Filed: 10/16/2025ACC: 0001398344-25-019212
📋 What this filing means
RICHARDS, MERRILL & PETERSON, INC. filed this quarterly 13F‑HR report disclosing 215 equity positions with a total reported market value of $231.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
215
Positions
$231.63M
Total AUM (reported)
1.94M
Total Shares
Allocation by class
COM$143.31M61.9%
UNIT SER 1$9.20M4.0%
CL A$7.90M3.4%
TR UNIT$6.21M2.7%
CAP STK CL A$5.06M2.2%
COM NEW$4.86M2.1%
S&P 500 ETF SHS$3.46M1.5%
Portfolio Concentration
Top 3$35.19M15.2%
4–10$45.94M19.8%
11–25$42.30M18.3%
Rest$108.20M46.7%
Top 3 weight
15.2%
Top 10 weight
35.0%
Voting Authority Distribution
Total shares with voting rights: 1.94M
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
1.94M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole215
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings215
Rows:
MICROSOFT CORP
SOLEShares25.28K
TypeSH
Market value$13.09M
5.65%
Sole
0.00
Shared
0.00
None
25.28K
APPLE INC
SOLEShares46.16K
TypeSH
Market value$11.75M
5.07%
Sole
0.00
Shared
0.00
None
46.16K
COSTCO WHSL CORP NEW
SOLEShares11.18K
TypeSH
Market value$10.34M
4.47%
Sole
0.00
Shared
0.00
None
11.18K
INVESCO QQQ TR
SOLEShares15.32K
TypeSH
Market value$9.20M
3.97%
Sole
0.00
Shared
0.00
None
15.32K
AMAZON COM INC
SOLEShares39.35K
TypeSH
Market value$8.64M
3.73%
Sole
0.00
Shared
0.00
None
39.35K
NVIDIA CORPORATION
SOLEShares39.58K
TypeSH
Market value$7.39M
3.19%
Sole
0.00
Shared
0.00
None
39.58K
SPDR S&P 500 ETF TR
SOLEShares9.32K
TypeSH
Market value$6.21M
2.68%
Sole
0.00
Shared
0.00
None
9.32K
ALPHABET INC
SOLEShares20.79K
TypeSH
Market value$5.06M
2.18%
Sole
0.00
Shared
0.00
None
20.79K
STRYKER CORPORATION
SOLEShares13.16K
TypeSH
Market value$4.86M
2.10%
Sole
0.00
Shared
0.00
None
13.16K
JPMORGAN CHASE & CO.
SOLEShares14.53K
TypeSH
Market value$4.58M
1.98%
Sole
0.00
Shared
0.00
None
14.53K
CHEVRON CORP NEW
SOLEShares27.89K
TypeSH
Market value$4.33M
1.87%
Sole
0.00
Shared
0.00
None
27.89K
META PLATFORMS INC
SOLEShares5.71K
TypeSH
Market value$4.20M
1.81%
Sole
0.00
Shared
0.00
None
5.71K
HOME DEPOT INC
SOLEShares8.80K
TypeSH
Market value$3.57M
1.54%
Sole
0.00
Shared
0.00
None
8.80K
VANGUARD INDEX FDS
SOLEShares5.66K
TypeSH
Market value$3.46M
1.50%
Sole
0.00
Shared
0.00
None
5.66K
RTX CORPORATION
SOLEShares18.49K
TypeSH
Market value$3.09M
1.34%
Sole
0.00
Shared
0.00
None
18.49K
VISA INC
SOLEShares7.76K
TypeSH
Market value$2.65M
1.14%
Sole
0.00
Shared
0.00
None
7.76K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.26K
TypeSH
Market value$2.65M
1.14%
Sole
0.00
Shared
0.00
None
5.26K
SCHWAB STRATEGIC TR
SOLEShares94.65K
TypeSH
Market value$2.58M
1.12%
Sole
0.00
Shared
0.00
None
94.65K
LOWES COS INC
SOLEShares9.34K
TypeSH
Market value$2.35M
1.01%
Sole
0.00
Shared
0.00
None
9.34K
CAPITAL GRP FIXED INCM ETF T
SOLEShares90.20K
