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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 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWM ISHARES TR 3,197.0 $793K 0.29% -351.0 -9.9% $248.00 +20.1%
22 IJT ISHARES TR 5,465.0 $791K 0.29% -680.0 -11.1% $144.72 +21.8%
23 ITW ILLINOIS TOOL WKS INC Industrials 2,990.0 $778K 0.28% -183.0 -5.8% $260.27 +2.9%
24 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,539.0 $737K 0.27% -815.0 -24.3% $290.44 -4.4%
25 DIS DISNEY WALT CO Communication Services 6,155.0 $593K 0.22% -230.0 -3.6% $96.38 +2.5%
26 COP CONOCOPHILLIPS Energy 4,224.0 $558K 0.20% -513.0 -10.8% $132.00 -19.7%
27 VOE VANGUARD INDEX FDS 2,957.0 $545K 0.20% -51.0 -1.7% $184.28 +8.0%
28 IJK ISHARES TR 5,411.0 $544K 0.20% -1K -16.4% $100.62 +14.6%
29 CRM SALESFORCE INC Technology 2,871.0 $536K 0.20% -1K -32.3% $186.68 -15.2%
30 DHI D R HORTON INC Consumer Cyclical 3,805.0 $522K 0.19% -690.0 -15.3% $137.23 +21.2%
31 AFL AFLAC INC Financial Services 4,682.0 $514K 0.19% -537.0 -10.3% $109.72 +9.5%
32 KMI KINDER MORGAN INC DEL Energy 15,002.0 $503K 0.18% -920.0 -5.8% $33.53 -1.0%
33 QCOM QUALCOMM INC Technology 3,753.0 $483K 0.18% -3K -43.5% $128.78 +47.1%
34 ACN ACCENTURE PLC IRELAND Technology 2,319.0 $460K 0.17% -185.0 -7.4% $198.29 -35.0%
35 IVW ISHARES TR 4,043.0 $457K 0.17% -150.0 -3.6% $113.11 +17.2%
36 BAC BANK AMERICA CORP Financial Services 9,131.0 $445K 0.16% -200.0 -2.1% $48.75 +18.7%
37 AMGN AMGEN INC Healthcare 1,136.0 $400K 0.15% -30.0 -2.6% $351.91 +1.8%
38 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 7,155.0 $377K 0.14% -2K -17.7% $52.76 -12.3%
39 PSX PHILLIPS 66 Energy 2,044.0 $372K 0.14% -109.0 -5.1% $182.18 -5.8%
40 SYY SYSCO CORP Consumer Defensive 5,161.0 $368K 0.14% -2K -27.7% $71.33 +16.1%
Page 2 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%