RICHARDS, MERRILL & PETERSON, INC.
CIK: 0000090108Latest portfolio: $260.9M · Q4 2025
Holdings
273
Total Value
$260.9M
New Positions
271
Closed Positions
0
Top Holdings
View All 273 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 26,919 | $13.0M | 4.99% | NEW | |
| 2 | AAPLAPPLE INC | 47,576 | $12.9M | 4.96% | NEW | |
| 3 | COSTCOSTCO WHSL CORP NEW | 12,680 | $10.9M | 4.19% | NEW | |
| 4 | AMZNAMAZON COM INC | 41,917 | $9.7M | 3.71% | NEW | |
| 5 | NDQINVESCO QQQ TR | 15,584 | $9.6M | 3.67% | NEW | |
| 6 | NVDANVIDIA CORPORATION | 44,461 | $8.3M | 3.18% | NEW | |
| 7 | GOOGLALPHABET INC | 21,066 | $6.6M | 2.53% | NEW | |
| 8 | SPYSPDR S&P 500 ETF TR | 9,436 | $6.4M | 2.47% | NEW | |
| 9 | CVXCHEVRON CORP NEW | 34,760 | $5.3M | 2.03% | NEW | |
| 10 | SYKSTRYKER CORPORATION | 14,942 | $5.3M | 2.01% | NEW | |
| 11 | JPMJPMORGAN CHASE & CO. | 15,376 | $5.0M | 1.90% | NEW | |
| 12 | METAMETA PLATFORMS INC | 6,766 | $4.5M | 1.71% | NEW | |
| 13 | VOOVANGUARD INDEX FDS | 6,287 | $3.9M | 1.51% | NEW | |
| 14 | RTXRTX CORPORATION | 18,851 | $3.5M | 1.33% | NEW | |
| 15 | HDHOME DEPOT INC | 9,700 | $3.3M | 1.28% | NEW | |
| 16 | SCHDSCHWAB STRATEGIC TR | 120,284 | $3.3M | 1.26% | NEW | |
| 17 | CGSDCAPITAL GRP FIXED INCM ETF T | 124,332 | $3.2M | 1.24% | NEW | |
| 18 | ISRGINTUITIVE SURGICAL INC | 5,668 | $3.2M | 1.23% | NEW | |
| 19 | CGGRCAPITAL GROUP GROWTH ETF | 69,777 | $3.1M | 1.19% | NEW | |
| 20 | GOOGALPHABET INC | 9,303 | $2.9M | 1.12% | NEW | |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,788 | $2.9M | 1.12% | NEW | |
| 22 | VVISA INC | 7,956 | $2.8M | 1.07% | NEW | |
| 23 | PTRBPGIM ETF TR | 63,447 | $2.7M | 1.02% | NEW | |
| 24 | PLTRPALANTIR TECHNOLOGIES INC | 14,245 | $2.5M | 0.97% | NEW | |
| 25 | AMATAPPLIED MATLS INC | 9,721 | $2.5M | 0.96% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.3018129348291253e+94T)
Industrials0.0% ($3.4572244146313965e+73T)
Consumer Cyclical0.0% ($9.675333722931731e+38T)
Healthcare0.0% ($5.251321016711633e+34T)
Unknown0.0% ($9.573290917848943e+22T)
Communication Services0.0% ($659344652919135404032.0T)
Energy0.0% ($52972307443437.4T)
Consumer Defensive0.0% ($10934167415301.5T)
Utilities0.0% ($18021.3T)
Real Estate0.0% ($26.7T)
Basic Materials0.0% ($991.8B)
Filing History
Fund Information
RICHARDS, MERRILL & PETERSON, INC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $260.9M across 273 holdings. The largest position is MICROSOFT CORP (MSFT), representing 5.0% of the portfolio. Compared to the previous quarter, the fund opened 273 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.