Richards, Merrill & Peterson, Inc. Top Holdings and 13F Report (2026) About Richards, Merrill & Peterson, Inc.Investment ActivityRichards, Merrill & Peterson, Inc. has $327.96 million in total holdings as of September 30, 2026.Richards, Merrill & Peterson, Inc. owns shares of 293 different stocks, but just 75 companies or ETFs make up 80% of its holdings.Approximately 5.98% of the portfolio was purchased this quarter.About 2.70% of the portfolio was sold this quarter.This quarter, Richards, Merrill & Peterson, Inc. has purchased 285 new stocks and bought additional shares in 106 stocks.Richards, Merrill & Peterson, Inc. sold shares of 81 stocks and completely divested from 10 stocks this quarter.Largest Holdings Microsoft $17,814,465Apple $17,183,413Amazon.com $13,142,912Costco Wholesale $12,162,747Invesco QQQ $11,548,716 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $2,428,545 Holding688239201 - Oshkosh $444,724 Holding26824D860 - EA SERIES TRUST $330,909 Holding91913Y100 - Valero Energy $269,389 Holding31624J745 - FIDELITY GREENWOOD STREET TR $262,548 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 14,922 shares (about $2.43M)CrowdStrike 3,661 shares (about $969.25K)Micron Technology 804 shares (about $856.35K)Franklin Income Focus ETF 28,670 shares (about $815.95K)Alphabet 2,208 shares (about $759.73K) Largest Sales this Quarter Chevron 2,647 shares (about $540.55K)Apple 1,475 shares (about $491.20K)Tractor Supply 8,448 shares (about $264.34K)Cisco Systems 1,951 shares (about $209.99K)Invesco QQQ 224 shares (about $165.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRichards, Merrill & Peterson, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$17,814,465$311,842 ▲1.8%34,7335.4%TechnologyAAPLApple$17,183,413$491,202 ▼-2.8%51,5995.2%TechnologyAMZNAmazon.com$13,142,912$537,167 ▲4.3%52,7514.0%Consumer DiscretionaryCOSTCostco Wholesale$12,162,747$501,585 ▲4.3%13,3613.7%Consumer StaplesQQQInvesco QQQ$11,548,716$165,711 ▼-1.4%15,6113.5%ETFNVDANVIDIA$11,089,130$147,532 ▲1.3%48,5563.4%TechnologyGOOGLAlphabet$9,589,535$759,731 ▲8.6%27,8702.9%Communication ServicesSPYSPDR S&P 500 ETF Trust$7,364,835$15,253 ▼-0.2%9,6572.2%ETFMUMicron Technology$6,348,056$856,348 ▲15.6%5,9601.9%TechnologyMETAMeta Platforms$6,146,564$46,411 ▼-0.7%8,4761.9%Communication ServicesCVXChevron$5,636,693$540,552 ▼-8.8%27,6021.7%EnergySCHDSchwab US Dividend Equity ETF$5,492,676$217,007 ▲4.1%168,8501.7%ETFCGSDCapital Group Short Duration Income ETF$5,474,495$466,089 ▲9.3%216,8121.7%ETFJPMJPMorgan Chase & Co.