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 6 of 25

Sort by:

Tesla, Inc.

TSLA|88160R101

Shares:1.6K

Value:$418.8K

% of Portfolio:0.2% ($418.8K/$192.3M)

Dutch Bros Inc.

BROS|26701L100

Shares:6.7K

Value:$414.8K

% of Portfolio:0.2% ($414.8K/$192.3M)

46434G103

IEMG|46434G103

Shares:7.4K

Value:$402.0K

% of Portfolio:0.2% ($402.0K/$192.3M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:7.8K

Value:$389.6K

% of Portfolio:0.2% ($389.6K/$192.3M)

464287309

IVW|464287309

Shares:4.2K

Value:$389.2K

% of Portfolio:0.2% ($389.2K/$192.3M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:2.3K

Value:$387.3K

% of Portfolio:0.2% ($387.3K/$192.3M)

LINDE PLC

LIN|G54950103

Shares:816

Value:$380.0K

% of Portfolio:0.2% ($380.0K/$192.3M)

ETHAN ALLEN INTERIORS INC

ETD|297602104

Shares:13.6K

Value:$377.7K

% of Portfolio:0.2% ($377.7K/$192.3M)

464287705

IJJ|464287705

Shares:3.1K

Value:$366.9K

% of Portfolio:0.2% ($366.9K/$192.3M)

389637109

Shares:5.6K

Value:$363.6K

% of Portfolio:0.2% ($363.6K/$192.3M)

AMGEN INC

AMGN|031162100

Shares:1.2K

Value:$359.6K

% of Portfolio:0.2% ($359.6K/$192.3M)

464287655

IWM|464287655

Shares:1.8K

Value:$359.3K

% of Portfolio:0.2% ($359.3K/$192.3M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:1.0K

Value:$356.8K

% of Portfolio:0.2% ($356.8K/$192.3M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:4.0K

Value:$350.6K

% of Portfolio:0.2% ($350.6K/$192.3M)

PACCAR INC

PCAR|693718108

Shares:3.6K

Value:$348.1K

% of Portfolio:0.2% ($348.1K/$192.3M)

922908629

VO|922908629

Shares:1.3K

Value:$345.3K

% of Portfolio:0.2% ($345.3K/$192.3M)

Broadcom Inc.

AVGO|11135F101

Shares:2.0K

Value:$334.5K

% of Portfolio:0.2% ($334.5K/$192.3M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:2.8K

Value:$318.0K

% of Portfolio:0.2% ($318.0K/$192.3M)

KROGER CO

KR|501044101

Shares:4.7K

Value:$314.8K

% of Portfolio:0.2% ($314.8K/$192.3M)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:1.2K

Value:$300.5K

% of Portfolio:0.2% ($300.5K/$192.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Tesla, Inc.(TSLAcusip88160R101)	1.6K	QoQ -15.03% (-286) YoY-	All Managers (Combined)	$418.8K	0.2% ($418.8K/$192.3M)	QoQ -45.47% (-$349.3K) YoY-
Dutch Bros Inc.(BROScusip26701L100)	6.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$414.8K	0.2% ($414.8K/$192.3M)	QoQ +17.86% (+$62.9K) YoY-
(IEMGcusip46434G103)	7.4K	QoQ +5.31% (+376) YoY-	All Managers (Combined)	$402.0K	0.2% ($402.0K/$192.3M)	QoQ +8.84% (+$32.7K) YoY-
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	7.8K	QoQ +39.94% (+2.2K) YoY-	All Managers (Combined)	$389.6K	0.2% ($389.6K/$192.3M)	QoQ +16.52% (+$55.3K) YoY-
(IVWcusip464287309)	4.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$389.2K	0.2% ($389.2K/$192.3M)	QoQ -8.56% (-$36.5K) YoY-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	2.3K	QoQ +0.86% (-20) YoY-	All Managers (Combined)	$387.3K	0.2% ($387.3K/$192.3M)	QoQ -15.20% (-$69.5K) YoY-
LINDE PLC(LINcusipG54950103)	816	QoQ +3.03% (+24) YoY-	All Managers (Combined)	$380.0K	0.2% ($380.0K/$192.3M)	QoQ +14.58% (+$48.4K) YoY-
ETHAN ALLEN INTERIORS INC(ETDcusip297602104)	13.6K	QoQ -55.04% (-16.7K) YoY-	All Managers (Combined)	$377.7K	0.2% ($377.7K/$192.3M)	QoQ -55.69% (-$474.9K) YoY-
(IJJcusip464287705)	3.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$366.9K	0.2% ($366.9K/$192.3M)	QoQ -4.18% (-$16.0K) YoY-
(cusip389637109)✕	5.6K	QoQ +75.21% (+2.4K) YoY-	All Managers (Combined)	$363.6K	0.2% ($363.6K/$192.3M)	QoQ +54.26% (+$127.9K) YoY-
AMGEN INC(AMGNcusip031162100)	1.2K	QoQ -7.23% (-90) YoY-	All Managers (Combined)	$359.6K	0.2% ($359.6K/$192.3M)	QoQ +10.88% (-$35.3K) YoY-
(IWMcusip464287655)	1.8K	QoQ +23.69% (+345) YoY-	All Managers (Combined)	$359.3K	0.2% ($359.3K/$192.3M)	QoQ +11.67% (+$37.6K) YoY-
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	1.0K	QoQ +0.99% (+10) YoY-	All Managers (Combined)	$356.8K	0.2% ($356.8K/$192.3M)	QoQ +4.07% (+$14.0K) YoY-
MICRON TECHNOLOGY INC(MUcusip595112103)	4.0K	QoQ +77.36% (+1.8K) YoY-	All Managers (Combined)	$350.6K	0.2% ($350.6K/$192.3M)	QoQ +83.11% (+$159.1K) YoY-
PACCAR INC(PCARcusip693718108)	3.6K	QoQ +0.50% (-18) YoY-	All Managers (Combined)	$348.1K	0.2% ($348.1K/$192.3M)	QoQ -5.92% (-$21.9K) YoY-
(VOcusip922908629)	1.3K	QoQ +3.08% (+40) YoY-	All Managers (Combined)	$345.3K	0.2% ($345.3K/$192.3M)	QoQ +0.93% (+$3.2K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	2.0K	QoQ -3.98% (-83) YoY-	All Managers (Combined)	$334.5K	0.2% ($334.5K/$192.3M)	QoQ -30.66% (-$147.9K) YoY-
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	2.8K	QoQ +1.85% (-52) YoY-	All Managers (Combined)	$318.0K	0.2% ($318.0K/$192.3M)	QoQ -4.03% (-$13.4K) YoY-
KROGER CO(KRcusip501044101)	4.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$314.8K	0.2% ($314.8K/$192.3M)	QoQ +10.69% (+$30.4K) YoY-
REPUBLIC SERVICES, INC.(RSGcusip760759100)	1.2K	QoQ +0.08% (+1) YoY-	All Managers (Combined)	$300.5K	0.2% ($300.5K/$192.3M)	QoQ +20.39% (+$50.9K) YoY-