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 14 of 25

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IRON MOUNTAIN INC

IRM|46284V101

Shares:500

Value:$43.0K

% of Portfolio:0.0% ($43.0K/$192.3M)

Ingersoll Rand Inc.

IR|45687V106

Shares:530

Value:$42.4K

% of Portfolio:0.0% ($42.4K/$192.3M)

852234103

Shares:780

Value:$42.4K

% of Portfolio:0.0% ($42.4K/$192.3M)

46138J817

Shares:1.8K

Value:$42.3K

% of Portfolio:0.0% ($42.3K/$192.3M)

46138J585

Shares:1.9K

Value:$42.2K

% of Portfolio:0.0% ($42.2K/$192.3M)

Nu Holdings Ltd.

NU|G6683N103

Shares:4.1K

Value:$42.1K

% of Portfolio:0.0% ($42.1K/$192.3M)

BJ's Wholesale Club Holdings, Inc.

BJ|05550J101

Shares:365

Value:$41.6K

% of Portfolio:0.0% ($41.6K/$192.3M)

46138J635

Shares:1.8K

Value:$41.3K

% of Portfolio:0.0% ($41.3K/$192.3M)

97717X669

Shares:514

Value:$41.0K

% of Portfolio:0.0% ($41.0K/$192.3M)

46138G508

Shares:2.0K

Value:$41.0K

% of Portfolio:0.0% ($41.0K/$192.3M)

Sunoco LP

SUN|86765K109

Shares:700

Value:$40.6K

% of Portfolio:0.0% ($40.6K/$192.3M)

CAMPBELL'S Co

CPB|134429109

Shares:1.0K

Value:$40.6K

% of Portfolio:0.0% ($40.6K/$192.3M)

BOEING CO

BA|097023105

Shares:235

Value:$40.1K

% of Portfolio:0.0% ($40.1K/$192.3M)

Eaton Corp plc

ETN|G29183103

Shares:147

Value:$40.0K

% of Portfolio:0.0% ($40.0K/$192.3M)

GSK plc

GSK|37733W204

Shares:1.0K

Value:$39.7K

% of Portfolio:0.0% ($39.7K/$192.3M)

46137V357

RSP|46137V357

Shares:228

Value:$39.4K

% of Portfolio:0.0% ($39.4K/$192.3M)

WILLIAMS SONOMA INC

WSM|969904101

Shares:248

Value:$39.2K

% of Portfolio:0.0% ($39.2K/$192.3M)

ELECTRONIC ARTS INC.

EA|285512109

Shares:263

Value:$38.0K

% of Portfolio:0.0% ($38.0K/$192.3M)

ALASKA AIR GROUP, INC.

ALK|011659109

Shares:765

Value:$37.7K

% of Portfolio:0.0% ($37.7K/$192.3M)

464288307

Shares:510

Value:$36.4K

% of Portfolio:0.0% ($36.4K/$192.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
IRON MOUNTAIN INC(IRMcusip46284V101)	500	QoQ NEW(+500) YoY-	All Managers (Combined)	$43.0K	0.0% ($43.0K/$192.3M)	QoQ NEW(+$43.0K) YoY-
Ingersoll Rand Inc.(IRcusip45687V106)	530	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$42.4K	0.0% ($42.4K/$192.3M)	QoQ -11.53% (-$5.5K) YoY-
(cusip852234103)✕	780	QoQ +6.84% (-50) YoY-	All Managers (Combined)	$42.4K	0.0% ($42.4K/$192.3M)	QoQ -31.69% (-$19.7K) YoY-
(cusip46138J817)✕	1.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$42.3K	0.0% ($42.3K/$192.3M)	QoQ -0.08% (-$36) YoY-
(cusip46138J585)✕	1.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$42.2K	0.0% ($42.2K/$192.3M)	QoQ +0.02% (+$9) YoY-
Nu Holdings Ltd.(NUcusipG6683N103)	4.1K	QoQ +43.63% (+1.3K) YoY-	All Managers (Combined)	$42.1K	0.0% ($42.1K/$192.3M)	QoQ +41.96% (+$12.5K) YoY-
BJ's Wholesale Club Holdings, Inc.(BJcusip05550J101)	365	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$41.6K	0.0% ($41.6K/$192.3M)	QoQ +27.70% (+$9.0K) YoY-
(cusip46138J635)✕	1.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$41.3K	0.0% ($41.3K/$192.3M)	QoQ -0.36% (-$151) YoY-
(cusip97717X669)✕	514	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$41.0K	0.0% ($41.0K/$192.3M)	QoQ -1.32% (-$550) YoY-
(cusip46138G508)✕	2.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$41.0K	0.0% ($41.0K/$192.3M)	QoQ -1.75% (-$733) YoY-
Sunoco LP(SUNcusip86765K109)	700	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$40.6K	0.0% ($40.6K/$192.3M)	QoQ +12.86% (+$4.6K) YoY-
CAMPBELL'S Co(CPBcusip134429109)	1.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$40.6K	0.0% ($40.6K/$192.3M)	QoQ -4.67% (-$2.0K) YoY-
BOEING CO(BAcusip097023105)	235	QoQ +4.44% (+10) YoY-	All Managers (Combined)	$40.1K	0.0% ($40.1K/$192.3M)	QoQ +0.63% (+$254) YoY-
Eaton Corp plc(ETNcusipG29183103)	147	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$40.0K	0.0% ($40.0K/$192.3M)	QoQ -18.09% (-$8.8K) YoY-
GSK plc(GSKcusip37733W204)	1.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$39.7K	0.0% ($39.7K/$192.3M)	QoQ +14.54% (+$5.0K) YoY-
(RSPcusip46137V357)	228	QoQ +1.33% (+3) YoY-	All Managers (Combined)	$39.4K	0.0% ($39.4K/$192.3M)	QoQ +0.21% (+$84) YoY-
WILLIAMS SONOMA INC(WSMcusip969904101)	248	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$39.2K	0.0% ($39.2K/$192.3M)	QoQ -14.62% (-$6.7K) YoY-
ELECTRONIC ARTS INC.(EAcusip285512109)	263	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$38.0K	0.0% ($38.0K/$192.3M)	QoQ -1.21% (-$468) YoY-
ALASKA AIR GROUP, INC.(ALKcusip011659109)	765	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$37.7K	0.0% ($37.7K/$192.3M)	QoQ -23.98% (-$11.9K) YoY-
(cusip464288307)✕	510	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$36.4K	0.0% ($36.4K/$192.3M)	QoQ -5.42% (-$2.1K) YoY-