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:
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Page 3 of 25
FEDEX CORP
Shares:5.2K
Value:$1.3M
% of Portfolio:0.7% ($1.3M/$192.3M)
Walmart Inc.
Shares:14.6K
Value:$1.3M
% of Portfolio:0.7% ($1.3M/$192.3M)
COCA COLA CO
Shares:17.6K
Value:$1.3M
% of Portfolio:0.7% ($1.3M/$192.3M)
CATERPILLAR INC
Shares:3.7K
Value:$1.2M
% of Portfolio:0.6% ($1.2M/$192.3M)
Salesforce, Inc.
Shares:4.4K
Value:$1.2M
% of Portfolio:0.6% ($1.2M/$192.3M)
464287887
Shares:9.2K
Value:$1.1M
% of Portfolio:0.6% ($1.1M/$192.3M)
UNION PACIFIC CORP
Shares:4.8K
Value:$1.1M
% of Portfolio:0.6% ($1.1M/$192.3M)
US BANCORP \DE\
Shares:26.6K
Value:$1.1M
% of Portfolio:0.6% ($1.1M/$192.3M)
STARBUCKS CORP
Shares:11.4K
Value:$1.1M
% of Portfolio:0.6% ($1.1M/$192.3M)
464287804
Shares:10.4K
Value:$1.1M
% of Portfolio:0.6% ($1.1M/$192.3M)
AbbVie Inc.
Shares:5.0K
Value:$1.0M
% of Portfolio:0.5% ($1.0M/$192.3M)
TEXAS INSTRUMENTS INC
Shares:5.8K
Value:$1.0M
% of Portfolio:0.5% ($1.0M/$192.3M)
UNITEDHEALTH GROUP INC
Shares:2.0K
Value:$1.0M
% of Portfolio:0.5% ($1.0M/$192.3M)
14020Y102
Shares:41.0K
Value:$920.8K
% of Portfolio:0.5% ($920.8K/$192.3M)
ABBOTT LABORATORIES
Shares:6.9K
Value:$916.4K
% of Portfolio:0.5% ($916.4K/$192.3M)
TRACTOR SUPPLY CO /DE/
Shares:16.3K
Value:$898.4K
% of Portfolio:0.5% ($898.4K/$192.3M)
ILLINOIS TOOL WORKS INC
Shares:3.6K
Value:$894.3K
% of Portfolio:0.5% ($894.3K/$192.3M)
14020Y300
Shares:32.5K
Value:$888.5K
% of Portfolio:0.5% ($888.5K/$192.3M)
Accenture plc
Shares:2.8K
Value:$883.8K
% of Portfolio:0.5% ($883.8K/$192.3M)
SOUTHERN CO
Shares:9.5K
Value:$870.4K
% of Portfolio:0.5% ($870.4K/$192.3M)