Richards, Merrill & Peterson, Inc.

13F filer · CIK 0000090108

Reported Jul 16, 2026

Net buyer this quarter

13F portfolio value$315MU.S. long equity reported on 13F

Positions1617 new · 4 closed

Net flow last quarter+$7.05MBuys minus sells

Top 10 positions weight32.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 16, 2026161 positions
AAPLApple Inc.	$15.4M	4.87%	0.00%	+10.0%	Q4 2024
MSFTMicrosoft Corp	$12.7M	4.04%	0.00%	+7.7%	Q4 2024
AMZNAmazon Com Inc	$12.1M	3.83%	0.00%	+5.3%	Q4 2024
COSTCostco Wholesale Corp	$12M	3.80%	0.00%	+0.4%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$11.7M	3.70%	Not reported	+1.4%	Q4 2024
NVDANvidia Corp	$9.59M	3.04%	0.00%	+1.4%	Q4 2024
GOOGLAlphabet Inc.	$9.17M	2.91%	0.00%	+13.7%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$7.23M	2.29%	Not reported	+3.1%	Q4 2024
AMATApplied Materials Inc	$7.08M	2.25%	0.00%	+2.4%	Q4 2024
MUMicron Technology Inc	$5.95M	1.89%	0.00%	-17.8%	Q4 2024
SYKStryker Corp	$5.78M	1.83%	0.00%	+13.5%	Q4 2024
JPMJPMorgan Chase & Co	$5.18M	1.64%	0.00%	+0.6%	Q4 2024
CVXChevron Corp	$5.01M	1.59%	0.00%	-0.2%	Q4 2024
METAMeta Platforms, Inc.	$4.81M	1.53%	Not reported	+9.6%	Q4 2024
CATCaterpillar Inc	$4.23M	1.34%	0.00%	+2.8%	Q4 2024
RTXRTX Corp	$3.54M	1.12%	0.00%	+1.1%	Q4 2024
INCMInnocom Technology Holdings, Inc.	$3.18M	1.01%	0.05%	+51.4%	Q2 2025
CSCOCisco Systems, Inc.	$3.15M	1.00%	0.00%	-3.1%	Q4 2024
GOOGAlphabet Inc.	$3.11M	0.99%	Not reported	-1.8%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.76M	0.88%	Not reported	-6.5%	Q4 2024
AVGOBroadcom Inc.	$2.71M	0.86%	0.00%	+9.7%	Q4 2024
HDHome Depot, Inc.	$2.67M	0.85%	0.00%	-23.5%	Q4 2024
