Richardson Financial Services Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of the close of business on September 30, 2026. The filing was signed by Edward Pitts, the Chief Compliance Officer, and was submitted on October 30, 2026.
The report details a portfolio managed by the firm, with specific positions held through various sub-advisors and account managers. The largest positions in the portfolio include Apple Inc., with 7,388,050 shares held by RBC Rochdale, and Amazon.com Inc., with 2,252,072 shares also held by RBC Rochdale. Other significant holdings include Alphabet Inc. (Class A) with 3,736,368 shares via RBC Rochdale, and Broadcom Inc. with 1,265,693 shares via the same manager.
The portfolio is diversified across multiple sectors and managed by several entities. Clark Capital Management Group, Inc. holds significant positions in Abbott Laboratories, AbbVie Inc., and Advanced Micro Devices. New Frontier Advisors, LLC manages a position in the BNDBLOXX JPM USD EMR MK 1 10 YR ETF, while State Street Global Advisors LTD holds a position in the Communication Services Select Sector SPDR ETF.
The filing lists 1098 total holdings across the portfolio. Major positions also include shares in Berkshire Hathaway Inc. (Class B), Visa Inc., UnitedHealth Group Inc., and Eli Lilly and Company. The report provides a comprehensive list of all equity securities held by Richardson Financial Services Inc. as of the specified date.
