Top 50 Richards, Merrill & Peterson, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | 4.67% | 12.8K | $12.7M | +0.65%(+83) | $904.99(+14.15%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.49% | 48.3K | $12.2M | +1.43%(+679) | $233.69(+27.89%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.3% | 31.7K | $11.7M | +17.69%(+4.76K) | $430.13(-5.79%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.67% | 48.0K | $10.0M | +14.63%(+6.13K) | $206.59(+30.76%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.31% | 15.6K | $9.0M | +0.25%(+39) | $502.50(+42.23%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.02% | 47.2K | $8.2M | +6.26%(+2.78K) | $136.95(+64.89%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.38% | 22.6K | $6.5M | +7.13%(+1.50K) | $187.09(+115.21%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.3% | 30.3K | $6.3M | -12.80%(-4.45K) | $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) | $581.17(+27.73%) | 2026-03-31 | |
| SYK | STRYKER CORPORATION | 1.95% | 16.2K | $5.3M | +8.23%(+1.23K) | $360.20(-16.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.89% | +18.73% |
| Top 20 Holdings Unweighted | +6.45% | +20.62% |
Sign up free to track Richards, Merrill & Peterson, Inc., compare funds side by side, and get alerts the moment positions change.