PANWPalo Alto Networks Inc	$2.6M	0.83%	0.00%	-1.3%	Q4 2024
ISRGIntuitive Surgical Inc	$2.51M	0.80%	0.00%	+6.4%	Q4 2024
VVisa Inc.	$2.45M	0.78%	0.00%	-6.5%	Q4 2024
IBMInternational Business Machines Corp	$2.38M	0.76%	0.00%	+5.9%	Q4 2024
MSMorgan Stanley	$2.36M	0.75%	0.00%	+3.8%	Q4 2024
SMHMarket Vectors ETF Trust	$2.18M	0.69%	Not reported	+42.3%	Q1 2025
XOMExxonMobil Holdings Corp	$2.16M	0.69%	0.00%	-8.2%	Q4 2024
PGPROCTER & GAMBLE Co	$1.96M	0.62%	0.00%	+6.6%	Q4 2024
MRKMerck & Co., Inc.	$1.93M	0.61%	0.00%	-3.2%	Q4 2024
LOWLowes Companies Inc	$1.87M	0.59%	0.00%	-10.4%	Q4 2024
ABBVAbbVie Inc.	$1.86M	0.59%	0.00%	+10.8%	Q4 2024
KOCoca Cola Co	$1.81M	0.57%	0.00%	+1.8%	Q4 2024
PLTRPalantir Technologies Inc.	$1.74M	0.55%	0.00%	Not reported	Q4 2024
TXNTexas Instruments Inc	$1.68M	0.53%	0.00%	+0.6%	Q4 2024
MCDMcdonalds Corp	$1.65M	0.52%	0.00%	+1.6%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.61M	0.51%	0.00%	-2.6%	Q4 2024
WMWaste Management Inc	$1.6M	0.51%	0.00%	+7.1%	Q4 2024
WMTWalmart Inc.	$1.57M	0.50%	0.00%	+0.7%	Q4 2024
JNJJohnson & Johnson	$1.55M	0.49%	0.00%	+4.4%	Q4 2024
AXPAmerican Express Co	$1.54M	0.49%	0.00%	+57.8%	Q4 2024
AMDAdvanced Micro Devices Inc	$1.54M	0.49%	0.00%	-8.0%	Q4 2024
CEGConstellation Energy Corp	$1.5M	0.48%	0.00%	+12.7%	Q1 2025
USBUS Bancorp \de\	$1.47M	0.47%	0.00%	-3.2%	Q4 2024
CGCPCardiogenesis Corp	$1.47M	0.47%	Not reported	+11.5%	Q4 2024
NUENucor Corp	$1.44M	0.46%	0.00%	+4.5%	Q2 2025
VZVerizon Communications Inc	$1.43M	0.45%	0.00%	+6.5%	Q4 2024
LLYELI LILLY & Co	$1.39M	0.44%	0.00%	+11.1%	Q4 2024
ORCLOracle Corp	$1.28M	0.41%	0.00%	+2.2%	Q4 2024

