Richardson Capital Management LLC
•CIK: 1621646•Filing: Q4 2025
**Richardson Capital Management LLC** manages $199M across a diversified portfolio of 249 positions. The fund exhibits significant exposure to broad market indices, with top holdings including SCHX at $47.0M and SCHG at $33.3M. Further allocations are notable in sector-specific ETFs such as FNDX ($22.1M) and VOO ($19.8M). This concentration suggests a tactical, large-cap growth and dividend-oriented mandate.
Total AUM
$199.3M
QoQ Performance
-5.3%
Positions
249
Top 10 Concentration
89.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHX
SCHG
FNDX
VOO
SCHD
IJH
NVDA
SCHX23.6%
SCHG16.7%
FNDX11.1%
VOO9.9%
SCHD9.7%
IJH8.8%
NVDA5.5%
SCHM2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other82.3%
ETF10.4%
Technology6.2%
Financial0.3%
Consumer0.2%
Healthcare0.2%
Industrial0.2%
Consumer Staples0.1%
🚪 Exited Positionssold since Q3 2025
+28 more exited positions
Changes from Q3 2025
NEW10 new positions
↑34 increased
↓29 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023