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 18 of 25

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14020X104

Shares:700

Value:$19.8K

% of Portfolio:0.0% ($19.8K/$192.3M)

EASTMAN CHEMICAL CO

EMN|277432100

Shares:223

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$192.3M)

COLUMBIA BANKING SYSTEM, INC.

COLB|197236102

Shares:774

Value:$19.3K

% of Portfolio:0.0% ($19.3K/$192.3M)

NOVARTIS AG

NVS|66987V109

Shares:172

Value:$19.2K

% of Portfolio:0.0% ($19.2K/$192.3M)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:268

Value:$18.8K

% of Portfolio:0.0% ($18.8K/$192.3M)

Extra Space Storage Inc.

EXR|30225T102

Shares:125

Value:$18.6K

% of Portfolio:0.0% ($18.6K/$192.3M)

CENTRUS ENERGY CORP

LEU|15643U104

Shares:295

Value:$18.4K

% of Portfolio:0.0% ($18.4K/$192.3M)

CLOVER HEALTH INVESTMENTS, CORP. /DE

CLOV|18914F103

Shares:5.0K

Value:$17.9K

% of Portfolio:0.0% ($17.9K/$192.3M)

92189F643

Shares:200

Value:$17.6K

% of Portfolio:0.0% ($17.6K/$192.3M)

INTERPUBLIC GROUP OF COMPANIES, INC.

IPG|460690100

Shares:646

Value:$17.5K

% of Portfolio:0.0% ($17.5K/$192.3M)

Stitch Fix, Inc.

SFIX|860897107

Shares:5.4K

Value:$17.5K

% of Portfolio:0.0% ($17.5K/$192.3M)

PROCEPT BioRobotics Corp

PRCT|74276L105

Shares:300

Value:$17.5K

% of Portfolio:0.0% ($17.5K/$192.3M)

Johnson Controls International plc

JCI|G51502105

Shares:215

Value:$17.2K

% of Portfolio:0.0% ($17.2K/$192.3M)

Nuveen AMT-Free Quality Municipal Income Fund

NEA|670657105

Shares:1.5K

Value:$17.2K

% of Portfolio:0.0% ($17.2K/$192.3M)

CITIGROUP INC

C|172967424

Shares:240

Value:$17.0K

% of Portfolio:0.0% ($17.0K/$192.3M)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:235

Value:$16.5K

% of Portfolio:0.0% ($16.5K/$192.3M)

OSHKOSH CORP

OSK|688239201

Shares:176

Value:$16.5K

% of Portfolio:0.0% ($16.5K/$192.3M)

INTEL CORP

INTC|458140100

Shares:715

Value:$16.2K

% of Portfolio:0.0% ($16.2K/$192.3M)

Coca-Cola Consolidated, Inc.

COKE|191098102

Shares:12

Value:$16.2K

% of Portfolio:0.0% ($16.2K/$192.3M)

NEWMONT Corp /DE/

NEM|651639106

Shares:333

Value:$16.1K

% of Portfolio:0.0% ($16.1K/$192.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip14020X104)✕	700	QoQ -13.04% (-105) YoY-	All Managers (Combined)	$19.8K	0.0% ($19.8K/$192.3M)	QoQ -15.69% (-$3.7K) YoY-
EASTMAN CHEMICAL CO(EMNcusip277432100)	223	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$19.6K	0.0% ($19.6K/$192.3M)	QoQ -3.51% (-$715) YoY-
COLUMBIA BANKING SYSTEM, INC.(COLBcusip197236102)	774	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$19.3K	0.0% ($19.3K/$192.3M)	QoQ -7.66% (-$1.6K) YoY-
NOVARTIS AG(NVScusip66987V109)	172	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$19.2K	0.0% ($19.2K/$192.3M)	QoQ +14.56% (+$2.4K) YoY-
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	268	QoQ -45.63% (-225) YoY-	All Managers (Combined)	$18.8K	0.0% ($18.8K/$192.3M)	QoQ -47.26% (-$16.9K) YoY-
Extra Space Storage Inc.(EXRcusip30225T102)	125	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$18.6K	0.0% ($18.6K/$192.3M)	QoQ -0.74% (-$139) YoY-
CENTRUS ENERGY CORP(LEUcusip15643U104)	295	QoQ NEW(+295) YoY-	All Managers (Combined)	$18.4K	0.0% ($18.4K/$192.3M)	QoQ NEW(+$18.4K) YoY-
CLOVER HEALTH INVESTMENTS, CORP. /DE(CLOVcusip18914F103)	5.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$17.9K	0.0% ($17.9K/$192.3M)	QoQ +13.96% (+$2.2K) YoY-
(cusip92189F643)✕	200	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$17.6K	0.0% ($17.6K/$192.3M)	QoQ -5.09% (-$945) YoY-
INTERPUBLIC GROUP OF COMPANIES, INC.(IPGcusip460690100)	646	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$17.5K	0.0% ($17.5K/$192.3M)	QoQ -3.07% (-$556) YoY-
Stitch Fix, Inc.(SFIXcusip860897107)	5.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$17.5K	0.0% ($17.5K/$192.3M)	QoQ -24.59% (-$5.7K) YoY-
PROCEPT BioRobotics Corp(PRCTcusip74276L105)	300	QoQ NEW(+300) YoY-	All Managers (Combined)	$17.5K	0.0% ($17.5K/$192.3M)	QoQ NEW(+$17.5K) YoY-
Johnson Controls International plc(JCIcusipG51502105)	215	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$17.2K	0.0% ($17.2K/$192.3M)	QoQ +1.49% (+$254) YoY-
Nuveen AMT-Free Quality Municipal Income Fund(NEAcusip670657105)	1.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$17.2K	0.0% ($17.2K/$192.3M)	QoQ -0.70% (-$122) YoY-
CITIGROUP INC(Ccusip172967424)	240	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$17.0K	0.0% ($17.0K/$192.3M)	QoQ +0.85% (+$144) YoY-
LyondellBasell Industries N.V.(LYBcusipN53745100)	235	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$16.5K	0.0% ($16.5K/$192.3M)	QoQ -5.20% (-$909) YoY-
OSHKOSH CORP(OSKcusip688239201)	176	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$16.5K	0.0% ($16.5K/$192.3M)	QoQ -0.87% (-$146) YoY-
INTEL CORP(INTCcusip458140100)	715	QoQ -63.35% (-1.2K) YoY-	All Managers (Combined)	$16.2K	0.0% ($16.2K/$192.3M)	QoQ -58.48% (-$22.9K) YoY-
Coca-Cola Consolidated, Inc.(COKEcusip191098102)	12	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$16.2K	0.0% ($16.2K/$192.3M)	QoQ +7.14% (+$1.1K) YoY-
NEWMONT Corp /DE/(NEMcusip651639106)	333	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$16.1K	0.0% ($16.1K/$192.3M)	QoQ +29.71% (+$3.7K) YoY-