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CIK: 0000090108
Total reported value
$315.1M
$315.1M
200 檔
15.8%
As reported in its official Q2 2025 Form 13F filing, Richards, Merrill & Peterson, Inc.'s tracked investment portfolio stood at $315.1M with 200 total positions.
During Q2 2025, Richards, Merrill & Peterson, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.09% | -0.26% | +2.41% | |
| 2 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.93% | -0.87% | +2.40% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.57% | +0.38% | -0.64% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.08% | +0.39% | +13.30% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.04% | +0.16% | +8.65% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.99% | +0.02% | +20.73% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.82% | +0.05% | +2.15% | |
| 8 | SYK | Stryker CORP | Stock-Healthcare | 2.44% | -0.12% | +2.82% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.03% | -0.11% | +9.65% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.00% | -0.06% | +0.87% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.84% | -0.71% | +12.77% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.65% | +0.53% | +12.28% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.54% | +0.03% | +51.09% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.53% | -0.34% | +1.27% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.30% | -0.07% | +0.10% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.23% | -0.19% | +0.80% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | -0.16% | +27.41% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.05% | -0.08% | +12.22% | |
| 19 | CGSD | Cap Group Short Duration | ETF-Other | 1.05% | -0.15% | +12.59% | |
| 20 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 1.01% | -0.11% | +35.71% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 1.01% | +0.05% | -2.59% | |
| 22 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.98% | -0.23% | +4.04% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 0.92% | +0.21% | -0.52% | |
| 24 | HON | Honeywell International Inc | Stock-Industrials | 0.87% | -0.56% | EXIT | |
| 25 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.86% | -0.20% | +17.37% | |
| 26 | AMAT | Applied Materials Inc | Stock-Tech | 0.85% | +1.05% | +8.68% | |
| 27 | CGCB | Cap Group Core Bond | ETF-Other | 0.83% | +0.02% | +33.24% | |
| 28 | CGGR | Cap Group Growth Equity | ETF-Other | 0.81% | +0.05% | +8.46% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.05% | +2.82% | |
| 30 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.79% | -0.25% | +40.32% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.77% | -0.02% | +9.17% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.76% | -0.05% | +18.26% | |
| 33 | MDT | Medtronic plc | Stock-Healthcare | 0.74% | -0.16% | +6.46% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.38% | +4.02% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | -0.05% | +3.67% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.70% | +0.33% | +1.59% | |
| 37 | WM | Waste Management Inc | Stock-Industrials | 0.69% | -0.06% | +2.90% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.68% | -0.17% | +3.25% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.68% | -0.13% | +8.87% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.13% | -0.81% | |
| 41 | AVA | Avista CORP | Stock-Utilities | 0.67% | -0.10% | -9.14% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.64% | -0.04% | +7.72% | |
| 43 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.64% | -0.19% | +11.50% | |
| 44 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.62% | -0.06% | -13.24% | |
| 45 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.61% | -0.08% | +43.82% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | -0.07% | +0.15% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.61% | — | +12.47% | |
| 48 | USB | US Bancorp | Stock-Financials | 0.59% | -0.01% | +2.48% | |
| 49 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.58% | -0.02% | +33.24% | |
| 50 | MS | Morgan Stanley | Stock-Financials | 0.56% | +0.09% | +18.08% |
According to official SEC Form 13F filings, Richards, Merrill & Peterson, Inc. reported a total U.S. public equity portfolio value of $315.1M across 200 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, COST, AAPL) accounted for 15.8% of total reported equity market value during Q2 2025.
During Q2 2025, Richards, Merrill & Peterson, Inc.'s top holdings by market value included MSFT (6.1%)、COST (4.9%)、AAPL (4.6%). The largest single position, MSFT, represented 6.1% of total portfolio value.
In Q2 2025, Richards, Merrill & Peterson, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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