Filed: 4/17/2026ACC: 0001398344-26-006641
📋 What this filing means
RICHARDS, MERRILL & PETERSON, INC. filed this quarterly 13F‑HR report disclosing 283 equity positions with a total reported market value of $272.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
283
Positions
$272.60M
Total AUM (reported)
2.55M
Total Shares
Allocation by class
COM$157.91M57.9%
UNIT SER 1$9.02M3.3%
CL A$8.11M3.0%
SHS CREATION UNI$6.78M2.5%
CAP STK CL A$6.49M2.4%
COM NEW$6.29M2.3%
TR UNIT$6.10M2.2%
Portfolio Concentration
Top 3$36.69M13.5%
4–10$51.44M18.9%
11–25$52.46M19.2%
Rest$132.01M48.4%
Top 3 weight
13.5%
Top 10 weight
32.3%
Voting Authority Distribution
Total shares with voting rights: 2.55M
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
2.55M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole283
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings283
Rows:
COSTCO WHOLESALE CORPORATION
SOLEShares12.76K
TypeSH
Market value$12.72M
4.67%
Sole
0.00
Shared
0.00
None
12.76K
APPLE INC
SOLEShares48.26K
TypeSH
Market value$12.25M
4.49%
Sole
0.00
Shared
0.00
None
48.26K
MICROSOFT CORP
SOLEShares31.68K
TypeSH
Market value$11.73M
4.30%
Sole
0.00
Shared
0.00
None
31.68K
AMAZON COM INC
SOLEShares48.05K
TypeSH
Market value$10.01M
3.67%
Sole
0.00
Shared
0.00
None
48.05K
INVESCO QQQ TR
SOLEShares15.62K
TypeSH
Market value$9.02M
3.31%
Sole
0.00
Shared
0.00
None
15.62K
NVIDIA CORPORATION
SOLEShares47.24K
TypeSH
Market value$8.24M
3.02%
Sole
0.00
Shared
0.00
None
47.24K
ALPHABET INC
SOLEShares22.57K
TypeSH
Market value$6.49M
2.38%
Sole
0.00
Shared
0.00
None
22.57K
CHEVRON CORPORATION
SOLEShares30.31K
TypeSH
Market value$6.27M
2.30%
Sole
0.00
Shared
0.00
None
30.31K
STATE STR SPDR S&P 500 ETF T
SOLEShares9.38K
TypeSH
Market value$6.10M
2.24%
Sole
0.00
Shared
0.00
None
9.38K
STRYKER CORPORATION
SOLEShares16.17K
TypeSH
Market value$5.31M
1.95%
Sole
0.00
Shared
0.00
None
16.17K
CAPITAL GRP FIXED INCM ETF T
SOLEShares186.98K
TypeSH
Market value$4.82M
1.77%
Sole
0.00
Shared
0.00
None
186.98K
SCHWAB STRATEGIC TR
SOLEShares151.83K
TypeSH
Market value$4.66M
1.71%
Sole
0.00
Shared
0.00
None
151.83K
JPMORGAN CHASE & CO
SOLEShares15.73K
TypeSH
Market value$4.63M
1.70%
Sole
0.00
Shared
0.00
None
15.73K
META PLATFORMS INC
SOLEShares7.79K
TypeSH
Market value$4.46M
1.64%
Sole
0.00
Shared
0.00
None
7.79K
VANGUARD INDEX FDS
SOLEShares6.54K
TypeSH
Market value$3.91M
1.43%
Sole
0.00
Shared
0.00
None
6.54K
RTX CORPORATION
SOLEShares18.46K
TypeSH
Market value$3.56M
1.31%
Sole
0.00
Shared
0.00
None
18.46K
CAPITAL GROUP GROWTH ETF
SOLEShares84.74K
TypeSH
Market value$3.41M
1.25%
Sole
0.00
Shared
0.00
None
84.74K
APPLIED MATLS INC
SOLEShares9.56K
TypeSH
Market value$3.27M
1.20%
Sole
0.00
Shared
0.00
None
9.56K
HOME DEPOT INC
SOLEShares9.88K
TypeSH
Market value$3.25M
1.19%
Sole
0.00
Shared
0.00
None
9.88K
EXXON MOBIL CORP
SOLEShares17.23K
TypeSH
Market value$2.92M
