RICHARDS, MERRILL & PETERSON, INC.
CIK: 0000090108SEC EDGAR →
Portfolio Value
$260.9M
Holdings
273
As of
Q4 2025
New Positions
273
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 26,919 | $13.0M | 4.99% |
| 2 | APPLE INC | 47,576 | $12.9M | 4.96% |
| 3 | COSTCO WHSL CORP NEW | 12,680 | $10.9M | 4.19% |
| 4 | AMAZON COM INC | 41,917 | $9.7M | 3.71% |
| 5 | INVESCO QQQ TR | 15,584 | $9.6M | 3.67% |
| 6 | NVIDIA CORPORATION | 44,461 | $8.3M | 3.18% |
| 7 | ALPHABET INC | 21,066 | $6.6M | 2.53% |
| 8 | SPDR S&P 500 ETF TR | 9,436 | $6.4M | 2.47% |
| 9 | CHEVRON CORP NEW | 34,760 | $5.3M | 2.03% |
| 10 | STRYKER CORPORATION | 14,942 | $5.3M | 2.01% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (273)
$13.0M · 27K shares
$12.9M · 48K shares
$10.9M · 13K shares
$9.7M · 42K shares
$9.6M · 16K shares
$8.3M · 44K shares
$6.6M · 21K shares
$6.4M · 9K shares
$5.3M · 35K shares
$5.3M · 15K shares
$5.0M · 15K shares
$4.5M · 7K shares
$3.9M · 6K shares
$3.5M · 19K shares
$3.3M · 10K shares
$3.3M · 120K shares
$3.2M · 124K shares
$3.2M · 6K shares
$3.1M · 70K shares
$2.9M · 9K shares
$2.9M · 6K shares
$2.8M · 8K shares
$2.7M · 63K shares
$2.5M · 14K shares
$2.5M · 10K shares
$2.3M · 19K shares
$2.3M · 10K shares
$2.3M · 86K shares
$2.3M · 8K shares
$2.2M · 4K shares
$2.1M · 28K shares
$1.8M · 5K shares
$1.8M · 10K shares
$1.7M · 6K shares
$1.7M · 26K shares
$1.7M · 5K shares
$1.7M · 6K shares
$1.7M · 61K shares
$1.7M · 12K shares
$1.7M · 16K shares
$1.6M · 17K shares
$1.5M · 14K shares
$1.5M · 7K shares
$1.5M · 8K shares
$1.5M · 34K shares
$1.5M · 21K shares
$1.5M · 53K shares
$1.5M · 7K shares
$1.4M · 7K shares
$1.4M · 12K shares
$1.4M · 26K shares
$1.4M · 7K shares
$1.3M · 32K shares
$1.3M · 34K shares
$1.3M · 58K shares
$1.2M · 7K shares
$1.2M · 4K shares
$1.2M · 10K shares
$1.2M · 6K shares
$1.2M · 8K shares
$1.1M · 7K shares
$1.1M · 4K shares
$1.1M · 8K shares
$1.1M · 1K shares
$1.1M · 3K shares
$1.0M · 6K shares
$1.0M · 12K shares
$1.0M · 7K shares
$991K · 6K shares
$979K · 6K shares
$938K · 15K shares
$934K · 4K shares
$932K · 4K shares
$909K · 850 shares
$905K · 10K shares
$902K · 3K shares
$894K · 10K shares
$888K · 3K shares
$882K · 12K shares
$873K · 4K shares
$867K · 6K shares
$866K · 11K shares
$862K · 4K shares
$841K · 2K shares
$838K · 17K shares
$829K · 3K shares
$828K · 3K shares
$781K · 3K shares
$767K · 8K shares
$756K · 2K shares
$726K · 6K shares
$671K · 3K shares
$670K · 1K shares
$666K · 4K shares
$647K · 4K shares
$643K · 10K shares
$640K · 7K shares
$626K · 6K shares
$623K · 17K shares
$621K · 1K shares
$598K · 9K shares
$594K · 9K shares
$575K · 5K shares
$560K · 49K shares
$554K · 6K shares
$548K · 21K shares
$535K · 11K shares
$533K · 3K shares
$530K · 12K shares
$526K · 7K shares
$523K · 1K shares
$518K · 1K shares
$516K · 4K shares
$513K · 9K shares
$491K · 14K shares
$477K · 1K shares
$472K · 12K shares
$460K · 63K shares
$455K · 5K shares
$453K · 2K shares
$452K · 7K shares
$445K · 2K shares
$443K · 5K shares
$437K · 16K shares
$420K · 5K shares
$416K · 1K shares
$410K · 4K shares
