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:

Search and click to pin securities to the top

Page 15 of 25

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CMS ENERGY CORP

CMS|125896100

Shares:484

Value:$36.4K

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

81369Y605

Shares:725

Value:$36.1K

% of Portfolio:0.0% ($36.1K/$192.3M)

Fidelity National Financial, Inc.

FNF|31620R303

Shares:551

Value:$35.9K

% of Portfolio:0.0% ($35.9K/$192.3M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:65

Value:$35.5K

% of Portfolio:0.0% ($35.5K/$192.3M)

389930207

Shares:942

Value:$34.4K

% of Portfolio:0.0% ($34.4K/$192.3M)

ADOBE INC.

ADBE|00724F101

Shares:89

Value:$34.1K

% of Portfolio:0.0% ($34.1K/$192.3M)

464287291

Shares:450

Value:$34.1K

% of Portfolio:0.0% ($34.1K/$192.3M)

SMITH & NEPHEW PLC

SNN|83175M205

Shares:1.2K

Value:$34.0K

% of Portfolio:0.0% ($34.0K/$192.3M)

46138E511

Shares:3.0K

Value:$33.7K

% of Portfolio:0.0% ($33.7K/$192.3M)

Energy Transfer LP

ET|29273V100

Shares:1.8K

Value:$33.5K

% of Portfolio:0.0% ($33.5K/$192.3M)

Evercore Inc.

EVR|29977A105

Shares:167

Value:$33.4K

% of Portfolio:0.0% ($33.4K/$192.3M)

TE Connectivity plc

TEL|G87052109

Shares:234

Value:$33.1K

% of Portfolio:0.0% ($33.1K/$192.3M)

69344A107

Shares:650

Value:$32.3K

% of Portfolio:0.0% ($32.3K/$192.3M)

81369Y803

XLK|81369Y803

Shares:156

Value:$32.2K

% of Portfolio:0.0% ($32.2K/$192.3M)

81369Y209

Shares:220

Value:$32.1K

% of Portfolio:0.0% ($32.1K/$192.3M)

FIRST INDUSTRIAL REALTY TRUST INC

FR|32054K103

Shares:595

Value:$32.1K

% of Portfolio:0.0% ($32.1K/$192.3M)

CUMMINS INC

CMI|231021106

Shares:102

Value:$32.0K

% of Portfolio:0.0% ($32.0K/$192.3M)

Chubb Ltd

CB|H1467J104

Shares:105

Value:$31.7K

% of Portfolio:0.0% ($31.7K/$192.3M)

46137V563

Shares:1.5K

Value:$31.4K

% of Portfolio:0.0% ($31.4K/$192.3M)

ATI INC

ATI|01741R102

Shares:603

Value:$31.4K

% of Portfolio:0.0% ($31.4K/$192.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CMS ENERGY CORP(CMScusip125896100)	484	QoQ -8.33% (-44) YoY-	All Managers (Combined)	$36.4K	0.0% ($36.4K/$192.3M)	QoQ +3.30% (-$1.2K) YoY-
(cusip81369Y605)✕	725	QoQ +16.00% (+100) YoY-	All Managers (Combined)	$36.1K	0.0% ($36.1K/$192.3M)	QoQ +19.55% (+$5.9K) YoY-
Fidelity National Financial, Inc.(FNFcusip31620R303)	551	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$35.9K	0.0% ($35.9K/$192.3M)	QoQ +15.92% (+$4.9K) YoY-
GOLDMAN SACHS GROUP INC(GScusip38141G104)	65	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$35.5K	0.0% ($35.5K/$192.3M)	QoQ -4.59% (-$1.7K) YoY-
(cusip389930207)✕	942	QoQ +51.93% (+322) YoY-	All Managers (Combined)	$34.4K	0.0% ($34.4K/$192.3M)	QoQ +32.41% (+$8.4K) YoY-
ADOBE INC.(ADBEcusip00724F101)	89	QoQ +18.66% (+14) YoY-	All Managers (Combined)	$34.1K	0.0% ($34.1K/$192.3M)	QoQ +2.34% (+$783) YoY-
(cusip464287291)✕	450	QoQ NEW(+450) YoY-	All Managers (Combined)	$34.1K	0.0% ($34.1K/$192.3M)	QoQ NEW(+$34.1K) YoY-
SMITH & NEPHEW PLC(SNNcusip83175M205)	1.2K	QoQ +500.00% (+1.0K) YoY-	All Managers (Combined)	$34.0K	0.0% ($34.0K/$192.3M)	QoQ +592.51% (+$29.1K) YoY-
(cusip46138E511)✕	3.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$33.7K	0.0% ($33.7K/$192.3M)	QoQ -2.68% (-$930) YoY-
Energy Transfer LP(ETcusip29273V100)	1.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$33.5K	0.0% ($33.5K/$192.3M)	QoQ -5.10% (-$1.8K) YoY-
Evercore Inc.(EVRcusip29977A105)	167	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$33.4K	0.0% ($33.4K/$192.3M)	QoQ -27.94% (-$12.9K) YoY-
TE Connectivity plc(TELcusipG87052109)	234	QoQ -11.69% (-31) YoY-	All Managers (Combined)	$33.1K	0.0% ($33.1K/$192.3M)	QoQ -12.71% (-$4.8K) YoY-
(cusip69344A107)✕	650	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$32.3K	0.0% ($32.3K/$192.3M)	QoQ +0.36% (+$117) YoY-
(XLKcusip81369Y803)	156	QoQ NEW(+156) YoY-	All Managers (Combined)	$32.2K	0.0% ($32.2K/$192.3M)	QoQ NEW(+$32.2K) YoY-
(cusip81369Y209)✕	220	QoQ +83.33% (+100) YoY-	All Managers (Combined)	$32.1K	0.0% ($32.1K/$192.3M)	QoQ +94.58% (+$15.6K) YoY-
FIRST INDUSTRIAL REALTY TRUST INC(FRcusip32054K103)	595	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$32.1K	0.0% ($32.1K/$192.3M)	QoQ +7.64% (+$2.3K) YoY-
CUMMINS INC(CMIcusip231021106)	102	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$32.0K	0.0% ($32.0K/$192.3M)	QoQ -10.08% (-$3.6K) YoY-
Chubb Ltd(CBcusipH1467J104)	105	QoQ -5.40% (-6) YoY-	All Managers (Combined)	$31.7K	0.0% ($31.7K/$192.3M)	QoQ +3.39% (-$1.0K) YoY-
(cusip46137V563)✕	1.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$31.4K	0.0% ($31.4K/$192.3M)	QoQ +0.99% (+$308) YoY-
ATI INC(ATIcusip01741R102)	603	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$31.4K	0.0% ($31.4K/$192.3M)	QoQ -5.46% (-$1.8K) YoY-