Richards, Merrill & Peterson, Inc. Top Holdings and 13F Report (2026)

About Richards, Merrill & Peterson, Inc.

Investment Activity

Richards, Merrill & Peterson, Inc. has $315.07 million in total holdings as of June 30, 2026.
Richards, Merrill & Peterson, Inc. owns shares of 285 different stocks, but just 78 companies or ETFs make up 80% of its holdings.
Approximately 6.81% of the portfolio was purchased this quarter.
About 2.94% of the portfolio was sold this quarter.
This quarter, Richards, Merrill & Peterson, Inc. has purchased 283 new stocks and bought additional shares in 115 stocks.
Richards, Merrill & Peterson, Inc. sold shares of 69 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Apple: $15,357,553
Microsoft: $12,729,374
Amazon.com: $12,058,800
Costco Wholesale: $11,983,417
Invesco QQQ: $11,661,025

Largest New Holdings this Quarter

84615Q103 - SPACE EXPLORATION: $731,281 Holding
438516205 - HONEYWELL INTL INC: $678,876 Holding
43849R105 - HONEYWELL AEROSPACE: $670,326 Holding
74743L100 - QNITY ELECTRONICS: $398,476 Holding
52468L505 - Franklin International Low Volatility High Dividend Index ETF: $283,080 Holding

Largest Purchases this Quarter

Apple: 4,819 shares (about $1.39M)
Alphabet: 3,095 shares (about $1.11M)
Franklin Income Focus ETF: 37,400 shares (about $1.08M)
Microsoft: 2,444 shares (about $911.67K)
SPACE EXPLORATION: 4,280 shares (about $731.28K)

