Richards, Merrill & Peterson, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 494Value: $192.3MLatest: 2025Q1

RICHARDS, MERRILL & PETERSON, INC. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 494 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
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  null,
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  "ENVX",
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  null,
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  null,
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  null,
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  "T",
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  "LEN",
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  "ICE",
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  "META",
  null,
  null,
  "IVW",
  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
  "KMI",
  null,
  "LHX",
  "LRCX",
  "LIN",
  null,
  null,
  "NBXG",
  null,
  null,
  null,
  null,
  "MPC",
  null,
  null,
  "MRVL",
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  "PODD",
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  "APA",
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  "MS",
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  "ENPH",
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  "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",
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  "PG",
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  "VZ",
  null,
  "JPC",
  "AMGN",
  null,
  "PKG",
  "MSTR",
  null,
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  "ROK",
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  "SCHX",
  null,
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  "SHW",
  "SHOP",
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  "O",
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  null,
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  "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",
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  "GM",
  "HAL",
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  "ALLE",
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  "DOV",
  "WAB",
  "IP",
  "F",
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  "WEC",
  "EQR",
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  null,
  "IVE",
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  null,
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  "V",
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  null,
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  null,
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  "JCI",
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  null,
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  "SYY",
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  null,
  null,
  "LYB",
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  null,
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  null,
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  null,
  "KMB",
  "LULU",
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  "BRK-B",
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  null,
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  "CE",
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  null,
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  "DLR",
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  "IJT",
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  "J",
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  "NEE",
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  "QQQ",
  "IWM",
  "DIS",
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  "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:

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Page 1 of 25

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Apple Inc.

AAPL|037833100

Shares:47.2K

Value:$10.5M

% of Portfolio:5.5% ($10.5M/$192.3M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:10.2K

Value:$9.7M

% of Portfolio:5.0% ($9.7M/$192.3M)

MICROSOFT CORP

MSFT|594918104

Shares:25.1K

Value:$9.4M

% of Portfolio:4.9% ($9.4M/$192.3M)

AMAZON COM INC

AMZN|023135106

Shares:35.7K

Value:$6.8M

% of Portfolio:3.5% ($6.8M/$192.3M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:13.7K

Value:$6.4M

% of Portfolio:3.4% ($6.4M/$192.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:9.4K

Value:$5.3M

% of Portfolio:2.7% ($5.3M/$192.3M)

STRYKER CORP

SYK|863667101

Shares:12.6K

Value:$4.7M

% of Portfolio:2.4% ($4.7M/$192.3M)

CHEVRON CORP

CVX|166764100

Shares:24.0K

Value:$4.0M

% of Portfolio:2.1% ($4.0M/$192.3M)

NVIDIA CORP

NVDA|67066G104

Shares:32.9K

Value:$3.6M

% of Portfolio:1.9% ($3.6M/$192.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:14.4K

Value:$3.5M

% of Portfolio:1.8% ($3.5M/$192.3M)

HOME DEPOT, INC.

HD|437076102

Shares:8.7K

Value:$3.2M

% of Portfolio:1.7% ($3.2M/$192.3M)

Meta Platforms, Inc.

META|30303M102

Shares:5.3K

Value:$3.0M

% of Portfolio:1.6% ($3.0M/$192.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:17.5K

Value:$2.7M

% of Portfolio:1.4% ($2.7M/$192.3M)

VISA INC.

V|92826C839

Shares:7.7K

Value:$2.7M

% of Portfolio:1.4% ($2.7M/$192.3M)

RTX Corp

RTX|75513E101

Shares:17.6K

Value:$2.3M

% of Portfolio:1.2% ($2.3M/$192.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.0K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$192.3M)

LOWES COMPANIES INC

LOW|548661107

Shares:8.9K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$192.3M)

808524797

SCHD|808524797

Shares:74.5K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$192.3M)

14020Y409

Shares:75.3K

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$192.3M)

