Filed: 7/16/2026ACC: 0001398344-26-012209
📋 What this filing means
RICHARDS, MERRILL & PETERSON, INC. filed this quarterly 13F‑HR report disclosing 285 equity positions with a total reported market value of $315.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
285
Positions
$315.07M
Total AUM (reported)
2.71M
Total Shares
Allocation by class
COM$315.07M100.0%
Portfolio Concentration
Top 3$40.15M12.7%
4–10$62.66M19.9%
11–25$62.94M20.0%
Rest$149.32M47.4%
Top 3 weight
12.7%
Top 10 weight
32.6%
Voting Authority Distribution
Total shares with voting rights: 2.71M
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
2.71M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole285
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings285
Rows:
APPLE INC
SOLEShares53.07K
TypeSH
Market value$15.36M
4.87%
Sole
0.00
Shared
0.00
None
53.07K
MICROSOFT CORP
SOLEShares34.13K
TypeSH
Market value$12.73M
4.04%
Sole
0.00
Shared
0.00
None
34.13K
AMAZON COM INC
SOLEShares50.59K
TypeSH
Market value$12.06M
3.83%
Sole
0.00
Shared
0.00
None
50.59K
COSTCO WHSL CORP NEW
SOLEShares12.81K
TypeSH
Market value$11.98M
3.80%
Sole
0.00
Shared
0.00
None
12.81K
INVESCO QQQ TR ETF
SOLEShares15.84K
TypeSH
Market value$11.66M
3.70%
Sole
0.00
Shared
0.00
None
15.84K
NVIDIA CORP
SOLEShares47.91K
TypeSH
Market value$9.59M
3.04%
Sole
0.00
Shared
0.00
None
47.91K
ALPHABET INC VOTING
SOLEShares25.66K
TypeSH
Market value$9.17M
2.91%
Sole
0.00
Shared
0.00
None
25.66K
STATE STREET SPDR ETF
SOLEShares9.68K
TypeSH
Market value$7.23M
2.29%
Sole
0.00
Shared
0.00
None
9.68K
APPLIED MATERIALS INC
SOLEShares9.79K
TypeSH
Market value$7.08M
2.25%
Sole
0.00
Shared
0.00
None
9.79K
MICRON TECHNOLOGY INC
SOLEShares5.16K
TypeSH
Market value$5.95M
1.89%
Sole
0.00
Shared
0.00
None
5.16K
STRYKER CORP
SOLEShares18.35K
TypeSH
Market value$5.78M
1.83%
Sole
0.00
Shared
0.00
None
18.35K
JPMORGAN CHASE & CO
SOLEShares15.82K
TypeSH
Market value$5.18M
1.64%
Sole
0.00
Shared
0.00
None
15.82K
SCHWAB US DIVIDEND ETF
SOLEShares162.18K
TypeSH
Market value$5.14M
1.63%
Sole
0.00
Shared
0.00
None
162.18K
CAPITAL GRP SHORT ETF
SOLEShares198.35K
TypeSH
Market value$5.10M
1.62%
Sole
0.00
Shared
0.00
None
198.35K
CHEVRON CORPORATION
SOLEShares30.25K
TypeSH
Market value$5.01M
1.59%
Sole
0.00
Shared
0.00
None
30.25K
META PLATFORMS INC
SOLEShares8.54K
TypeSH
Market value$4.81M
1.53%
Sole
0.00
Shared
0.00
None
8.54K
VANGUARD INDEX FDS ETF
SOLEShares6.69K
TypeSH
Market value$4.60M
1.46%
Sole
0.00
Shared
0.00
None
6.69K
CATERPILLAR INC
SOLEShares3.98K
TypeSH
Market value$4.23M
1.34%
Sole
0.00
Shared
0.00
None
3.98K
CAPITAL GRP GROWTH ETF
SOLEShares86.68K
TypeSH
Market value$4.09M
1.30%
Sole
0.00
Shared
0.00
None
86.68K
RTX CORP
SOLEShares18.66K
TypeSH
Market value$3.54M
