RC

Richardson Capital Management LLC

13F
Richardson Capital Management LLC
Last update 2025-07-23 206 Stocks (5 new)
Value $191.00 Mil Turnover 9 %
Countries:
Top Holdings: SCHX(29.25%)SCHD(22.55%)SCHG(17.66%)SCHM(7.96%)NVDA(4.93%)
Summary Stock Picks Current Portfolio
Richardson Capital Management ... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX
Schwab U.S. Large-Cap ETF
2,282,477
55,783.7
+11.30%
29.250
+2.97%
0.100
+16.54%
+8.97%
57,581.0
 
SCHD
Schwab US Dividend Equity ETF
1,622,840
43,005.3
+13.02%
22.550
+2.60%
0.060
+7.15%
+1.74%
71,237.6
 
SCHG
Schwab U.S. Large-Cap Growth ETF
1,153,143
33,683.3
+10.07%
17.660
+1.62%
0.080
+20.79%
+8.07%
45,910.6
 
SCHM
Schwab U.S. Mid-Cap ETF
540,858
15,171.1
+9.86%
7.960
+0.71%
0.130
+14.14%
+5.05%
11,926.6
 
NVDA
NVIDIA Corp
59,471
9,395.8
-1.56%
4.930
-0.06%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
IJH
iShares Core S&P Mid-Cap ETF
112,243
6,961.3
+5.70%
3.650
+0.20%
0.010
+12.58%
+3.00%
97,797.3
 
MEMS
Matthews Emerging Markets Discovery Active ETF
Matthews Emerging Markets Discovery Active ETF
113,470
2,970.6
+12.72%
1.560
+0.18%
15.760
+12.20%
+12.25%
19.2
 
SCHK
Schwab 1000 Index ETF
89,045
2,655.3
+43.40%
1.390
+0.42%
0.060
+16.51%
+8.76%
4,430.8
 
VOO
Vanguard S&P 500 ETF
3,598
2,043.8
+44.09%
1.070
+0.33%
0.000
+16.45%
+8.96%
664,077.8
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
11,345
1,512.5
+0.11%
0.790
0%
0.000
+10.99%
+8.07%
59,515.8
 

Richardson Capital Management LLC's Historical Top Holdings Breakdowns

Richardson Capital Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHX
Schwab U.S. Large-Cap ETF
2025-06-30
Add
Add
+2.97%
●
19.6 ($22.6) 24.44
$25.11
11.11%
Add 11.3%
2,282,477
231,693
SCHD
Schwab US Dividend Equity ETF
2025-06-30
Add
Add
+2.60%
●
24.32 ($26.14) 27.96
$27.28
4.36%
Add 13.02%
1,622,840
186,892
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-06-30
Add
Add
+1.62%
●
22.27 ($26.42) 29.21
$30.06
13.78%
Add 10.07%
1,153,143
105,468
SCHM
Schwab U.S. Mid-Cap ETF
2025-06-30
Add
Add
+0.71%
●
22.92 ($26.38) 28.05
$28.92
9.63%
Add 9.86%
540,858
48,528
SCHK
Schwab 1000 Index ETF
2025-06-30
Add
Add
+0.42%
●
23.87 ($27.55) 29.82
$30.61
11.11%
Add 43.4%
89,045
26,951
VOO
Vanguard S&P 500 ETF
2025-06-30
Add
Add
+0.33%
●
456.74 ($525.37) 568.03
$583.26
11.02%
Add 44.09%
3,598
1,101
IJH
iShares Core S&P Mid-Cap ETF
2025-06-30
Add
Add
+0.20%
●
51.16 ($58.7) 62.02
$63.80
8.69%
Add 5.7%
112,243
6,048
MEMS
Matthews Emerging Markets Discovery Active ETF
Matthews Emerging Markets Discovery Active ETF
2025-06-30
Add
Add
+0.18%
●
20.81 ($24.07) 26.18
$26.48
10.01%
Add 12.72%
113,470
12,803
AAPL
Apple Inc
2025-06-30
Reduce
Reduce
-0.12%
●
172.42 ($202.27) 223.89
$213.76
5.68%
Reduce -48.13%
886
-822
ARKB
ARK 21Shares Bitcoin ETF Beneficial Interest
ARK 21Shares Bitcoin ETF Beneficial Interest
2025-06-30
Add
Add
+0.09%
●
25.51 ($32.69) 37
$39.57
21.05%
Add 200%
7,647
5,098

Richardson Capital Management LLC Total Holding History ($B)

To

Richardson Capital Management LLC's Asset Allocation

To

Richardson Capital Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Richardson Capital Management LLC's Hypothetical Growth since 2025-06-30

Richardson Capital Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Richardson Capital Management LLC's Holdings Heat Map

Size field:

Richardson Capital Management LLC's Holdings Bubble Chart

Richardson Capital Management LLC News

  • 1

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