio
216
Q3 2025 Reduced 12.2%
$5.03B
$31.8 Million 0.02% of portfolio
348
Q3 2025 Added 123.08%
$13.6B
$31.3 Million 0.02% of portfolio
463
Q4 2024 Reduced 50.0%
$55.3B
$26 Million 0.02% of portfolio
85
Q2 2025 Added 30.77%
$41B
$32.7 Million 0.02% of portfolio
133
Q3 2025 Added 62.2%
$19.5B
$36.1 Million 0.02% of portfolio
329
Q3 2025 Added 63.68%
$2.39B
$31.5 Million 0.02% of portfolio
836
Q3 2025 Added 166.24%
$17.7B
$26.8 Million 0.02% of portfolio
100
Q2 2025 Added 300.0%
$12.4B
$24.7 Million 0.02% of portfolio
599
Q3 2025 Added 95.11%
$11.7B
$34.4 Million 0.02% of portfolio
100
Q3 2025 Added 122.22%

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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