1.12%
Sole
0.00
Shared
0.00
None
18.66K
CAPITAL GRP DIVIDEND ETF
SOLEShares64.89K
TypeSH
Market value$3.20M
1.01%
Sole
0.00
Shared
0.00
None
64.89K
FRANKLIN TEMPLETON ETF
SOLEShares110.14K
TypeSH
Market value$3.18M
1.01%
Sole
0.00
Shared
0.00
None
110.14K
CISCO SYSTEMS INC
SOLEShares26.84K
TypeSH
Market value$3.15M
1.00%
Sole
0.00
Shared
0.00
None
26.84K
ALPHABET INC NON VOTING
SOLEShares8.80K
TypeSH
Market value$3.11M
0.99%
Sole
0.00
Shared
0.00
None
8.80K
CAPITAL GROUP FXD ETF
SOLEShares107.28K
TypeSH
Market value$2.81M
0.89%
Sole
0.00
Shared
0.00
None
107.28K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 53.07K | SH | $15.36M 4.87% | 0.00 | 0.00 | 53.07K |
MICROSOFT CORPSOLE | COM | 34.13K | SH | $12.73M 4.04% | 0.00 | 0.00 | 34.13K |
AMAZON COM INCSOLE | COM | 50.59K | SH | $12.06M 3.83% | 0.00 | 0.00 | 50.59K |
COSTCO WHSL CORP NEWSOLE | COM | 12.81K | SH | $11.98M 3.80% | 0.00 | 0.00 | 12.81K |
INVESCO QQQ TR ETFSOLE | COM | 15.84K | SH | $11.66M 3.70% | 0.00 | 0.00 | 15.84K |
NVIDIA CORPSOLE | COM | 47.91K | SH | $9.59M 3.04% | 0.00 | 0.00 | 47.91K |
ALPHABET INC VOTINGSOLE | COM | 25.66K | SH | $9.17M 2.91% | 0.00 | 0.00 | 25.66K |
STATE STREET SPDR ETFSOLE | COM | 9.68K | SH | $7.23M 2.29% | 0.00 | 0.00 | 9.68K |
APPLIED MATERIALS INCSOLE | COM | 9.79K | SH | $7.08M 2.25% | 0.00 | 0.00 | 9.79K |
MICRON TECHNOLOGY INCSOLE | COM | 5.16K | SH | $5.95M 1.89% | 0.00 | 0.00 | 5.16K |
STRYKER CORPSOLE | COM | 18.35K | SH | $5.78M 1.83% | 0.00 | 0.00 | 18.35K |
JPMORGAN CHASE & COSOLE | COM | 15.82K | SH | $5.18M 1.64% | 0.00 | 0.00 | 15.82K |
SCHWAB US DIVIDEND ETFSOLE | COM | 162.18K | SH | $5.14M 1.63% | 0.00 | 0.00 | 162.18K |
CAPITAL GRP SHORT ETFSOLE | COM | 198.35K | SH | $5.10M 1.62% | 0.00 | 0.00 | 198.35K |
CHEVRON CORPORATIONSOLE | COM | 30.25K | SH | $5.01M 1.59% | 0.00 | 0.00 | 30.25K |
META PLATFORMS INCSOLE | COM | 8.54K | SH | $4.81M 1.53% | 0.00 | 0.00 | 8.54K |
VANGUARD INDEX FDS ETFSOLE | COM | 6.69K | SH | $4.60M 1.46% | 0.00 | 0.00 | 6.69K |
CATERPILLAR INCSOLE | COM | 3.98K | SH | $4.23M 1.34% | 0.00 | 0.00 | 3.98K |
CAPITAL GRP GROWTH ETFSOLE | COM | 86.68K | SH | $4.09M 1.30% | 0.00 | 0.00 | 86.68K |
RTX CORPSOLE | COM | 18.66K | SH | $3.54M 1.12% | 0.00 | 0.00 | 18.66K |
CAPITAL GRP DIVIDEND ETFSOLE | COM | 64.89K | SH | $3.20M 1.01% | 0.00 | 0.00 | 64.89K |
FRANKLIN TEMPLETON ETFSOLE | COM | 110.14K | SH | $3.18M 1.01% | 0.00 | 0.00 | 110.14K |
CISCO SYSTEMS INCSOLE | COM | 26.84K | SH | $3.15M 1.00% | 0.00 | 0.00 | 26.84K |
ALPHABET INC NON VOTINGSOLE | COM | 8.80K | SH | $3.11M 0.99% | 0.00 | 0.00 | 8.80K |
CAPITAL GROUP FXD ETFSOLE | COM | 107.28K | SH | $2.81M 0.89% | 0.00 | 0.00 | 107.28K |
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