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CIK: 0000090108
Total reported value
$315.1M
$315.1M
273 檔
17.8%
As reported in its official Q4 2025 Form 13F filing, Richards, Merrill & Peterson, Inc.'s tracked investment portfolio stood at $315.1M with 273 total positions.
In Q4 2025, Richards, Merrill & Peterson, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 273 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.99% | -0.26% | +6.50% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.96% | +0.38% | +3.08% | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.19% | -0.87% | +13.47% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.71% | +0.16% | +6.53% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.67% | +0.39% | +1.72% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.18% | +0.02% | +12.32% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.53% | +0.53% | +1.31% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.47% | +0.05% | +1.20% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.03% | -0.71% | +24.62% | |
| 10 | SYK | Stryker CORP | Stock-Healthcare | 2.01% | -0.12% | +13.56% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.90% | -0.06% | +5.83% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.71% | -0.11% | +18.41% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.51% | +0.03% | +11.16% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 1.33% | -0.19% | +1.96% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.28% | -0.34% | +10.23% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.26% | -0.08% | +27.09% | |
| 17 | CGSD | Cap Group Short Duration | ETF-Other | 1.24% | -0.15% | +37.85% | |
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.23% | -0.20% | +19.18% | |
| 19 | CGGR | Cap Group Growth Equity | ETF-Other | 1.19% | +0.05% | +48.80% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.12% | +0.05% | -1.49% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.12% | -0.16% | +9.98% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.07% | -0.07% | +2.53% | |
| 23 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 1.02% | -0.11% | +15.68% | |
| 24 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.97% | -0.25% | +16.04% | |
| 25 | AMAT | Applied Materials Inc | Stock-Tech | 0.96% | +1.05% | -0.92% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.38% | +31.24% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.88% | -0.23% | +1.87% | |
| 28 | CGCB | Cap Group Core Bond | ETF-Other | 0.87% | +0.02% | +16.21% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.86% | +0.05% | +1.98% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.86% | +0.33% | -5.77% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.82% | +0.21% | -1.41% | |
| 32 | CEG | Constellation Energy | Stock-Utilities | 0.69% | -0.07% | +59.67% | |
| 33 | MS | Morgan Stanley | Stock-Financials | 0.68% | +0.09% | +12.45% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.66% | -0.17% | +13.05% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.66% | -0.02% | +5.16% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | +0.12% | +40.95% | |
| 37 | MU | Micron Technology Inc | Stock-Tech | 0.65% | +1.11% | +12.73% | |
| 38 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.65% | -0.08% | +34.14% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | -0.05% | +14.09% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | -0.07% | -1.14% | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 0.63% | -0.16% | -1.69% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.13% | -1.84% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | +0.06% | +25.73% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.58% | -0.05% | +5.28% | |
| 45 | CGDV | Cap Group Dividend Value | ETF-Other | 0.57% | +0.08% | +82.14% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.57% | -0.04% | +4.85% | |
| 47 | INCM | Franklin Income Focus ETF | ETF-Other | 0.56% | +0.24% | +65.26% | |
| 48 | WM | Waste Management Inc | Stock-Industrials | 0.56% | -0.06% | +5.90% | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.54% | -0.56% | EXIT | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.53% | — | -1.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.4% | +1.31% | Add |
| 2 | ISRG | Intuitive Surgical Inc | +0.3% | +19.18% | Add |
| 3 | CGGR | Cap Group Growth Equity | +0.3% | +48.80% | Add |
| 4 | MU | Micron Technology Inc | +0.3% | +12.73% | Add |
| 5 | CEG | Constellation Energy | +0.2% | +59.67% | Add |
| 6 | CGSD | Cap Group Short Duration | +0.2% | +37.85% | Add |
| 7 | CGDV | Cap Group Dividend Value | +0.2% | +82.14% | Add |
| 8 | INCM | Franklin Income Focus ETF | +0.2% | +65.26% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.2% | +31.24% | Add |
| 10 | CVX | Chevron CORP | +0.2% | +24.62% | Add |
| 11 | AVGO | Broadcom Inc | +0.2% | +40.95% | Add |
| 12 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +27.09% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -1.49% | Trim |
| 14 | NUE | Nucor CORP | +0.1% | +38.41% | Add |
| 15 | FEGE | First Eagle Gl Equity ETF | +0.1% | +142.42% | Add |
| 16 | CGMS | Cap Group US Multi-sect Bond | +0.1% | +34.14% | Add |
| 17 | JPST | Jpmorgan Ultra-short Income | +0.1% | +112.45% | Add |
| 18 | AMAT | Applied Materials Inc | +0.1% | -0.92% | Trim |
| 19 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 20 | MS | Morgan Stanley | +0.1% | +12.45% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | +19.35% | Add |
| 22 | MRK | Merck & Co. Inc. | +0.1% | -1.14% | Trim |
| 23 | ABBV | Abbvie Inc | +0.1% | +25.73% | Add |
| 24 | PTRB | Pgim Total Return Bond ETF | 0% | +15.68% | Add |
| 25 | CGCB | Cap Group Core Bond | 0% | +16.21% | Add |
| 26 | VOO | Vanguard S&p 500 ETF | 0% | +11.16% | Add |
| 27 | PLTR | Palantir Technologies Inc-a | — | +16.04% | Add |
| 28 | NVDA | Nvidia CORP | 0% | +12.32% | Add |
| 29 | RTX | Rtx CORP | 0% | +1.96% | Add |
| 30 | AMZN | Amazon.com Inc | 0% | +6.53% | Add |
| 31 | JPM | Jpmorgan Chase & Co | -0.1% | +5.83% | Add |
| 32 | SYK | Stryker CORP | -0.1% | +13.56% | Add |
| 33 | AAPL | Apple Inc | -0.1% | +3.08% | Add |
| 34 | GBTC | Grayscale Bitcoin Trust ETF | -0.2% | -14.13% | Trim |
| 35 | APD | Air Products & Chemicals Inc | -0.2% | -24.19% | Trim |
| 36 | COP | Conocophillips | -0.2% | -48.43% | Trim |
| 37 | COST | Costco Wholesale CORP | -0.3% | +13.47% | Add |
| 38 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | +1.72% | Add |
| 39 | ORCL | Oracle CORP | -0.3% | +5.28% | Add |
| 40 | FENI | Fidelity Enhanced Intl ETF | — | NEW | New buy |
| 41 | CGBL | Cap Group Core Balanced | — | NEW | New buy |
| 42 | CGUS | Cap Group Core Equity | — | NEW | New buy |
| 43 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 44 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 45 | CGMM | Cap Group Small And Mid Cap | — | NEW | New buy |
| 46 | DFAE | Dimensional Emerging Core Eq | — | NEW | New buy |
| 47 | PVAL | Putnam Focused Lrg Cap Value | — | NEW | New buy |
| 48 | KR | Kroger Co | — | EXIT | Sold out |
| 49 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 50 | DFAS | Dimensional US Small Cap ETF | — | 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 273 disclosed positions in Q4 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 17.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
FENI
市值: $623.1K
Top Position Liquidated / Trimmed
KR
前期市值: $313.5K
During Q4 2025, Richards, Merrill & Peterson, Inc.'s top holdings by market value included MSFT (5.0%)、AAPL (5.0%)、COST (4.2%). The largest single position, MSFT, represented 5.0% of total portfolio value.
In Q4 2025, Richards, Merrill & Peterson, Inc. made 49 total portfolio adjustments, initiating 10 new buys, adding to 32 positions, trimming 6 holdings, and fully liquidating 1 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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