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Richards, Merrill & Peterson, Inc.

Portfolio Manager
Richards, Merrill & Peterson, Inc.
Performance
-4.45% (2026 Q1)
AUM (13F)
$272.60M
# of Holdings
283
Performance Rank
Allocation (Top 20)
46.6%

Richards, Merrill & Peterson, Inc. Holdings Map

Top 50 Richards, Merrill & Peterson, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
COST
COSTCO WHOLESALE CORPORATION
4.67%12.8K$12.7M
+0.65%(+83)
2025-Q1: 10.2K shares2025-Q2: 10.5K shares2025-Q3: 11.2K shares2025-Q4: 12.7K shares2026-Q1: 12.8K shares
$904.99(+14.15%)
2026-03-31
AAPL
APPLE INC
4.49%48.3K$12.2M
+1.43%(+679)
2025-Q1: 47.2K shares2025-Q2: 46.9K shares2025-Q3: 46.2K shares2025-Q4: 47.6K shares2026-Q1: 48.3K shares
$233.69(+27.89%)
2026-03-31
MSFT
MICROSOFT CORP
4.3%31.7K$11.7M
+17.69%(+4.76K)
2025-Q1: 25.1K shares2025-Q2: 25.8K shares2025-Q3: 25.3K shares2025-Q4: 26.9K shares2026-Q1: 31.7K shares
$430.13(-5.79%)
2026-03-31
AMZN
AMAZON COM INC
3.67%48.0K$10.0M
+14.63%(+6.13K)
2025-Q1: 35.7K shares2025-Q2: 38.8K shares2025-Q3: 39.3K shares2025-Q4: 41.9K shares2026-Q1: 48.0K shares
$206.59(+30.76%)
2026-03-31
QQQ
INVESCO QQQ TR
3.31%15.6K$9.0M
+0.25%(+39)
2025-Q1: 13.7K shares2025-Q2: 15.6K shares2025-Q3: 15.3K shares2025-Q4: 15.6K shares2026-Q1: 15.6K shares
$502.50(+42.23%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.02%47.2K$8.2M
+6.26%(+2.78K)
2025-Q1: 32.9K shares2025-Q2: 39.7K shares2025-Q3: 39.6K shares2025-Q4: 44.5K shares2026-Q1: 47.2K shares
$136.95(+64.89%)
2026-03-31
GOOGL
ALPHABET INC
2.38%22.6K$6.5M
+7.13%(+1.50K)
2025-Q1: 17.5K shares2025-Q2: 19.7K shares2025-Q3: 20.8K shares2025-Q4: 21.1K shares2026-Q1: 22.6K shares
$187.09(+115.21%)
2026-03-31
CVX
CHEVRON CORPORATION
2.3%30.3K$6.3M
-12.80%(-4.45K)
2025-Q1: 24.0K shares2025-Q2: 27.1K shares2025-Q3: 27.9K shares2025-Q4: 34.8K shares2026-Q1: 30.3K shares
$148.56(+25.20%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
2.24%9.4K$6.1M
-0.56%(-53)
2025-Q1: 9.4K shares2025-Q2: 9.6K shares2025-Q3: 9.3K shares2025-Q4: 9.4K shares2026-Q1: 9.4K shares
$581.17(+27.73%)
2026-03-31
SYK
STRYKER CORPORATION
1.95%16.2K$5.3M
+8.23%(+1.23K)
2025-Q1: 12.6K shares2025-Q2: 12.9K shares2025-Q3: 13.2K shares2025-Q4: 14.9K shares2026-Q1: 16.2K shares
$360.20(-16.13%)
2026-03-31

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