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CIK: 0000090108
Total reported value
$315.1M
$315.1M
215 檔
16.8%
At the close of Q3 2025, Richards, Merrill & Peterson, Inc. disclosed equity holdings valued at approximately $315.1M, spread across 215 reported holdings.
In Q3 2025, Richards, Merrill & Peterson, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 42 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 215 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.65% | -0.26% | -1.84% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.07% | +0.38% | -1.53% | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.47% | -0.87% | +6.66% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.97% | +0.39% | -1.60% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.73% | +0.16% | +1.48% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.19% | +0.02% | -0.39% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.68% | +0.05% | -2.80% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.18% | +0.53% | +5.54% | |
| 9 | SYK | Stryker CORP | Stock-Healthcare | 2.10% | -0.12% | +1.65% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.98% | -0.06% | +0.23% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.87% | -0.71% | +3.03% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.81% | -0.11% | -0.97% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.54% | -0.34% | +0.24% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | +0.03% | -0.86% | |
| 15 | RTX | Rtx CORP | Stock-Industrials | 1.34% | -0.19% | +4.02% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.14% | -0.07% | +0.41% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | -0.16% | +3.50% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.12% | -0.08% | +13.28% | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.01% | -0.23% | +0.37% | |
| 20 | CGSD | Cap Group Short Duration | ETF-Other | 1.01% | -0.15% | +6.41% | |
| 21 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 1.00% | -0.11% | +7.56% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.99% | +0.05% | +0.85% | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.97% | -0.25% | +1.21% | |
| 24 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.92% | -0.20% | +43.34% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 0.91% | +0.05% | +3.23% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.89% | -0.05% | +0.67% | |
| 27 | CGGR | Cap Group Growth Equity | ETF-Other | 0.89% | +0.05% | +12.16% | |
| 28 | AMAT | Applied Materials Inc | Stock-Tech | 0.87% | +1.05% | +0.89% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.86% | +0.33% | +10.26% | |
| 30 | CGCB | Cap Group Core Bond | ETF-Other | 0.85% | +0.02% | +10.79% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.83% | +0.21% | +0.98% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.38% | +4.00% | |
| 33 | MDT | Medtronic plc | Stock-Healthcare | 0.71% | -0.16% | -3.01% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.70% | -0.02% | -4.94% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.05% | +9.29% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.66% | -0.56% | EXIT | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.66% | -0.17% | +1.75% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.13% | -3.01% | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.61% | +0.09% | +6.24% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.60% | -0.13% | -2.91% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | — | -0.05% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.60% | -0.06% | -0.90% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.58% | -0.04% | +7.22% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | -0.07% | -1.39% | |
| 45 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.58% | -0.19% | +0.23% | |
| 46 | USB | US Bancorp | Stock-Financials | 0.57% | -0.01% | -0.15% | |
| 47 | AVA | Avista CORP | Stock-Utilities | 0.56% | -0.10% | -6.70% | |
| 48 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.55% | -0.08% | -2.32% | |
| 49 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.54% | -0.02% | — | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | +0.06% | +3.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -0.39% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | +5.54% | Add |
| 3 | MSFT | Microsoft CORP | +0.7% | -1.84% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | -1.60% | Add |
| 5 | PLTR | Palantir Technologies Inc-a | +0.6% | +1.21% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | +0.5% | -0.86% | Add |
| 7 | ORCL | Oracle CORP | +0.4% | +0.67% | Add |
| 8 | CEG | Constellation Energy | +0.4% | +45.34% | Add |
| 9 | AVGO | Broadcom Inc | +0.3% | +13.25% | Add |
| 10 | LHX | L3harris Technologies Inc | +0.3% | — | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.3% | +0.85% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.2% | -0.97% | Add |
| 13 | CAT | Caterpillar Inc | +0.2% | +10.26% | Add |
| 14 | UBER | Uber Technologies Inc | +0.2% | +38.25% | Add |
| 15 | AMZN | Amazon.com Inc | +0.2% | +1.48% | Add |
| 16 | CGGR | Cap Group Growth Equity | +0.2% | +12.16% | Add |
| 17 | GBTC | Grayscale Bitcoin Trust ETF | +0.2% | +24.99% | Add |
| 18 | MU | Micron Technology Inc | +0.2% | +25.96% | Add |
| 19 | EOSE | Eos Energy Enterprises Inc | +0.2% | -10.61% | Trim |
| 20 | ISRG | Intuitive Surgical Inc | +0.2% | +43.34% | Add |
| 21 | AMAT | Applied Materials Inc | +0.2% | +0.89% | Add |
| 22 | CGDV | Cap Group Dividend Value | +0.2% | +41.56% | Add |
| 23 | PTRB | Pgim Total Return Bond ETF | +0.2% | +7.56% | Add |
| 24 | MS | Morgan Stanley | +0.2% | +6.24% | Add |
| 25 | ETH | Grayscale Ethereum Staking M | +0.2% | — | Add |
| 26 | CGCB | Cap Group Core Bond | +0.2% | +10.79% | Add |
| 27 | JPM | Jpmorgan Chase & Co | +0.2% | +0.23% | Add |
| 28 | LDOS | Leidos Holdings Inc | +0.2% | +8.99% | Add |
| 29 | TSLA | Tesla Inc | +0.1% | +14.62% | Add |
| 30 | RTX | Rtx CORP | +0.1% | +4.02% | Add |
| 31 | PANW | Palo Alto Networks Inc | +0.1% | +11.88% | Add |
| 32 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +6.25% | Add |
| 33 | IWM | Ishares Russell 2000 ETF | +0.1% | +55.25% | Add |
| 34 | TJX | Tjx Companies Inc | +0.1% | +5.11% | Add |
| 35 | CGMS | Cap Group US Multi-sect Bond | +0.1% | -2.32% | Add |
| 36 | CGCP | Cap Group Core Plus Income | +0.1% | — | Add |
| 37 | SCHD | Schwab US Dvd Equity ETF | 0% | +13.28% | Add |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +3.50% | Add |
| 39 | IJR | Ishares Core S&p Small-cap E | 0% | -0.05% | Add |
| 40 | CGSD | Cap Group Short Duration | — | +6.41% | Add |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -2.80% | Trim |
| 42 | HD | Home Depot Inc | -0.1% | +0.24% | Add |
| 43 | CVX | Chevron CORP | -0.2% | +3.03% | Add |
| 44 | FDX | Fedex CORP | -0.3% | -7.19% | Trim |
| 45 | APD | Air Products & Chemicals Inc | -0.3% | -3.66% | Trim |
| 46 | AVA | Avista CORP | -0.3% | -6.70% | Trim |
| 47 | AAPL | Apple Inc | -0.4% | -1.53% | Trim |
| 48 | COST | Costco Wholesale CORP | -0.6% | +6.66% | Add |
| 49 | INCM | Franklin Income Focus ETF | — | NEW | New buy |
| 50 | NUE | Nucor CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Richards, Merrill & Peterson, Inc. reported a total U.S. public equity portfolio value of $315.1M across 215 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, COST) accounted for 16.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
INCM
市值: $881.4K
Top Position Liquidated / Trimmed
AAPL
前期市值: $10.5M
During Q3 2025, Richards, Merrill & Peterson, Inc.'s top holdings by market value included MSFT (5.7%)、AAPL (5.1%)、COST (4.5%). The largest single position, MSFT, represented 5.7% of total portfolio value.
In Q3 2025, Richards, Merrill & Peterson, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 42 positions, trimming 6 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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