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
$28.1B
$113 Million 0.07% of portfolio
2,235
Q3 2025 Reduced 3.87%
$1.46T
$110 Million 0.07% of portfolio
395
Q3 2025 Added 46.3%
$26.6B
$108 Million 0.07% of portfolio
1,060
Q3 2025 Added 3.41%
$255B
$112 Million 0.07% of portfolio
337
Q3 2025 Added 51.8%
Jpmorgan International Value ETF
-
$108 Million 0.07% of portfolio
-
Q3 2025 New
$45.6B
$117 Million 0.07% of portfolio
2,590
Q3 2025 Reduced 4.78%
$328B
$120 Million 0.07% of portfolio
400
Q3 2025 Added 38.89%
$125B
$100 Million 0.06% of portfolio
1,680
Q3 2025 Reduced 7.08%
Celestica Inc
-
$97.8 Million 0.06% of portfolio
-
Q3 2025 Added 19.58%
$228B
$90.7 Million 0.06% of portfolio
677
Q3 2025 Added 16.52%
$0
$94.6 Million 0.06% of portfolio
994
Q3 2025 Added 0.3%
$121B
$100 Million 0.06% of portfolio
130
Q3 2025 Added 60.49%
$21.1B
$92 Million 0.06% of portfolio
1,110
Q3 2025 Reduced 3.48%
$0
$103 Million 0.06% of portfolio
1,724
Q3 2025 Reduced 18.26%
$128B
$97.1 Million 0.06% of portfolio
5,042
Q3 2025 Added 63.07%
$0
$103 Million 0.06% of portfolio
1,450
Q1 2025 Added 7.57%
$0
$102 Million 0.06% of portfolio
1,117
Q1 2025 Reduced 42.03%
$235B
$79.5 Million 0.05% of portfolio
948
Q3 2025 Added 6.16%
$317B
$82.3 Million 0.05% of portfolio
982
Q3 2025 Added 48.11%
$44.1B
$87.9 Million 0.05% of portfolio
1,090
Q3 2025 Reduced 6.03%
$291B
$76.8 Million 0.05% of portfolio
161
Q3 2025 Added 40.0%
Columbia Total Return Muncpl Inc A
-
$79.7 Million 0.05% of portfolio
-
Q3 2025 Added 0.98%
$277B
$85.9 Million 0.05% of portfolio
1,119
Q3 2025 Added 181.16%
$14.7B
$86.9 Million 0.05% of portfolio
1,351
Q3 2025 Added 298.53%
$98.6B
$85.8 Million 0.05% of portfolio
905
Q3 2025 Added 52.87%
$36.4B
$83.4 Million 0.05% of portfolio
1,988
Q3 2025 Added 64.98%
$10.3B
$79.1 Million 0.05% of portfolio
233
Q3 2025 Added 22.63%
$148B
$78.5 Million 0.05% of portfolio
982
Q3 2025 Added 112.1%
$79.2B
$85 Million 0.05% of portfolio
1,219
Q3 2025 Added 10.92%
$25.4B
$77 Million 0.05% of portfolio
2,827
Q3 2025 Added 14.92%
$283B
$77.8 Million 0.05% of portfolio
607
Q3 2025 Added 35.79%
$52.4B
$79.2 Million 0.05% of portfolio
2,304
Q3 2025 Added 8.47%
$89.7B
$82 Million 0.05% of portfolio
407
Q3 2025 Reduced 14.5%
$26.1B
$86.2 Million 0.05% of portfolio
456
Q3 2025 Added 49.02%
Nuveen Core Impact Bond R6
-
$73.1 Million 0.05% of portfolio
-
Q3 2025 Reduced 10.02%
$70.1B
$81.6 Million 0.05% of portfolio
479
Q3 2025 Added 3.01%
$0
$87.8 Million 0.05% of portfolio
1,324
Q3 2025 Added 0.53%
$0
$80.6 Million 0.05% of portfolio
172
Q1 2025 Reduced 3.37%
$82.8B
$81 Million 0.05% of portfolio
281
Q3 2025 Added 138.14%
$65.2B
$86.6 Million 0.05% of portfolio
205
Q3 2025 Added 49.64%
$0
$70.9 Million 0.04% of portfolio
586
Q3 2025 Reduced 57.32%
$23.8B
$57.3 Million 0.04% of portfolio
484
Q3 2025 Added 49.38%
$152B
$63.1 Million 0.04% of portfolio
256
Q3 2025 Added 172.34%
$0
$57.2 Million 0.04% of portfolio
680
Q3 2025 Added 3.98%
$8.24B
$68 Million 0.04% of portfolio
1,623
Q3 2025 Added 317.22%
$11.4B
$70.8 Million 0.04% of portfolio
175
Q3 2025 Reduced 5.41%
Te Connectivity PLC
-
$70.3 Million 0.04% of portfolio
-
Q3 2025 Added 64.1%
$0
$68.1 Million 0.04% of portfolio
1,449
Q3 2025 Added 8.22%
$85.9B
$58.1 Million 0.04% of portfolio
263
Q3 2025 Added 48.59%

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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