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CIK: 0000090108
Total reported value
$328.0M
$328.0M
285 檔
19.5%
The Q2 2026 SEC filing reveals that Richards, Merrill & Peterson, Inc. held a total portfolio value of $328.0M, covering 285 public equity positions.
In Q2 2026, Richards, Merrill & Peterson, Inc. displayed an active expansion posture, initiating 13 new positions and adding to 98 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 285 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.87% | +0.37% | +9.99% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.04% | +1.39% | +7.71% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.83% | +0.18% | +5.30% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.80% | -0.09% | +0.37% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.70% | -0.18% | +1.36% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.04% | +0.34% | +1.41% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.91% | +0.01% | +13.71% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.29% | -0.04% | +3.13% | |
| 9 | AMAT | Applied Materials Inc | Stock-Tech | 2.25% | -0.75% | +2.41% | |
| 10 | MU | Micron Technology Inc | Stock-Tech | 1.89% | +0.05% | -17.81% | |
| 11 | SYK | Stryker CORP | Stock-Healthcare | 1.83% | -0.27% | +13.48% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.64% | -0.06% | +0.60% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.63% | +0.04% | +6.82% | |
| 14 | CGSD | Cap Group Short Duration | ETF-Other | 1.62% | +0.05% | +6.08% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.59% | +0.13% | -0.21% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.53% | +0.34% | +9.61% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.46% | -0.02% | +2.40% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 1.34% | -0.37% | +2.77% | |
| 19 | CGGR | Cap Group Growth Equity | ETF-Other | 1.30% | +0.01% | +2.29% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.12% | -0.08% | +1.06% | |
| 21 | CGDV | Cap Group Dividend Value | ETF-Other | 1.01% | +0.14% | +9.40% | |
| 22 | INCM | Franklin Income Focus ETF | ETF-Other | 1.01% | +0.19% | +51.41% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 1.00% | -0.18% | -3.05% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.99% | -0.09% | -1.80% | |
| 25 | CGCB | Cap Group Core Bond | ETF-Other | 0.89% | — | +18.19% | |
| 26 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.88% | -0.02% | +3.06% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | -0.07% | -6.52% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | +0.01% | +9.69% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | -0.24% | -23.48% | |
| 30 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.83% | +0.12% | -1.33% | |
| 31 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.80% | +0.05% | +6.39% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | — | -6.47% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.76% | -0.19% | +5.89% | |
| 34 | MS | Morgan Stanley | Stock-Financials | 0.75% | -0.11% | +3.78% | |
| 35 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.69% | +0.12% | +42.25% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.69% | EXIT | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.63% | -0.07% | -2.35% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.02% | +6.63% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | +0.04% | -3.18% | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.59% | -0.13% | -10.43% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | +0.01% | +10.77% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.57% | +0.01% | +1.80% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.55% | +0.30% | — | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.53% | -0.07% | +0.61% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.52% | -0.10% | +1.56% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.52% | +0.05% | -2.57% | |