Q1 2026Reported Apr 17, 2026156 positions
COSTCostco Wholesale Corp	$12.7M	4.67%	0.00%	+0.7%	Q4 2024
AAPLApple Inc.	$12.2M	4.49%	0.00%	+1.4%	Q4 2024
MSFTMicrosoft Corp	$11.7M	4.30%	0.00%	+17.7%	Q4 2024
AMZNAmazon Com Inc	$10M	3.67%	0.00%	+14.6%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$9.02M	3.31%	Not reported	+0.3%	Q4 2024
NVDANvidia Corp	$8.24M	3.02%	0.00%	+6.3%	Q4 2024
GOOGLAlphabet Inc.	$6.49M	2.38%	0.00%	+7.1%	Q4 2024
CVXChevron Corp	$6.27M	2.30%	0.00%	-12.8%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$6.1M	2.24%	Not reported	-0.6%	Q4 2024
SYKStryker Corp	$5.31M	1.95%	0.00%	+8.2%	Q4 2024
JPMJPMorgan Chase & Co	$4.63M	1.70%	0.00%	+2.3%	Q4 2024
METAMeta Platforms, Inc.	$4.46M	1.64%	Not reported	+15.2%	Q4 2024
RTXRTX Corp	$3.56M	1.31%	0.00%	-2.1%	Q4 2024
AMATApplied Materials Inc	$3.27M	1.20%	0.00%	-1.7%	Q4 2024
HDHome Depot, Inc.	$3.25M	1.19%	0.00%	+1.8%	Q4 2024
XOMExxonMobil Holdings Corp	$2.92M	1.07%	0.00%	-10.2%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.83M	1.04%	Not reported	+2.1%	Q4 2024
CATCaterpillar Inc	$2.74M	1.01%	0.00%	-1.3%	Q4 2024
ISRGIntuitive Surgical Inc	$2.73M	1.00%	0.00%	+4.6%	Q4 2024
GOOGAlphabet Inc.	$2.57M	0.94%	Not reported	-3.6%	Q4 2024
VVisa Inc.	$2.31M	0.85%	0.00%	-4.0%	Q4 2024
LOWLowes Companies Inc	$2.24M	0.82%	0.00%	-0.2%	Q4 2024
PLTRPalantir Technologies Inc.	$2.19M	0.80%	0.00%	+5.0%	Q4 2024
CSCOCisco Systems, Inc.	$2.15M	0.79%	0.00%	+0.1%	Q4 2024
MUMicron Technology Inc	$2.12M	0.78%	0.00%	+4.9%	Q4 2024
INCMInnocom Technology Holdings, Inc.	$2.09M	0.77%	0.03%	+38.5%	Q2 2025
AVGOBroadcom Inc.	$2.03M	0.74%	0.00%	+32.0%	Q4 2024
IBMInternational Business Machines Corp	$1.94M	0.71%	0.00%	+5.1%	Q4 2024
MCDMcdonalds Corp	$1.87M	0.69%	0.00%	+6.3%	Q4 2024
MRKMerck & Co., Inc.	$1.87M	0.68%	0.00%	-2.3%	Q4 2024
PGPROCTER & GAMBLE Co	$1.81M	0.67%	0.00%	+7.5%	Q4 2024
MSMorgan Stanley	$1.79M	0.66%	0.00%	+8.3%	Q4 2024
WMTWalmart Inc.	$1.71M	0.63%	0.00%	+0.4%	Q4 2024
KOCoca Cola Co	$1.66M	0.61%	0.00%	+2.5%	Q4 2024
VZVerizon Communications Inc	$1.59M	0.58%	0.00%	-2.4%	Q4 2024
WMWaste Management Inc	$1.54M	0.57%	0.00%	+0.8%	Q4 2024
HONHoneywell International Inc	$1.53M	0.56%	0.00%	-5.2%	Q4 2024
CEGConstellation Energy Corp	$1.5M	0.55%	0.00%	+5.4%	Q1 2025
MDTMedtronic plc	$1.48M	0.54%	0.00%	+0.3%	Q4 2024
TMUST-Mobile US, Inc.	$1.46M	0.53%	0.00%	+4.1%	Q4 2024
ABBVAbbVie Inc.	$1.45M	0.53%	0.00%	+1.5%	Q4 2024
JNJJohnson & Johnson	$1.43M	0.52%	0.00%	+1.2%	Q4 2024
FDXFedex Corp	$1.39M	0.51%	0.00%	-6.7%	Q4 2024
AVAAvista Corp	$1.34M	0.49%	0.04%	-2.0%	Q4 2024
CGCPCardiogenesis Corp	$1.32M	0.49%	Not reported	+2.5%	Q4 2024
USBUS Bancorp \de\	$1.31M	0.48%	0.00%	-2.9%	Q4 2024
ORCLOracle Corp	$1.25M	0.46%	0.00%	+10.6%	Q4 2024
PANWPalo Alto Networks Inc	$1.24M	0.45%	0.00%	+17.7%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.17M	0.43%	0.00%	+18.2%	Q4 2024
SBUXStarbucks Corp	$1.09M	0.40%	0.00%	+2.0%	Q4 2024

