Institutions / RICHARDS, MERRILL & PETERSON, INC. / Holdings
Back to RICHARDS, MERRILL & PETERSON, INC.

Richards, Merrill & Peterson, Inc.

All holdings · as of Dec 31, 2025

273 positions

CompanyClassValueShares% of portfolio
US BANCORP \DE—$1.38M25,9220.5%
T-Mobile US, Inc.TMUSCommon Stock$1.35M6,6650.5%
VERIZON COMMUNICATIONS INC—$1.32M32,4860.5%
Avista Corp—$1.32M34,1340.5%
CAPITAL GRP FIXED INCM ETF T—$1.31M57,7410.5%
Palo Alto Networks Inc—$1.21M6,5660.5%
FedEx Corp—$1.21M4,1790.5%
ABBOTT LABORATORIES—$1.20M9,5680.5%
JOHNSON & JOHNSON—$1.19M5,7740.5%
Blackstone Inc—$1.19M7,7410.5%
QUALCOMM INC/DE—$1.14M6,6430.4%
Salesforce Inc—$1.12M4,2390.4%
EMERSON ELECTRIC CO—$1.12M8,4070.4%
ELI LILLY & Co—$1.09M1,0160.4%
AMERICAN EXPRESS CO—$1.07M2,8990.4%
Leidos Holdings Inc—$1.01M5,6100.4%
STARBUCKS CORP—$1.01M11,9760.4%
VANGUARD WHITEHALL FDS—$1.00M6,9870.4%
NUCOR CORP—$991.1K6,0760.4%
TEXAS INSTRUMENTS INC—$979.2K5,6440.4%
VANGUARD TAX-MANAGED FDS—$938.3K15,0200.4%
Snowflake Inc.—$934.0K4,2580.4%
Union Pacific Corp—$932.9K4,0330.4%
BlackRock, Inc.—$909.4K8500.3%
SOUTHERN CO—$905.2K10,3810.3%
L3HARRIS TECHNOLOGIES, INC. /DE—$902.4K3,0740.3%
ISHARES TR—$894.2K9,9950.3%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$888.1K2,9220.3%
SPDR INDEX SHS FDS—$882.1K11,6920.3%
ISHARES TR—$873.4K3,5480.3%
ISHARES TR—$867.5K6,1450.3%
Uber Technologies, Inc—$866.2K10,6010.3%
DANAHER CORP /DE—$862.9K3,7700.3%
Tesla Inc—$841.4K1,8710.3%
TRACTOR SUPPLY CO /DE—$838.7K16,7700.3%
UNITEDHEALTH GROUP INC—$829.5K2,5130.3%
Air Products & Chemicals, Inc.—$828.6K3,3540.3%
ILLINOIS TOOL WORKS INC—$781.5K3,1730.3%
O REILLY AUTOMOTIVE INC—$767.5K8,4150.3%
Trane Technologies plc—$757.0K1,9450.3%
Walt Disney Co—$726.4K6,3850.3%
Accenture plc—$671.9K2,5040.3%
LOCKHEED MARTIN CORP—$670.4K1,3860.3%
TJX Cos Inc/The—$666.8K4,3410.3%
HORTON D R INC /DE—$647.4K4,4950.2%
NIKE, Inc.—$643.0K10,0930.2%
Netflix Inc—$640.0K6,8260.2%
ISHARES TR—$626.9K6,4710.2%
FIDELITY COVINGTON TRUST—$623.1K17,0350.2%
Mastercard Inc—$621.9K1,0890.2%
← PrevPage 2 of 6Next →