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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 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CVX CHEVRON CORPORATION Energy 30,312.0 $6.3M 2.30% -4K -12.8% $206.90 -17.3%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 9,383.0 $6.1M 2.24% -53.0 -0.6% $650.36 +12.2%
3 RTX RTX CORPORATION Industrials 18,461.0 $3.6M 1.31% -390.0 -2.1% $192.90 -2.5%
4 AMAT APPLIED MATLS INC Technology 9,560.0 $3.3M 1.20% -161.0 -1.7% $341.78 +83.4%
5 XOM EXXON MOBIL CORP Energy 17,226.0 $2.9M 1.07% -2K -10.2% $169.66 -19.5%
6 CAT CATERPILLAR INC Industrials 3,869.0 $2.7M 1.00% -49.0 -1.2% $708.41 +40.8%
7 GOOG ALPHABET INC Communication Services 8,965.0 $2.6M 0.94% -338.0 -3.6% $286.87 +16.7%
8 V VISA INC Financial Services 7,641.0 $2.3M 0.85% -315.0 -4.0% $302.25 +11.2%
9 MRK MERCK & CO INC Healthcare 15,523.0 $1.9M 0.69% -357.0 -2.2% $120.29 +6.7%
10 CGMS CAPITAL GRP FIXED INCM ETF T 59,775.0 $1.6M 0.60% -2K -2.5% $27.23 +1.0%
11 VZ VERIZON COMMUNICATIONS INC Communication Services 31,694.0 $1.6M 0.58% -792.0 -2.4% $50.20 -7.3%
12 HON HONEYWELL INTL INC Industrials 6,784.0 $1.5M 0.56% -373.0 -5.2% $226.04 +2.7%
13 IJR ISHARES TR 11,428.0 $1.4M 0.52% -134.0 -1.2% $124.31 +18.6%
14 FDX FEDEX CORP Industrials 3,900.0 $1.4M 0.51% -279.0 -6.7% $356.14 -10.6%
15 AVA AVISTA CORP Utilities 33,460.0 $1.3M 0.49% -674.0 -2.0% $40.14 +4.1%
16 USB US BANCORP Financial Services 25,171.0 $1.3M 0.48% -751.0 -2.9% $52.01 +17.1%
17 EMR EMERSON ELEC CO Industrials 8,344.0 $1.1M 0.40% -63.0 -0.8% $131.02 +9.5%
18 UNP UNION PAC CORP Industrials 3,702.0 $898K 0.33% -331.0 -8.2% $242.60 +10.6%
19 AXP AMERICAN EXPRESS CO Financial Services 2,881.0 $871K 0.32% -18.0 -0.6% $302.45 +12.5%
20 BLK BLACKROCK INC Financial Services 833.0 $801K 0.29% -17.0 -2.0% $962.02 +0.3%
Page 1 of 3  ·  58 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%