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

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315948109

Shares:169

Value:$12.2K

% of Portfolio:0.0% ($12.2K/$192.3M)

ANALOG DEVICES INC

ADI|032654105

Shares:60

Value:$12.1K

% of Portfolio:0.0% ($12.1K/$192.3M)

921932828

Shares:125

Value:$12.1K

% of Portfolio:0.0% ($12.1K/$192.3M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:91

Value:$12.0K

% of Portfolio:0.0% ($12.0K/$192.3M)

MGM Resorts International

MGM|552953101

Shares:400

Value:$11.9K

% of Portfolio:0.0% ($11.9K/$192.3M)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:78

Value:$11.2K

% of Portfolio:0.0% ($11.2K/$192.3M)

LAS VEGAS SANDS CORP

LVS|517834107

Shares:285

Value:$11.0K

% of Portfolio:0.0% ($11.0K/$192.3M)

69374H881

Shares:200

Value:$11.0K

% of Portfolio:0.0% ($11.0K/$192.3M)

674599162

Shares:391

Value:$10.8K

% of Portfolio:0.0% ($10.8K/$192.3M)

GENERAL ELECTRIC CO

GE|369604301

Shares:53

Value:$10.6K

% of Portfolio:0.0% ($10.6K/$192.3M)

FIRST INTERSTATE BANCSYSTEM INC

FIBK|32055Y201

Shares:370

Value:$10.6K

% of Portfolio:0.0% ($10.6K/$192.3M)

464287614

IWF|464287614

Shares:29

Value:$10.5K

% of Portfolio:0.0% ($10.5K/$192.3M)

78463X855

Shares:167

Value:$10.4K

% of Portfolio:0.0% ($10.4K/$192.3M)

97717W307

DLN|97717W307

Shares:128

Value:$10.2K

% of Portfolio:0.0% ($10.2K/$192.3M)

CINCINNATI FINANCIAL CORP

CINF|172062101

Shares:68

Value:$10.0K

% of Portfolio:0.0% ($10.0K/$192.3M)

Corteva, Inc.

CTVA|22052L104

Shares:159

Value:$10.0K

% of Portfolio:0.0% ($10.0K/$192.3M)

Southwest Gas Holdings, Inc.

SWX|844895102

Shares:138

Value:$9.9K

% of Portfolio:0.0% ($9.9K/$192.3M)

BWX Technologies, Inc.

BWXT|05605H100

Shares:100

Value:$9.9K

% of Portfolio:0.0% ($9.9K/$192.3M)

601137102

Shares:368

Value:$9.8K

% of Portfolio:0.0% ($9.8K/$192.3M)

78468R788

Shares:220

Value:$9.7K

% of Portfolio:0.0% ($9.7K/$192.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip315948109)✕	169	QoQ +6.96% (-11) YoY-	All Managers (Combined)	$12.2K	0.0% ($12.2K/$192.3M)	QoQ -5.64% (-$727) YoY-
ANALOG DEVICES INC(ADIcusip032654105)	60	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$12.1K	0.0% ($12.1K/$192.3M)	QoQ -5.08% (-$648) YoY-
(cusip921932828)✕	125	QoQ NEW(+125) YoY-	All Managers (Combined)	$12.1K	0.0% ($12.1K/$192.3M)	QoQ NEW(+$12.1K) YoY-
Alibaba Group Holding Ltd(BABAcusip01609W102)	91	QoQ +21.33% (+16) YoY-	All Managers (Combined)	$12.0K	0.0% ($12.0K/$192.3M)	QoQ +89.22% (+$5.7K) YoY-
MGM Resorts International(MGMcusip552953101)	400	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$11.9K	0.0% ($11.9K/$192.3M)	QoQ -14.45% (-$2.0K) YoY-
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	78	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$11.2K	0.0% ($11.2K/$192.3M)	QoQ -19.19% (-$2.7K) YoY-
LAS VEGAS SANDS CORP(LVScusip517834107)	285	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$11.0K	0.0% ($11.0K/$192.3M)	QoQ -24.78% (-$3.6K) YoY-
(cusip69374H881)✕	200	QoQ NEW(+200) YoY-	All Managers (Combined)	$11.0K	0.0% ($11.0K/$192.3M)	QoQ NEW(+$11.0K) YoY-
(cusip674599162)✕	391	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$10.8K	0.0% ($10.8K/$192.3M)	QoQ +0.43% (+$47) YoY-
GENERAL ELECTRIC CO(GEcusip369604301)	53	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$10.6K	0.0% ($10.6K/$192.3M)	QoQ +20.00% (+$1.8K) YoY-
FIRST INTERSTATE BANCSYSTEM INC(FIBKcusip32055Y201)	370	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$10.6K	0.0% ($10.6K/$192.3M)	QoQ -11.76% (-$1.4K) YoY-
(IWFcusip464287614)	29	QoQ NEW(+29) YoY-	All Managers (Combined)	$10.5K	0.0% ($10.5K/$192.3M)	QoQ NEW(+$10.5K) YoY-
(cusip78463X855)✕	167	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$10.4K	0.0% ($10.4K/$192.3M)	QoQ +4.78% (+$473) YoY-
(DLNcusip97717W307)	128	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$10.2K	0.0% ($10.2K/$192.3M)	QoQ +2.02% (+$202) YoY-
CINCINNATI FINANCIAL CORP(CINFcusip172062101)	68	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$10.0K	0.0% ($10.0K/$192.3M)	QoQ +2.79% (+$273) YoY-
Corteva, Inc.(CTVAcusip22052L104)	159	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$10.0K	0.0% ($10.0K/$192.3M)	QoQ +10.47% (+$949) YoY-
Southwest Gas Holdings, Inc.(SWXcusip844895102)	138	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$9.9K	0.0% ($9.9K/$192.3M)	QoQ +1.53% (+$150) YoY-
BWX Technologies, Inc.(BWXTcusip05605H100)	100	QoQ NEW(+100) YoY-	All Managers (Combined)	$9.9K	0.0% ($9.9K/$192.3M)	QoQ NEW(+$9.9K) YoY-
(cusip601137102)✕	368	QoQ NEW(+368) YoY-	All Managers (Combined)	$9.8K	0.0% ($9.8K/$192.3M)	QoQ NEW(+$9.8K) YoY-
(cusip78468R788)✕	220	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$9.7K	0.0% ($9.7K/$192.3M)	QoQ +2.35% (+$224) YoY-