$5,172,428$62,526 ▼-1.2%15,6351.6%FinanceSYKStryker$5,116,998$63,339 ▲1.3%18,5811.6%HealthcareAMATApplied Materials$4,906,803$99,721 ▼-2.0%9,5951.5%TechnologyVOOVanguard S&P 500 ETF$4,722,395$30,838 ▲0.7%6,7381.4%ETFCGGRCapital Group Growth ETF$4,307,970$196,787 ▲4.8%90,8281.3%ETFINCMFranklin Income Focus ETF$3,950,675$815,948 ▲26.0%138,8151.2%ETFCGDVCapital Group Dividend Value ETF$3,760,962$591,085 ▲18.6%76,9901.1%ETFRTXRTX$3,416,307$47,155 ▼-1.4%18,4021.0%IndustrialsCATCaterpillar$3,171,831$51,891 ▼-1.6%3,9121.0%IndustrialsPANWPalo Alto Networks$3,101,402$71,516 ▲2.4%7,8060.9%TechnologyGOOGAlphabet$2,941,025$58,950 ▼-2.0%8,6310.9%Communication ServicesCAPITAL GRP FIXED INCM ETF T$2,925,053$245,278 ▲9.2%117,0960.9%CORE BOND ETFAVGOBroadcom$2,839,056$315,373 ▲12.5%8,0840.9%TechnologyPTRBPGIM Total Return Bond ETF$2,811,057$160,245 ▲6.0%71,2740.9%ETFPALANTIR TECHNOLOGIES INC$2,800,887$4,489 ▲0.2%14,9740.9%CL AISRGIntuitive Surgical$2,790,702$224,866 ▲8.8%6,8630.9%HealthcareCSCOCisco Systems$2,678,466$209,985 ▼-7.3%24,8860.8%TechnologyBRK.BBerkshire Hathaway$2,669,510$80,170 ▼-2.9%5,3610.8%FinanceSMHVanEck Semiconductor ETF$2,662,695$634,613 ▲31.3%4,3720.8%ETFVVisa$2,555,939$12,217 ▼-0.5%7,1130.8%FinanceEXXONMOBIL HOLDINGS CORP$2,428,545$2,428,545 ▲New Holding14,9220.7%COM SHSMRKMerck & Co., Inc.$2,121,752$62,191 ▼-2.8%14,6020.6%HealthcareMSMorgan Stanley$2,082,698$42,696 ▼-2.0%11,0730.6%FinancePVALPutnam Focused Large Cap Value ETF$2,051,654$754,045 ▲58.1%38,9900.6%ETFHDHome Depot$2,002,777$147,648 ▼-6.9%7,0400.6%Consumer DiscretionaryABBVAbbVie$1,965,518$29,035 ▲1.5%7,5140.6%HealthcarePGProcter & Gamble$1,958,411$12,640 ▲0.6%13,4800.6%Consumer StaplesKOCoca-Cola$1,902,596$15,150 ▼-0.8%22,1030.6%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$1,865,919$351,254 ▲23.2%13,7160.6%ETFIBMInternational Business Machines$1,855,232$5,498 ▼-0.3%8,4360.6%TechnologyIJHiShares Core S&P Mid-Cap ETF$1,820,964$30,650 ▼-1.7%25,3090.6%ETFFIDELITY COVINGTON TRUST$1,768,582$735,186 ▲71.1%44,3140.5%ENHANCED INTLJNJJohnson & Johnson$1,592,172$22,503 ▼-1.4%6,0140.5%HealthcareCEGConstellation Energy$1,557,694$19,052 ▲1.2%6,1320.5%UtilitiesAMDAdvanced Micro Devices$1,539,800$77,082 ▼-4.8%2,5170.5%TechnologyRBB FUND TRUST$1,538,574$530,307 ▲52.6%30,6550.5%FIRST EAGLE GBLLOWLowe's Companies$1,514,406$51,598 ▼-3.3%8,2180.5%Consumer DiscretionaryTXNTexas Instruments$1,508,604$73,946 ▼-4.7%5,3860.5%TechnologyNUENucor$1,507,472$234 ▲0.0%6,4490.5%MaterialsCGMSCapital Group U.S. Multi-Sector Income ETF$1,492,999$70,873 ▼-4.5%56,9200.5%ETFWALMART INC$1,478,678$35,021 ▲2.4%14,2290.5%COMWMWaste Management$1,477,112$10,399 ▲0.7%7,2440.5%IndustrialsTSMTaiwan Semiconductor Manufacturing$1,465,769$68,430 ▼-4.5%3,2130.4%TechnologyLLYEli Lilly and Company$1,452,463$114,577 ▲8.6%1,2550.4%HealthcareVZVerizon Communications$1,436,452$112,289 ▼-7.3%31,3160.4%Communication ServicesWDIVSPDR