Filed: 5/7/2025ACC: 0001398344-25-008901
📋 What this filing means
RICHARDS, MERRILL & PETERSON, INC. filed this quarterly 13F‑HR report disclosing 494 equity positions with a total reported market value of $192.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
494
Positions
$192.25M
Total AUM (reported)
1.87M
Total Shares
Allocation by class
COM$124.07M64.5%
CL A$6.63M3.5%
UNIT SER 1$6.44M3.4%
TR UNIT$5.25M2.7%
COM NEW$3.83M2.0%
COM CL A$3.21M1.7%
SHS$2.77M1.4%
Portfolio Concentration
Top 3$29.59M15.4%
4–10$34.28M17.8%
11–25$32.72M17.0%
Rest$95.66M49.8%
Top 3 weight
15.4%
Top 10 weight
33.2%
Voting Authority Distribution
Total shares with voting rights: 1.87M
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
1.87M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole494
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings494
Rows:
APPLE INC
SOLEShares47.17K
TypeSH
Market value$10.48M
5.45%
Sole
0.00
Shared
0.00
None
47.17K
COSTCO WHSL CORP NEW
SOLEShares10.23K
TypeSH
Market value$9.68M
5.03%
Sole
0.00
Shared
0.00
None
10.23K
MICROSOFT CORP
SOLEShares25.14K
TypeSH
Market value$9.44M
4.91%
Sole
0.00
Shared
0.00
None
25.14K
AMAZON COM INC
SOLEShares35.69K
TypeSH
Market value$6.79M
3.53%
Sole
0.00
Shared
0.00
None
35.69K
INVESCO QQQ TR
SOLEShares13.74K
TypeSH
Market value$6.44M
3.35%
Sole
0.00
Shared
0.00
None
13.74K
SPDR S&P 500 ETF TR
SOLEShares9.39K
TypeSH
Market value$5.25M
2.73%
Sole
0.00
Shared
0.00
None
9.39K
STRYKER CORPORATION
SOLEShares12.59K
TypeSH
Market value$4.69M
2.44%
Sole
0.00
Shared
0.00
None
12.59K
CHEVRON CORP NEW
SOLEShares24.01K
TypeSH
Market value$4.02M
2.09%
Sole
0.00
Shared
0.00
None
24.01K
NVIDIA CORPORATION
SOLEShares32.91K
TypeSH
Market value$3.57M
1.86%
Sole
0.00
Shared
0.00
None
32.91K
JPMORGAN CHASE & CO.
SOLEShares14.37K
TypeSH
Market value$3.53M
1.83%
Sole
0.00
Shared
0.00
None
14.37K
HOME DEPOT INC
SOLEShares8.67K
TypeSH
Market value$3.18M
1.65%
Sole
0.00
Shared
0.00
None
8.67K
META PLATFORMS INC
SOLEShares5.26K
TypeSH
Market value$3.03M
1.58%
Sole
0.00
Shared
0.00
None
5.26K
ALPHABET INC
SOLEShares17.55K
TypeSH
Market value$2.71M
1.41%
Sole
0.00
Shared
0.00
None
17.55K
VISA INC
SOLEShares7.72K
TypeSH
Market value$2.71M
1.41%
Sole
0.00
Shared
0.00
None
7.72K
RTX CORPORATION
SOLEShares17.63K
TypeSH
Market value$2.34M
1.21%
Sole
0.00
Shared
0.00
None
17.63K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.99K
TypeSH
Market value$2.13M
1.11%
Sole
0.00
Shared
0.00
None
3.99K
LOWES COS INC
SOLEShares8.94K
TypeSH
Market value$2.09M
1.08%
Sole
0.00
Shared
0.00
None
8.94K
SCHWAB STRATEGIC TR
SOLEShares74.45K
TypeSH
Market value$2.08M
1.08%
Sole
0.00
Shared
0.00
None
74.45K
CAPITAL GRP FIXED INCM ETF T
SOLEShares75.29K
TypeSH
Market value$1.94M
1.01%
Sole
0.00
Shared
0.00
None
75.29K
VANGUARD INDEX FDS
SOLEShares3.78K
