Filed: 1/27/2026ACC: 0001398344-26-001367
📋 What this filing means
RICHARDS, MERRILL & PETERSON, INC. filed this quarterly 13F‑HR report disclosing 273 equity positions with a total reported market value of $260.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
273
Positions
$260.89M
Total AUM (reported)
2.26M
Total Shares
Allocation by class
COM$154.68M59.3%
UNIT SER 1$9.57M3.7%
CL A$8.66M3.3%
CAP STK CL A$6.59M2.5%
COM NEW$6.59M2.5%
TR UNIT$6.43M2.5%
SHS CREATION UNI$5.08M1.9%
Portfolio Concentration
Top 3$36.89M14.1%
4–10$51.12M19.6%
11–25$49.32M18.9%
Rest$123.57M47.4%
Top 3 weight
14.1%
Top 10 weight
33.7%
Voting Authority Distribution
Total shares with voting rights: 2.26M
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
2.26M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole273
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings273
Rows:
MICROSOFT CORP
SOLEShares26.92K
TypeSH
Market value$13.02M
4.99%
Sole
0.00
Shared
0.00
None
26.92K
APPLE INC
SOLEShares47.58K
TypeSH
Market value$12.93M
4.96%
Sole
0.00
Shared
0.00
None
47.58K
COSTCO WHSL CORP NEW
SOLEShares12.68K
TypeSH
Market value$10.93M
4.19%
Sole
0.00
Shared
0.00
None
12.68K
AMAZON COM INC
SOLEShares41.92K
TypeSH
Market value$9.68M
3.71%
Sole
0.00
Shared
0.00
None
41.92K
INVESCO QQQ TR
SOLEShares15.58K
TypeSH
Market value$9.57M
3.67%
Sole
0.00
Shared
0.00
None
15.58K
NVIDIA CORPORATION
SOLEShares44.46K
TypeSH
Market value$8.29M
3.18%
Sole
0.00
Shared
0.00
None
44.46K
ALPHABET INC
SOLEShares21.07K
TypeSH
Market value$6.59M
2.53%
Sole
0.00
Shared
0.00
None
21.07K
SPDR S&P 500 ETF TR
SOLEShares9.44K
TypeSH
Market value$6.43M
2.47%
Sole
0.00
Shared
0.00
None
9.44K
CHEVRON CORP NEW
SOLEShares34.76K
TypeSH
Market value$5.30M
2.03%
Sole
0.00
Shared
0.00
None
34.76K
STRYKER CORPORATION
SOLEShares14.94K
TypeSH
Market value$5.25M
2.01%
Sole
0.00
Shared
0.00
None
14.94K
JPMORGAN CHASE & CO.
SOLEShares15.38K
TypeSH
Market value$4.95M
1.90%
Sole
0.00
Shared
0.00
None
15.38K
META PLATFORMS INC
SOLEShares6.77K
TypeSH
Market value$4.47M
1.71%
Sole
0.00
Shared
0.00
None
6.77K
VANGUARD INDEX FDS
SOLEShares6.29K
TypeSH
Market value$3.94M
1.51%
Sole
0.00
Shared
0.00
None
6.29K
RTX CORPORATION
SOLEShares18.85K
TypeSH
Market value$3.46M
1.33%
Sole
0.00
Shared
0.00
None
18.85K
HOME DEPOT INC
SOLEShares9.70K
TypeSH
Market value$3.34M
1.28%
Sole
0.00
Shared
0.00
None
9.70K
SCHWAB STRATEGIC TR
SOLEShares120.28K
TypeSH
Market value$3.30M
1.26%
Sole
0.00
Shared
0.00
None
120.28K
CAPITAL GRP FIXED INCM ETF T
SOLEShares124.33K
TypeSH
Market value$3.23M
1.24%
Sole
0.00
Shared
0.00
None
124.33K
INTUITIVE SURGICAL INC
SOLEShares5.67K
TypeSH
Market value$3.21M
1.23%
Sole
0.00
Shared
0.00
None
5.67K
CAPITAL GROUP GROWTH ETF
SOLEShares69.78K
TypeSH
Market value$3.10M
1.19%
Sole
0.00
Shared
0.00
None
69.78K
ALPHABET INC
SOLEShares9.30K
TypeSH
