Filed: 2/13/2025ACC: 0001398344-25-002691
📋 What this filing means
RICHARDS, MERRILL & PETERSON, INC. filed this quarterly 13F‑HR report disclosing 502 equity positions with a total reported market value of $191.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
502
Positions
$191.44M
Total AUM (reported)
1.76M
Total Shares
Allocation by class
COM$125.70M65.7%
UNIT SER 1$6.66M3.5%
CL A$6.50M3.4%
TR UNIT$5.49M2.9%
COM NEW$3.89M2.0%
COM CL A$3.17M1.7%
CAP STK CL A$3.14M1.6%
Portfolio Concentration
Top 3$31.99M16.7%
4–10$34.64M18.1%
11–25$32.79M17.1%
Rest$92.01M48.1%
Top 3 weight
16.7%
Top 10 weight
34.8%
Voting Authority Distribution
Total shares with voting rights: 1.76M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.76M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole502
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings502
Rows:
APPLE INC
SOLEShares48.19K
TypeSH
Market value$12.07M
6.30%
Sole
0.00
Shared
0.00
None
48.19K
MICROSOFT CORP
SOLEShares25.11K
TypeSH
Market value$10.58M
5.53%
Sole
0.00
Shared
0.00
None
25.11K
COSTCO WHSL CORP NEW
SOLEShares10.20K
TypeSH
Market value$9.34M
4.88%
Sole
0.00
Shared
0.00
None
10.20K
AMAZON COM INC
SOLEShares36.26K
TypeSH
Market value$7.95M
4.16%
Sole
0.00
Shared
0.00
None
36.26K
INVESCO QQQ TR
SOLEShares13.03K
TypeSH
Market value$6.66M
3.48%
Sole
0.00
Shared
0.00
None
13.03K
SPDR S&P 500 ETF TR
SOLEShares9.37K
TypeSH
Market value$5.49M
2.87%
Sole
0.00
Shared
0.00
None
9.37K
STRYKER CORPORATION
SOLEShares11.40K
TypeSH
Market value$4.11M
2.14%
Sole
0.00
Shared
0.00
None
11.40K
NVIDIA CORPORATION
SOLEShares26.21K
TypeSH
Market value$3.52M
1.84%
Sole
0.00
Shared
0.00
None
26.21K
JPMORGAN CHASE & CO.
SOLEShares14.52K
TypeSH
Market value$3.48M
1.82%
Sole
0.00
Shared
0.00
None
14.52K
HOME DEPOT INC
SOLEShares8.82K
TypeSH
Market value$3.43M
1.79%
Sole
0.00
Shared
0.00
None
8.82K
CHEVRON CORP NEW
SOLEShares23.54K
TypeSH
Market value$3.41M
1.78%
Sole
0.00
Shared
0.00
None
23.54K
ALPHABET INC
SOLEShares16.58K
TypeSH
Market value$3.14M
1.64%
Sole
0.00
Shared
0.00
None
16.58K
META PLATFORMS INC
SOLEShares5.13K
TypeSH
Market value$3.00M
1.57%
Sole
0.00
Shared
0.00
None
5.13K
VISA INC
SOLEShares8.31K
TypeSH
Market value$2.63M
1.37%
Sole
0.00
Shared
0.00
None
8.31K
LOWES COS INC
SOLEShares9.14K
TypeSH
Market value$2.25M
1.18%
Sole
0.00
Shared
0.00
None
9.14K
RTX CORPORATION
SOLEShares18.17K
TypeSH
Market value$2.10M
1.10%
Sole
0.00
Shared
0.00
None
18.17K
SCHWAB STRATEGIC TR
SOLEShares73.61K
TypeSH
Market value$2.01M
1.05%
Sole
0.00
Shared
0.00
None
73.61K
VANGUARD INDEX FDS
SOLEShares3.56K
TypeSH
Market value$1.92M
1.00%
Sole
0.00
Shared
0.00
None
3.56K
CAPITAL GRP FIXED INCM ETF T
SOLEShares71.31K
TypeSH
Market value$1.83M
0.96%
Sole
0.00
Shared
0.00
None
71.31K
HONEYWELL INTL INC
SOLEShares8.07K
TypeSH
Market value$1.82M