Largest Sales this Quarter

Micron Technology: 1,117 shares (about $1.29M)
Home Depot: 2,319 shares (about $817.90K)
Netflix: 3,272 shares (about $233.62K)
Lowe's Companies: 990 shares (about $218.29K)
Berkshire Hathaway: 385 shares (about $192.65K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$15,357,553	$1,394,431 â–²	10.0%	53,074	4.9%	Technology
MSFT Microsoft	$12,729,374	$911,666 â–²	7.7%	34,125	4.0%	Technology
AMZN Amazon.com	$12,058,800	$607,051 â–²	5.3%	50,595	3.8%	Consumer Discretionary
COST Costco Wholesale	$11,983,417	$43,967 â–²	0.4%	12,810	3.8%	Consumer Staples
QQQ Invesco QQQ	$11,661,025	$156,119 â–²	1.4%	15,835	3.7%	ETF
NVDA NVIDIA	$9,586,352	$133,260 â–²	1.4%	47,910	3.0%	Technology
GOOGL Alphabet	$9,170,751	$1,106,051 â–²	13.7%	25,662	2.9%	Communication Services
SPY SPDR S&P 500 ETF Trust	$7,226,283	$219,544 â–²	3.1%	9,677	2.3%	ETF
AMAT Applied Materials	$7,078,077	$166,288 â–²	2.4%	9,790	2.2%	Technology
MU Micron Technology	$5,951,519	$1,289,342 â–¼	-17.8%	5,156	1.9%	Technology
SYK Stryker	$5,777,513	$686,337 â–²	13.5%	18,351	1.8%	Healthcare
JPM JPMorgan Chase & Co.	$5,179,780	$30,770 â–²	0.6%	15,824	1.6%	Finance
SCHD Schwab US Dividend Equity ETF	$5,142,691	$328,198 â–²	6.8%	162,179	1.6%	ETF
CGSD Capital Group Short Duration Income ETF	$5,103,620	$292,524 â–²	6.1%	198,353	1.6%	ETF
CVX Chevron	$5,014,135	$10,443 â–¼	-0.2%	30,249	1.6%	Energy
META Meta Platforms	$4,810,395	$421,895 â–²	9.6%	8,540	1.5%	Communication Services
VOO Vanguard S&P 500 ETF	$4,597,506	$107,829 â–²	2.4%	6,694	1.5%	ETF
CAT Caterpillar	$4,234,477	$113,956 â–²	2.8%	3,976	1.3%	Industrials
CGGR Capital Group Growth ETF	$4,091,237	$91,426 â–²	2.3%	86,679	1.3%	ETF
RTX RTX	$3,539,680	$36,998 â–²	1.1%	18,656	1.1%	Industrials
CGDV Capital Group Dividend Value ETF	$3,197,779	$274,736 â–²	9.4%	64,890	1.0%	ETF
INCM Franklin Income Focus ETF	$3,178,234	$1,079,177 â–²	51.4%	110,145	1.0%	ETF
CSCO Cisco Systems	$3,152,291	$99,254 â–¼	-3.1%	26,837	1.0%	Technology
GOOG Alphabet	$3,110,790	$56,887 â–¼	-1.8%	8,804	1.0%	Communication Services
CAPITAL GROUP FXD ETF	$2,808,502	$432,335 â–²	18.2%	107,277	0.9%	COM
PTRB PGIM Total Return Bond ETF	$2,786,575	$82,796 â–²	3.1%	67,211	0.9%	ETF
BRK.B Berkshire Hathaway	$2,763,154	$192,650 â–¼	-6.5%	5,522	0.9%	Finance
AVGO Broadcom	$2,714,527	$239,873 â–²	9.7%	7,186	0.9%	Technology
HD Home Depot	$2,666,015	$817,898 â–¼	-23.5%	7,559	0.8%	Consumer Discretionary
PANW Palo Alto Networks	$2,600,619	$35,125 â–¼	-1.3%	7,626	0.8%	Technology
ISRG Intuitive Surgical	$2,509,361	$150,721 â–²	6.4%	6,310	0.8%	Healthcare
V Visa	$2,451,960	$169,479 â–¼	-6.5%	7,147	0.8%	Finance
IBM International Business Machines	$2,379,341	$132,451 â–²	5.9%	8,461	0.8%	Technology
MS Morgan Stanley	$2,362,157	$86,125 â–²	3.8%	11,300	0.7%	Finance
SMH VanEck Semiconductor ETF	$2,184,272	$648,722 â–²	42.2%	3,330	0.7%	ETF
XOM ExxonMobil	$2,163,076	$192,094 â–¼	-8.2%	15,821	0.7%	Energy
IJH iShares Core S&P Mid-Cap ETF	$1,984,431	$47,808 â–¼	-2.4%	25,735	0.6%	ETF
PG Procter & Gamble	$1,963,915	$122,149 â–²	6.6%	13,393	0.6%	Consumer Staples
MRK Merck & Co., Inc.	$1,931,385	$63,351 â–¼	-3.2%	15,030	0.6%	Healthcare
LOW Lowe's Companies	$1,873,754	$218,289 â–¼	-10.4%	8,498	0.6%	Consumer Discretionary
ABBV AbbVie	$1,862,810	$181,173 â–²	10.8%	7,403	0.6%	Healthcare
KO CocaCola	$1,810,622	$32,102 â–²	1.8%	22,279	0.6%	Consumer Staples
PALANTIR TECHNOLOGIES	$1,744,217		0.0%	14,950	0.6%	COM
TXN Texas Instruments	$1,684,076	$10,134 â–²	0.6%	5,650	0.5%	Technology
MCD McDonald's	$1,652,942	$25,409 â–²	1.6%	6,115	0.5%	Consumer Discretionary
IJR iShares Core S&P Small-Cap ETF	$1,651,342	$43,605 â–¼	-2.6%	11,134	0.5%	ETF
CGMS Capital Group U.S. Multi-Sector Income ETF	$1,629,464	$4,181 â–¼	-0.3%	59,622	0.5%	ETF
TSM Taiwan Semiconductor Manufacturing	$1,605,996	$42,979 â–¼	-2.6%	3,363	0.5%	Technology
WM Waste Management	$1,603,237	$105,872 â–²	7.1%	7,193	0.5%	Industrials
WALMART INC	$1,573,357	$11,212 â–²	0.7%	13,892	0.5%	COM
JNJ Johnson & Johnson	$1,548,878	$65,267 â–²	4.4%	6,099	0.5%	Healthcare