Market value$2.92M
1.12%
Sole
0.00
Shared
0.00
None
9.30K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.79K
TypeSH
Market value$2.91M
1.12%
Sole
0.00
Shared
0.00
None
5.79K
VISA INC
SOLEShares7.96K
TypeSH
Market value$2.79M
1.07%
Sole
0.00
Shared
0.00
None
7.96K
PGIM ETF TR
SOLEShares63.45K
TypeSH
Market value$2.67M
1.02%
Sole
0.00
Shared
0.00
None
63.45K
PALANTIR TECHNOLOGIES INC
SOLEShares14.24K
TypeSH
Market value$2.53M
0.97%
Sole
0.00
Shared
0.00
None
14.24K
APPLIED MATLS INC
SOLEShares9.72K
TypeSH
Market value$2.50M
0.96%
Sole
0.00
Shared
0.00
None
9.72K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 26.92K | SH | $13.02M 4.99% | 0.00 | 0.00 | 26.92K |
APPLE INCSOLE | COM | 47.58K | SH | $12.93M 4.96% | 0.00 | 0.00 | 47.58K |
COSTCO WHSL CORP NEWSOLE | COM | 12.68K | SH | $10.93M 4.19% | 0.00 | 0.00 | 12.68K |
AMAZON COM INCSOLE | COM | 41.92K | SH | $9.68M 3.71% | 0.00 | 0.00 | 41.92K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 15.58K | SH | $9.57M 3.67% | 0.00 | 0.00 | 15.58K |
NVIDIA CORPORATIONSOLE | COM | 44.46K | SH | $8.29M 3.18% | 0.00 | 0.00 | 44.46K |
ALPHABET INCSOLE | CAP STK CL A | 21.07K | SH | $6.59M 2.53% | 0.00 | 0.00 | 21.07K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 9.44K | SH | $6.43M 2.47% | 0.00 | 0.00 | 9.44K |
CHEVRON CORP NEWSOLE | COM | 34.76K | SH | $5.30M 2.03% | 0.00 | 0.00 | 34.76K |
STRYKER CORPORATIONSOLE | COM | 14.94K | SH | $5.25M 2.01% | 0.00 | 0.00 | 14.94K |
JPMORGAN CHASE & CO.SOLE | COM | 15.38K | SH | $4.95M 1.90% | 0.00 | 0.00 | 15.38K |
META PLATFORMS INCSOLE | CL A | 6.77K | SH | $4.47M 1.71% | 0.00 | 0.00 | 6.77K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 6.29K | SH | $3.94M 1.51% | 0.00 | 0.00 | 6.29K |
RTX CORPORATIONSOLE | COM | 18.85K | SH | $3.46M 1.33% | 0.00 | 0.00 | 18.85K |
HOME DEPOT INCSOLE | COM | 9.70K | SH | $3.34M 1.28% | 0.00 | 0.00 | 9.70K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 120.28K | SH | $3.30M 1.26% | 0.00 | 0.00 | 120.28K |
CAPITAL GRP FIXED INCM ETF TSOLE | SHORT DURATION | 124.33K | SH | $3.23M 1.24% | 0.00 | 0.00 | 124.33K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 5.67K | SH | $3.21M 1.23% | 0.00 | 0.00 | 5.67K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 69.78K | SH | $3.10M 1.19% | 0.00 | 0.00 | 69.78K |
ALPHABET INCSOLE | CAP STK CL C | 9.30K | SH | $2.92M 1.12% | 0.00 | 0.00 | 9.30K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.79K | SH | $2.91M 1.12% | 0.00 | 0.00 | 5.79K |
VISA INCSOLE | COM CL A | 7.96K | SH | $2.79M 1.07% | 0.00 | 0.00 | 7.96K |
PGIM ETF TRSOLE | TOTAL RETURN BON | 63.45K | SH | $2.67M 1.02% | 0.00 | 0.00 | 63.45K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 14.24K | SH | $2.53M 0.97% | 0.00 | 0.00 | 14.24K |
APPLIED MATLS INCSOLE | COM | 9.72K | SH | $2.50M 0.96% | 0.00 | 0.00 | 9.72K |
Page 1 of 11
…