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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 7 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GLDM WORLD GOLD TR Financial Services 5,340.0 $495K 0.18% $92.69 -13.0%
122 ROK ROCKWELL AUTOMATION INC Industrials 1,358.0 $487K 0.18% +25.0 +1.9% $358.96 +32.8%
123 CGBL CAPITAL GROUP CORE BALANCED 14,154.0 $487K 0.18% +229.0 +1.6% $34.41 +9.3%
124 QCOM QUALCOMM INC Technology 3,753.0 $483K 0.18% -3K -43.5% $128.78 +47.1%
125 GSEW GOLDMAN SACHS ETF TR 5,467.0 $463K 0.17% +532.0 +10.8% $84.65 +10.9%
126 ACN ACCENTURE PLC IRELAND Technology 2,319.0 $460K 0.17% -185.0 -7.4% $198.29 -35.0%
127 VO VANGUARD INDEX FDS 1,597.0 $459K 0.17% +35.0 +2.2% $287.18 -72.1%
128 IVW ISHARES TR 4,043.0 $457K 0.17% -150.0 -3.6% $113.11 +17.2%
129 BAC BANK AMERICA CORP Financial Services 9,131.0 $445K 0.16% -200.0 -2.1% $48.75 +18.7%
130 PCAR PACCAR INC Industrials 3,665.0 $423K 0.15% $115.49 +4.5%
131 AMGN AMGEN INC Healthcare 1,136.0 $400K 0.15% -30.0 -2.6% $351.91 +1.8%
132 MUB ISHARES TR 3,750.0 $398K 0.15% $106.15 +1.4%
133 COPJ SPROTT FDS TR 9,725.0 $379K 0.14% NEW $38.97 -0.4%
134 BROS DUTCH BROS INC Consumer Cyclical 7,455.0 $378K 0.14% +60.0 +0.8% $50.66 +41.8%
135 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 7,155.0 $377K 0.14% -2K -17.7% $52.76 -12.3%
136 PSX PHILLIPS 66 Energy 2,044.0 $372K 0.14% -109.0 -5.1% $182.18 -5.8%
137 PAYX PAYCHEX INC Industrials 4,003.0 $369K 0.14% +348.0 +9.5% $92.13 +8.4%
138 SYY SYSCO CORP Consumer Defensive 5,161.0 $368K 0.14% -2K -27.7% $71.33 +16.1%
139 IVV ISHARES TR 556.0 $363K 0.13% +15.0 +2.8% $653.21 +12.2%
140 ENVX ENOVIX CORPORATION Industrials 68,135.0 $353K 0.13% +5K +8.1% $5.18 +14.9%
Page 7 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%