Richardson Capital Management LLC has submitted its quarterly 13F-HR report, revealing its investment holdings as of September 30, 2026. This filing is significant as it provides a snapshot of the firm's investment strategies and market positioning, which can affect its competitive standing in the industry.

Background

Richardson Capital Management LLC is an institutional investment manager based in Menomonee Falls, Wisconsin. The firm is classified under the SIC code, operating within the financial services sector. Recent filings include a 13F-HR report dated October 23, 2026, and a previous N-PX filing on July 17, 2026.

What the Filing Says

The filing, submitted on October 23, 2026, outlines the firm’s investment activities for the quarter ending September 30, 2026. Specific details regarding the holdings were not disclosed in the filing.

Impact

This report may impact various stakeholders, including investors, analysts, and competitors in the investment management industry. It provides essential insights into how Richardson Capital Management is positioning itself in the market.

What's Next

The filing does not say what happens next.

Filing Details

The 13F-HR filing was officially accepted on October 23, 2026, with a reporting period ending on September 30, 2026. This report is crucial for understanding the investment strategies employed by Richardson Capital Management LLC during this time frame.

Company Information

Richardson Capital Management LLC is located at W134 N8688 Executive Parkway, Menomonee Falls, WI 53051. The firm can be reached at 262-255-4100. It operates under the Central Index Key (CIK) number 0001621646 and has an Employer Identification Number (EIN) of 760755762. The firm is incorporated in Wisconsin and has a fiscal year ending on February 28.

Document Access

The filing includes multiple document formats for public access, including an HTML version of the primary document and an XML version. The information table, which contains detailed data about the firm's holdings, is available in both HTML and XML formats, allowing for easy analysis by interested parties.

Additional Context

While the filing provides a snapshot of Richardson Capital Management's investment holdings, it does not disclose specific details regarding the individual assets or sectors in which the firm is investing. This lack of granular data may limit the ability of analysts and investors to fully assess the firm's market positioning and strategy.