1.07%
Sole
0.00
Shared
0.00
None
17.23K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.91K
TypeSH
Market value$2.83M
1.04%
Sole
0.00
Shared
0.00
None
5.91K
CATERPILLAR INC
SOLEShares3.87K
TypeSH
Market value$2.74M
1.01%
Sole
0.00
Shared
0.00
None
3.87K
INTUITIVE SURGICAL INC
SOLEShares5.93K
TypeSH
Market value$2.73M
1.00%
Sole
0.00
Shared
0.00
None
5.93K
PGIM ETF TR
SOLEShares65.21K
TypeSH
Market value$2.71M
0.99%
Sole
0.00
Shared
0.00
None
65.21K
ALPHABET INC
SOLEShares8.96K
TypeSH
Market value$2.57M
0.94%
Sole
0.00
Shared
0.00
None
8.96K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COSTCO WHOLESALE CORPORATIONSOLE | COM | 12.76K | SH | $12.72M 4.67% | 0.00 | 0.00 | 12.76K |
APPLE INCSOLE | COM | 48.26K | SH | $12.25M 4.49% | 0.00 | 0.00 | 48.26K |
MICROSOFT CORPSOLE | COM | 31.68K | SH | $11.73M 4.30% | 0.00 | 0.00 | 31.68K |
AMAZON COM INCSOLE | COM | 48.05K | SH | $10.01M 3.67% | 0.00 | 0.00 | 48.05K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 15.62K | SH | $9.02M 3.31% | 0.00 | 0.00 | 15.62K |
NVIDIA CORPORATIONSOLE | COM | 47.24K | SH | $8.24M 3.02% | 0.00 | 0.00 | 47.24K |
ALPHABET INCSOLE | CAP STK CL A | 22.57K | SH | $6.49M 2.38% | 0.00 | 0.00 | 22.57K |
CHEVRON CORPORATIONSOLE | COM | 30.31K | SH | $6.27M 2.30% | 0.00 | 0.00 | 30.31K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 9.38K | SH | $6.10M 2.24% | 0.00 | 0.00 | 9.38K |
STRYKER CORPORATIONSOLE | COM | 16.17K | SH | $5.31M 1.95% | 0.00 | 0.00 | 16.17K |
CAPITAL GRP FIXED INCM ETF TSOLE | SHORT DURATION | 186.98K | SH | $4.82M 1.77% | 0.00 | 0.00 | 186.98K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 151.83K | SH | $4.66M 1.71% | 0.00 | 0.00 | 151.83K |
JPMORGAN CHASE & COSOLE | COM | 15.73K | SH | $4.63M 1.70% | 0.00 | 0.00 | 15.73K |
META PLATFORMS INCSOLE | CL A | 7.79K | SH | $4.46M 1.64% | 0.00 | 0.00 | 7.79K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 6.54K | SH | $3.91M 1.43% | 0.00 | 0.00 | 6.54K |
RTX CORPORATIONSOLE | COM | 18.46K | SH | $3.56M 1.31% | 0.00 | 0.00 | 18.46K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 84.74K | SH | $3.41M 1.25% | 0.00 | 0.00 | 84.74K |
APPLIED MATLS INCSOLE | COM | 9.56K | SH | $3.27M 1.20% | 0.00 | 0.00 | 9.56K |
HOME DEPOT INCSOLE | COM | 9.88K | SH | $3.25M 1.19% | 0.00 | 0.00 | 9.88K |
EXXON MOBIL CORPSOLE | COM | 17.23K | SH | $2.92M 1.07% | 0.00 | 0.00 | 17.23K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.91K | SH | $2.83M 1.04% | 0.00 | 0.00 | 5.91K |
CATERPILLAR INCSOLE | COM | 3.87K | SH | $2.74M 1.01% | 0.00 | 0.00 | 3.87K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 5.93K | SH | $2.73M 1.00% | 0.00 | 0.00 | 5.93K |
PGIM ETF TRSOLE | TOTAL RETURN BON | 65.21K | SH | $2.71M 0.99% | 0.00 | 0.00 | 65.21K |
ALPHABET INCSOLE | CAP STK CL C | 8.96K | SH | $2.57M 0.94% | 0.00 | 0.00 | 8.96K |
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