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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 1 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP Technology 26,919.0 $13.0M 4.99% NEW $483.63 -22.9%
2 AAPL APPLE INC Technology 47,576.0 $12.9M 4.96% NEW $271.86 +4.4%
3 COST COSTCO WHSL CORP NEW Consumer Defensive 12,680.0 $10.9M 4.19% NEW $862.37 +10.5%
4 AMZN AMAZON COM INC Consumer Cyclical 41,917.0 $9.7M 3.71% NEW $230.82 +0.8%
5 QQQ INVESCO QQQ TR Financial Services 15,584.0 $9.6M 3.67% NEW $614.31 +15.0%
6 NVDA NVIDIA CORPORATION Technology 44,461.0 $8.3M 3.18% NEW $186.50 +3.2%
7 GOOGL ALPHABET INC Communication Services 21,066.0 $6.6M 2.53% NEW $312.99 +7.8%
8 SPY SPDR S&P 500 ETF TR Financial Services 9,436.0 $6.4M 2.47% NEW $681.89 +7.1%
9 CVX CHEVRON CORP NEW Energy 34,760.0 $5.3M 2.03% NEW $152.41 +12.2%
10 SYK STRYKER CORPORATION Healthcare 14,942.0 $5.3M 2.01% NEW $351.47 -5.3%
11 JPM JPMORGAN CHASE & CO. Financial Services 15,376.0 $5.0M 1.90% NEW $322.21 +2.1%
12 META META PLATFORMS INC Communication Services 6,766.0 $4.5M 1.71% NEW $660.05 -16.6%
13 VOO VANGUARD INDEX FDS 6,287.0 $3.9M 1.51% NEW $627.13 +6.8%
14 RTX RTX CORPORATION Industrials 18,851.0 $3.5M 1.32% NEW $183.40 +2.5%
15 HD HOME DEPOT INC Consumer Cyclical 9,700.0 $3.3M 1.28% NEW $344.11 +1.4%
16 SCHD SCHWAB STRATEGIC TR 120,284.0 $3.3M 1.26% NEW $27.43 +16.8%
17 CGSD CAPITAL GRP FIXED INCM ETF T 124,332.0 $3.2M 1.24% NEW $26.01 -0.7%
18 ISRG INTUITIVE SURGICAL INC Healthcare 5,668.0 $3.2M 1.23% NEW $566.36 -28.6%
19 CGGR CAPITAL GROUP GROWTH ETF 69,777.0 $3.1M 1.19% NEW $44.47 +2.9%
20 GOOG ALPHABET INC Communication Services 9,303.0 $2.9M 1.12% NEW $313.81 +6.7%
Page 1 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%