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

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316092840

Shares:3.1K

Value:$153.8K

% of Portfolio:0.1% ($153.8K/$192.3M)

92189F676

Shares:720

Value:$152.3K

% of Portfolio:0.1% ($152.3K/$192.3M)

CROWN CASTLE INC.

CCI|22822V101

Shares:1.4K

Value:$146.9K

% of Portfolio:0.1% ($146.9K/$192.3M)

46137V472

Shares:1.6K

Value:$146.8K

% of Portfolio:0.1% ($146.8K/$192.3M)

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:2.7K

Value:$144.9K

% of Portfolio:0.1% ($144.9K/$192.3M)

ALLSTATE CORP

ALL|020002101

Shares:685

Value:$141.8K

% of Portfolio:0.1% ($141.8K/$192.3M)

46138J619

Shares:2.6K

Value:$140.6K

% of Portfolio:0.1% ($140.6K/$192.3M)

Duke Energy CORP

DUK|26441C204

Shares:1.1K

Value:$138.6K

% of Portfolio:0.1% ($138.6K/$192.3M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:394

Value:$137.6K

% of Portfolio:0.1% ($137.6K/$192.3M)

464287457

Shares:1.6K

Value:$134.7K

% of Portfolio:0.1% ($134.7K/$192.3M)

922908538

VOT|922908538

Shares:547

Value:$133.8K

% of Portfolio:0.1% ($133.8K/$192.3M)

BANNER CORP

BANR|06652V208

Shares:2.1K

Value:$132.8K

% of Portfolio:0.1% ($132.8K/$192.3M)

HP INC

HPQ|40434L105

Shares:4.6K

Value:$126.7K

% of Portfolio:0.1% ($126.7K/$192.3M)

46137V464

Shares:1.1K

Value:$123.9K

% of Portfolio:0.1% ($123.9K/$192.3M)

Constellation Energy Corp

CEG|21037T109

Shares:605

Value:$122.0K

% of Portfolio:0.1% ($122.0K/$192.3M)

LABCORP HOLDINGS INC.

LH|504922105

Shares:519

Value:$120.8K

% of Portfolio:0.1% ($120.8K/$192.3M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:1.1K

Value:$117.1K

% of Portfolio:0.1% ($117.1K/$192.3M)

00162Q379

Shares:3.8K

Value:$115.2K

% of Portfolio:0.1% ($115.2K/$192.3M)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:1.0K

Value:$113.2K

% of Portfolio:0.1% ($113.2K/$192.3M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:1.5K

Value:$110.0K

% of Portfolio:0.1% ($110.0K/$192.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip316092840)✕	3.1K	QoQ +13.76% (+375) YoY-	All Managers (Combined)	$153.8K	0.1% ($153.8K/$192.3M)	QoQ +12.98% (+$17.7K) YoY-
(cusip92189F676)✕	720	QoQ NEW(+720) YoY-	All Managers (Combined)	$152.3K	0.1% ($152.3K/$192.3M)	QoQ NEW(+$152.3K) YoY-
CROWN CASTLE INC.(CCIcusip22822V101)	1.4K	QoQ -6.50% (-98) YoY-	All Managers (Combined)	$146.9K	0.1% ($146.9K/$192.3M)	QoQ +7.37% (-$10.1K) YoY-
(cusip46137V472)✕	1.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$146.8K	0.1% ($146.8K/$192.3M)	QoQ -7.04% (-$11.1K) YoY-
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	2.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$144.9K	0.1% ($144.9K/$192.3M)	QoQ -0.87% (-$1.3K) YoY-
ALLSTATE CORP(ALLcusip020002101)	685	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$141.8K	0.1% ($141.8K/$192.3M)	QoQ +7.40% (+$9.8K) YoY-
(cusip46138J619)✕	2.6K	QoQ +0.18% (-5) YoY-	All Managers (Combined)	$140.6K	0.1% ($140.6K/$192.3M)	QoQ -1.50% (-$2.2K) YoY-
Duke Energy CORP(DUKcusip26441C204)	1.1K	QoQ +9.44% (+98) YoY-	All Managers (Combined)	$138.6K	0.1% ($138.6K/$192.3M)	QoQ +23.89% (+$26.7K) YoY-
SHERWIN WILLIAMS CO(SHWcusip824348106)	394	QoQ -1.99% (-8) YoY-	All Managers (Combined)	$137.6K	0.1% ($137.6K/$192.3M)	QoQ +0.67% (-$929) YoY-
(cusip464287457)✕	1.6K	QoQ +0.36% (+6) YoY-	All Managers (Combined)	$134.7K	0.1% ($134.7K/$192.3M)	QoQ +1.28% (+$1.7K) YoY-
(VOTcusip922908538)	547	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$133.8K	0.1% ($133.8K/$192.3M)	QoQ -3.55% (-$4.9K) YoY-
BANNER CORP(BANRcusip06652V208)	2.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$132.8K	0.1% ($132.8K/$192.3M)	QoQ -4.49% (-$6.2K) YoY-
HP INC(HPQcusip40434L105)	4.6K	QoQ -7.23% (-357) YoY-	All Managers (Combined)	$126.7K	0.1% ($126.7K/$192.3M)	QoQ -21.28% (-$34.3K) YoY-
(cusip46137V464)✕	1.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$123.9K	0.1% ($123.9K/$192.3M)	QoQ -7.90% (-$10.6K) YoY-
Constellation Energy Corp(CEGcusip21037T109)	605	QoQ NEW(+605) YoY-	All Managers (Combined)	$122.0K	0.1% ($122.0K/$192.3M)	QoQ NEW(+$122.0K) YoY-
LABCORP HOLDINGS INC.(LHcusip504922105)	519	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$120.8K	0.1% ($120.8K/$192.3M)	QoQ +1.55% (+$1.8K) YoY-
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	1.1K	QoQ -17.68% (-245) YoY-	All Managers (Combined)	$117.1K	0.1% ($117.1K/$192.3M)	QoQ -29.98% (-$50.2K) YoY-
(cusip00162Q379)✕	3.8K	QoQ +0.20% (+8) YoY-	All Managers (Combined)	$115.2K	0.1% ($115.2K/$192.3M)	QoQ +9.61% (+$10.1K) YoY-
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	1.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$113.2K	0.1% ($113.2K/$192.3M)	QoQ +7.14% (+$7.5K) YoY-
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	1.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$110.0K	0.1% ($110.0K/$192.3M)	QoQ +2.20% (+$2.4K) YoY-