Richards-Merrill--Peterson

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "JWN",
  null,
  null,
  "ENVX",
  "FIBK",
  null,
  "OSK",
  "BROS",
  "LYFT",
  null,
  "PCG",
  "SMCI",
  "SNOW",
  "MU",
  null,
  "NVG",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "BABA",
  "ATI",
  "VONG",
  "ALL",
  "GOOGL",
  "PRCT",
  null,
  null,
  "AXP",
  "QQQX",
  null,
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "CCI",
  "CMI",
  null,
  null,
  "DUK",
  "D",
  "JPI",
  "OFIX",
  null,
  null,
  "RGTI",
  "SONO",
  "EOG",
  "PNR",
  "ARKB",
  null,
  "NCDL",
  "GD",
  null,
  "GILD",
  "GIS",
  "HON",
  "BITB",
  "HD",
  "HPQ",
  "CAN",
  null,
  "MCD",
  null,
  "BEN",
  "SNN",
  "UNP",
  "GBCI",
  "QCOM",
  "ISRG",
  null,
  null,
  null,
  "PDT",
  "EMXC",
  null,
  "LEN",
  "ITW",
  "IDA",
  "AMAT",
  "RIVN",
  "EMR",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  "COOK",
  null,
  "SFIX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  "LHX",
  "LRCX",
  "LIN",
  null,
  null,
  "NBXG",
  null,
  null,
  null,
  null,
  "MPC",
  null,
  null,
  "MRVL",
  "MA",
  "PODD",
  "MDT",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "ENPH",
  "ETD",
  "EVR",
  "EVRG",
  "GE",
  "NVS",
  "NU",
  "OXY",
  "OMC",
  "ORLY",
  "EMN",
  "ADM",
  "PCAR",
  "DLN",
  "ALK",
  "BX",
  "IJR",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "PAYX",
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "INTC",
  "LDOS",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "JPC",
  "AMGN",
  null,
  "PKG",
  "MSTR",
  null,
  "DGX",
  "FNDX",
  "ROK",
  "SLVM",
  "IEFA",
  "SPGI",
  "SCHX",
  null,
  null,
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "SRE",
  "O",
  "RTX",
  "GLD",
  null,
  "AMT",
  "RSG",
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "TEL",
  "TPR",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TWLO",
  "TRV",
  "UBER",
  "UL",
  "UPS",
  "VO",
  "NEM",
  "MET",
  "SOUN",
  "ATEC",
  "EOSE",
  "VOE",
  "SCHW",
  "BANR",
  "AB",
  null,
  "SUN",
  "STAG",
  null,
  "VWO",
  "HR",
  "UMAC",
  null,
  null,
  "VCIT",
  "OMER",
  null,
  "LAD",
  null,
  null,
  "TOST",
  "TSCO",
  null,
  "WY",
  "PATH",
  null,
  "TSM",
  "GSK",
  "GPN",
  null,
  null,
  "VYM",
  "DD",
  "VRTX",
  null,
  "EA",
  "TT",
  "VRT",
  "SWX",
  "GM",
  "HAL",
  "AFL",
  "AMD",
  "ALLE",
  "SDY",
  "DOV",
  "WAB",
  "IP",
  "F",
  "GNRC",
  "WEC",
  "EQR",
  "WM",
  "IR",
  "NCLH",
  "TTC",
  "GSLC",
  "AEP",
  "FTRE",
  null,
  "IPG",
  "LTRN",
  "PJT",
  "LSTR",
  "PEG",
  "NVO",
  "DHI",
  "VIGI",
  "AMZN",
  "NEA",
  "CMS",
  null,
  "IVE",
  "SIRI",
  "PLUG",
  null,
  "DKS",
  null,
  "KD",
  "AMTM",
  null,
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  "VYMI",
  "MGK",
  null,
  "VTWO",
  "VBK",
  "BNDX",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VTRS",
  "V",
  "WMT",
  "WBA",
  "WFC",
  "WSM",
  "WMB",
  null,
  "WYNN",
  "YUM",
  null,
  null,
  "SOLV",
  null,
  "ESTC",
  "FNF",
  "HY",
  "FR",
  "MTB",
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "SCHG",
  null,
  "SCHA",
  "LVS",
  "JCI",
  "NXPI",
  "LH",
  "MKL",
  "MGM",
  "NWN",
  null,
  "SO",
  "TTD",
  "TRMB",
  "ONL",
  "PSX",
  "CRM",
  "SNAP",
  "PENN",
  "RBLX",
  null,
  null,
  "SYY",
  "DIA",
  null,
  null,
  "LYB",
  null,
  "IUSV",
  null,
  "GEV",
  "MELI",
  "ZBH",
  null,
  "IRTC",
  "EXR",
  "ESGU",
  "NTAP",
  "PSA",
  "FDX",
  null,
  "KMB",
  "LULU",
  "ADP",
  "AVA",
  "BAC",
  "BRK-B",
  "BDX",
  "BJ",
  "BLE",
  "BA",
  null,
  "BMY",
  "CHRW",
  "BWXT",
  "CPB",
  "CARR",
  "CCL",
  "CE",
  "LEU",
  "CVX",
  "LNG",
  "CINF",
  "CB",
  "CMG",
  "CSCO",
  "CLOV",
  "C",
  "CLX",
  "COKE",
  "KO",
  "COIN",
  "CMCSA",
  "COLB",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DSGX",
  "DVN",
  "FANG",
  "DXCM",
  null,
  null,
  "DLR",
  "DPZ",
  "RSP",
  "IJT",
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  null,
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM"
]