S&P Global Dividend ETF$1,422,240$143,233 ▲11.2%17,4860.4%ETFCGCPCapital Group Core Plus Income ETF$1,387,345$9,929 ▼-0.7%65,5340.4%ETFMCDMcDonald's$1,373,791$38,334 ▼-2.7%5,9490.4%Consumer DiscretionaryAXPAmerican Express$1,370,468$11,859 ▼-0.9%4,5070.4%FinanceUSBU.S. Bancorp$1,363,614$43,956 ▼-3.1%23,6080.4%FinanceEMREmerson Electric$1,302,548$52,425 ▼-3.9%8,3980.4%IndustrialsCRWDCrowdStrike$1,302,041$969,250 ▲291.2%4,9180.4%TechnologyMDTMedtronic$1,276,874$33,136 ▼-2.5%14,7970.4%HealthcareCAPITAL GROUP EQUITY ETF TR$1,244,902$478,023 ▲62.3%40,2100.4%US SM MI CA ETFUBERUber Technologies$1,199,199$204,571 ▲20.6%17,5040.4%IndustrialsORCLOracle$1,126,005$71,122 ▼-5.9%8,2010.3%TechnologyVEAVanguard FTSE Developed Markets ETF$1,118,814$6,637 ▲0.6%15,8450.3%ETFVYMVanguard High Dividend Yield ETF$1,108,438$63,632 ▲6.1%7,1420.3%ETFSBUXStarbucks$1,099,224$11,369 ▼-1.0%11,6990.3%Consumer DiscretionaryXLIIndustrial Select Sector SPDR Fund$1,098,728$28,387 ▲2.7%6,5800.3%ETFXLFFinancial Select Sector SPDR Fund$1,094,967$30,972 ▲2.9%20,5050.3%ETFTTTrane Technologies$1,094,717$452 ▲0.0%2,4220.3%IndustrialsFDXFedEx$1,026,084$1,426 ▲0.1%3,5990.3%IndustrialsTMUST-Mobile US$1,020,481$7,664 ▼-0.7%6,2580.3%Communication ServicesJPSTJPMorgan Ultra-Short Income ETF$1,015,963$60,444 ▲6.3%20,1700.3%ETFBXBlackstone$1,009,973$66,024 ▲7.0%9,0100.3%FinanceIEFAiShares Core MSCI EAFE ETF$990,210$21,895 ▲2.3%10,2210.3%ETFAVAAvista$976,634$65,970 ▼-6.3%27,8320.3%UtilitiesABTAbbott Laboratories$945,029$10,081 ▲1.1%9,5620.3%HealthcareGLDMSPDR Gold MiniShares Trust$931,921$2,054 ▼-0.2%11,3400.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$917,834$26,377 ▲3.0%11,3090.3%ETFORLYO'Reilly Automotive$917,645$17,082 ▼-1.8%10,7440.3%Consumer DiscretionaryCGUSCapital Group Core Equity ETF$913,363$89,000 ▲10.8%20,5250.3%ETFASMLASML$898,588$59,785 ▲7.1%4960.3%TechnologyBLACKROCK INC$896,894$13,766 ▲1.6%8470.3%COMDHRDanaher$888,765$61,141 ▼-6.4%4,0120.3%HealthcareSOSouthern$882,933$20,722 ▲2.4%10,6520.3%UtilitiesUNHUnitedHealth Group$866,744$128,855 ▼-12.9%2,3610.3%HealthcareLHXL3Harris Technologies$851,698$108,445 ▲14.6%3,5970.3%IndustrialsIWMiShares Russell 2000 ETF$837,0050.0%3,0120.3%ETFLINDE PLC$830,637$6,170 ▼-0.7%1,7500.3%SHSIJTiShares S&P Small-Cap 600 Growth ETF$829,708$24,851 ▼-2.9%5,1750.3%ETFUNPUnion Pacific$827,800$149,668 ▼-15.3%3,0420.3%IndustrialsTJXTJX Companies$777,917$104,251 ▲15.5%5,8800.2%Consumer DiscretionarySPACE EXPLORATION TECHN CORP$774,968$129,287 ▲20.0%5,1370.2%CLASS A COM STKITWIllinois Tool Works$766,180$3,087 ▼-0.4%2,9780.2%IndustrialsLMTLockheed Martin$749,594$22,916 ▲3.2%1,4720.2%IndustrialsShowing largest 100 holdings. 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