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 13 of 25

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OMEROS CORP

OMER|682143102

Shares:6.9K

Value:$56.7K

% of Portfolio:0.0% ($56.7K/$192.3M)

lululemon athletica inc.

LULU|550021109

Shares:196

Value:$55.5K

% of Portfolio:0.0% ($55.5K/$192.3M)

CSX CORP

CSX|126408103

Shares:1.9K

Value:$55.1K

% of Portfolio:0.0% ($55.1K/$192.3M)

EOG RESOURCES INC

EOG|26875P101

Shares:422

Value:$54.1K

% of Portfolio:0.0% ($54.1K/$192.3M)

464287168

DVY|464287168

Shares:396

Value:$53.2K

% of Portfolio:0.0% ($53.2K/$192.3M)

GLOBAL PAYMENTS INC

GPN|37940X102

Shares:540

Value:$52.9K

% of Portfolio:0.0% ($52.9K/$192.3M)

SIRIUS XM HOLDINGS INC.

SIRI|829933100

Shares:2.3K

Value:$51.9K

% of Portfolio:0.0% ($51.9K/$192.3M)

52468L505

Shares:1.6K

Value:$51.8K

% of Portfolio:0.0% ($51.8K/$192.3M)

Unusual Machines, Inc.

UMAC|91532F102

Shares:8.0K

Value:$51.2K

% of Portfolio:0.0% ($51.2K/$192.3M)

FORD MOTOR CO

F|345370860

Shares:5.1K

Value:$50.7K

% of Portfolio:0.0% ($50.7K/$192.3M)

092528884

Shares:1.0K

Value:$50.4K

% of Portfolio:0.0% ($50.4K/$192.3M)

LAM RESEARCH CORP

LRCX|512807306

Shares:680

Value:$49.4K

% of Portfolio:0.0% ($49.4K/$192.3M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:450

Value:$49.0K

% of Portfolio:0.0% ($49.0K/$192.3M)

464289438

Shares:232

Value:$48.9K

% of Portfolio:0.0% ($48.9K/$192.3M)

808524300

SCHG|808524300

Shares:1.9K

Value:$48.8K

% of Portfolio:0.0% ($48.8K/$192.3M)

PFIZER INC

PFE|717081103

Shares:1.9K

Value:$48.7K

% of Portfolio:0.0% ($48.7K/$192.3M)

COMCAST CORP

CMCSA|20030N101

Shares:1.3K

Value:$47.6K

% of Portfolio:0.0% ($47.6K/$192.3M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:91

Value:$45.3K

% of Portfolio:0.0% ($45.3K/$192.3M)

922908736

VUG|922908736

Shares:121

Value:$44.9K

% of Portfolio:0.0% ($44.9K/$192.3M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:622

Value:$44.1K

% of Portfolio:0.0% ($44.1K/$192.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
OMEROS CORP(OMERcusip682143102)	6.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$56.7K	0.0% ($56.7K/$192.3M)	QoQ -16.80% (-$11.5K) YoY-
lululemon athletica inc.(LULUcusip550021109)	196	QoQ -7.10% (-15) YoY-	All Managers (Combined)	$55.5K	0.0% ($55.5K/$192.3M)	QoQ -31.24% (-$25.2K) YoY-
CSX CORP(CSXcusip126408103)	1.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$55.1K	0.0% ($55.1K/$192.3M)	QoQ -8.79% (-$5.3K) YoY-
EOG RESOURCES INC(EOGcusip26875P101)	422	QoQ +18.53% (+66) YoY-	All Managers (Combined)	$54.1K	0.0% ($54.1K/$192.3M)	QoQ +24.01% (+$10.5K) YoY-
(DVYcusip464287168)	396	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$53.2K	0.0% ($53.2K/$192.3M)	QoQ +2.28% (+$1.2K) YoY-
GLOBAL PAYMENTS INC(GPNcusip37940X102)	540	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$52.9K	0.0% ($52.9K/$192.3M)	QoQ -12.61% (-$7.6K) YoY-
SIRIUS XM HOLDINGS INC.(SIRIcusip829933100)	2.3K	QoQ NEW(+2.3K) YoY-	All Managers (Combined)	$51.9K	0.0% ($51.9K/$192.3M)	QoQ NEW(+$51.9K) YoY-
(cusip52468L505)✕	1.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$51.8K	0.0% ($51.8K/$192.3M)	QoQ +6.06% (+$3.0K) YoY-
Unusual Machines, Inc.(UMACcusip91532F102)	8.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$51.2K	0.0% ($51.2K/$192.3M)	QoQ -61.95% (-$83.4K) YoY-
FORD MOTOR CO(Fcusip345370860)	5.1K	QoQ -16.51% (-1.0K) YoY-	All Managers (Combined)	$50.7K	0.0% ($50.7K/$192.3M)	QoQ -15.41% (-$9.2K) YoY-
(cusip092528884)✕	1.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$50.4K	0.0% ($50.4K/$192.3M)	QoQ +0.39% (+$200) YoY-
LAM RESEARCH CORP(LRCXcusip512807306)	680	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$49.4K	0.0% ($49.4K/$192.3M)	QoQ +0.65% (+$320) YoY-
WEC ENERGY GROUP, INC.(WECcusip92939U106)	450	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$49.0K	0.0% ($49.0K/$192.3M)	QoQ +15.88% (+$6.7K) YoY-
(cusip464289438)✕	232	QoQ +11500.00% (+230) YoY-	All Managers (Combined)	$48.9K	0.0% ($48.9K/$192.3M)	QoQ +10290.23% (+$48.5K) YoY-
(SCHGcusip808524300)	1.9K	QoQ NEW(+1.9K) YoY-	All Managers (Combined)	$48.8K	0.0% ($48.8K/$192.3M)	QoQ NEW(+$48.8K) YoY-
PFIZER INC(PFEcusip717081103)	1.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$48.7K	0.0% ($48.7K/$192.3M)	QoQ -4.48% (-$2.3K) YoY-
COMCAST CORP(CMCSAcusip20030N101)	1.3K	QoQ +5.74% (+70) YoY-	All Managers (Combined)	$47.6K	0.0% ($47.6K/$192.3M)	QoQ +3.96% (+$1.8K) YoY-
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	91	QoQ +2.24% (-2) YoY-	All Managers (Combined)	$45.3K	0.0% ($45.3K/$192.3M)	QoQ -2.19% (-$1.0K) YoY-
(VUGcusip922908736)	121	QoQ +4.31% (-5) YoY-	All Managers (Combined)	$44.9K	0.0% ($44.9K/$192.3M)	QoQ -5.75% (-$2.7K) YoY-
NEXTERA ENERGY INC(NEEcusip65339F101)	622	QoQ +15.39% (+83) YoY-	All Managers (Combined)	$44.1K	0.0% ($44.1K/$192.3M)	QoQ +14.12% (+$5.5K) YoY-