Richards-Merrill--Peterson

AI_NATIVE detailed information: This accession holds the following tickers:[
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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:

Search and click to pin securities to the top

Page 12 of 25

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Evergy, Inc.

EVRG|30034W106

Shares:1.0K

Value:$69.0K

% of Portfolio:0.0% ($69.0K/$192.3M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:520

Value:$68.7K

% of Portfolio:0.0% ($68.7K/$192.3M)

Trade Desk, Inc.

TTD|88339J105

Shares:1.3K

Value:$68.4K

% of Portfolio:0.0% ($68.4K/$192.3M)

SPDR GOLD TRUST

GLD|78463V107

Shares:235

Value:$67.7K

% of Portfolio:0.0% ($67.7K/$192.3M)

Organon & Co.

OGN|68622V106

Shares:4.5K

Value:$67.0K

% of Portfolio:0.0% ($67.0K/$192.3M)

DEERE & CO

DE|244199105

Shares:142

Value:$66.6K

% of Portfolio:0.0% ($66.6K/$192.3M)

464289859

Shares:859

Value:$65.7K

% of Portfolio:0.0% ($65.7K/$192.3M)

Cheniere Energy, Inc.

LNG|16411R208

Shares:280

Value:$64.8K

% of Portfolio:0.0% ($64.8K/$192.3M)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:1.5K

Value:$64.7K

% of Portfolio:0.0% ($64.7K/$192.3M)

808524862

Shares:2.6K

Value:$63.8K

% of Portfolio:0.0% ($63.8K/$192.3M)

TAPESTRY, INC.

TPR|876030107

Shares:900

Value:$63.4K

% of Portfolio:0.0% ($63.4K/$192.3M)

46434V407

Shares:1.5K

Value:$62.8K

% of Portfolio:0.0% ($62.8K/$192.3M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:215

Value:$62.0K

% of Portfolio:0.0% ($62.0K/$192.3M)

GLACIER BANCORP, INC.

GBCI|37637Q105

Shares:1.4K

Value:$61.4K

% of Portfolio:0.0% ($61.4K/$192.3M)

SHOPIFY INC.

SHOP|82509L107

Shares:625

Value:$59.6K

% of Portfolio:0.0% ($59.6K/$192.3M)

46434G764

EMXC|46434G764

Shares:1.1K

Value:$58.7K

% of Portfolio:0.0% ($58.7K/$192.3M)

Marathon Petroleum Corp

MPC|56585A102

Shares:400

Value:$58.3K

% of Portfolio:0.0% ($58.3K/$192.3M)

Vertiv Holdings Co

VRT|92537N108

Shares:805

Value:$58.1K

% of Portfolio:0.0% ($58.1K/$192.3M)

ALLIANCEBERNSTEIN HOLDING L.P.

AB|01881G106

Shares:1.5K

Value:$58.0K

% of Portfolio:0.0% ($58.0K/$192.3M)

921910816

MGK|921910816

Shares:185

Value:$57.1K

% of Portfolio:0.0% ($57.1K/$192.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Evergy, Inc.(EVRGcusip30034W106)	1.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$69.0K	0.0% ($69.0K/$192.3M)	QoQ +12.02% (+$7.4K) YoY-
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	520	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$68.7K	0.0% ($68.7K/$192.3M)	QoQ +7.73% (+$4.9K) YoY-
Trade Desk, Inc.(TTDcusip88339J105)	1.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$68.4K	0.0% ($68.4K/$192.3M)	QoQ -53.44% (-$78.5K) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	235	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$67.7K	0.0% ($67.7K/$192.3M)	QoQ +19.00% (+$10.8K) YoY-
Organon & Co.(OGNcusip68622V106)	4.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$67.0K	0.0% ($67.0K/$192.3M)	QoQ -0.20% (-$135) YoY-
DEERE & CO(DEcusip244199105)	142	QoQ -47.79% (-130) YoY-	All Managers (Combined)	$66.6K	0.0% ($66.6K/$192.3M)	QoQ -42.16% (-$48.6K) YoY-
(cusip464289859)✕	859	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$65.7K	0.0% ($65.7K/$192.3M)	QoQ -0.14% (-$94) YoY-
Cheniere Energy, Inc.(LNGcusip16411R208)	280	QoQ +7.69% (+20) YoY-	All Managers (Combined)	$64.8K	0.0% ($64.8K/$192.3M)	QoQ +15.97% (+$8.9K) YoY-
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	1.5K	QoQ -2.70% (-43) YoY-	All Managers (Combined)	$64.7K	0.0% ($64.7K/$192.3M)	QoQ +6.07% (-$3.7K) YoY-
(cusip808524862)✕	2.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$63.8K	0.0% ($63.8K/$192.3M)	QoQ +1.16% (+$734) YoY-
TAPESTRY, INC.(TPRcusip876030107)	900	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$63.4K	0.0% ($63.4K/$192.3M)	QoQ +7.77% (+$4.6K) YoY-
(cusip46434V407)✕	1.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$62.8K	0.0% ($62.8K/$192.3M)	QoQ -0.20% (-$132) YoY-
MICROSTRATEGY Inc(MSTRcusip594972408)	215	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$62.0K	0.0% ($62.0K/$192.3M)	QoQ -0.46% (-$290) YoY-
GLACIER BANCORP, INC.(GBCIcusip37637Q105)	1.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$61.4K	0.0% ($61.4K/$192.3M)	QoQ -11.94% (-$8.3K) YoY-
SHOPIFY INC.(SHOPcusip82509L107)	625	QoQ -29.37% (-260) YoY-	All Managers (Combined)	$59.6K	0.0% ($59.6K/$192.3M)	QoQ -36.61% (-$34.5K) YoY-
(EMXCcusip46434G764)	1.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$58.7K	0.0% ($58.7K/$192.3M)	QoQ -0.65% (-$384) YoY-
Marathon Petroleum Corp(MPCcusip56585A102)	400	QoQ +33.33% (+100) YoY-	All Managers (Combined)	$58.3K	0.0% ($58.3K/$192.3M)	QoQ +39.24% (+$16.4K) YoY-
Vertiv Holdings Co(VRTcusip92537N108)	805	QoQ +906.25% (+725) YoY-	All Managers (Combined)	$58.1K	0.0% ($58.1K/$192.3M)	QoQ +539.46% (+$49.0K) YoY-
ALLIANCEBERNSTEIN HOLDING L.P.(ABcusip01881G106)	1.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$58.0K	0.0% ($58.0K/$192.3M)	QoQ +3.29% (+$1.8K) YoY-
(MGKcusip921910816)	185	QoQ +37.03% (+50) YoY-	All Managers (Combined)	$57.1K	0.0% ($57.1K/$192.3M)	QoQ +23.25% (+$10.8K) YoY-