TypeSH
Market value$1.94M
1.01%
Sole
0.00
Shared
0.00
None
3.78K
INTERNATIONAL BUSINESS MACHS
SOLEShares7.42K
TypeSH
Market value$1.84M
0.96%
Sole
0.00
Shared
0.00
None
7.42K
CISCO SYS INC
SOLEShares27.94K
TypeSH
Market value$1.72M
0.90%
Sole
0.00
Shared
0.00
None
27.94K
AVISTA CORP
SOLEShares40.80K
TypeSH
Market value$1.71M
0.89%
Sole
0.00
Shared
0.00
None
40.80K
HONEYWELL INTL INC
SOLEShares8K
TypeSH
Market value$1.69M
0.88%
Sole
0.00
Shared
0.00
None
8K
EXXON MOBIL CORP
SOLEShares13.51K
TypeSH
Market value$1.61M
0.84%
Sole
0.00
Shared
0.00
None
13.51K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 47.17K | SH | $10.48M 5.45% | 0.00 | 0.00 | 47.17K |
COSTCO WHSL CORP NEWSOLE | COM | 10.23K | SH | $9.68M 5.03% | 0.00 | 0.00 | 10.23K |
MICROSOFT CORPSOLE | COM | 25.14K | SH | $9.44M 4.91% | 0.00 | 0.00 | 25.14K |
AMAZON COM INCSOLE | COM | 35.69K | SH | $6.79M 3.53% | 0.00 | 0.00 | 35.69K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 13.74K | SH | $6.44M 3.35% | 0.00 | 0.00 | 13.74K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 9.39K | SH | $5.25M 2.73% | 0.00 | 0.00 | 9.39K |
STRYKER CORPORATIONSOLE | COM | 12.59K | SH | $4.69M 2.44% | 0.00 | 0.00 | 12.59K |
CHEVRON CORP NEWSOLE | COM | 24.01K | SH | $4.02M 2.09% | 0.00 | 0.00 | 24.01K |
NVIDIA CORPORATIONSOLE | COM | 32.91K | SH | $3.57M 1.86% | 0.00 | 0.00 | 32.91K |
JPMORGAN CHASE & CO.SOLE | COM | 14.37K | SH | $3.53M 1.83% | 0.00 | 0.00 | 14.37K |
HOME DEPOT INCSOLE | COM | 8.67K | SH | $3.18M 1.65% | 0.00 | 0.00 | 8.67K |
META PLATFORMS INCSOLE | CL A | 5.26K | SH | $3.03M 1.58% | 0.00 | 0.00 | 5.26K |
ALPHABET INCSOLE | CAP STK CL A | 17.55K | SH | $2.71M 1.41% | 0.00 | 0.00 | 17.55K |
VISA INCSOLE | COM CL A | 7.72K | SH | $2.71M 1.41% | 0.00 | 0.00 | 7.72K |
RTX CORPORATIONSOLE | COM | 17.63K | SH | $2.34M 1.21% | 0.00 | 0.00 | 17.63K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.99K | SH | $2.13M 1.11% | 0.00 | 0.00 | 3.99K |
LOWES COS INCSOLE | COM | 8.94K | SH | $2.09M 1.08% | 0.00 | 0.00 | 8.94K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 74.45K | SH | $2.08M 1.08% | 0.00 | 0.00 | 74.45K |
CAPITAL GRP FIXED INCM ETF TSOLE | SHORT DURATION | 75.29K | SH | $1.94M 1.01% | 0.00 | 0.00 | 75.29K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.78K | SH | $1.94M 1.01% | 0.00 | 0.00 | 3.78K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 7.42K | SH | $1.84M 0.96% | 0.00 | 0.00 | 7.42K |
CISCO SYS INCSOLE | COM | 27.94K | SH | $1.72M 0.90% | 0.00 | 0.00 | 27.94K |
AVISTA CORPSOLE | COM | 40.80K | SH | $1.71M 0.89% | 0.00 | 0.00 | 40.80K |
HONEYWELL INTL INCSOLE | COM | 8K | SH | $1.69M 0.88% | 0.00 | 0.00 | 8K |
EXXON MOBIL CORPSOLE | COM | 13.51K | SH | $1.61M 0.84% | 0.00 | 0.00 | 13.51K |
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