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CIK: 0000090108
Total reported value
$315.1M
$315.1M
283 檔
17.7%
According to the latest 13F quarterly dataset, Richards, Merrill & Peterson, Inc. managed an equity portfolio of $315.1M at the end of Q1 2026, spanning 283 distinct U.S. exchange-listed positions.
In Q1 2026, Richards, Merrill & Peterson, Inc. displayed an active expansion posture, initiating 20 new positions and adding to 108 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 283 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.67% | -0.87% | +0.65% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.49% | +0.38% | +1.43% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.30% | -0.26% | +17.69% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.67% | +0.16% | +14.63% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.31% | +0.39% | +0.25% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.02% | +0.02% | +6.26% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.38% | +0.53% | +7.13% | |
| 8 | CVX | Chevron CORP | Stock-Energy | 2.30% | -0.71% | -12.80% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.24% | +0.05% | -0.56% | |
| 10 | SYK | Stryker CORP | Stock-Healthcare | 1.95% | -0.12% | +8.23% | |
| 11 | CGSD | Cap Group Short Duration | ETF-Other | 1.77% | -0.15% | +50.39% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.71% | -0.08% | +26.23% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.70% | -0.06% | +2.30% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.64% | -0.11% | +15.15% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.43% | +0.03% | +3.98% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.31% | -0.19% | -2.07% | |
| 17 | CGGR | Cap Group Growth Equity | ETF-Other | 1.25% | +0.05% | +21.45% | |
| 18 | AMAT | Applied Materials Inc | Stock-Tech | 1.20% | +1.05% | -1.66% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.19% | -0.34% | +1.84% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.07% | -0.38% | -10.16% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.16% | +2.06% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 1.01% | +0.33% | -1.25% | |
| 23 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.00% | -0.20% | +4.64% | |
| 24 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.99% | -0.11% | +2.79% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.94% | +0.05% | -3.63% | |
| 26 | CGDV | Cap Group Dividend Value | ETF-Other | 0.93% | +0.08% | +72.58% | |
| 27 | CGCB | Cap Group Core Bond | ETF-Other | 0.87% | +0.02% | +5.66% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | -0.07% | -3.96% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.82% | -0.23% | -0.23% | |
| 30 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.80% | -0.25% | +4.95% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.79% | +0.21% | +0.06% | |
| 32 | MU | Micron Technology Inc | Stock-Tech | 0.78% | +1.11% | +4.93% | |
| 33 | INCM | Franklin Income Focus ETF | ETF-Other | 0.77% | +0.24% | +38.54% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +0.12% | +32.00% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.71% | +0.05% | +5.06% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.69% | -0.17% | +6.28% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.68% | -0.07% | -2.25% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | -0.05% | +7.53% | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.66% | +0.09% | +8.34% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.65% | -0.02% | +0.68% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.13% | +0.39% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.61% | -0.04% | +2.53% | |
| 43 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.60% | -0.08% | -2.53% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.58% | -0.13% | -2.44% | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.57% | -0.06% | +0.83% | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.56% | -0.56% | EXIT | |
| 47 | CEG | Constellation Energy | Stock-Utilities | 0.55% | -0.07% | +5.37% | |
| 48 | MDT | Medtronic plc | Stock-Healthcare | 0.54% | -0.16% | +0.32% | |
