Richards-Merrill--Peterson

Filing Details

13F-HR2025-03-31
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
Manager Name
Richards-Merrill--Peterson
Data Enrichment
79% identified
392 identified102 unidentified

Holdings

494 positions • $192.3M total value
Manager:
Search and click to pin securities to the top
Page 2 of 25
INTERNATIONAL BUSINESS MACHINES CORP
Shares:7.4K
Value:$1.8M
% of Portfolio:1.0% ($1.8M/$192.3M)
CISCO SYSTEMS, INC.
Shares:27.9K
Value:$1.7M
% of Portfolio:0.9% ($1.7M/$192.3M)
AVISTA CORP
Shares:40.8K
Value:$1.7M
% of Portfolio:0.9% ($1.7M/$192.3M)
HONEYWELL INTERNATIONAL INC
Shares:8.0K
Value:$1.7M
% of Portfolio:0.9% ($1.7M/$192.3M)
EXXON MOBIL CORP
Shares:13.5K
Value:$1.6M
% of Portfolio:0.8% ($1.6M/$192.3M)
69344A800
Shares:37.6K
Value:$1.6M
% of Portfolio:0.8% ($1.6M/$192.3M)
Air Products & Chemicals, Inc.
Shares:5.3K
Value:$1.6M
% of Portfolio:0.8% ($1.6M/$192.3M)
PROCTER & GAMBLE Co
Shares:9.0K
Value:$1.5M
% of Portfolio:0.8% ($1.5M/$192.3M)
Medtronic plc
Shares:16.7K
Value:$1.5M
% of Portfolio:0.8% ($1.5M/$192.3M)
MCDONALDS CORP
Shares:4.8K
Value:$1.5M
% of Portfolio:0.8% ($1.5M/$192.3M)
Merck & Co., Inc.
Shares:16.3K
Value:$1.5M
% of Portfolio:0.8% ($1.5M/$192.3M)
WASTE MANAGEMENT INC
Shares:6.2K
Value:$1.4M
% of Portfolio:0.7% ($1.4M/$192.3M)
Alphabet Inc.
Shares:9.1K
Value:$1.4M
% of Portfolio:0.7% ($1.4M/$192.3M)
INTUITIVE SURGICAL INC
Shares:2.8K
Value:$1.4M
% of Portfolio:0.7% ($1.4M/$192.3M)
464287507
Shares:24.0K
Value:$1.4M
% of Portfolio:0.7% ($1.4M/$192.3M)
VERIZON COMMUNICATIONS INC
Shares:30.1K
Value:$1.4M
% of Portfolio:0.7% ($1.4M/$192.3M)
T-Mobile US, Inc.
Shares:5.0K
Value:$1.3M
% of Portfolio:0.7% ($1.3M/$192.3M)
14020G101
Shares:38.5K
Value:$1.3M
% of Portfolio:0.7% ($1.3M/$192.3M)
14020Y508
Shares:50.1K
Value:$1.3M
% of Portfolio:0.7% ($1.3M/$192.3M)
APPLIED MATERIALS INC /DE
Shares:8.9K
Value:$1.3M
% of Portfolio:0.7% ($1.3M/$192.3M)