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 4 of 25

Sort by:

EMERSON ELECTRIC CO

EMR|291011104

Shares:7.9K

Value:$869.6K

% of Portfolio:0.5% ($869.6K/$192.3M)

QUALCOMM INC/DE

QCOM|747525103

Shares:5.6K

Value:$865.6K

% of Portfolio:0.5% ($865.6K/$192.3M)

ORACLE CORP

ORCL|68389X105

Shares:6.2K

Value:$860.4K

% of Portfolio:0.4% ($860.4K/$192.3M)

Blackstone Inc.

BX|09260D107

Shares:6.1K

Value:$849.5K

% of Portfolio:0.4% ($849.5K/$192.3M)

CONOCOPHILLIPS

COP|20825C104

Shares:8.0K

Value:$839.1K

% of Portfolio:0.4% ($839.1K/$192.3M)

MORGAN STANLEY

MS|617446448

Shares:7.1K

Value:$831.2K

% of Portfolio:0.4% ($831.2K/$192.3M)

921946406

VYM|921946406

Shares:6.0K

Value:$776.1K

% of Portfolio:0.4% ($776.1K/$192.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:4.5K

Value:$749.2K

% of Portfolio:0.4% ($749.2K/$192.3M)

Snowflake Inc.

SNOW|833445109

Shares:5.1K

Value:$741.3K

% of Portfolio:0.4% ($741.3K/$192.3M)

46432F842

IEFA|46432F842

Shares:9.8K

Value:$739.6K

% of Portfolio:0.4% ($739.6K/$192.3M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:8.6K

Value:$729.6K

% of Portfolio:0.4% ($729.6K/$192.3M)

BlackRock, Inc.

BLK|09290D101

Shares:764

Value:$723.1K

% of Portfolio:0.4% ($723.1K/$192.3M)

SYSCO CORP

SYY|871829107

Shares:9.0K

Value:$674.5K

% of Portfolio:0.4% ($674.5K/$192.3M)

PAYCHEX INC

PAYX|704326107

Shares:4.1K

Value:$639.6K

% of Portfolio:0.3% ($639.6K/$192.3M)

AFLAC INC

AFL|001055102

Shares:5.6K

Value:$618.5K

% of Portfolio:0.3% ($618.5K/$192.3M)

NIKE, Inc.

NKE|654106103

Shares:9.6K

Value:$606.5K

% of Portfolio:0.3% ($606.5K/$192.3M)

HORTON D R INC /DE/

DHI|23331A109

Shares:4.7K

Value:$600.4K

% of Portfolio:0.3% ($600.4K/$192.3M)

DANAHER CORP /DE/

DHR|235851102

Shares:2.9K

Value:$593.0K

% of Portfolio:0.3% ($593.0K/$192.3M)

72201R775

Shares:6.4K

Value:$590.4K

% of Portfolio:0.3% ($590.4K/$192.3M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:11.9K