Q4 2025Reported Jan 27, 2026154 positions
MSFTMicrosoft Corp	$13M	4.99%	0.00%	+6.5%	Q4 2024
AAPLApple Inc.	$12.9M	4.96%	0.00%	+3.1%	Q4 2024
COSTCostco Wholesale Corp	$10.9M	4.19%	0.00%	+13.5%	Q4 2024
AMZNAmazon Com Inc	$9.68M	3.71%	0.00%	+6.5%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$9.57M	3.67%	Not reported	+1.7%	Q4 2024
NVDANvidia Corp	$8.29M	3.18%	0.00%	+12.3%	Q4 2024
GOOGLAlphabet Inc.	$6.59M	2.53%	0.00%	+1.3%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$6.43M	2.47%	Not reported	+1.2%	Q4 2024
CVXChevron Corp	$5.3M	2.03%	0.00%	+24.6%	Q4 2024
SYKStryker Corp	$5.25M	2.01%	0.00%	+13.6%	Q4 2024
JPMJPMorgan Chase & Co	$4.95M	1.90%	0.00%	+5.8%	Q4 2024
METAMeta Platforms, Inc.	$4.47M	1.71%	Not reported	+18.4%	Q4 2024
RTXRTX Corp	$3.46M	1.33%	0.00%	+2.0%	Q4 2024
HDHome Depot, Inc.	$3.34M	1.28%	0.00%	+10.2%	Q4 2024
ISRGIntuitive Surgical Inc	$3.21M	1.23%	0.00%	+19.2%	Q4 2024
GOOGAlphabet Inc.	$2.92M	1.12%	Not reported	-1.5%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.91M	1.12%	Not reported	+10.0%	Q4 2024
VVisa Inc.	$2.79M	1.07%	0.00%	+2.5%	Q4 2024
PLTRPalantir Technologies Inc.	$2.53M	0.97%	0.00%	+16.0%	Q4 2024
AMATApplied Materials Inc	$2.5M	0.96%	0.00%	-0.9%	Q4 2024
XOMExxonMobil Holdings Corp	$2.31M	0.88%	0.00%	+31.2%	Q4 2024
LOWLowes Companies Inc	$2.29M	0.88%	0.00%	+1.9%	Q4 2024
IBMInternational Business Machines Corp	$2.25M	0.86%	0.00%	+2.0%	Q4 2024
CATCaterpillar Inc	$2.24M	0.86%	0.00%	-5.8%	Q4 2024
CSCOCisco Systems, Inc.	$2.13M	0.82%	0.00%	-1.4%	Q4 2024
CEGConstellation Energy Corp	$1.8M	0.69%	0.00%	+59.7%	Q1 2025
MSMorgan Stanley	$1.78M	0.68%	0.00%	+12.5%	Q4 2024
MCDMcdonalds Corp	$1.73M	0.66%	0.00%	+13.1%	Q4 2024
AVGOBroadcom Inc.	$1.72M	0.66%	0.00%	+41.0%	Q4 2024
MUMicron Technology Inc	$1.71M	0.65%	0.00%	+12.7%	Q4 2024
PGPROCTER & GAMBLE Co	$1.67M	0.64%	0.00%	+14.1%	Q4 2024
MRKMerck & Co., Inc.	$1.67M	0.64%	0.00%	-1.1%	Q4 2024
MDTMedtronic plc	$1.63M	0.63%	0.00%	-1.7%	Q4 2024
WMTWalmart Inc.	$1.53M	0.59%	0.00%	-1.8%	Q4 2024
ABBVAbbVie Inc.	$1.5M	0.58%	0.00%	+25.7%	Q4 2024
ORCLOracle Corp	$1.5M	0.58%	0.00%	+5.3%	Q4 2024
KOCoca Cola Co	$1.49M	0.57%	0.00%	+4.9%	Q4 2024
INCMInnocom Technology Holdings, Inc.	$1.47M	0.56%	0.02%	+65.3%	Q2 2025
WMWaste Management Inc	$1.46M	0.56%	0.00%	+5.9%	Q4 2024
HONHoneywell International Inc	$1.4M	0.54%	0.00%	-1.1%	Q4 2024
USBUS Bancorp \de\	$1.38M	0.53%	0.00%	-4.8%	Q4 2024
TMUST-Mobile US, Inc.	$1.35M	0.52%	0.00%	+18.5%	Q4 2024
VZVerizon Communications Inc	$1.32M	0.51%	0.00%	+2.0%	Q4 2024
AVAAvista Corp	$1.32M	0.50%	0.04%	-1.3%	Q4 2024
CGCPCardiogenesis Corp	$1.31M	0.50%	Not reported	+5.7%	Q4 2024
PANWPalo Alto Networks Inc	$1.21M	0.46%	0.00%	+40.9%	Q4 2024
FDXFedex Corp	$1.21M	0.46%	0.00%	+2.7%	Q4 2024
ABTAbbott Laboratories	$1.2M	0.46%	0.00%	+24.7%	Q4 2024
JNJJohnson & Johnson	$1.19M	0.46%	0.00%	+19.4%	Q4 2024
BXBlackstone Inc.	$1.19M	0.46%	0.00%	+16.9%	Q4 2024

