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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 5 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LEIDOS HOLDINGS INC 5,601.0 $871K 0.32% $155.52
82 FENI FIDELITY COVINGTON TRUST 22,808.0 $848K 0.31% +6K +33.9% $37.20 +6.3%
83 LMT LOCKHEED MARTIN CORP Industrials 1,391.0 $841K 0.31% $604.55 -16.1%
84 NFLX NETFLIX INC. Communication Services 8,527.0 $820K 0.30% +2K +24.9% $96.15 -23.2%
85 FEGE RBB FUND TRUST 17,165.0 $807K 0.30% +6K +49.1% $47.00 +4.3%
86 BLK BLACKROCK INC Financial Services 833.0 $801K 0.29% -17.0 -2.0% $962.02 +0.3%
87 TJX TJX COS INC NEW Consumer Cyclical 4,990.0 $797K 0.29% +649.0 +14.9% $159.71 -2.8%
88 IWM ISHARES TR 3,197.0 $793K 0.29% -351.0 -9.9% $248.00 +20.1%
89 IJT ISHARES TR 5,465.0 $791K 0.29% -680.0 -11.1% $144.72 +21.8%
90 ITW ILLINOIS TOOL WKS INC Industrials 2,990.0 $778K 0.28% -183.0 -5.8% $260.27 +2.9%
91 TSCO TRACTOR SUPPLY CO Consumer Cyclical 16,820.0 $762K 0.28% $45.30 -31.1%
92 DHR DANAHER CORP DEL Healthcare 3,997.0 $758K 0.28% +227.0 +6.0% $189.60 +3.2%
93 IEMG ISHARES INC 10,836.0 $756K 0.28% +2K +21.8% $69.75 +16.5%
94 XLF SELECT SECTOR SPDR TR 14,975.0 $739K 0.27% +14K +1965.5% $49.37 +8.5%
95 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,539.0 $737K 0.27% -815.0 -24.3% $290.44 -4.4%
96 TSLA TESLA INC Consumer Cyclical 1,967.0 $731K 0.27% +96.0 +5.1% $371.75 +2.1%
97 UNH UNITEDHEALTH GROUP INC Healthcare 2,647.0 $716K 0.26% +134.0 +5.3% $270.55 +58.2%
98 SNOW SNOWFLAKE INC Technology 4,383.0 $661K 0.24% +125.0 +2.9% $150.82 +65.1%
99 CGMM CAPITAL GROUP EQUITY ETF TR 21,290.0 $625K 0.23% +8K +58.4% $29.36 +10.4%
100 XLI SELECT SECTOR SPDR TR 3,845.0 $622K 0.23% +4K +2303.1% $161.73 +12.0%
Page 5 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%