| 49 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.53% | -0.19% | +4.08% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | +0.06% | +1.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGSD | Cap Group Short Duration | +0.5% | +50.39% | Add |
| 2 | COST | Costco Wholesale CORP | +0.5% | +0.65% | Add |
| 3 | SCHD | Schwab US Dvd Equity ETF | +0.5% | +26.23% | Add |
| 4 | CGDV | Cap Group Dividend Value | +0.4% | +72.58% | Add |
| 5 | CVX | Chevron CORP | +0.3% | -12.80% | Trim |
| 6 | XLF | Ss Financial Select Sector | +0.3% | +1965.52% | Add |
| 7 | AMAT | Applied Materials Inc | +0.2% | -1.66% | Trim |
| 8 | XLI | Ss Industrial Select Sector | +0.2% | +2303.13% | Add |
| 9 | INCM | Franklin Income Focus ETF | +0.2% | +38.54% | Add |
| 10 | XOM | Exxon Mobil CORP | +0.2% | -10.16% | Trim |
| 11 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +1095.24% | Add |
| 12 | SMH | Vaneck Semiconductor ETF | +0.2% | +102.51% | Add |
| 13 | CAT | Caterpillar Inc | +0.2% | -1.25% | Trim |
| 14 | JPST | Jpmorgan Ultra-short Income | +0.1% | +79.30% | Add |
| 15 | LIN | Linde plc | +0.1% | +56.82% | Add |
| 16 | MU | Micron Technology Inc | +0.1% | +4.93% | Add |
| 17 | FEGE | First Eagle Gl Equity ETF | +0.1% | +49.07% | Add |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +18.17% | Add |
| 19 | XLE | Ss Energy Select Sector | +0.1% | +740.38% | Add |
| 20 | AVGO | Broadcom Inc | +0.1% | +32.00% | Add |
| 21 | CGMM | Cap Group Small And Mid Cap | +0.1% | +58.41% | Add |
| 22 | VZ | Verizon Communications Inc | +0.1% | -2.44% | Trim |
| 23 | WDIV | St Str Spd S&p Glo Div-us In | +0.1% | +24.63% | Add |
| 24 | FENI | Fidelity Enhanced Intl ETF | +0.1% | +33.89% | Add |
| 25 | PVAL | Putnam Focused Lrg Cap Value | +0.1% | +59.15% | Add |
| 26 | CGGR | Cap Group Growth Equity | +0.1% | +21.45% | Add |
| 27 | JNJ | Johnson & Johnson | +0.1% | +1.18% | Add |
| 28 | FDX | Fedex CORP | +0.1% | -6.68% | Trim |
| 29 | NFLX | Netflix Inc | +0.1% | +24.92% | Add |
| 30 | ORLY | O'reilly Automotive Inc | +0.1% | +20.84% | Add |
| 31 | LMT | Lockheed Martin CORP | +0.1% | +0.36% | Add |
| 32 | IEMG | Ishares Core Msci Emerging | +0.1% | +21.77% | Add |
| 33 | ASML | ASML Holding N.V. | +0.1% | +12.50% | Add |
| 34 | MRK | Merck & Co. Inc. | 0% | -2.25% | Trim |
| 35 | WMT | Walmart Inc | 0% | +0.39% | Add |
| 36 | KO | Coca-cola Co/the | 0% | +2.53% | Add |
| 37 | LHX | L3harris Technologies Inc | 0% | — | Unchanged |
| 38 | TT | Trane Technologies plc | 0% | +10.59% | Add |
| 39 | AMD | Advanced Micro Devices | 0% | +38.08% | Add |
| 40 | VIGI | Vanguard Int Div App Indx Fd | 0% | +321.21% | Add |
| 41 | PG | Procter & Gamble Co/the | 0% | +7.53% | Add |
| 42 | MCD | Mcdonald's CORP | 0% | +6.28% | Add |
| 43 | TJX | Tjx Companies Inc | 0% | +14.95% | Add |
| 44 | UBER | Uber Technologies Inc | 0% | +29.65% | Add |
| 45 | COP | Conocophillips | 0% | -10.83% | Trim |
| 46 | PSX | Phillips 66 | 0% | -5.06% | Trim |
| 47 | BSV | Vanguard Short-term Bond ETF | 0% | +54.10% | Add |
| 48 | JEPI | Jpmorgan Equity Premium Inco | 0% | +105.18% | Add |
| 49 | HON | Honeywell International Inc | 0% | -5.21% | Trim |
| 50 | TXN | Texas Instruments Inc | 0% | -0.50% | Trim |
According to official SEC Form 13F filings, Richards, Merrill & Peterson, Inc. reported a total U.S. public equity portfolio value of $315.1M across 283 disclosed positions in Q1 2026.
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 COST, AAPL, MSFT) accounted for 17.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
QJUN
市值: $562.4K
Top Position Liquidated / Trimmed
SLV
前期市值: $309.9K
During Q1 2026, Richards, Merrill & Peterson, Inc.'s top holdings by market value included COST (4.7%)、AAPL (4.5%)、MSFT (4.3%). The largest single position, COST, represented 4.7% of total portfolio value.
In Q1 2026, Richards, Merrill & Peterson, Inc. made 189 total portfolio adjustments, initiating 20 new buys, adding to 108 positions, trimming 54 holdings, and fully liquidating 7 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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