| 47 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.52% | -0.06% | -0.26% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.51% | -0.06% | -2.61% | |
| 49 | WM | Waste Management Inc | Stock-Industrials | 0.51% | -0.06% | +7.07% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.05% | +0.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.1% | -17.81% | Trim |
| 2 | AMAT | Applied Materials Inc | +1.1% | +2.41% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | +13.71% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +1.36% | Add |
| 5 | AAPL | Apple Inc | +0.4% | +9.99% | Add |
| 6 | PANW | Palo Alto Networks Inc | +0.4% | -1.33% | Trim |
| 7 | SMH | Vaneck Semiconductor ETF | +0.4% | +42.25% | Add |
| 8 | CAT | Caterpillar Inc | +0.3% | +2.77% | Add |
| 9 | AMD | Advanced Micro Devices | +0.3% | -7.97% | Trim |
| 10 | INCM | Franklin Income Focus ETF | +0.2% | +51.41% | Add |
| 11 | ✓ | +0.2% | NEW | New buy | |
| 12 | ✓ | +0.2% | NEW | New buy | |
| 13 | CSCO | Cisco Systems Inc | +0.2% | -3.05% | Trim |
| 14 | PVAL | Putnam Focused Lrg Cap Value | +0.2% | +119.01% | Add |
| 15 | ✓ | +0.2% | NEW | New buy | |
| 16 | AXP | American Express Co | +0.2% | +57.79% | Add |
| 17 | AMZN | Amazon.com Inc | +0.2% | +5.30% | Add |
| 18 | XLI | Ss Industrial Select Sector | +0.2% | +66.71% | Add |
| 19 | TXN | Texas Instruments Inc | +0.1% | +0.61% | Add |
| 20 | MRVL | Marvell Technology Inc | +0.1% | +0.32% | Add |
| 21 | Q | Qnity Electronics Inc | +0.1% | NEW | New buy |
| 22 | AVGO | Broadcom Inc | +0.1% | +9.69% | Add |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -1.57% | Trim |
| 24 | GLDM | Spdr Gold Minishares Trust | +0.1% | +112.83% | Add |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | +2.46% | Add |
| 26 | MS | Morgan Stanley | +0.1% | +3.78% | Add |
| 27 | LLY | Eli Lilly & Co | +0.1% | +11.05% | Add |
| 28 | ASML | ASML Holding N.V. | +0.1% | +14.32% | Add |
| 29 | LVHI | Franklin International Low V | +0.1% | NEW | New buy |
| 30 | ✓ | +0.1% | NEW | New buy | |
| 31 | CGDV | Cap Group Dividend Value | +0.1% | +9.40% | Add |
| 32 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.61% | Trim |
| 33 | NUE | Nucor CORP | +0.1% | +4.47% | Add |
| 34 | GBCI | Glacier Bancorp Inc | +0.1% | NEW | New buy |
| 35 | DKS | Dick's Sporting Goods Inc | +0.1% | NEW | New buy |
| 36 | ETN | Eaton Corporation plc | +0.1% | NEW | New buy |
| 37 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 38 | XLF | Ss Financial Select Sector | +0.1% | +33.06% | Add |
| 39 | ABBV | Abbvie Inc | +0.1% | +10.77% | Add |
| 40 | CGUS | Cap Group Core Equity | +0.1% | +31.15% | Add |
| 41 | XOVR | Ershares Private-public Cros | +0.1% | NEW | New buy |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.13% | Add |
| 43 | CGGR | Cap Group Growth Equity | +0.1% | +2.29% | Add |
| 44 | GOOG | Alphabet Inc-cl C | +0.1% | -1.80% | Trim |
| 45 | IBM | Intl Business Machines CORP | +0.1% | +5.89% | Add |
| 46 | TT | Trane Technologies plc | +0.1% | +12.55% | Add |
| 47 | LRCX | Lam Research CORP | +0.1% | -8.85% | Trim |
| 48 | URI | United Rentals Inc | +0.1% | +2.16% | Add |
| 49 | ALL | Allstate CORP | +0.1% | NEW | New buy |
| 50 | QCOM | Qualcomm Inc | 0% | +2.10% | Add |
According to official SEC Form 13F filings, Richards, Merrill & Peterson, Inc. reported a total U.S. public equity portfolio value of $328.0M across 285 disclosed positions in Q2 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 AAPL, MSFT, AMZN) accounted for 19.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $731.3K
Top Position Liquidated / Trimmed
HON
前期市值: $1.5M
During Q2 2026, Richards, Merrill & Peterson, Inc.'s top holdings by market value included AAPL (4.9%)、MSFT (4.0%)、AMZN (3.8%). The largest single position, AAPL, represented 4.9% of total portfolio value.
In Q2 2026, Richards, Merrill & Peterson, Inc. made 175 total portfolio adjustments, initiating 13 new buys, adding to 98 positions, trimming 57 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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