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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 4 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SBUX STARBUCKS CORP Consumer Cyclical 12,212.0 $1.1M 0.40% +236.0 +2.0% $89.59 +16.8%
62 EMR EMERSON ELEC CO Industrials 8,344.0 $1.1M 0.40% -63.0 -0.8% $131.02 +9.5%
63 TXN TEXAS INSTRS INC Technology 5,616.0 $1.1M 0.40% $194.13 +47.0%
64 BX BLACKSTONE INC Financial Services 9,334.0 $1.1M 0.39% +2K +20.6% $114.98 +0.4%
65 ABT ABBOTT LABORATORIES Healthcare 10,439.0 $1.1M 0.39% +871.0 +9.1% $102.67 -8.3%
66 LHX L3HARRIS TECHNOLOGIES INC Industrials 3,074.0 $1.1M 0.39% $345.15 -15.6%
67 NUE NUCOR CORP Basic Materials 6,172.0 $1.0M 0.38% +96.0 +1.6% $169.11 +41.8%
68 VYM VANGUARD WHITEHALL FDS 7,027.0 $1.0M 0.38% +40.0 +0.6% $148.10 +6.8%
69 SO SOUTHERN CO Utilities 10,486.0 $1.0M 0.37% +105.0 +1.0% $96.52 +0.7%
70 UBER UBER TECHNOLOGIES INC Technology 13,744.0 $989K 0.36% +3K +29.6% $71.93 +5.9%
71 VEA VANGUARD TAX-MANAGED FDS 15,416.0 $988K 0.36% +396.0 +2.6% $64.08 +10.1%
72 J P MORGAN EXCHANGE TRADED F 18,970.0 $960K 0.35% +8K +79.3% $50.61
73 LLY ELI LILLY & CO Healthcare 1,041.0 $958K 0.35% +25.0 +2.5% $919.93 +31.3%
74 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 10,169.0 $939K 0.34% +2K +20.8% $92.31 -3.0%
75 IEFA ISHARES TR 9,995.0 $905K 0.33% $90.53 +5.5%
76 UNP UNION PAC CORP Industrials 3,702.0 $898K 0.33% -331.0 -8.2% $242.60 +10.6%
77 SMH VANECK ETF TRUST 2,341.0 $898K 0.33% +1K +102.5% $383.46 +59.5%
78 TT TRANE TECHNOLOGIES PLC Industrials 2,151.0 $896K 0.33% +206.0 +10.6% $416.69 +14.7%
79 LIN LINDE PLC Basic Materials 1,758.0 $872K 0.32% +637.0 +56.8% $495.87 +4.8%
80 AXP AMERICAN EXPRESS CO Financial Services 2,881.0 $871K 0.32% -18.0 -0.6% $302.45 +12.5%
Page 4 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%