922908363

VOO|922908363

Shares:3.8K

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$192.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	47.2K	QoQ -2.10% (-1.0K) YoY-	All Managers (Combined)	$10.5M	5.5% ($10.5M/$192.3M)	QoQ -13.16% (-$1.6M) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	10.2K	QoQ +0.34% (+35) YoY-	All Managers (Combined)	$9.7M	5.0% ($9.7M/$192.3M)	QoQ +3.57% (+$334.0K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	25.1K	QoQ +0.13% (-33) YoY-	All Managers (Combined)	$9.4M	4.9% ($9.4M/$192.3M)	QoQ -10.82% (-$1.1M) YoY-
AMAZON COM INC(AMZNcusip023135106)	35.7K	QoQ -1.57% (-572) YoY-	All Managers (Combined)	$6.8M	3.5% ($6.8M/$192.3M)	QoQ -14.64% (-$1.2M) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	13.7K	QoQ +5.47% (-713) YoY-	All Managers (Combined)	$6.4M	3.4% ($6.4M/$192.3M)	QoQ -3.25% (-$216.9K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	9.4K	QoQ +0.20% (-19) YoY-	All Managers (Combined)	$5.3M	2.7% ($5.3M/$192.3M)	QoQ -4.36% (-$239.6K) YoY-
STRYKER CORP(SYKcusip863667101)	12.6K	QoQ +10.42% (+1.2K) YoY-	All Managers (Combined)	$4.7M	2.4% ($4.7M/$192.3M)	QoQ +14.16% (+$581.6K) YoY-
CHEVRON CORP(CVXcusip166764100)	24.0K	QoQ +1.97% (+466) YoY-	All Managers (Combined)	$4.0M	2.1% ($4.0M/$192.3M)	QoQ +17.78% (+$606.4K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	32.9K	QoQ +25.58% (+6.7K) YoY-	All Managers (Combined)	$3.6M	1.9% ($3.6M/$192.3M)	QoQ +1.35% (+$47.8K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	14.4K	QoQ -1.00% (-146) YoY-	All Managers (Combined)	$3.5M	1.8% ($3.5M/$192.3M)	QoQ +1.29% (-$45.2K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	8.7K	QoQ -1.70% (-150) YoY-	All Managers (Combined)	$3.2M	1.7% ($3.2M/$192.3M)	QoQ -7.39% (-$253.6K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	5.3K	QoQ +2.67% (+137) YoY-	All Managers (Combined)	$3.0M	1.6% ($3.0M/$192.3M)	QoQ +1.06% (+$32.1K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	17.5K	QoQ +5.81% (-965) YoY-	All Managers (Combined)	$2.7M	1.4% ($2.7M/$192.3M)	QoQ -13.55% (-$425.4K) YoY-
VISA INC.(Vcusip92826C839)	7.7K	QoQ -7.12% (-592) YoY-	All Managers (Combined)	$2.7M	1.4% ($2.7M/$192.3M)	QoQ +2.98% (-$78.4K) YoY-
RTX Corp(RTXcusip75513E101)	17.6K	QoQ -2.93% (-533) YoY-	All Managers (Combined)	$2.3M	1.2% ($2.3M/$192.3M)	QoQ +11.10% (-$233.5K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.0K	QoQ +3.63% (+140) YoY-	All Managers (Combined)	$2.1M	1.1% ($2.1M/$192.3M)	QoQ +21.76% (+$379.9K) YoY-
LOWES COMPANIES INC(LOWcusip548661107)	8.9K	QoQ -2.14% (-196) YoY-	All Managers (Combined)	$2.1M	1.1% ($2.1M/$192.3M)	QoQ -7.52% (-$169.7K) YoY-
(SCHDcusip808524797)	74.5K	QoQ +1.14% (+846) YoY-	All Managers (Combined)	$2.1M	1.1% ($2.1M/$192.3M)	QoQ +3.51% (+$70.8K) YoY-
(cusip14020Y409)✕	75.3K	QoQ +5.57% (+4.0K) YoY-	All Managers (Combined)	$1.9M	1.0% ($1.9M/$192.3M)	QoQ +6.27% (+$114.8K) YoY-
(VOOcusip922908363)	3.8K	QoQ +6.06% (+216) YoY-	All Managers (Combined)	$1.9M	1.0% ($1.9M/$192.3M)	QoQ +1.16% (+$22.4K) YoY-