TypeSH
Market value$2.34M
1.01%
Sole
0.00
Shared
0.00
None
90.20K
PGIM ETF TR
SOLEShares54.85K
TypeSH
Market value$2.31M
1.00%
Sole
0.00
Shared
0.00
None
54.85K
ALPHABET INC
SOLEShares9.44K
TypeSH
Market value$2.30M
0.99%
Sole
0.00
Shared
0.00
None
9.44K
PALANTIR TECHNOLOGIES INC
SOLEShares12.28K
TypeSH
Market value$2.24M
0.97%
Sole
0.00
Shared
0.00
None
12.28K
INTUITIVE SURGICAL INC
SOLEShares4.76K
TypeSH
Market value$2.13M
0.92%
Sole
0.00
Shared
0.00
None
4.76K
INTERNATIONAL BUSINESS MACHS
SOLEShares7.46K
TypeSH
Market value$2.10M
0.91%
Sole
0.00
Shared
0.00
None
7.46K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 25.28K | SH | $13.09M 5.65% | 0.00 | 0.00 | 25.28K |
APPLE INCSOLE | COM | 46.16K | SH | $11.75M 5.07% | 0.00 | 0.00 | 46.16K |
COSTCO WHSL CORP NEWSOLE | COM | 11.18K | SH | $10.34M 4.47% | 0.00 | 0.00 | 11.18K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 15.32K | SH | $9.20M 3.97% | 0.00 | 0.00 | 15.32K |
AMAZON COM INCSOLE | COM | 39.35K | SH | $8.64M 3.73% | 0.00 | 0.00 | 39.35K |
NVIDIA CORPORATIONSOLE | COM | 39.58K | SH | $7.39M 3.19% | 0.00 | 0.00 | 39.58K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 9.32K | SH | $6.21M 2.68% | 0.00 | 0.00 | 9.32K |
ALPHABET INCSOLE | CAP STK CL A | 20.79K | SH | $5.06M 2.18% | 0.00 | 0.00 | 20.79K |
STRYKER CORPORATIONSOLE | COM | 13.16K | SH | $4.86M 2.10% | 0.00 | 0.00 | 13.16K |
JPMORGAN CHASE & CO.SOLE | COM | 14.53K | SH | $4.58M 1.98% | 0.00 | 0.00 | 14.53K |
CHEVRON CORP NEWSOLE | COM | 27.89K | SH | $4.33M 1.87% | 0.00 | 0.00 | 27.89K |
META PLATFORMS INCSOLE | CL A | 5.71K | SH | $4.20M 1.81% | 0.00 | 0.00 | 5.71K |
HOME DEPOT INCSOLE | COM | 8.80K | SH | $3.57M 1.54% | 0.00 | 0.00 | 8.80K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.66K | SH | $3.46M 1.50% | 0.00 | 0.00 | 5.66K |
RTX CORPORATIONSOLE | COM | 18.49K | SH | $3.09M 1.34% | 0.00 | 0.00 | 18.49K |
VISA INCSOLE | COM CL A | 7.76K | SH | $2.65M 1.14% | 0.00 | 0.00 | 7.76K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.26K | SH | $2.65M 1.14% | 0.00 | 0.00 | 5.26K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 94.65K | SH | $2.58M 1.12% | 0.00 | 0.00 | 94.65K |
LOWES COS INCSOLE | COM | 9.34K | SH | $2.35M 1.01% | 0.00 | 0.00 | 9.34K |
CAPITAL GRP FIXED INCM ETF TSOLE | SHORT DURATION | 90.20K | SH | $2.34M 1.01% | 0.00 | 0.00 | 90.20K |
PGIM ETF TRSOLE | TOTAL RETURN BON | 54.85K | SH | $2.31M 1.00% | 0.00 | 0.00 | 54.85K |
ALPHABET INCSOLE | CAP STK CL C | 9.44K | SH | $2.30M 0.99% | 0.00 | 0.00 | 9.44K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 12.28K | SH | $2.24M 0.97% | 0.00 | 0.00 | 12.28K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 4.76K | SH | $2.13M 0.92% | 0.00 | 0.00 | 4.76K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 7.46K | SH | $2.10M 0.91% | 0.00 | 0.00 | 7.46K |
Page 1 of 9
…