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 25 of 25

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GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:11

Value:$888

% of Portfolio:0.0% ($888/$192.3M)

92203J407

BNDX|92203J407

Shares:18

Value:$879

% of Portfolio:0.0% ($879/$192.3M)

Ark 21Shares Bitcoin ETF

ARKB|040919102

Shares:10

Value:$822

% of Portfolio:0.0% ($822/$192.3M)

Rigetti Computing, Inc.

RGTI|76655K103

Shares:100

Value:$792

% of Portfolio:0.0% ($792/$192.3M)

Canaan Inc.

CAN|134748102

Shares:900

Value:$790

% of Portfolio:0.0% ($790/$192.3M)

46435U853

Shares:19

Value:$699

% of Portfolio:0.0% ($699/$192.3M)

SoFi Technologies, Inc.

SOFI|83406F102

Shares:58

Value:$675

% of Portfolio:0.0% ($675/$192.3M)

464288281

Shares:7

Value:$634

% of Portfolio:0.0% ($634/$192.3M)

Archer-Daniels-Midland Co

ADM|039483102

Shares:13

Value:$624

% of Portfolio:0.0% ($624/$192.3M)

Kyndryl Holdings, Inc.

KD|50155Q100

Shares:15

Value:$471

% of Portfolio:0.0% ($471/$192.3M)

464287432

Shares:3

Value:$273

% of Portfolio:0.0% ($273/$192.3M)

PLUG POWER INC

PLUG|72919P202

Shares:200

Value:$270

% of Portfolio:0.0% ($270/$192.3M)

Orion Properties Inc.

ONL|68629Y103

Shares:85

Value:$182

% of Portfolio:0.0% ($182/$192.3M)

Traeger, Inc.

COOK|89269P103

Shares:65

Value:$109

% of Portfolio:0.0% ($109/$192.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	11	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$888	0.0% ($888/$192.3M)	QoQ +3.25% (+$28) YoY-
(BNDXcusip92203J407)	18	QoQ NEW(+18) YoY-	All Managers (Combined)	$879	0.0% ($879/$192.3M)	QoQ NEW(+$879) YoY-
Ark 21Shares Bitcoin ETF(ARKBcusip040919102)	10	QoQ NEW(+10) YoY-	All Managers (Combined)	$822	0.0% ($822/$192.3M)	QoQ NEW(+$822) YoY-
Rigetti Computing, Inc.(RGTIcusip76655K103)	100	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$792	0.0% ($792/$192.3M)	QoQ -48.09% (-$734) YoY-
Canaan Inc.(CANcusip134748102)	900	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$790	0.0% ($790/$192.3M)	QoQ -57.18% (-$1.1K) YoY-
(cusip46435U853)✕	19	QoQ NEW(+19) YoY-	All Managers (Combined)	$699	0.0% ($699/$192.3M)	QoQ NEW(+$699) YoY-
SoFi Technologies, Inc.(SOFIcusip83406F102)	58	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$675	0.0% ($675/$192.3M)	QoQ -24.41% (-$218) YoY-
(cusip464288281)✕	7	QoQ NEW(+7) YoY-	All Managers (Combined)	$634	0.0% ($634/$192.3M)	QoQ NEW(+$634) YoY-
Archer-Daniels-Midland Co(ADMcusip039483102)	13	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$624	0.0% ($624/$192.3M)	QoQ -5.02% (-$33) YoY-
Kyndryl Holdings, Inc.(KDcusip50155Q100)	15	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$471	0.0% ($471/$192.3M)	QoQ -9.24% (-$48) YoY-
(cusip464287432)✕	3	QoQ NEW(+3) YoY-	All Managers (Combined)	$273	0.0% ($273/$192.3M)	QoQ NEW(+$273) YoY-
PLUG POWER INC(PLUGcusip72919P202)	200	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$270	0.0% ($270/$192.3M)	QoQ -36.61% (-$156) YoY-
Orion Properties Inc.(ONLcusip68629Y103)	85	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$182	0.0% ($182/$192.3M)	QoQ -42.22% (-$133) YoY-
Traeger, Inc.(COOKcusip89269P103)	65	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$109	0.0% ($109/$192.3M)	QoQ -29.67% (-$46) YoY-