StockDriftsStockDriftsTop 50 Richards Merrill & Peterson INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 5.43% | 34.7K | $17.8M | +1.78%(+608) | $425.84(+25.29%) | 2026-09-30 | |
| AAPL | APPLE INC | 5.24% | 51.6K | $17.2M | -2.78%(-1.48K) | $236.81(+44.82%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 4.01% | 52.8K | $13.1M | +4.26%(+2.16K) | $208.74(+25.73%) | 2026-09-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.71% | 13.4K | $12.2M | +4.30%(+551) | $905.95(+9.89%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 3.52% | 15.6K | $11.5M | -1.41%(-224) | $504.44(+42.41%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.38% | 48.6K | $11.1M | +1.35%(+646) | $138.61(+56.62%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.92% | 27.9K | $9.6M | +8.60%(+2.21K) | $214.30(+60.60%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.25% | 9.7K | $7.4M | -0.21%(-20) | $584.45(+31.14%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 1.94% | 6.0K | $6.3M | +15.59%(+804) | $258.13(+250.56%) | 2026-09-30 | |
| META | META PLATFORMS INC | 1.87% | 8.5K | $6.1M | -0.75%(-64) | $600.10(+17.55%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +23.11% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.88% |
Richards Merrill & Peterson INC reports $327.96M in US-listed equity holdings across 293 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (5.4%), AAPL (5.2%) and AMZN (4.0%). The top 20 holdings account for 49.07% of reported assets. Its disclosed equity book has returned +23.11% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Richards Merrill & Peterson INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 90108). View Richards Merrill & Peterson INC’s 13F filings on SEC