Richards, Merrill & Peterson, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$272.6M
Q ending 2026-03-31
Prior quarter
$260.9M
Q ending 2025-12-31
Change
+4.5% QoQ · +41.8% YoY
Positions
283
reported holdings
Largest positions
Top 100 of 283 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Costco Wholesale Corporation | COST | Shares | $12.7M | 13K |
| Apple Inc | AAPL | Shares | $12.2M | 48K |
| Microsoft Corp | MSFT | Shares | $11.7M | 32K |
| Amazon Com Inc | AMZN | Shares | $10.0M | 48K |
| Invesco Qqq Tr | QQQ | Shares | $9.0M | 16K |
| Nvidia Corporation | NVDA | Shares | $8.2M | 47K |
| Alphabet Inc | GOOGL | Shares | $6.5M | 23K |
| Chevron Corporation | CVX | Shares | $6.3M | 30K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $6.1M | 9K |
| Stryker Corporation | SYK | Shares | $5.3M | 16K |
| Capital Grp Fixed Incm Etf T | CGSD | Shares | $4.8M | 187K |
| Schwab Strategic Tr | SCHD | Shares | $4.7M | 152K |
| Jpmorgan Chase & Co | JPM | Shares | $4.6M | 16K |
| Meta Platforms Inc | META | Shares | $4.5M | 8K |
| Vanguard Index Fds | VOO | Shares | $3.9M | 7K |
| Rtx Corporation | RTX | Shares | $3.6M | 18K |
| Capital Group Growth Etf | CGGR | Shares | $3.4M | 85K |
| Applied Matls Inc | AMAT | Shares | $3.3M | 10K |
| Home Depot Inc | HD | Shares | $3.2M | 10K |
| Exxon Mobil Corp | XOM | Shares | $2.9M | 17K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.8M | 6K |
| Caterpillar Inc | CAT | Shares | $2.7M | 4K |
| Intuitive Surgical Inc | ISRG | Shares | $2.7M | 6K |
| Pgim Etf Tr | PTRB | Shares | $2.7M | 65K |
| Alphabet Inc | GOOG | Shares | $2.6M | 9K |
| Capital Group Dividend Value | CGDV | Shares | $2.5M | 59K |
| Capital Grp Fixed Incm Etf T | CGCB | Shares | $2.4M | 91K |
| Visa Inc | V | Shares | $2.3M | 8K |
| Lowes Cos Inc | LOW | Shares | $2.2M | 9K |
| Palantir Technologies Inc | PLTR | Shares | $2.2M | 15K |
| Cisco Sys Inc | CSCO | Shares | $2.1M | 28K |
| Micron Technology Inc | MU | Shares | $2.1M | 6K |
| Franklin Templeton Etf Tr | INCM | Shares | $2.1M | 73K |
| Broadcom Inc | AVGO | Shares | $2.0M | 7K |
| International Business Machs | IBM | Shares | $1.9M | 8K |
| Mcdonalds Corp | MCD | Shares | $1.9M | 6K |
| Merck & Co Inc | MRK | Shares | $1.9M | 16K |
| Procter & Gamble Co | PG | Shares | $1.8M | 13K |
| Morgan Stanley | MS | Shares | $1.8M | 11K |
| Ishares Tr | IJH | Shares | $1.8M | 26K |
| Walmart Inc | WMT | Shares | $1.7M | 14K |
| Coca Cola Co | KO | Shares | $1.7M | 22K |
| Capital Grp Fixed Incm Etf T | CGMS | Shares | $1.6M | 60K |
| Verizon Communications Inc | VZ | Shares | $1.6M | 32K |
| Waste Mgmt Inc Del | WM | Shares | $1.5M | 7K |
| Honeywell Intl Inc | HONGBP | Shares | $1.5M | 7K |
| Constellation Energy Corp | CEG | Shares | $1.5M | 5K |
