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 19 of 25

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38964R203

Shares:925

Value:$15.9K

% of Portfolio:0.0% ($15.9K/$192.3M)

TRIMBLE INC.

TRMB|896239100

Shares:240

Value:$15.8K

% of Portfolio:0.0% ($15.8K/$192.3M)

DEXCOM INC

DXCM|252131107

Shares:230

Value:$15.7K

% of Portfolio:0.0% ($15.7K/$192.3M)

YUM BRANDS INC

YUM|988498101

Shares:95

Value:$14.9K

% of Portfolio:0.0% ($14.9K/$192.3M)

CLOROX CO /DE/

CLX|189054109

Shares:100

Value:$14.7K

% of Portfolio:0.0% ($14.7K/$192.3M)

Public Storage

PSA|74460D109

Shares:49

Value:$14.7K

% of Portfolio:0.0% ($14.7K/$192.3M)

46641Q332

Shares:250

Value:$14.3K

% of Portfolio:0.0% ($14.3K/$192.3M)

GENERAL MILLS INC

GIS|370334104

Shares:235

Value:$14.1K

% of Portfolio:0.0% ($14.1K/$192.3M)

CORNING INC /NY

GLW|219350105

Shares:302

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$192.3M)

CVS HEALTH Corp

CVS|126650100

Shares:204

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$192.3M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:147

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$192.3M)

922908751

VB|922908751

Shares:62

Value:$13.7K

% of Portfolio:0.0% ($13.7K/$192.3M)

Solventum Corp

SOLV|83444M101

Shares:180

Value:$13.7K

% of Portfolio:0.0% ($13.7K/$192.3M)

Orthofix Medical Inc.

OFIX|68752M108

Shares:832

Value:$13.6K

% of Portfolio:0.0% ($13.6K/$192.3M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:50

Value:$13.2K

% of Portfolio:0.0% ($13.2K/$192.3M)

Haleon plc

HLN|405552100

Shares:1.3K

Value:$13.2K

% of Portfolio:0.0% ($13.2K/$192.3M)

STEEL DYNAMICS INC

STLD|858119100

Shares:105

Value:$13.1K

% of Portfolio:0.0% ($13.1K/$192.3M)

IDACORP INC

IDA|451107106

Shares:111

Value:$12.9K

% of Portfolio:0.0% ($12.9K/$192.3M)

Celanese Corp

CE|150870103

Shares:227

Value:$12.9K

% of Portfolio:0.0% ($12.9K/$192.3M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:110

Value:$12.3K

% of Portfolio:0.0% ($12.3K/$192.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip38964R203)✕	925	QoQ +105.55% (+475) YoY-	All Managers (Combined)	$15.9K	0.0% ($15.9K/$192.3M)	QoQ +12.40% (+$1.8K) YoY-
TRIMBLE INC.(TRMBcusip896239100)	240	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$15.8K	0.0% ($15.8K/$192.3M)	QoQ -7.08% (-$1.2K) YoY-
DEXCOM INC(DXCMcusip252131107)	230	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$15.7K	0.0% ($15.7K/$192.3M)	QoQ -12.18% (-$2.2K) YoY-
YUM BRANDS INC(YUMcusip988498101)	95	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$14.9K	0.0% ($14.9K/$192.3M)	QoQ +17.29% (+$2.2K) YoY-
CLOROX CO /DE/(CLXcusip189054109)	100	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$14.7K	0.0% ($14.7K/$192.3M)	QoQ -9.33% (-$1.5K) YoY-
Public Storage(PSAcusip74460D109)	49	QoQ +11.36% (+5) YoY-	All Managers (Combined)	$14.7K	0.0% ($14.7K/$192.3M)	QoQ +11.30% (+$1.5K) YoY-
(cusip46641Q332)✕	250	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$14.3K	0.0% ($14.3K/$192.3M)	QoQ -0.68% (-$98) YoY-
GENERAL MILLS INC(GIScusip370334104)	235	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$14.1K	0.0% ($14.1K/$192.3M)	QoQ -6.23% (-$935) YoY-
CORNING INC /NY(GLWcusip219350105)	302	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$13.8K	0.0% ($13.8K/$192.3M)	QoQ -3.65% (-$525) YoY-
CVS HEALTH Corp(CVScusip126650100)	204	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$13.8K	0.0% ($13.8K/$192.3M)	QoQ +50.91% (+$4.7K) YoY-
COLGATE PALMOLIVE CO(CLcusip194162103)	147	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$13.8K	0.0% ($13.8K/$192.3M)	QoQ +3.06% (+$410) YoY-
(VBcusip922908751)	62	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$13.7K	0.0% ($13.7K/$192.3M)	QoQ -7.70% (-$1.1K) YoY-
Solventum Corp(SOLVcusip83444M101)	180	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$13.7K	0.0% ($13.7K/$192.3M)	QoQ +15.10% (+$1.8K) YoY-
Orthofix Medical Inc.(OFIXcusip68752M108)	832	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$13.6K	0.0% ($13.6K/$192.3M)	QoQ -6.58% (-$957) YoY-
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	50	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$13.2K	0.0% ($13.2K/$192.3M)	QoQ +9.77% (+$1.2K) YoY-
Haleon plc(HLNcusip405552100)	1.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$13.2K	0.0% ($13.2K/$192.3M)	QoQ +7.86% (+$960) YoY-
STEEL DYNAMICS INC(STLDcusip858119100)	105	QoQ +50.00% (+35) YoY-	All Managers (Combined)	$13.1K	0.0% ($13.1K/$192.3M)	QoQ +64.47% (+$5.1K) YoY-
IDACORP INC(IDAcusip451107106)	111	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$12.9K	0.0% ($12.9K/$192.3M)	QoQ +6.34% (+$770) YoY-
Celanese Corp(CEcusip150870103)	227	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$12.9K	0.0% ($12.9K/$192.3M)	QoQ -17.97% (-$2.8K) YoY-
GILEAD SCIENCES, INC.(GILDcusip375558103)	110	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$12.3K	0.0% ($12.3K/$192.3M)	QoQ +21.30% (+$2.2K) YoY-