Richards-Merrill--Peterson

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Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 494
Total Value: 192253786
Accession Number: 0001398344-25-008901
Form Type: 13F-HR
CIK: richards-merrill--peterson
Manager Name: Richards-Merrill--Peterson

Data Enrichment

79% identified

392 identified102 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

494 positions • $192.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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iRhythm Technologies, Inc.

IRTC|450056106

Shares:1.0K

Value:$107.3K

% of Portfolio:0.1% ($107.3K/$192.3M)

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:845

Value:$107.0K

% of Portfolio:0.1% ($107.0K/$192.3M)

808524607

SCHA|808524607

Shares:4.5K

Value:$106.1K

% of Portfolio:0.1% ($106.1K/$192.3M)

3M CO

MMM|88579Y101

Shares:722

Value:$106.0K

% of Portfolio:0.1% ($106.0K/$192.3M)

Mondelez International, Inc.

MDLZ|609207105

Shares:1.6K

Value:$105.6K

% of Portfolio:0.1% ($105.6K/$192.3M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:342

Value:$104.5K

% of Portfolio:0.1% ($104.5K/$192.3M)

78464A763

SDY|78464A763

Shares:765

Value:$103.8K

% of Portfolio:0.1% ($103.8K/$192.3M)

66538H591

Shares:2.0K

Value:$102.1K

% of Portfolio:0.1% ($102.1K/$192.3M)

DICK'S SPORTING GOODS, INC.

DKS|253393102

Shares:501

Value:$101.1K

% of Portfolio:0.1% ($101.1K/$192.3M)

808524201

SCHX|808524201

Shares:4.4K

Value:$97.6K

% of Portfolio:0.1% ($97.6K/$192.3M)

Philip Morris International Inc.

PM|718172109

Shares:604

Value:$95.9K

% of Portfolio:0.0% ($95.9K/$192.3M)

14020V108

Shares:2.9K

Value:$95.2K

% of Portfolio:0.0% ($95.2K/$192.3M)

922908769

VTI|922908769

Shares:344

Value:$94.5K

% of Portfolio:0.0% ($94.5K/$192.3M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:1.2K

Value:$94.1K

% of Portfolio:0.0% ($94.1K/$192.3M)

922908595

VBK|922908595

Shares:371

Value:$93.4K

% of Portfolio:0.0% ($93.4K/$192.3M)

886364835

Shares:3.0K

Value:$93.0K

% of Portfolio:0.0% ($93.0K/$192.3M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:832

Value:$90.9K

% of Portfolio:0.0% ($90.9K/$192.3M)

LENNAR CORP /NEW/

LEN|526057104

Shares:780

Value:$89.5K

% of Portfolio:0.0% ($89.5K/$192.3M)

Neuberger Berman Next Generation Connectivity Fund Inc.

NBXG|64133Q108

Shares:7.0K

Value:$85.8K

% of Portfolio:0.0% ($85.8K/$192.3M)

AT&T INC.

T|00206R102

Shares:3.0K

Value:$84.8K

% of Portfolio:0.0% ($84.8K/$192.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
iRhythm Technologies, Inc.(IRTCcusip450056106)	1.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$107.3K	0.1% ($107.3K/$192.3M)	QoQ +16.09% (+$14.9K) YoY-
GENERAC HOLDINGS INC.(GNRCcusip368736104)	845	QoQ -8.64% (-80) YoY-	All Managers (Combined)	$107.0K	0.1% ($107.0K/$192.3M)	QoQ -25.38% (-$36.4K) YoY-
(SCHAcusip808524607)	4.5K	QoQ +1.11% (-50) YoY-	All Managers (Combined)	$106.1K	0.1% ($106.1K/$192.3M)	QoQ -8.38% (-$9.7K) YoY-
3M CO(MMMcusip88579Y101)	722	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$106.0K	0.1% ($106.0K/$192.3M)	QoQ +13.76% (+$12.8K) YoY-
Mondelez International, Inc.(MDLZcusip609207105)	1.6K	QoQ -2.62% (-42) YoY-	All Managers (Combined)	$105.6K	0.1% ($105.6K/$192.3M)	QoQ +10.59% (-$10.1K) YoY-
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	342	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$104.5K	0.1% ($104.5K/$192.3M)	QoQ +4.37% (+$4.4K) YoY-
(SDYcusip78464A763)	765	QoQ +53.61% (+267) YoY-	All Managers (Combined)	$103.8K	0.1% ($103.8K/$192.3M)	QoQ +57.64% (+$37.9K) YoY-
(cusip66538H591)✕	2.0K	QoQ NEW(+2.0K) YoY-	All Managers (Combined)	$102.1K	0.1% ($102.1K/$192.3M)	QoQ NEW(+$102.1K) YoY-
DICK'S SPORTING GOODS, INC.(DKScusip253393102)	501	QoQ +3.08% (-15) YoY-	All Managers (Combined)	$101.1K	0.1% ($101.1K/$192.3M)	QoQ -9.20% (-$10.2K) YoY-
(SCHXcusip808524201)	4.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$97.6K	0.1% ($97.6K/$192.3M)	QoQ -4.74% (-$4.9K) YoY-
Philip Morris International Inc.(PMcusip718172109)	604	QoQ +4.86% (+28) YoY-	All Managers (Combined)	$95.9K	0.0% ($95.9K/$192.3M)	QoQ +38.29% (+$26.6K) YoY-
(cusip14020V108)✕	2.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$95.2K	0.0% ($95.2K/$192.3M)	QoQ -4.49% (-$4.5K) YoY-
(VTIcusip922908769)	344	QoQ +6.50% (+21) YoY-	All Managers (Combined)	$94.5K	0.0% ($94.5K/$192.3M)	QoQ +0.96% (+$907) YoY-
SCHWAB CHARLES CORP(SCHWcusip808513105)	1.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$94.1K	0.0% ($94.1K/$192.3M)	QoQ +5.77% (+$5.1K) YoY-
(VBKcusip922908595)	371	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$93.4K	0.0% ($93.4K/$192.3M)	QoQ -10.10% (-$10.5K) YoY-
(cusip886364835)✕	3.0K	QoQ -34.59% (-1.6K) YoY-	All Managers (Combined)	$93.0K	0.0% ($93.0K/$192.3M)	QoQ -37.05% (-$54.8K) YoY-
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	832	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$90.9K	0.0% ($90.9K/$192.3M)	QoQ +18.47% (+$14.2K) YoY-
LENNAR CORP /NEW/(LENcusip526057104)	780	QoQ -7.14% (-60) YoY-	All Managers (Combined)	$89.5K	0.0% ($89.5K/$192.3M)	QoQ -21.84% (-$25.0K) YoY-
Neuberger Berman Next Generation Connectivity Fund Inc.(NBXGcusip64133Q108)	7.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$85.8K	0.0% ($85.8K/$192.3M)	QoQ -3.84% (-$3.4K) YoY-
AT&T INC.(Tcusip00206R102)	3.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$84.8K	0.0% ($84.8K/$192.3M)	QoQ +24.19% (+$16.5K) YoY-