Q3 2025Reported Oct 16, 2025132 positions
MSFTMicrosoft Corp	$13.1M	5.65%	0.00%	-1.8%	Q4 2024
AAPLApple Inc.	$11.8M	5.07%	0.00%	-1.5%	Q4 2024
COSTCostco Wholesale Corp	$10.3M	4.47%	0.00%	+6.7%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$9.2M	3.97%	Not reported	-1.6%	Q4 2024
AMZNAmazon Com Inc	$8.64M	3.73%	0.00%	+1.5%	Q4 2024
NVDANvidia Corp	$7.39M	3.19%	0.00%	-0.4%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$6.21M	2.68%	Not reported	-2.8%	Q4 2024
GOOGLAlphabet Inc.	$5.06M	2.18%	0.00%	+5.5%	Q4 2024
SYKStryker Corp	$4.86M	2.10%	0.00%	+1.7%	Q4 2024
JPMJPMorgan Chase & Co	$4.58M	1.98%	0.00%	+0.2%	Q4 2024
CVXChevron Corp	$4.33M	1.87%	0.00%	+3.0%	Q4 2024
METAMeta Platforms, Inc.	$4.2M	1.81%	Not reported	-1.0%	Q4 2024
HDHome Depot, Inc.	$3.57M	1.54%	0.00%	+0.2%	Q4 2024
RTXRTX Corp	$3.09M	1.34%	0.00%	+4.0%	Q4 2024
VVisa Inc.	$2.65M	1.14%	0.00%	+0.4%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.65M	1.14%	Not reported	+3.5%	Q4 2024
LOWLowes Companies Inc	$2.35M	1.01%	0.00%	+0.4%	Q4 2024
GOOGAlphabet Inc.	$2.3M	0.99%	Not reported	+0.9%	Q4 2024
PLTRPalantir Technologies Inc.	$2.24M	0.97%	0.00%	+1.2%	Q4 2024
ISRGIntuitive Surgical Inc	$2.13M	0.92%	0.00%	+43.3%	Q4 2024
IBMInternational Business Machines Corp	$2.1M	0.91%	0.00%	+3.2%	Q4 2024
ORCLOracle Corp	$2.06M	0.89%	0.00%	+0.7%	Q4 2024
AMATApplied Materials Inc	$2.01M	0.87%	0.00%	+0.9%	Q4 2024
CATCaterpillar Inc	$1.98M	0.86%	0.00%	+10.3%	Q4 2024
CSCOCisco Systems, Inc.	$1.92M	0.83%	0.00%	+1.0%	Q4 2024
XOMExxonMobil Holdings Corp	$1.65M	0.71%	0.00%	+4.0%	Q4 2024
MDTMedtronic plc	$1.65M	0.71%	0.00%	-3.0%	Q4 2024
PGPROCTER & GAMBLE Co	$1.57M	0.68%	0.00%	+9.3%	Q4 2024
HONHoneywell International Inc	$1.52M	0.66%	0.00%	-7.6%	Q4 2024
MCDMcdonalds Corp	$1.52M	0.66%	0.00%	+1.8%	Q4 2024
WMTWalmart Inc.	$1.44M	0.62%	0.00%	-3.0%	Q4 2024
MSMorgan Stanley	$1.42M	0.61%	0.00%	+6.2%	Q4 2024
VZVerizon Communications Inc	$1.4M	0.60%	0.00%	-2.9%	Q4 2024
WMWaste Management Inc	$1.39M	0.60%	0.00%	-0.9%	Q4 2024
KOCoca Cola Co	$1.35M	0.58%	0.00%	+7.2%	Q4 2024
MRKMerck & Co., Inc.	$1.35M	0.58%	0.00%	-1.4%	Q4 2024
TMUST-Mobile US, Inc.	$1.35M	0.58%	0.00%	+0.2%	Q4 2024
USBUS Bancorp \de\	$1.32M	0.57%	0.00%	-0.2%	Q4 2024
AVAAvista Corp	$1.31M	0.56%	0.04%	-6.7%	Q4 2024
CGCPCardiogenesis Corp	$1.24M	0.54%	Not reported	Not reported	Q4 2024
ABBVAbbVie Inc.	$1.21M	0.52%	0.00%	+3.6%	Q4 2024
APDAir Products & Chemicals, Inc.	$1.21M	0.52%	0.00%	-3.7%	Q4 2024
AVGOBroadcom Inc.	$1.16M	0.50%	0.00%	+13.3%	Q4 2024
BXBlackstone Inc.	$1.13M	0.49%	0.00%	+7.3%	Q4 2024
EMREmerson Electric Co	$1.08M	0.47%	0.00%	+8.5%	Q4 2024
CEGConstellation Energy Corp	$1.05M	0.45%	0.00%	+45.3%	Q1 2025
QCOMQualcomm Inc	$1.04M	0.45%	0.00%	+6.0%	Q4 2024
ABTAbbott Laboratories	$1.03M	0.44%	0.00%	-0.5%	Q4 2024
LDOSLeidos Holdings, Inc.	$1.02M	0.44%	0.00%	+9.0%	Q4 2024
UNHUnitedhealth Group Inc	$1.01M	0.44%	0.00%	-2.5%	Q4 2024

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