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 24 of 25

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41653L305

Shares:75

Value:$2.5K

% of Portfolio:0.0% ($2.5K/$192.3M)

Sylvamo Corp

SLVM|871332102

Shares:37

Value:$2.5K

% of Portfolio:0.0% ($2.5K/$192.3M)

NORDSTROM INC

JWN|655664100

Shares:100

Value:$2.4K

% of Portfolio:0.0% ($2.4K/$192.3M)

GE Vernova Inc.

GEV|36828A101

Shares:8

Value:$2.4K

% of Portfolio:0.0% ($2.4K/$192.3M)

Nuveen AMT-Free Municipal Credit Income Fund

NVG|67071L106

Shares:187

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$192.3M)

Norwegian Cruise Line Holdings Ltd.

NCLH|G66721104

Shares:121

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$192.3M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:13

Value:$2.2K

% of Portfolio:0.0% ($2.2K/$192.3M)

336920103

Shares:20

Value:$2.2K

% of Portfolio:0.0% ($2.2K/$192.3M)

464287663

IUSV|464287663

Shares:24

Value:$2.2K

% of Portfolio:0.0% ($2.2K/$192.3M)

690145206

Shares:200

Value:$2.2K

% of Portfolio:0.0% ($2.2K/$192.3M)

880198205

Shares:234

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$192.3M)

SOUNDHOUND AI, INC.

SOUN|836100107

Shares:250

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$192.3M)

25400Q105

Shares:100

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$192.3M)

20460L104

Shares:1.0K

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$192.3M)

PJT Partners Inc.

PJT|69343T107

Shares:10

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$192.3M)

C. H. ROBINSON WORLDWIDE, INC.

CHRW|12541W209

Shares:13

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$192.3M)

Snap Inc

SNAP|83304A106

Shares:125

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$192.3M)

Viatris Inc

VTRS|92556V106

Shares:120

Value:$1.0K

% of Portfolio:0.0% ($1.0K/$192.3M)

Sonos Inc

SONO|83570H108

Shares:88

Value:$939

% of Portfolio:0.0% ($939/$192.3M)

UiPath, Inc.

PATH|90364P105

Shares:90

Value:$927

% of Portfolio:0.0% ($927/$192.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip41653L305)✕	75	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.5K	0.0% ($2.5K/$192.3M)	QoQ +1.60% (+$40) YoY-
Sylvamo Corp(SLVMcusip871332102)	37	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.5K	0.0% ($2.5K/$192.3M)	QoQ -15.11% (-$442) YoY-
NORDSTROM INC(JWNcusip655664100)	100	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.4K	0.0% ($2.4K/$192.3M)	QoQ +1.24% (+$30) YoY-
GE Vernova Inc.(GEVcusip36828A101)	8	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.4K	0.0% ($2.4K/$192.3M)	QoQ -7.18% (-$189) YoY-
Nuveen AMT-Free Municipal Credit Income Fund(NVGcusip67071L106)	187	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.3K	0.0% ($2.3K/$192.3M)	QoQ +0.95% (+$22) YoY-
Norwegian Cruise Line Holdings Ltd.(NCLHcusipG66721104)	121	QoQ -27.10% (-45) YoY-	All Managers (Combined)	$2.3K	0.0% ($2.3K/$192.3M)	QoQ -46.28% (-$2.0K) YoY-
Intercontinental Exchange, Inc.(ICEcusip45866F104)	13	QoQ NEW(+13) YoY-	All Managers (Combined)	$2.2K	0.0% ($2.2K/$192.3M)	QoQ NEW(+$2.2K) YoY-
(cusip336920103)✕	20	QoQ NEW(+20) YoY-	All Managers (Combined)	$2.2K	0.0% ($2.2K/$192.3M)	QoQ NEW(+$2.2K) YoY-
(IUSVcusip464287663)	24	QoQ NEW(+24) YoY-	All Managers (Combined)	$2.2K	0.0% ($2.2K/$192.3M)	QoQ NEW(+$2.2K) YoY-
(cusip690145206)✕	200	QoQ NEW(+200) YoY-	All Managers (Combined)	$2.2K	0.0% ($2.2K/$192.3M)	QoQ NEW(+$2.2K) YoY-
(cusip880198205)✕	234	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.0K	0.0% ($2.0K/$192.3M)	QoQ -3.96% (-$84) YoY-
SOUNDHOUND AI, INC.(SOUNcusip836100107)	250	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.0K	0.0% ($2.0K/$192.3M)	QoQ -59.07% (-$2.9K) YoY-
(cusip25400Q105)✕	100	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.0K	0.0% ($2.0K/$192.3M)	QoQ -42.69% (-$1.5K) YoY-
(cusip20460L104)✕	1.0K	QoQ NEW(+1.0K) YoY-	All Managers (Combined)	$1.6K	0.0% ($1.6K/$192.3M)	QoQ NEW(+$1.6K) YoY-
PJT Partners Inc.(PJTcusip69343T107)	10	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.4K	0.0% ($1.4K/$192.3M)	QoQ -12.61% (-$199) YoY-
C. H. ROBINSON WORLDWIDE, INC.(CHRWcusip12541W209)	13	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.3K	0.0% ($1.3K/$192.3M)	QoQ -0.89% (-$12) YoY-
Snap Inc(SNAPcusip83304A106)	125	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.1K	0.0% ($1.1K/$192.3M)	QoQ -19.09% (-$257) YoY-
Viatris Inc(VTRScusip92556V106)	120	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.0K	0.0% ($1.0K/$192.3M)	QoQ -30.05% (-$449) YoY-
Sonos Inc(SONOcusip83570H108)	88	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$939	0.0% ($939/$192.3M)	QoQ -29.07% (-$385) YoY-
UiPath, Inc.(PATHcusip90364P105)	90	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$927	0.0% ($927/$192.3M)	QoQ -18.96% (-$217) YoY-