| Medtronic Plc | Shares | $1.5M | 17K | |
| T-Mobile Us Inc | TMUS | Shares | $1.5M | 7K |
| Abbvie Inc | ABBV | Shares | $1.5M | 7K |
| Johnson & Johnson | JNJ | Shares | $1.4M | 6K |
| Ishares Tr | IJR | Shares | $1.4M | 11K |
| Fedex Corp | FDX | Shares | $1.4M | 4K |
| Avista Corp | AVA | Shares | $1.3M | 33K |
| Capital Grp Fixed Incm Etf T | CGCP | Shares | $1.3M | 59K |
| Us Bancorp | USB | Shares | $1.3M | 25K |
| Oracle Corp | ORCL | Shares | $1.3M | 9K |
| Palo Alto Networks Inc | PANW | Shares | $1.2M | 8K |
| Taiwan Semiconductor Manufac | TSM | Shares | $1.2M | 3K |
| Spdr Index Shs Fds | WDIV | Shares | $1.1M | 15K |
| Starbucks Corp | SBUX | Shares | $1.1M | 12K |
| Emerson Elec Co | EMR | Shares | $1.1M | 8K |
| Texas Instrs Inc | TXN | Shares | $1.1M | 6K |
| Blackstone Inc | BX | Shares | $1.1M | 9K |
| Abbott Laboratories | ABT | Shares | $1.1M | 10K |
| L3Harris Technologies Inc | LHX | Shares | $1.1M | 3K |
| Nucor Corp | NUE | Shares | $1.0M | 6K |
| Vanguard Whitehall Fds | VYM | Shares | $1.0M | 7K |
| Southern Co | SO | Shares | $1.0M | 10K |
| Uber Technologies Inc | UBER | Shares | $989K | 14K |
| Vanguard Tax-Managed Fds | VEA | Shares | $988K | 15K |
| J P Morgan Exchange Traded F | JPST | Shares | $960K | 19K |
| Eli Lilly & Co | LLY | Shares | $958K | 1K |
| Oreilly Automotive Inc | ORLY | Shares | $939K | 10K |
| Ishares Tr | IEFA | Shares | $905K | 10K |
| Union Pac Corp | UNP | Shares | $898K | 4K |
| Vaneck Etf Trust | SMH | Shares | $898K | 2K |
| Trane Technologies Plc | Shares | $896K | 2K | |
| Linde Plc | Shares | $872K | 2K | |
| American Express Co | AXP | Shares | $871K | 3K |
| Leidos Holdings Inc | LDOS | Shares | $871K | 6K |
| Fidelity Covington Trust | FENI | Shares | $848K | 23K |
| Lockheed Martin Corp | LMT | Shares | $841K | 1K |
| Netflix Inc. | NFLX | Shares | $820K | 9K |
| Rbb Fund Trust | FEGE | Shares | $807K | 17K |
| Blackrock Inc | BLK | Shares | $801K | 833 |
| Tjx Cos Inc New | TJX | Shares | $797K | 5K |
| Ishares Tr | IWM | Shares | $793K | 3K |
| Ishares Tr | IJT | Shares | $791K | 5K |
| Illinois Tool Wks Inc | ITW | Shares | $778K | 3K |
| Tractor Supply Co | TSCO | Shares | $762K | 17K |
| Danaher Corp Del | DHR | Shares | $758K | 4K |
| Ishares Inc | IEMG | Shares | $756K | 11K |
| Select Sector Spdr Tr | XLF | Shares | $739K | 15K |
| Air Products And Chemicals I | APD | Shares | $737K | 3K |
| Tesla Inc | TSLA | Shares | $731K | 2K |
| Unitedhealth Group Inc | UNH | Shares | $716K | 3K |
| Snowflake Inc | SNOW | Shares | $661K | 4K |
| Capital Group Equity Etf Tr | CGMM | Shares | $625K | 21K |
| Select Sector Spdr Tr | XLI | Shares | $622K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.