Value:$589.3K

% of Portfolio:0.3% ($589.3K/$192.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EMERSON ELECTRIC CO(EMRcusip291011104)	7.9K	QoQ +1.54% (-121) YoY-	All Managers (Combined)	$869.6K	0.5% ($869.6K/$192.3M)	QoQ -10.15% (-$98.3K) YoY-
QUALCOMM INC/DE(QCOMcusip747525103)	5.6K	QoQ +10.33% (+528) YoY-	All Managers (Combined)	$865.6K	0.5% ($865.6K/$192.3M)	QoQ +10.33% (+$81.1K) YoY-
ORACLE CORP(ORCLcusip68389X105)	6.2K	QoQ +0.48% (-30) YoY-	All Managers (Combined)	$860.4K	0.4% ($860.4K/$192.3M)	QoQ -15.68% (-$160.1K) YoY-
Blackstone Inc.(BXcusip09260D107)	6.1K	QoQ +1.09% (-66) YoY-	All Managers (Combined)	$849.5K	0.4% ($849.5K/$192.3M)	QoQ -18.04% (-$187.0K) YoY-
CONOCOPHILLIPS(COPcusip20825C104)	8.0K	QoQ +20.40% (+1.4K) YoY-	All Managers (Combined)	$839.1K	0.4% ($839.1K/$192.3M)	QoQ +27.51% (+$181.0K) YoY-
MORGAN STANLEY(MScusip617446448)	7.1K	QoQ +14.90% (+924) YoY-	All Managers (Combined)	$831.2K	0.4% ($831.2K/$192.3M)	QoQ +6.63% (+$51.7K) YoY-
(VYMcusip921946406)	6.0K	QoQ -1.63% (-100) YoY-	All Managers (Combined)	$776.1K	0.4% ($776.1K/$192.3M)	QoQ -0.57% (-$4.5K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	4.5K	QoQ +0.04% (+2) YoY-	All Managers (Combined)	$749.2K	0.4% ($749.2K/$192.3M)	QoQ +14.72% (+$96.2K) YoY-
Snowflake Inc.(SNOWcusip833445109)	5.1K	QoQ +11.30% (+515) YoY-	All Managers (Combined)	$741.3K	0.4% ($741.3K/$192.3M)	QoQ +5.35% (+$37.7K) YoY-
(IEFAcusip46432F842)	9.8K	QoQ +18.36% (+1.5K) YoY-	All Managers (Combined)	$739.6K	0.4% ($739.6K/$192.3M)	QoQ +27.41% (+$159.1K) YoY-
Palantir Technologies Inc.(PLTRcusip69608A108)	8.6K	QoQ +3.34% (+280) YoY-	All Managers (Combined)	$729.6K	0.4% ($729.6K/$192.3M)	QoQ +15.33% (+$97.0K) YoY-
BlackRock, Inc.(BLKcusip09290D101)	764	QoQ -4.61% (-37) YoY-	All Managers (Combined)	$723.1K	0.4% ($723.1K/$192.3M)	QoQ -11.97% (-$98.4K) YoY-
SYSCO CORP(SYYcusip871829107)	9.0K	QoQ -3.25% (-302) YoY-	All Managers (Combined)	$674.5K	0.4% ($674.5K/$192.3M)	QoQ -5.04% (-$35.8K) YoY-
PAYCHEX INC(PAYXcusip704326107)	4.1K	QoQ -1.75% (-74) YoY-	All Managers (Combined)	$639.6K	0.3% ($639.6K/$192.3M)	QoQ +8.09% (-$47.9K) YoY-
AFLAC INC(AFLcusip001055102)	5.6K	QoQ -2.98% (-171) YoY-	All Managers (Combined)	$618.5K	0.3% ($618.5K/$192.3M)	QoQ +4.28% (-$25.4K) YoY-
NIKE, Inc.(NKEcusip654106103)	9.6K	QoQ +9.63% (-840) YoY-	All Managers (Combined)	$606.5K	0.3% ($606.5K/$192.3M)	QoQ -8.02% (-$52.9K) YoY-
HORTON D R INC /DE/(DHIcusip23331A109)	4.7K	QoQ -6.88% (-349) YoY-	All Managers (Combined)	$600.4K	0.3% ($600.4K/$192.3M)	QoQ -15.33% (-$108.8K) YoY-
DANAHER CORP /DE/(DHRcusip235851102)	2.9K	QoQ +5.73% (-157) YoY-	All Managers (Combined)	$593.0K	0.3% ($593.0K/$192.3M)	QoQ -5.56% (-$35.0K) YoY-
(cusip72201R775)✕	6.4K	QoQ +10.71% (+618) YoY-	All Managers (Combined)	$590.4K	0.3% ($590.4K/$192.3M)	QoQ +13.22% (+$69.0K) YoY-
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	11.9K	QoQ +6.22% (+700) YoY-	All Managers (Combined)	$589.3K	0.3% ($589.3K/$192.3M)	QoQ +6.12% (+$34.0K) YoY-