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Home > Institutional Investor > Richardson Capital Management Llc > Profile

Instuitional Investor - Richardson Capital Management Llc

Fund Profile
Filing Period:
Fund Name: Richardson Capital Management Llc
Portfolio Value $160,358,035
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,050,784 $45,281,315 28.24%
2.
Schwab Strategic Trust
 FNDF 1,435,948 $40,149,119 25.04%
3.
Schwab Strategic Trust
 FNDF 1,047,675 $26,233,782 16.36%
4.
Schwab Strategic Trust
 FNDF 492,330 $12,899,039 8.04%
5.
Nvidia Corp
 NVDA 60,416 $6,547,889 4.08%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)