Richardson Capital Management LLC New Holdings in Q3 2025

Richardson Capital Management LLC

  • $210 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.86K
New
$97.75 - $100.75 $280K - $288K
2.86K $287M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.9K
New
$52.39 - $53.11 $257K - $260K
4.9K $260M
WSM
Williams Sonoma Inc

Consumer Cyclical
1K
New
$163.62 - $210.2 $164K - $210K
1K $195M
FISV
Fiserv Inc

Technology
782
New
N/A
782 $101M
KMB
Kimberly Clark Corp

Consumer Defensive
580
New
$121.72 - $136.77 $70.6K - $79.3K
580 $72.1M
NVS
Novartis Ag

Healthcare
535
New
$113.5 - $129.73 $60.7K - $69.4K
535 $68.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
445
New
$135.0 - $146.02 $60.1K - $65K
445 $64.8M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.16K
New
$45.26 - $46.63 $52.4K - $54K
1.16K $53.5M
PG
Procter & Gamble CO

Consumer Defensive
310
New
$150.47 - $161.22 $46.6K - $50K
310 $47.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
930
New
$45.6 - $46.92 $42.4K - $43.6K
930 $43.4M
VZ
Verizon Communications Inc

Communication Services
799
New
$40.84 - $45.06 $32.6K - $36K
799 $35.1M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
281
New
$113.73 - $121.28 $32K - $34.1K
281 $33.6M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
657
New
$50.53 - $50.82 $33.2K - $33.4K
657 $33.4M
EEM
Ishares Msci Emerging Markets

ETFs
612
New
$48.07 - $53.4 $29.4K - $32.7K
612 $32.7M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
836
New
$37.14 - $37.85 $31K - $31.6K
836 $31.6M
DJP
Barclays Bank PLC

ETFs
871
New
N/A
871 $30.9M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
1.27K
New
$23.53 - $23.75 $29.8K - $30K
1.27K $29.8M
EMB
Ishares Tr

ETFs
272
New
$91.52 - $95.59 $24.9K - $26K
272 $25.9M
RECS
Columbia ETF Tr I

ETFs
600
New
$36.82 - $40.35 $22.1K - $24.2K
600 $24.2M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
208
New
$94.17 - $99.95 $19.6K - $20.8K
208 $20.8M
VNQ
Vanguard Specialized Funds Van

ETFs
201
New
$88.47 - $93.24 $17.8K - $18.7K
201 $18.4M
SPYG
Spdr Portfolio

ETFs
174
New
$94.33 - $105.31 $16.4K - $18.3K
174 $18.2M
OUNZ
Van Eck Merk Gold Trust

ETFs
447
New
$31.49 - $37.19 $14.1K - $16.6K
447 $16.6M
I Shares Bitcoin Trust ETF
227
New
N/A
227 $14.8M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
133
New
$100.63 - $112.27 $13.4K - $14.9K
133 $14.7M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
270
New
$50.32 - $54.01 $13.6K - $14.6K
270 $14.6M
VNQI
Vanguard Global Ex U.S. Real

ETFs
286
New
$45.22 - $48.34 $12.9K - $13.8K
286 $13.7M
JNK
Spdr Bloomberg High Yield Bond

ETFs
126
New
$96.22 - $98.19 $12.1K - $12.4K
126 $12.3M
ACWI
Ishares Msci Acwi ETF

ETFs
88
New
$128.32 - $138.41 $11.3K - $12.2K
88 $12.2M
CADE
Cadence Bank

Financial Services
295
New
$33.44 - $38.12 $9.86K - $11.2K
295 $11.1M
VTWO
Vanguard Russell 2000 ETF

ETFs
113
New
$86.92 - $99.32 $9.82K - $11.2K
113 $11.1M
FTGC
First Trust Global Tactical CO

ETFs
378
New
$24.67 - $26.32 $9.33K - $9.95K
378 $9.79M
AVSC
American Centy ETF Tr Avantis
87
New
$51.33 - $58.63 $4.47K - $5.1K
87 $8.66M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
618
New
$12.9 - $13.59 $7.97K - $8.4K
618 $8.3M
ALC
Alcon Inc

Healthcare
107
New
$73.24 - $92.22 $7.84K - $9.87K
107 $7.97M
IVW
Ishares S&P 500 Growth ETF

ETFs
63
New
$108.97 - $121.65 $6.87K - $7.66K
63 $7.61M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
180
New
$31.79 - $33.42 $5.72K - $6.02K
180 $6.02M
IVE
Ishares S&P 500 Value ETF

ETFs
26
New
$194.44 - $206.51 $5.06K - $5.37K
26 $5.37M
UNH
Unitedhealth Group Inc

Healthcare
5
New
$237.77 - $353.61 $1.19K - $1.77K
5 $1.73M
Activity Summary
Buys All Purchases 75 New Holdings 40 Increased Positions 35 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Richardson Capital Management LLC Portfolio

Follow Richardson Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Richardson Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Richardson Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email