Filed: 7/31/2025ACC: 0001398344-25-014237
📋 What this filing means
RICHARDS, MERRILL & PETERSON, INC. filed this quarterly 13F‑HR report disclosing 200 equity positions with a total reported market value of $210.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
200
Positions
$210.30M
Total AUM (reported)
1.83M
Total Shares
Allocation by class
COM$132.20M62.9%
CL A$8.87M4.2%
UNIT SER 1$8.59M4.1%
TR UNIT$5.93M2.8%
COM NEW$4.22M2.0%
CAP STK CL A$3.47M1.7%
S&P 500 ETF SHS$3.24M1.5%
Portfolio Concentration
Top 3$32.80M15.6%
4–10$42.88M20.4%
11–25$37.91M18.0%
Rest$96.71M46.0%
Top 3 weight
15.6%
Top 10 weight
36.0%
Voting Authority Distribution
Total shares with voting rights: 1.83M
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
1.83M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole200
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings200
Rows:
MICROSOFT CORP
SOLEShares25.75K
TypeSH
Market value$12.81M
6.09%
Sole
0.00
Shared
0.00
None
25.75K
COSTCO WHSL CORP NEW
SOLEShares10.48K
TypeSH
Market value$10.37M
4.93%
Sole
0.00
Shared
0.00
None
10.48K
APPLE INC
SOLEShares46.87K
TypeSH
Market value$9.62M
4.57%
Sole
0.00
Shared
0.00
None
46.87K
INVESCO QQQ TR
SOLEShares15.57K
TypeSH
Market value$8.59M
4.08%
Sole
0.00
Shared
0.00
None
15.57K
AMAZON COM INC
SOLEShares38.77K
TypeSH
Market value$8.51M
4.04%
Sole
0.00
Shared
0.00
None
38.77K
NVIDIA CORPORATION
SOLEShares39.74K
TypeSH
Market value$6.28M
2.99%
Sole
0.00
Shared
0.00
None
39.74K
SPDR S&P 500 ETF TR
SOLEShares9.59K
TypeSH
Market value$5.93M
2.82%
Sole
0.00
Shared
0.00
None
9.59K
STRYKER CORPORATION
SOLEShares12.95K
TypeSH
Market value$5.12M
2.44%
Sole
0.00
Shared
0.00
None
12.95K
META PLATFORMS INC
SOLEShares5.77K
TypeSH
Market value$4.26M
2.03%
Sole
0.00
Shared
0.00
None
5.77K
JPMORGAN CHASE & CO.
SOLEShares14.50K
TypeSH
Market value$4.20M
2.00%
Sole
0.00
Shared
0.00
None
14.50K
CHEVRON CORP NEW
SOLEShares27.07K
TypeSH
Market value$3.88M
1.84%
Sole
0.00
Shared
0.00
None
27.07K
ALPHABET INC
SOLEShares19.70K
TypeSH
Market value$3.47M
1.65%
Sole
0.00
Shared
0.00
None
19.70K
VANGUARD INDEX FDS
SOLEShares5.71K
TypeSH
Market value$3.24M
1.54%
Sole
0.00
Shared
0.00
None
5.71K
HOME DEPOT INC
SOLEShares8.78K
TypeSH
Market value$3.22M
1.53%
Sole
0.00
Shared
0.00
None
8.78K
VISA INC
SOLEShares7.73K
TypeSH
Market value$2.74M
1.30%
Sole
0.00
Shared
0.00
None
7.73K
RTX CORPORATION
SOLEShares17.77K
TypeSH
Market value$2.60M
1.23%
Sole
0.00
Shared
0.00
None
17.77K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.08K
TypeSH
Market value$2.47M
1.17%
Sole
0.00
Shared
0.00
None
5.08K
SCHWAB STRATEGIC TR
SOLEShares83.55K
TypeSH
Market value$2.21M
1.05%
Sole
0.00
Shared
0.00
None
83.55K
CAPITAL GRP FIXED INCM ETF T
SOLEShares84.76K
TypeSH
Market value$2.20M
1.05%
Sole
0.00
Shared
0.00
None
84.76K
PGIM ETF TR
SOLEShares50.99K
TypeSH