AXP American Express	$1,537,732	$563,204 â–²	57.8%	4,546	0.5%	Finance
AMD Advanced Micro Devices	$1,535,345	$133,028 â–¼	-8.0%	2,643	0.5%	Technology
CEG Constellation Energy	$1,504,348	$168,888 â–²	12.6%	6,057	0.5%	Utilities
USB U.S. Bancorp	$1,471,911	$48,442 â–¼	-3.2%	24,369	0.5%	Finance
CGCP Capital Group Core Plus Income ETF	$1,471,215	$151,840 â–²	11.5%	66,003	0.5%	ETF
NUE Nucor	$1,436,338	$61,481 â–²	4.5%	6,448	0.5%	Materials
VZ Verizon Communications	$1,429,584	$87,645 â–²	6.5%	33,764	0.5%	Communication Services
LLY Eli Lilly and Company	$1,386,798	$137,960 â–²	11.0%	1,156	0.4%	Healthcare
ORCL Oracle	$1,277,797	$27,552 â–²	2.2%	8,719	0.4%	Technology
WDIV SPDR S&P Global Dividend ETF	$1,256,587	$92,136 â–²	7.9%	15,725	0.4%	ETF
PVAL Putnam Focused Large Cap Value ETF	$1,256,427	$682,730 â–²	119.0%	24,660	0.4%	ETF
EMR Emerson Electric	$1,250,570	$56,115 â–²	4.7%	8,736	0.4%	Industrials
AVA Avista	$1,215,535	$153,333 â–¼	-11.2%	29,712	0.4%	Utilities
SBUX Starbucks	$1,207,851	$40,057 â–¼	-3.2%	11,820	0.4%	Consumer Discretionary
TT Trane Technologies	$1,189,275	$132,633 â–²	12.6%	2,421	0.4%	Industrials
MDT Medtronic	$1,187,606	$146,524 â–¼	-11.0%	15,181	0.4%	Healthcare
XLI Industrial Select Sector SPDR Fund	$1,187,324	$475,115 â–²	66.7%	6,410	0.4%	ETF
UNH UnitedHealth Group	$1,127,129	$27,015 â–²	2.5%	2,712	0.4%	Healthcare
FDX FedEx	$1,125,349	$95,814 â–¼	-7.8%	3,594	0.4%	Industrials
VEA Vanguard FTSE Developed Markets ETF	$1,122,263	$23,869 â–²	2.2%	15,751	0.4%	ETF
XLF Financial Select Sector SPDR Fund	$1,068,179	$265,369 â–²	33.1%	19,925	0.3%	ETF
VYM Vanguard High Dividend Yield ETF	$1,063,858	$46,619 â–¼	-4.2%	6,732	0.3%	ETF
TMUS T-Mobile US	$1,057,595	$106,011 â–¼	-9.1%	6,305	0.3%	Communication Services
UBER Uber Technologies	$1,047,619	$55,852 â–²	5.6%	14,518	0.3%	Industrials
FIDELITY COVINGTON ETF	$1,039,075	$123,800 â–²	13.5%	25,893	0.3%	COM
ORLY O'Reilly Automotive	$1,007,833	$71,370 â–²	7.6%	10,944	0.3%	Consumer Discretionary
SO Southern	$995,611	$8,040 â–¼	-0.8%	10,402	0.3%	Utilities
BX Blackstone	$990,892	$107,432 â–¼	-9.8%	8,421	0.3%	Finance
RBB FD TR ETF	$982,754	$143,042 â–²	17.0%	20,089	0.3%	COM
UNP Union Pacific	$976,974	$29,918 â–¼	-3.0%	3,592	0.3%	Industrials
IEFA iShares Core MSCI EAFE ETF	$965,317		0.0%	9,995	0.3%	ETF
JPST JPMorgan Ultra-Short Income ETF	$959,313		0.0%	18,970	0.3%	ETF
CRWD CrowdStrike	$959,267	$15,263 â–¼	-1.6%	1,257	0.3%	Technology
IJT iShares S&P Small-Cap 600 Growth ETF	$951,981	$24,112 â–¼	-2.5%	5,330	0.3%	ETF
ASML ASML	$921,111	$115,388 â–²	14.3%	463	0.3%	Technology
LINDE PLC NEW	$915,052	$2,595 â–²	0.3%	1,763	0.3%	COM
LHX L3Harris Technologies	$912,162	$18,888 â–²	2.1%	3,139	0.3%	Industrials
IEMG iShares Core MSCI Emerging Markets ETF	$909,910	$12,260 â–²	1.4%	10,984	0.3%	ETF
IWM iShares Russell 2000 ETF	$904,955	$55,583 â–¼	-5.8%	3,012	0.3%	ETF
GLDM SPDR Gold MiniShares Trust	$902,608	$478,505 â–²	112.8%	11,365	0.3%	ETF
ABT Abbott Laboratories	$858,382	$88,833 â–¼	-9.4%	9,460	0.3%	Healthcare
TSLA Tesla	$853,818	$26,498 â–²	3.2%	2,030	0.3%	Consumer Discretionary
CGUS Capital Group Core Equity ETF	$823,992	$195,712 â–²	31.2%	18,525	0.3%	ETF
DHR Danaher	$816,751	$55,428 â–²	7.3%	4,288	0.3%	Healthcare
CAPITAL GRP EQUITY ETF	$816,667	$114,736 â–²	16.3%	24,770	0.3%	COM
ITW Illinois Tool Works	$808,605		0.0%	2,990	0.3%	Industrials
BLACKROCK INC COM NEW	$801,839	$961 â–²	0.1%	834	0.3%	COM
XLU Utilities Select Sector SPDR Fund	$793,450	$224,433 â–²	39.4%	17,500	0.3%	ETF
TJX TJX Companies	$771,472	$15,454 â–²	2.0%	5,092	0.2%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Richards, Merrill & Peterson, Inc. Top Holdings and 13F Report (2026)

About Richards, Merrill & Peterson, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Richards, Merrill & Peterson, Inc. Top Holdings and 13F Report (2026)

About Richards, Merrill & Peterson, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRichards, Merrill & Peterson, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools