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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 3 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BX BLACKSTONE INC Financial Services 9,334.0 $1.1M 0.39% +2K +20.6% $114.98 +0.4%
42 ABT ABBOTT LABORATORIES Healthcare 10,439.0 $1.1M 0.39% +871.0 +9.1% $102.67 -8.3%
43 NUE NUCOR CORP Basic Materials 6,172.0 $1.0M 0.38% +96.0 +1.6% $169.11 +41.8%
44 VYM VANGUARD WHITEHALL FDS 7,027.0 $1.0M 0.38% +40.0 +0.6% $148.10 +6.8%
45 SO SOUTHERN CO Utilities 10,486.0 $1.0M 0.37% +105.0 +1.0% $96.52 +0.7%
46 UBER UBER TECHNOLOGIES INC Technology 13,744.0 $989K 0.36% +3K +29.6% $71.93 +5.9%
47 VEA VANGUARD TAX-MANAGED FDS 15,416.0 $988K 0.36% +396.0 +2.6% $64.08 +10.1%
48 J P MORGAN EXCHANGE TRADED F 18,970.0 $960K 0.35% +8K +79.3% $50.61
49 LLY ELI LILLY & CO Healthcare 1,041.0 $958K 0.35% +25.0 +2.5% $919.93 +31.3%
50 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 10,169.0 $939K 0.34% +2K +20.8% $92.31 -3.0%
51 SMH VANECK ETF TRUST 2,341.0 $898K 0.33% +1K +102.5% $383.46 +59.5%
52 TT TRANE TECHNOLOGIES PLC Industrials 2,151.0 $896K 0.33% +206.0 +10.6% $416.69 +14.7%
53 LIN LINDE PLC Basic Materials 1,758.0 $872K 0.32% +637.0 +56.8% $495.87 +4.8%
54 FENI FIDELITY COVINGTON TRUST 22,808.0 $848K 0.31% +6K +33.9% $37.20 +6.3%
55 NFLX NETFLIX INC. Communication Services 8,527.0 $820K 0.30% +2K +24.9% $96.15 -23.2%
56 FEGE RBB FUND TRUST 17,165.0 $807K 0.30% +6K +49.1% $47.00 +4.3%
57 TJX TJX COS INC NEW Consumer Cyclical 4,990.0 $797K 0.29% +649.0 +14.9% $159.71 -2.8%
58 DHR DANAHER CORP DEL Healthcare 3,997.0 $758K 0.28% +227.0 +6.0% $189.60 +3.2%
59 IEMG ISHARES INC 10,836.0 $756K 0.28% +2K +21.8% $69.75 +16.5%
60 XLF SELECT SECTOR SPDR TR 14,975.0 $739K 0.27% +14K +1965.5% $49.37 +8.5%
Page 3 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%