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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 3 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMT WALMART INC Consumer Defensive 13,793.0 $1.7M 0.63% $124.28 -6.9%
42 KO COCA COLA CO Consumer Defensive 21,884.0 $1.7M 0.61% +541.0 +2.5% $76.05 +8.7%
43 CGMS CAPITAL GRP FIXED INCM ETF T 59,775.0 $1.6M 0.60% -2K -2.5% $27.23 +1.0%
44 VZ VERIZON COMMUNICATIONS INC Communication Services 31,694.0 $1.6M 0.58% -792.0 -2.4% $50.20 -7.3%
45 WM WASTE MGMT INC DEL Industrials 6,718.0 $1.5M 0.57% +55.0 +0.8% $229.79 -1.9%
46 HON HONEYWELL INTL INC Industrials 6,784.0 $1.5M 0.56% -373.0 -5.2% $226.04 +2.7%
47 CEG CONSTELLATION ENERGY CORP Utilities 5,377.0 $1.5M 0.55% +274.0 +5.4% $279.23 -5.4%
48 MDT MEDTRONIC PLC Healthcare 17,054.0 $1.5M 0.54% $86.65 -6.5%
49 TMUS T-MOBILE US INC Communication Services 6,937.0 $1.5M 0.53% +272.0 +4.1% $210.03 -13.0%
50 ABBV ABBVIE INC Healthcare 6,683.0 $1.5M 0.53% +96.0 +1.5% $217.49 +15.6%
51 JNJ JOHNSON & JOHNSON Healthcare 5,842.0 $1.4M 0.52% +68.0 +1.2% $244.43 +4.2%
52 IJR ISHARES TR 11,428.0 $1.4M 0.52% -134.0 -1.2% $124.31 +18.6%
53 FDX FEDEX CORP Industrials 3,900.0 $1.4M 0.51% -279.0 -6.7% $356.14 -10.6%
54 AVA AVISTA CORP Utilities 33,460.0 $1.3M 0.49% -674.0 -2.0% $40.14 +4.1%
55 CGCP CAPITAL GRP FIXED INCM ETF T 59,191.0 $1.3M 0.48% +1K +2.5% $22.34 +0.4%
56 USB US BANCORP Financial Services 25,171.0 $1.3M 0.48% -751.0 -2.9% $52.01 +17.1%
57 ORCL ORACLE CORP Technology 8,531.0 $1.3M 0.46% +817.0 +10.6% $147.11 +1.1%
58 PANW PALO ALTO NETWORKS INC Technology 7,729.0 $1.2M 0.46% +1K +17.7% $160.32 +89.7%
59 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,453.0 $1.2M 0.43% +531.0 +18.2% $337.91 +27.9%
60 WDIV SPDR INDEX SHS FDS 14,572.0 $1.1M 0.41% +3K +24.6% $77.15 +3.8%
Page 3 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%