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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 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 5,907.0 $2.8M 1.04% +119.0 +2.1% $479.20
22 CAT CATERPILLAR INC Industrials 3,869.0 $2.7M 1.00% -49.0 -1.2% $708.41 +40.8%
23 ISRG INTUITIVE SURGICAL INC Healthcare 5,931.0 $2.7M 1.00% +263.0 +4.6% $460.99 -12.3%
24 PTRB PGIM ETF TR 65,214.0 $2.7M 0.99% +2K +2.8% $41.51 +0.6%
25 GOOG ALPHABET INC Communication Services 8,965.0 $2.6M 0.94% -338.0 -3.6% $286.87 +16.7%
26 CGDV CAPITAL GROUP DIVIDEND VALUE 59,315.0 $2.5M 0.93% +25K +72.6% $42.54 +14.0%
27 CGCB CAPITAL GRP FIXED INCM ETF T 90,763.0 $2.4M 0.87% +5K +5.7% $26.26 +0.4%
28 V VISA INC Financial Services 7,641.0 $2.3M 0.85% -315.0 -4.0% $302.25 +11.2%
29 LOW LOWES COS INC Consumer Cyclical 9,488.0 $2.2M 0.82% $236.28 -5.8%
30 PLTR PALANTIR TECHNOLOGIES INC Technology 14,950.0 $2.2M 0.80% +705.0 +5.0% $146.28 -22.8%
31 CSCO CISCO SYS INC Technology 27,682.0 $2.1M 0.79% $77.59 +46.6%
32 MU MICRON TECHNOLOGY INC Technology 6,273.0 $2.1M 0.78% +295.0 +4.9% $337.84 +235.2%
33 INCM FRANKLIN TEMPLETON ETF TR 72,745.0 $2.1M 0.77% +20K +38.5% $28.75 +1.4%
34 AVGO BROADCOM INC Technology 6,551.0 $2.0M 0.74% +2K +32.0% $309.51 +17.9%
35 IBM INTERNATIONAL BUSINESS MACHS Technology 7,990.0 $1.9M 0.71% +385.0 +5.1% $242.39 +12.1%
36 MCD MCDONALDS CORP Consumer Cyclical 6,021.0 $1.9M 0.69% +356.0 +6.3% $310.76 -13.2%
37 MRK MERCK & CO INC Healthcare 15,523.0 $1.9M 0.69% -357.0 -2.2% $120.29 +6.7%
38 PG PROCTER & GAMBLE CO Consumer Defensive 12,560.0 $1.8M 0.67% +879.0 +7.5% $144.44 +3.2%
39 MS MORGAN STANLEY Financial Services 10,888.0 $1.8M 0.66% +838.0 +8.3% $164.57 +28.8%
40 IJH ISHARES TR 26,355.0 $1.8M 0.65% +178.0 +0.7% $67.53 +12.8%
Page 2 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%