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Portfolio (Quarterly) Guide ↗

RICHARDS, MERRILL & PETERSON, INC.

· CIK 0000090108
13F Portfolio $273M AUM 283 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 108 Added 58 Reduced 12 Exited
Page 2 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MU MICRON TECHNOLOGY INC Technology 6,273.0 $2.1M 0.78% +295.0 +4.9% $337.84 +235.2%
22 INCM FRANKLIN TEMPLETON ETF TR 72,745.0 $2.1M 0.77% +20K +38.5% $28.75 +1.4%
23 AVGO BROADCOM INC Technology 6,551.0 $2.0M 0.74% +2K +32.0% $309.51 +17.9%
24 IBM INTERNATIONAL BUSINESS MACHS Technology 7,990.0 $1.9M 0.71% +385.0 +5.1% $242.39 +12.1%
25 MCD MCDONALDS CORP Consumer Cyclical 6,021.0 $1.9M 0.69% +356.0 +6.3% $310.76 -13.2%
26 PG PROCTER & GAMBLE CO Consumer Defensive 12,560.0 $1.8M 0.67% +879.0 +7.5% $144.44 +3.2%
27 MS MORGAN STANLEY Financial Services 10,888.0 $1.8M 0.66% +838.0 +8.3% $164.57 +28.8%
28 IJH ISHARES TR 26,355.0 $1.8M 0.65% +178.0 +0.7% $67.53 +12.8%
29 KO COCA COLA CO Consumer Defensive 21,884.0 $1.7M 0.61% +541.0 +2.5% $76.05 +8.7%
30 WM WASTE MGMT INC DEL Industrials 6,718.0 $1.5M 0.57% +55.0 +0.8% $229.79 -1.9%
31 CEG CONSTELLATION ENERGY CORP Utilities 5,377.0 $1.5M 0.55% +274.0 +5.4% $279.23 -5.4%
32 TMUS T-MOBILE US INC Communication Services 6,937.0 $1.5M 0.53% +272.0 +4.1% $210.03 -13.0%
33 ABBV ABBVIE INC Healthcare 6,683.0 $1.5M 0.53% +96.0 +1.5% $217.49 +15.6%
34 JNJ JOHNSON & JOHNSON Healthcare 5,842.0 $1.4M 0.52% +68.0 +1.2% $244.43 +4.2%
35 CGCP CAPITAL GRP FIXED INCM ETF T 59,191.0 $1.3M 0.48% +1K +2.5% $22.34 +0.4%
36 ORCL ORACLE CORP Technology 8,531.0 $1.3M 0.46% +817.0 +10.6% $147.11 +1.1%
37 PANW PALO ALTO NETWORKS INC Technology 7,729.0 $1.2M 0.46% +1K +17.7% $160.32 +89.7%
38 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,453.0 $1.2M 0.43% +531.0 +18.2% $337.91 +27.9%
39 WDIV SPDR INDEX SHS FDS 14,572.0 $1.1M 0.41% +3K +24.6% $77.15 +3.8%
40 SBUX STARBUCKS CORP Consumer Cyclical 12,212.0 $1.1M 0.40% +236.0 +2.0% $89.59 +16.8%
Page 2 of 6  ·  108 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.1%
Financial Services 15.3%
Consumer Cyclical 11.3%
Industrials 10.0%
Consumer Defensive 9.3%
Healthcare 9.0%
Communication Services 8.8%
Energy 5.4%
Utilities 2.0%
Basic Materials 1.3%