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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 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QJUN FIRST TR EXCHNG TRADED FD VI 18,000.0 $562K 0.21% NEW $31.25 +5.2%
2 SPXU PROSHARES TR 9,000.0 $511K 0.19% NEW $56.74 -29.8%
3 COPJ SPROTT FDS TR 9,725.0 $379K 0.14% NEW $38.97 -0.4%
4 VIG VANGUARD SPECIALIZED FUNDS 1,630.0 $351K 0.13% NEW $215.06 +9.1%
5 CGXU CAPITAL GROUP INTL FOCUS EQT 10,396.0 $307K 0.11% NEW $29.49 +16.7%
6 CGDG CAPITAL GROUP DIVIDEND GROWE 8,200.0 $294K 0.11% NEW $35.90 +4.5%
7 VRT VERTIV HOLDINGS CO Industrials 980.0 $246K 0.09% NEW $250.58 +21.3%
8 LRCX LAM RESEARCH CORP Technology 1,130.0 $241K 0.09% NEW $213.66 +77.4%
9 VICI VICI PPTYS INC Real Estate 8,590.0 $235K 0.09% NEW $27.32 -0.4%
10 WAB WABTEC Industrials 894.0 $223K 0.08% NEW $249.91 +7.9%
11 DOV DOVER CORP Industrials 1,000.0 $208K 0.08% NEW $208.45 +8.4%
12 KR KROGER CO Consumer Defensive 2,850.0 $206K 0.08% NEW $72.36 -20.2%
13 EQIX EQUINIX INC Real Estate 205.0 $201K 0.07% NEW $980.24 +11.3%
14 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 17,459.0 $197K 0.07% NEW $11.28 +4.2%
15 SHV ISHARES TR 1,450.0 $160K 0.06% NEW $110.39 -0.1%
16 JPEM J P MORGAN EXCHANGE TRADED F 846.0 $53K 0.02% NEW $62.13 +0.9%
17 FLQM FRANKLIN TEMPLETON ETF TR 949.0 $52K 0.02% NEW $54.93 +5.7%
18 ICLN ISHARES TR 1,700.0 $31K 0.01% NEW $18.29 +6.6%
19 PAAA PGIM ETF TR 500.0 $26K 0.01% NEW $51.18 +0.5%
20 TM TOYOTA MOTOR CORP Consumer Cyclical 45.0 $9K 0.00% NEW $206.09 -16.8%
Page 1 of 2  ·  22 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%