StockDriftsStockDriftsTop 50 Richards Merrill & Peterson INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.87% | 53.1K | $15.4M | +9.99%(+4.82K) | $236.81(+29.50%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.04% | 34.1K | $12.7M | +7.71%(+2.44K) | $425.54(+18.15%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.83% | 50.6K | $12.1M | +5.30%(+2.55K) | $207.24(+32.67%) | 2026-06-30 | |
| COST | COSTCO WHSL CORP NEW | 3.8% | 12.8K | $12.0M | +0.37%(+47) | $905.22(+5.27%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR ETF | 3.7% | 15.8K | $11.7M | +1.36%(+212) | $504.44(+42.89%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 3.04% | 47.9K | $9.6M | +1.41%(+666) | $137.59(+60.23%) | 2026-06-30 | |
| GOOGL | ALPHABET INC VOTING | 2.91% | 25.7K | $9.2M | +13.71%(+3.10K) | $202.56(+73.51%) | 2026-06-30 | |
| SPY | STATE STREET SPDR ETF | 2.29% | 9.7K | $7.2M | +3.13%(+294) | $584.45(+32.35%) | 2026-06-30 | |
| AMAT | APPLIED MATERIALS INC | 2.25% | 9.8K | $7.1M | +2.41%(+230) | $187.65(+184.31%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 1.89% | 5.2K | $6.0M | -17.81%(-1.12K) | $125.34(+587.74%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +17.67% |
| Top 20 Holdings Unweighted | — | — | — | — | +21.94% |
Richards Merrill & Peterson INC reports $315.07M in US-listed equity holdings across 285 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.9%), MSFT (4.0%) and AMZN (3.8%). The top 20 holdings account for 47.68% of reported assets. Its disclosed equity book has returned +17.67% cumulatively over 6 quarters. Figures reflect the Q2 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