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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 5 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJT ISHARES TR 6,145.0 $867K 0.33% NEW $141.16 +24.9%
82 UBER UBER TECHNOLOGIES INC Technology 10,601.0 $866K 0.33% NEW $81.71 -6.7%
83 DHR DANAHER CORPORATION Healthcare 3,770.0 $863K 0.33% NEW $228.89 -14.5%
84 TSLA TESLA INC Consumer Cyclical 1,871.0 $841K 0.32% NEW $449.72 -15.6%
85 TSCO TRACTOR SUPPLY CO Consumer Cyclical 16,770.0 $839K 0.32% NEW $50.01 -37.6%
86 UNH UNITEDHEALTH GROUP INC Healthcare 2,513.0 $830K 0.32% NEW $330.09 +29.6%
87 APD AIR PRODS & CHEMS INC Basic Materials 3,354.0 $829K 0.32% NEW $247.06 +12.4%
88 ITW ILLINOIS TOOL WKS INC Industrials 3,173.0 $782K 0.30% NEW $246.31 +8.7%
89 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 8,415.0 $768K 0.29% NEW $91.21 -1.8%
90 TT TRANE TECHNOLOGIES PLC Industrials 1,945.0 $757K 0.29% NEW $389.19 +22.8%
91 DIS DISNEY WALT CO Communication Services 6,385.0 $726K 0.28% NEW $113.77 -13.2%
92 ACN ACCENTURE PLC IRELAND Technology 2,504.0 $672K 0.26% NEW $268.34 -51.9%
93 LMT LOCKHEED MARTIN CORP Industrials 1,386.0 $670K 0.26% NEW $483.71 +4.9%
94 TJX TJX COS INC NEW Consumer Cyclical 4,341.0 $667K 0.26% NEW $153.60 +1.1%
95 DHI D R HORTON INC Consumer Cyclical 4,495.0 $647K 0.25% NEW $144.02 +15.5%
96 NKE NIKE INC Consumer Cyclical 10,093.0 $643K 0.25% NEW $63.71 -36.0%
97 NFLX NETFLIX INC Communication Services 6,826.0 $640K 0.24% NEW $93.76 -21.3%
98 IJK ISHARES TR 6,471.0 $627K 0.24% NEW $96.88 +19.1%
99 FENI FIDELITY COVINGTON TRUST 17,035.0 $623K 0.24% NEW $36.58 +8.1%
100 MA MASTERCARD INCORPORATED Financial Services 1,089.0 $622K 0.24% NEW $571.06 -12.6%
Page 5 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%