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 7 of 25

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Phillips 66

PSX|718546104

Shares:2.3K

Value:$288.0K

% of Portfolio:0.1% ($288.0K/$192.3M)

464287150

ITOT|464287150

Shares:2.4K

Value:$286.7K

% of Portfolio:0.1% ($286.7K/$192.3M)

14020W106

Shares:8.0K

Value:$285.1K

% of Portfolio:0.1% ($285.1K/$192.3M)

464287200

IVV|464287200

Shares:505

Value:$283.8K

% of Portfolio:0.1% ($283.8K/$192.3M)

PEPSICO INC

PEP|713448108

Shares:1.9K

Value:$277.3K

% of Portfolio:0.1% ($277.3K/$192.3M)

74348A467

Shares:2.7K

Value:$276.6K

% of Portfolio:0.1% ($276.6K/$192.3M)

Eos Energy Enterprises, Inc.

EOSE|29415C101

Shares:72.4K

Value:$273.6K

% of Portfolio:0.1% ($273.6K/$192.3M)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:1.0K

Value:$268.1K

% of Portfolio:0.1% ($268.1K/$192.3M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:635

Value:$266.6K

% of Portfolio:0.1% ($266.6K/$192.3M)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:1.4K

Value:$264.2K

% of Portfolio:0.1% ($264.2K/$192.3M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:1.9K

Value:$263.1K

% of Portfolio:0.1% ($263.1K/$192.3M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:2.1K

Value:$261.6K

% of Portfolio:0.1% ($261.6K/$192.3M)

Uber Technologies, Inc

UBER|90353T100

Shares:3.6K

Value:$259.5K

% of Portfolio:0.1% ($259.5K/$192.3M)

BLACKROCK MUNICIPAL INCOME TRUST II

BLE|09249N101

Shares:24.9K

Value:$258.7K

% of Portfolio:0.1% ($258.7K/$192.3M)

STAG Industrial, Inc.

STAG|85254J102

Shares:7.1K

Value:$256.2K

% of Portfolio:0.1% ($256.2K/$192.3M)

46641Q837

Shares:5.0K

Value:$252.1K

% of Portfolio:0.1% ($252.1K/$192.3M)

Prologis, Inc.

PLD|74340W103

Shares:2.2K

Value:$244.7K

% of Portfolio:0.1% ($244.7K/$192.3M)

98149E303

Shares:3.9K

Value:$241.4K

% of Portfolio:0.1% ($241.4K/$192.3M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:2.2K

Value:$239.1K

% of Portfolio:0.1% ($239.1K/$192.3M)

TARGET CORP

TGT|87612E106

Shares:2.2K

Value:$233.5K

% of Portfolio:0.1% ($233.5K/$192.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Phillips 66(PSXcusip718546104)	2.3K	QoQ +6.38% (+140) YoY-	All Managers (Combined)	$288.0K	0.1% ($288.0K/$192.3M)	QoQ +15.29% (+$38.2K) YoY-
(ITOTcusip464287150)	2.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$286.7K	0.1% ($286.7K/$192.3M)	QoQ -5.13% (-$15.5K) YoY-
(cusip14020W106)✕	8.0K	QoQ +27.59% (+1.7K) YoY-	All Managers (Combined)	$285.1K	0.1% ($285.1K/$192.3M)	QoQ +28.96% (+$64.0K) YoY-
(IVVcusip464287200)	505	QoQ +4.55% (-22) YoY-	All Managers (Combined)	$283.8K	0.1% ($283.8K/$192.3M)	QoQ -0.20% (-$572) YoY-
PEPSICO INC(PEPcusip713448108)	1.9K	QoQ +2.72% (+49) YoY-	All Managers (Combined)	$277.3K	0.1% ($277.3K/$192.3M)	QoQ +1.27% (+$3.5K) YoY-
(cusip74348A467)✕	2.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$276.6K	0.1% ($276.6K/$192.3M)	QoQ +2.64% (+$7.1K) YoY-
Eos Energy Enterprises, Inc.(EOSEcusip29415C101)	72.4K	QoQ +41.91% (+21.4K) YoY-	All Managers (Combined)	$273.6K	0.1% ($273.6K/$192.3M)	QoQ +10.37% (+$25.7K) YoY-
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	1.0K	QoQ -9.81% (-113) YoY-	All Managers (Combined)	$268.1K	0.1% ($268.1K/$192.3M)	QoQ -18.50% (-$60.9K) YoY-
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	635	QoQ -5.92% (-40) YoY-	All Managers (Combined)	$266.6K	0.1% ($266.6K/$192.3M)	QoQ -7.16% (-$20.6K) YoY-
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	1.4K	QoQ -23.44% (-441) YoY-	All Managers (Combined)	$264.2K	0.1% ($264.2K/$192.3M)	QoQ -36.42% (-$151.4K) YoY-
KIMBERLY CLARK CORP(KMBcusip494368103)	1.9K	QoQ -4.88% (-95) YoY-	All Managers (Combined)	$263.1K	0.1% ($263.1K/$192.3M)	QoQ +3.23% (-$8.2K) YoY-
TJX COMPANIES INC /DE/(TJXcusip872540109)	2.1K	QoQ +146.33% (+1.3K) YoY-	All Managers (Combined)	$261.6K	0.1% ($261.6K/$192.3M)	QoQ +148.31% (+$156.2K) YoY-
Uber Technologies, Inc(UBERcusip90353T100)	3.6K	QoQ NEW(+3.6K) YoY-	All Managers (Combined)	$259.5K	0.1% ($259.5K/$192.3M)	QoQ NEW(+$259.5K) YoY-
BLACKROCK MUNICIPAL INCOME TRUST II(BLEcusip09249N101)	24.9K	QoQ -13.84% (-4.0K) YoY-	All Managers (Combined)	$258.7K	0.1% ($258.7K/$192.3M)	QoQ -14.82% (-$45.0K) YoY-
STAG Industrial, Inc.(STAGcusip85254J102)	7.1K	QoQ -7.71% (-593) YoY-	All Managers (Combined)	$256.2K	0.1% ($256.2K/$192.3M)	QoQ -1.43% (-$3.7K) YoY-
(cusip46641Q837)✕	5.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$252.1K	0.1% ($252.1K/$192.3M)	QoQ +0.51% (+$1.3K) YoY-
Prologis, Inc.(PLDcusip74340W103)	2.2K	QoQ +76.81% (+951) YoY-	All Managers (Combined)	$244.7K	0.1% ($244.7K/$192.3M)	QoQ +87.07% (+$113.9K) YoY-
(cusip98149E303)✕	3.9K	QoQ +387.50% (+3.1K) YoY-	All Managers (Combined)	$241.4K	0.1% ($241.4K/$192.3M)	QoQ +480.33% (+$199.8K) YoY-
UNITED PARCEL SERVICE INC(UPScusip911312106)	2.2K	QoQ -0.54% (-12) YoY-	All Managers (Combined)	$239.1K	0.1% ($239.1K/$192.3M)	QoQ -13.25% (-$36.5K) YoY-
TARGET CORP(TGTcusip87612E106)	2.2K	QoQ -2.18% (-50) YoY-	All Managers (Combined)	$233.5K	0.1% ($233.5K/$192.3M)	QoQ -24.48% (-$75.7K) YoY-