0.95%
Sole
0.00
Shared
0.00
None
8.07K
ALPHABET INC
SOLEShares9.52K
TypeSH
Market value$1.81M
0.95%
Sole
0.00
Shared
0.00
None
9.52K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.85K
TypeSH
Market value$1.75M
0.91%
Sole
0.00
Shared
0.00
None
3.85K
MERCK & CO INC
SOLEShares17.28K
TypeSH
Market value$1.72M
0.90%
Sole
0.00
Shared
0.00
None
17.28K
INTERNATIONAL BUSINESS MACHS
SOLEShares7.80K
TypeSH
Market value$1.71M
0.90%
Sole
0.00
Shared
0.00
None
7.80K
CISCO SYS INC
SOLEShares28.41K
TypeSH
Market value$1.68M
0.88%
Sole
0.00
Shared
0.00
None
28.41K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 48.19K | SH | $12.07M 6.30% | 0.00 | 0.00 | 48.19K |
MICROSOFT CORPSOLE | COM | 25.11K | SH | $10.58M 5.53% | 0.00 | 0.00 | 25.11K |
COSTCO WHSL CORP NEWSOLE | COM | 10.20K | SH | $9.34M 4.88% | 0.00 | 0.00 | 10.20K |
AMAZON COM INCSOLE | COM | 36.26K | SH | $7.95M 4.16% | 0.00 | 0.00 | 36.26K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 13.03K | SH | $6.66M 3.48% | 0.00 | 0.00 | 13.03K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 9.37K | SH | $5.49M 2.87% | 0.00 | 0.00 | 9.37K |
STRYKER CORPORATIONSOLE | COM | 11.40K | SH | $4.11M 2.14% | 0.00 | 0.00 | 11.40K |
NVIDIA CORPORATIONSOLE | COM | 26.21K | SH | $3.52M 1.84% | 0.00 | 0.00 | 26.21K |
JPMORGAN CHASE & CO.SOLE | COM | 14.52K | SH | $3.48M 1.82% | 0.00 | 0.00 | 14.52K |
HOME DEPOT INCSOLE | COM | 8.82K | SH | $3.43M 1.79% | 0.00 | 0.00 | 8.82K |
CHEVRON CORP NEWSOLE | COM | 23.54K | SH | $3.41M 1.78% | 0.00 | 0.00 | 23.54K |
ALPHABET INCSOLE | CAP STK CL A | 16.58K | SH | $3.14M 1.64% | 0.00 | 0.00 | 16.58K |
META PLATFORMS INCSOLE | CL A | 5.13K | SH | $3.00M 1.57% | 0.00 | 0.00 | 5.13K |
VISA INCSOLE | COM CL A | 8.31K | SH | $2.63M 1.37% | 0.00 | 0.00 | 8.31K |
LOWES COS INCSOLE | COM | 9.14K | SH | $2.25M 1.18% | 0.00 | 0.00 | 9.14K |
RTX CORPORATIONSOLE | COM | 18.17K | SH | $2.10M 1.10% | 0.00 | 0.00 | 18.17K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 73.61K | SH | $2.01M 1.05% | 0.00 | 0.00 | 73.61K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.56K | SH | $1.92M 1.00% | 0.00 | 0.00 | 3.56K |
CAPITAL GRP FIXED INCM ETF TSOLE | SHORT DURATION | 71.31K | SH | $1.83M 0.96% | 0.00 | 0.00 | 71.31K |
HONEYWELL INTL INCSOLE | COM | 8.07K | SH | $1.82M 0.95% | 0.00 | 0.00 | 8.07K |
ALPHABET INCSOLE | CAP STK CL C | 9.52K | SH | $1.81M 0.95% | 0.00 | 0.00 | 9.52K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.85K | SH | $1.75M 0.91% | 0.00 | 0.00 | 3.85K |
MERCK & CO INCSOLE | COM | 17.28K | SH | $1.72M 0.90% | 0.00 | 0.00 | 17.28K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 7.80K | SH | $1.71M 0.90% | 0.00 | 0.00 | 7.80K |
CISCO SYS INCSOLE | COM | 28.41K | SH | $1.68M 0.88% | 0.00 | 0.00 | 28.41K |
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