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 16 of 25

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46435U549

Shares:644

Value:$30.6K

% of Portfolio:0.0% ($30.6K/$192.3M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:140

Value:$30.5K

% of Portfolio:0.0% ($30.5K/$192.3M)

Alphatec Holdings, Inc.

ATEC|02081G201

Shares:3.0K

Value:$30.4K

% of Portfolio:0.0% ($30.4K/$192.3M)

46435G193

Shares:1.3K

Value:$30.3K

% of Portfolio:0.0% ($30.3K/$192.3M)

808524771

FNDX|808524771

Shares:1.3K

Value:$30.2K

% of Portfolio:0.0% ($30.2K/$192.3M)

Allegion plc

ALLE|G0176J109

Shares:230

Value:$30.0K

% of Portfolio:0.0% ($30.0K/$192.3M)

DOMINOS PIZZA INC

DPZ|25754A201

Shares:65

Value:$29.9K

% of Portfolio:0.0% ($29.9K/$192.3M)

MERCADOLIBRE INC

MELI|58733R102

Shares:15

Value:$29.3K

% of Portfolio:0.0% ($29.3K/$192.3M)

464288414

MUB|464288414

Shares:275

Value:$29.0K

% of Portfolio:0.0% ($29.0K/$192.3M)

SEMPRA

SRE|816851109

Shares:399

Value:$28.5K

% of Portfolio:0.0% ($28.5K/$192.3M)

46144X107

Shares:770

Value:$28.4K

% of Portfolio:0.0% ($28.4K/$192.3M)

46137V621

Shares:1.9K

Value:$27.7K

% of Portfolio:0.0% ($27.7K/$192.3M)

Coinbase Global, Inc.

COIN|19260Q107

Shares:158

Value:$27.2K

% of Portfolio:0.0% ($27.2K/$192.3M)

92206C870

VCIT|92206C870

Shares:325

Value:$26.5K

% of Portfolio:0.0% ($26.5K/$192.3M)

46428Q109

Shares:850

Value:$26.3K

% of Portfolio:0.0% ($26.3K/$192.3M)

33735K108

Shares:200

Value:$26.3K

% of Portfolio:0.0% ($26.3K/$192.3M)

INSULET CORP

PODD|45784P101

Shares:100

Value:$26.3K

% of Portfolio:0.0% ($26.3K/$192.3M)

Roblox Corp

RBLX|771049103

Shares:450

Value:$26.2K

% of Portfolio:0.0% ($26.2K/$192.3M)

WEYERHAEUSER CO

WY|962166104

Shares:887

Value:$26.0K

% of Portfolio:0.0% ($26.0K/$192.3M)

25434V203

Shares:823

Value:$25.7K

% of Portfolio:0.0% ($25.7K/$192.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46435U549)✕	644	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$30.6K	0.0% ($30.6K/$192.3M)	QoQ +2.24% (+$670) YoY-
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	140	QoQ -15.15% (-25) YoY-	All Managers (Combined)	$30.5K	0.0% ($30.5K/$192.3M)	QoQ +0.66% (-$201) YoY-
Alphatec Holdings, Inc.(ATECcusip02081G201)	3.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$30.4K	0.0% ($30.4K/$192.3M)	QoQ +10.45% (+$2.9K) YoY-
(cusip46435G193)✕	1.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$30.3K	0.0% ($30.3K/$192.3M)	QoQ +1.49% (+$447) YoY-
(FNDXcusip808524771)	1.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$30.2K	0.0% ($30.2K/$192.3M)	QoQ -0.29% (-$90) YoY-
Allegion plc(ALLEcusipG0176J109)	230	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$30.0K	0.0% ($30.0K/$192.3M)	QoQ -0.16% (-$50) YoY-
DOMINOS PIZZA INC(DPZcusip25754A201)	65	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$29.9K	0.0% ($29.9K/$192.3M)	QoQ +9.45% (+$2.6K) YoY-
MERCADOLIBRE INC(MELIcusip58733R102)	15	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$29.3K	0.0% ($29.3K/$192.3M)	QoQ +14.72% (+$3.8K) YoY-
(MUBcusip464288414)	275	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$29.0K	0.0% ($29.0K/$192.3M)	QoQ -1.04% (-$305) YoY-
SEMPRA(SREcusip816851109)	399	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$28.5K	0.0% ($28.5K/$192.3M)	QoQ -18.64% (-$6.5K) YoY-
(cusip46144X107)✕	770	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$28.4K	0.0% ($28.4K/$192.3M)	QoQ -3.00% (-$880) YoY-
(cusip46137V621)✕	1.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$27.7K	0.0% ($27.7K/$192.3M)	QoQ -1.85% (-$524) YoY-
Coinbase Global, Inc.(COINcusip19260Q107)	158	QoQ +14.49% (-20) YoY-	All Managers (Combined)	$27.2K	0.0% ($27.2K/$192.3M)	QoQ -20.58% (-$7.1K) YoY-
(VCITcusip92206C870)	325	QoQ +2.52% (+8) YoY-	All Managers (Combined)	$26.5K	0.0% ($26.5K/$192.3M)	QoQ +4.21% (+$1.1K) YoY-
(cusip46428Q109)✕	850	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$26.3K	0.0% ($26.3K/$192.3M)	QoQ +17.69% (+$4.0K) YoY-
(cusip33735K108)✕	200	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$26.3K	0.0% ($26.3K/$192.3M)	QoQ -4.95% (-$1.4K) YoY-
INSULET CORP(PODDcusip45784P101)	100	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$26.3K	0.0% ($26.3K/$192.3M)	QoQ +0.58% (+$154) YoY-
Roblox Corp(RBLXcusip771049103)	450	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$26.2K	0.0% ($26.2K/$192.3M)	QoQ +0.74% (+$194) YoY-
WEYERHAEUSER CO(WYcusip962166104)	887	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$26.0K	0.0% ($26.0K/$192.3M)	QoQ +4.01% (+$1.0K) YoY-
(cusip25434V203)✕	823	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$25.7K	0.0% ($25.7K/$192.3M)	QoQ +6.94% (+$1.7K) YoY-