$403K · 3K shares
$401K · 4K shares
$400K · 4K shares
$387K · 13K shares
$385K · 360 shares
$381K · 1K shares
$377K · 3K shares
$370K · 541 shares
$367K · 9K shares
$350K · 433 shares
$349K · 2K shares
$335K · 10K shares
$330K · 688 shares
$324K · 3K shares
$322K · 7K shares
$317K · 3K shares
$315K · 6K shares
$314K · 1K shares
$309K · 5K shares
$308K · 4K shares
$299K · 11K shares
$294K · 4K shares
$282K · 2K shares
$281K · 3K shares
$277K · 2K shares
$268K · 2K shares
$267K · 2K shares
$254K · 5K shares
$250K · 8K shares
$247K · 6K shares
$245K · 733 shares
$245K · 11K shares
$244K · 9K shares
$243K · 277 shares
$242K · 5K shares
$241K · 5K shares
$236K · 11K shares
$236K · 1K shares
$231K · 6K shares
$231K · 3K shares
$223K · 6K shares
$212K · 7K shares
$205K · 20K shares
$195K · 4K shares
$189K · 4K shares
$183K · 2K shares
$181K · 2K shares
$175K · 3K shares
$167K · 2K shares
$165K · 3K shares
$164K · 2K shares
$152K · 547 shares
$150K · 725 shares
$150K · 1K shares
$146K · 1K shares
$134K · 2K shares
$132K · 5K shares
$129K · 5K shares
$124K · 575 shares
$124K · 397 shares
$120K · 1K shares
$114K · 4K shares
$112K · 371 shares
$112K · 220 shares
$111K · 331 shares
$108K · 232 shares
$105K · 870 shares
$103K · 1K shares
$103K · 401 shares
$100K · 524 shares
$98K · 1K shares
$94K · 3K shares
$88K · 1K shares
$87K · 1K shares
$85K · 2K shares
$84K · 6K shares
$77K · 1K shares
$76K · 2K shares
$76K · 185 shares
$72K · 1K shares
$70K · 1K shares
$67K · 2K shares
$63K · 3K shares
$62K · 1K shares
$59K · 121 shares
$58K · 715 shares
$53K · 379 shares
$52K · 375 shares
$47K · 499 shares
$44K · 230 shares
$44K · 312 shares
$44K · 1K shares
$42K · 400 shares
$42K · 2K shares
$41K · 2K shares
$40K · 510 shares
$40K · 1K shares
$39K · 725 shares
$34K · 220 shares
$34K · 842 shares
$34K · 1K shares
$32K · 650 shares
$32K · 844 shares
$30K · 361 shares
$30K · 330 shares
$29K · 1K shares
$28K · 135 shares
$28K · 176 shares
$28K · 200 shares
$28K · 240 shares
$27K · 2K shares
$25K · 186 shares
$25K · 145 shares
$24K · 275 shares
$24K · 160 shares
$23K · 520 shares
$22K · 132 shares
$20K · 200 shares
$18K · 39 shares
$16K · 140 shares
$15K · 62 shares
$15K · 216 shares
$14K · 147 shares
$13K · 132 shares
$12K · 75 shares
$11K · 284 shares
$10K · 80 shares
$10K · 59 shares
$9K · 74 shares
$9K · 207 shares
$7K · 95 shares
$7K · 187 shares
$7K · 406 shares
$6K · 86 shares
$6K · 32 shares
$6K · 116 shares
$5K · 77 shares
$5K · 50 shares
$5K · 68 shares
$4K · 50 shares
$4K · 106 shares
$3K · 52 shares
$2K · 31 shares
$2K · 28 shares
$1K · 15 shares
$0 · 4 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 144 | $72.5M | 27.8% |
| Technology | 30 | $60.8M | 23.3% |
| Consumer Cyclical | 15 | $23.3M | 8.9% |
| Healthcare | 12 | $19.1M | 7.3% |
| Industrials | 26 | $19.0M | 7.3% |
| Communication Services | 9 | $17.2M | 6.6% |
| Consumer Defensive | 6 | $16.4M | 6.3% |
| Unknown | 13 | $15.8M | 6.0% |
| Energy | 7 | $9.4M | 3.6% |
| Utilities | 4 | $4.2M | 1.6% |
| Basic Materials | 3 | $2.3M | 0.9% |
| Real Estate | 4 | $777K | 0.3% |