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 17 of 25

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81369Y407

Shares:130

Value:$25.7K

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

921946810

VIGI|921946810

Shares:309

Value:$25.6K

% of Portfolio:0.0% ($25.6K/$192.3M)

464287598

IWD|464287598

Shares:135

Value:$25.4K

% of Portfolio:0.0% ($25.4K/$192.3M)

UNILEVER PLC

UL|904767704

Shares:423

Value:$25.2K

% of Portfolio:0.0% ($25.2K/$192.3M)

25434V500

Shares:409

Value:$24.4K

% of Portfolio:0.0% ($24.4K/$192.3M)

81369Y506

Shares:260

Value:$24.3K

% of Portfolio:0.0% ($24.3K/$192.3M)

Rivian Automotive, Inc. / DE

RIVN|76954A103

Shares:1.9K

Value:$24.3K

% of Portfolio:0.0% ($24.3K/$192.3M)

BECTON DICKINSON & CO

BDX|075887109

Shares:104

Value:$23.8K

% of Portfolio:0.0% ($23.8K/$192.3M)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:202

Value:$23.6K

% of Portfolio:0.0% ($23.6K/$192.3M)

46435G532

Shares:326

Value:$23.6K

% of Portfolio:0.0% ($23.6K/$192.3M)

EQUITY RESIDENTIAL

EQR|29476L107

Shares:325

Value:$23.3K

% of Portfolio:0.0% ($23.3K/$192.3M)

19761L706

Shares:700

Value:$23.2K

% of Portfolio:0.0% ($23.2K/$192.3M)

46435G425

ESGU|46435G425

Shares:190

Value:$23.2K

% of Portfolio:0.0% ($23.2K/$192.3M)

NetApp, Inc.

NTAP|64110D104

Shares:261

Value:$22.9K

% of Portfolio:0.0% ($22.9K/$192.3M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:129

Value:$22.7K

% of Portfolio:0.0% ($22.7K/$192.3M)

00214Q104

Shares:450

Value:$21.4K

% of Portfolio:0.0% ($21.4K/$192.3M)

81369Y704

Shares:160

Value:$21.0K

% of Portfolio:0.0% ($21.0K/$192.3M)

JACOBS SOLUTIONS INC.

J|46982L108

Shares:170

Value:$20.6K

% of Portfolio:0.0% ($20.6K/$192.3M)

WYNN RESORTS LTD

WYNN|983134107

Shares:246

Value:$20.5K

% of Portfolio:0.0% ($20.5K/$192.3M)

46138T104

Shares:300

Value:$20.4K

% of Portfolio:0.0% ($20.4K/$192.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y407)✕	130	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$25.7K	0.0% ($25.7K/$192.3M)	QoQ -11.98% (-$3.5K) YoY-
(VIGIcusip921946810)	309	QoQ +0.98% (+3) YoY-	All Managers (Combined)	$25.6K	0.0% ($25.6K/$192.3M)	QoQ +4.66% (+$1.1K) YoY-
(IWDcusip464287598)	135	QoQ +42.10% (+40) YoY-	All Managers (Combined)	$25.4K	0.0% ($25.4K/$192.3M)	QoQ +44.43% (+$7.8K) YoY-
UNILEVER PLC(ULcusip904767704)	423	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$25.2K	0.0% ($25.2K/$192.3M)	QoQ +5.02% (+$1.2K) YoY-
(cusip25434V500)✕	409	QoQ +0.24% (-1) YoY-	All Managers (Combined)	$24.4K	0.0% ($24.4K/$192.3M)	QoQ -7.99% (-$2.1K) YoY-
(cusip81369Y506)✕	260	QoQ +62.50% (+100) YoY-	All Managers (Combined)	$24.3K	0.0% ($24.3K/$192.3M)	QoQ +77.27% (+$10.6K) YoY-
Rivian Automotive, Inc. / DE(RIVNcusip76954A103)	1.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$24.3K	0.0% ($24.3K/$192.3M)	QoQ -6.38% (-$1.7K) YoY-
BECTON DICKINSON & CO(BDXcusip075887109)	104	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$23.8K	0.0% ($23.8K/$192.3M)	QoQ +0.96% (+$228) YoY-
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	202	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$23.6K	0.0% ($23.6K/$192.3M)	QoQ -12.92% (-$3.5K) YoY-
(cusip46435G532)✕	326	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$23.6K	0.0% ($23.6K/$192.3M)	QoQ +1.15% (+$270) YoY-
EQUITY RESIDENTIAL(EQRcusip29476L107)	325	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$23.3K	0.0% ($23.3K/$192.3M)	QoQ -0.24% (-$58) YoY-
(cusip19761L706)✕	700	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$23.2K	0.0% ($23.2K/$192.3M)	QoQ -4.07% (-$987) YoY-
(ESGUcusip46435G425)	190	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$23.2K	0.0% ($23.2K/$192.3M)	QoQ -5.36% (-$1.3K) YoY-
NetApp, Inc.(NTAPcusip64110D104)	261	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$22.9K	0.0% ($22.9K/$192.3M)	QoQ -24.32% (-$7.4K) YoY-
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	129	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$22.7K	0.0% ($22.7K/$192.3M)	QoQ -8.85% (-$2.2K) YoY-
(cusip00214Q104)✕	450	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$21.4K	0.0% ($21.4K/$192.3M)	QoQ -16.18% (-$4.1K) YoY-
(cusip81369Y704)✕	160	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$21.0K	0.0% ($21.0K/$192.3M)	QoQ -0.52% (-$111) YoY-
JACOBS SOLUTIONS INC.(Jcusip46982L108)	170	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$20.6K	0.0% ($20.6K/$192.3M)	QoQ -9.52% (-$2.2K) YoY-
WYNN RESORTS LTD(WYNNcusip983134107)	246	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$20.5K	0.0% ($20.5K/$192.3M)	QoQ -3.08% (-$654) YoY-
(cusip46138T104)✕	300	QoQ NEW(+300) YoY-	All Managers (Combined)	$20.4K	0.0% ($20.4K/$192.3M)	QoQ NEW(+$20.4K) YoY-