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Portfolio (Quarterly) Guide ↗

RICHARDS, MERRILL & PETERSON, INC.

· CIK 0000090108
13F Portfolio $261M AUM 273 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 273 New
Page 2 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 5,788.0 $2.9M 1.11% NEW $502.65
22 V VISA INC Financial Services 7,956.0 $2.8M 1.07% NEW $350.70 -4.1%
23 PTRB PGIM ETF TR 63,447.0 $2.7M 1.02% NEW $42.04 -0.6%
24 PLTR PALANTIR TECHNOLOGIES INC Technology 14,245.0 $2.5M 0.97% NEW $177.75 -36.5%
25 AMAT APPLIED MATLS INC Technology 9,721.0 $2.5M 0.96% NEW $257.00 +143.9%
26 XOM EXXON MOBIL CORP Energy 19,175.0 $2.3M 0.88% NEW $120.34 +13.5%
27 LOW LOWES COS INC Consumer Cyclical 9,510.0 $2.3M 0.88% NEW $241.17 -7.7%
28 CGCB CAPITAL GRP FIXED INCM ETF T 85,903.0 $2.3M 0.87% NEW $26.52 -0.6%
29 IBM INTERNATIONAL BUSINESS MACHS Technology 7,605.0 $2.3M 0.86% NEW $296.21 -8.3%
30 CAT CATERPILLAR INC Industrials 3,918.0 $2.2M 0.86% NEW $572.86 +74.1%
31 CSCO CISCO SYS INC Technology 27,666.0 $2.1M 0.82% NEW $77.03 +47.7%
32 CEG CONSTELLATION ENERGY CORP Utilities 5,103.0 $1.8M 0.69% NEW $353.30 -25.3%
33 MS MORGAN STANLEY Financial Services 10,050.0 $1.8M 0.68% NEW $177.53 +19.4%
34 MCD MCDONALDS CORP Consumer Cyclical 5,665.0 $1.7M 0.66% NEW $305.63 -11.7%
35 IJH ISHARES TR 26,177.0 $1.7M 0.66% NEW $66.00 +15.4%
36 AVGO BROADCOM INC Technology 4,963.0 $1.7M 0.66% NEW $346.10 +5.5%
37 MU MICRON TECHNOLOGY INC Technology 5,978.0 $1.7M 0.65% NEW $285.41 +296.7%
38 CGMS CAPITAL GRP FIXED INCM ETF T 61,327.0 $1.7M 0.65% NEW $27.62 -0.5%
39 PG PROCTER AND GAMBLE CO Consumer Defensive 11,681.0 $1.7M 0.64% NEW $143.31 +4.0%
40 MRK MERCK & CO INC Healthcare 15,880.0 $1.7M 0.64% NEW $105.26 +22.0%
Page 2 of 14  ·  273 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 28.1%
Financial Services 16.9%
Consumer Cyclical 11.3%
Healthcare 9.3%
Industrials 9.2%
Communication Services 9.0%
Consumer Defensive 8.1%
Energy 4.5%
Utilities 2.0%
Basic Materials 1.1%