Institutions / Richards, Merrill & Peterson, Inc.
Richards, Merrill & Peterson, Inc.
CIK 90108 · Institution · as of Dec 31, 2025
Portfolio value
$260.89M
Positions
273
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 273 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $13.02M | 5.0% |
| Apple Inc. | $12.93M | 5.0% |
| Costco Wholesale Corp /New | $10.93M | 4.2% |
| Amazon.com Inc | $9.68M | 3.7% |
| Invesco Qqq Tr | $9.57M | 3.7% |
| NVIDIA Corp | $8.29M | 3.2% |
| Alphabet Inc. | $6.59M | 2.5% |
| SPDR S&P 500 ETF Tr | $6.43M | 2.5% |
| Chevron Corp | $5.30M | 2.0% |
| Stryker Corp | $5.25M | 2.0% |
| JPMorgan Chase & Co | $4.95M | 1.9% |
| Meta Platforms Inc | $4.47M | 1.7% |
| Vanguard Index Fds | $3.94M | 1.5% |
| RTX Corp | $3.46M | 1.3% |
| Home Depot, Inc. | $3.34M | 1.3% |
| Schwab Strategic Tr | $3.30M | 1.3% |
| Capital Grp Fixed Incm ETF T | $3.23M | 1.2% |
| Intuitive Surgical Inc | $3.21M | 1.2% |
| Capital Group Growth ETF | $3.10M | 1.2% |
| Alphabet Inc. | $2.92M | 1.1% |
| Warren E. Buffett | $2.91M | 1.1% |
| Visa Inc | $2.79M | 1.1% |
| PGIM ETF Tr | $2.67M | 1.0% |
| Palantir Technologies Inc | $2.53M | 1.0% |
| Applied Materials Inc /De | $2.50M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.