Market value$2.13M
1.01%
Sole
0.00
Shared
0.00
None
50.99K
INTERNATIONAL BUSINESS MACHS
SOLEShares7.22K
TypeSH
Market value$2.13M
1.01%
Sole
0.00
Shared
0.00
None
7.22K
LOWES COS INC
SOLEShares9.30K
TypeSH
Market value$2.06M
0.98%
Sole
0.00
Shared
0.00
None
9.30K
CISCO SYS INC
SOLEShares27.79K
TypeSH
Market value$1.93M
0.92%
Sole
0.00
Shared
0.00
None
27.79K
HONEYWELL INTL INC
SOLEShares7.83K
TypeSH
Market value$1.82M
0.87%
Sole
0.00
Shared
0.00
None
7.83K
INTUITIVE SURGICAL INC
SOLEShares3.32K
TypeSH
Market value$1.80M
0.86%
Sole
0.00
Shared
0.00
None
3.32K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 25.75K | SH | $12.81M 6.09% | 0.00 | 0.00 | 25.75K |
COSTCO WHSL CORP NEWSOLE | COM | 10.48K | SH | $10.37M 4.93% | 0.00 | 0.00 | 10.48K |
APPLE INCSOLE | COM | 46.87K | SH | $9.62M 4.57% | 0.00 | 0.00 | 46.87K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 15.57K | SH | $8.59M 4.08% | 0.00 | 0.00 | 15.57K |
AMAZON COM INCSOLE | COM | 38.77K | SH | $8.51M 4.04% | 0.00 | 0.00 | 38.77K |
NVIDIA CORPORATIONSOLE | COM | 39.74K | SH | $6.28M 2.99% | 0.00 | 0.00 | 39.74K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 9.59K | SH | $5.93M 2.82% | 0.00 | 0.00 | 9.59K |
STRYKER CORPORATIONSOLE | COM | 12.95K | SH | $5.12M 2.44% | 0.00 | 0.00 | 12.95K |
META PLATFORMS INCSOLE | CL A | 5.77K | SH | $4.26M 2.03% | 0.00 | 0.00 | 5.77K |
JPMORGAN CHASE & CO.SOLE | COM | 14.50K | SH | $4.20M 2.00% | 0.00 | 0.00 | 14.50K |
CHEVRON CORP NEWSOLE | COM | 27.07K | SH | $3.88M 1.84% | 0.00 | 0.00 | 27.07K |
ALPHABET INCSOLE | CAP STK CL A | 19.70K | SH | $3.47M 1.65% | 0.00 | 0.00 | 19.70K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.71K | SH | $3.24M 1.54% | 0.00 | 0.00 | 5.71K |
HOME DEPOT INCSOLE | COM | 8.78K | SH | $3.22M 1.53% | 0.00 | 0.00 | 8.78K |
VISA INCSOLE | COM CL A | 7.73K | SH | $2.74M 1.30% | 0.00 | 0.00 | 7.73K |
RTX CORPORATIONSOLE | COM | 17.77K | SH | $2.60M 1.23% | 0.00 | 0.00 | 17.77K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.08K | SH | $2.47M 1.17% | 0.00 | 0.00 | 5.08K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 83.55K | SH | $2.21M 1.05% | 0.00 | 0.00 | 83.55K |
CAPITAL GRP FIXED INCM ETF TSOLE | SHORT DURATION | 84.76K | SH | $2.20M 1.05% | 0.00 | 0.00 | 84.76K |
PGIM ETF TRSOLE | TOTAL RETURN BON | 50.99K | SH | $2.13M 1.01% | 0.00 | 0.00 | 50.99K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 7.22K | SH | $2.13M 1.01% | 0.00 | 0.00 | 7.22K |
LOWES COS INCSOLE | COM | 9.30K | SH | $2.06M 0.98% | 0.00 | 0.00 | 9.30K |
CISCO SYS INCSOLE | COM | 27.79K | SH | $1.93M 0.92% | 0.00 | 0.00 | 27.79K |
HONEYWELL INTL INCSOLE | COM | 7.83K | SH | $1.82M 0.87% | 0.00 | 0.00 | 7.83K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 3.32K | SH | $1.80M 0.86% | 0.00 | 0.00 | 3.32K |
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