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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 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 12,763.0 $12.7M 4.67% +83.0 +0.7% $996.46 -4.4%
2 AAPL APPLE INC Technology 48,255.0 $12.2M 4.49% +679.0 +1.4% $253.79 +11.8%
3 MSFT MICROSOFT CORP Technology 31,681.0 $11.7M 4.30% +5K +17.7% $370.17 +0.8%
4 AMZN AMAZON COM INC Consumer Cyclical 48,048.0 $10.0M 3.67% +6K +14.6% $208.27 +11.7%
5 QQQ INVESCO QQQ TR Financial Services 15,623.0 $9.0M 3.31% $577.18 +22.4%
6 NVDA NVIDIA CORPORATION Technology 47,244.0 $8.2M 3.02% +3K +6.3% $174.40 +10.4%
7 GOOGL ALPHABET INC Communication Services 22,567.0 $6.5M 2.38% +2K +7.1% $287.56 +17.3%
8 CVX CHEVRON CORPORATION Energy 30,312.0 $6.3M 2.30% -4K -12.8% $206.90 -17.3%
9 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%
10 SYK STRYKER CORPORATION Healthcare 16,171.0 $5.3M 1.95% +1K +8.2% $328.59 +1.3%
11 CGSD CAPITAL GRP FIXED INCM ETF T 186,984.0 $4.8M 1.77% +63K +50.4% $25.79 +0.1%
12 SCHD SCHWAB STRATEGIC TR 151,829.0 $4.7M 1.71% +32K +26.2% $30.68 +4.5%
13 JPM JPMORGAN CHASE & CO Financial Services 15,730.0 $4.6M 1.70% +354.0 +2.3% $294.16 +11.9%
14 META META PLATFORMS INC Communication Services 7,791.0 $4.5M 1.64% +1K +15.2% $572.11 -3.8%
15 VOO VANGUARD INDEX FDS 6,537.0 $3.9M 1.43% +250.0 +4.0% $597.55 +12.1%
16 RTX RTX CORPORATION Industrials 18,461.0 $3.6M 1.31% -390.0 -2.1% $192.90 -2.5%
17 CGGR CAPITAL GROUP GROWTH ETF 84,742.0 $3.4M 1.25% +15K +21.4% $40.19 +13.9%
18 AMAT APPLIED MATLS INC Technology 9,560.0 $3.3M 1.20% -161.0 -1.7% $341.78 +83.4%
19 HD HOME DEPOT INC Consumer Cyclical 9,878.0 $3.2M 1.19% +178.0 +1.8% $328.88 +6.1%
20 XOM EXXON MOBIL CORP Energy 17,226.0 $2.9M 1.07% -2K -10.2% $169.66 -19.5%
Page 1 of 15  ·  283 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%