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

About Richards, Merrill & Peterson, Inc.

Investment Activity

Richards, Merrill & Peterson, Inc. has $272.60 million in total holdings as of March 31, 2026.
Richards, Merrill & Peterson, Inc. owns shares of 283 different stocks, but just 78 companies or ETFs make up 80% of its holdings.
Approximately 8.84% of the portfolio was purchased this quarter.
About 2.40% of the portfolio was sold this quarter.
This quarter, Richards, Merrill & Peterson, Inc. has purchased 273 new stocks and bought additional shares in 123 stocks.
Richards, Merrill & Peterson, Inc. sold shares of 62 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Costco Wholesale: $12,717,831
Apple: $12,246,566
Microsoft: $11,727,202
Amazon.com: $10,006,978
Invesco QQQ: $9,017,221

Largest New Holdings this Quarter

33740F557 - FT Vest Nasdaq-100 Buffer ETF - June: $562,410 Holding
74350P659 - PROSHARES TR: $510,660 Holding
85208P501 - Sprott Junior Copper Miners ETF: $378,983 Holding
921908844 - Vanguard Dividend Appreciation ETF: $350,548 Holding
14019W109 - Capital Group International Focus Equity ETF: $306,578 Holding

Largest Purchases this Quarter

Microsoft: 4,762 shares (about $1.76M)
Capital Group Short Duration Income ETF: 62,652 shares (about $1.62M)
Amazon.com: 6,131 shares (about $1.28M)
Capital Group Dividend Value ETF: 24,945 shares (about $1.06M)
Schwab US Dividend Equity ETF: 31,545 shares (about $967.80K)

Largest Sales this Quarter

Chevron: 4,448 shares (about $920.29K)
Qualcomm: 2,890 shares (about $372.18K)
ExxonMobil: 1,949 shares (about $330.67K)
Occidental Petroleum: 4,120 shares (about $267.80K)
Salesforce: 1,368 shares (about $255.38K)

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
COST Costco Wholesale	$12,717,831	$82,706 â–²	0.7%	12,763	4.7%	Retail/Wholesale
AAPL Apple	$12,246,566	$172,322 â–²	1.4%	48,255	4.5%	Computer and Technology
MSFT Microsoft	$11,727,202	$1,762,726 â–²	17.7%	31,681	4.3%	Computer and Technology
AMZN Amazon.com	$10,006,978	$1,276,906 â–²	14.6%	48,048	3.7%	Retail/Wholesale
QQQ Invesco QQQ	$9,017,221	$22,510 â–²	0.3%	15,623	3.3%	Finance
NVDA NVIDIA	$8,239,439	$485,360 â–²	6.3%	47,244	3.0%	Computer and Technology
GOOGL Alphabet	$6,489,366	$431,628 â–²	7.1%	22,567	2.4%	Computer and Technology
CVX Chevron	$6,271,514	$920,286 â–¼	-12.8%	30,312	2.3%	Energy
SPY SPDR S&P 500 ETF Trust	$6,102,315	$34,469 â–¼	-0.6%	9,383	2.2%	Finance
SYK Stryker	$5,313,557	$403,832 â–²	8.2%	16,171	1.9%	Medical
CGSD Capital Group Short Duration Income ETF	$4,822,327	$1,615,798 â–²	50.4%	186,984	1.8%	ETF
SCHD Schwab US Dividend Equity ETF	$4,658,122	$967,802 â–²	26.2%	151,829	1.7%	ETF
JPM JPMorgan Chase & Co.	$4,627,161	$104,133 â–²	2.3%	15,730	1.7%	Finance
META Meta Platforms	$4,457,287	$586,410 â–²	15.1%	7,791	1.6%	Computer and Technology
VOO Vanguard S&P 500 ETF	$3,906,184	$149,387 â–²	4.0%	6,537	1.4%	ETF
RTX RTX	$3,561,107	$75,231 â–¼	-2.1%	18,461	1.3%	Aerospace
CGGR Capital Group Growth ETF	$3,405,792	$601,445 â–²	21.4%	84,742	1.2%	ETF
AMAT Applied Materials	$3,267,386	$55,026 â–¼	-1.7%	9,560	1.2%	Computer and Technology
HD Home Depot	$3,248,724	$58,541 â–²	1.8%	9,878	1.2%	Retail/Wholesale
XOM ExxonMobil	$2,922,560	$330,667 â–¼	-10.2%	17,226	1.1%	Energy
BRK.B Berkshire Hathaway	$2,830,634	$57,025 â–²	2.1%	5,907	1.0%	Finance
CAT Caterpillar	$2,740,832	$34,712 â–¼	-1.3%	3,869	1.0%	Industrials
ISRG Intuitive Surgical	$2,734,132	$121,240 â–²	4.6%	5,931	1.0%	Medical
PTRB PGIM Total Return Bond ETF	$2,707,047	$73,349 â–²	2.8%	65,214	1.0%	ETF
GOOG Alphabet	$2,571,805	$96,963 â–¼	-3.6%	8,965	0.9%	Computer and Technology
CGDV Capital Group Dividend Value ETF	$2,523,260	$1,061,160 â–²	72.6%	59,315	0.9%	ETF
CAPITAL GRP FIXED INCM ETF T	$2,383,434	$127,623 â–²	5.7%	90,763	0.9%	CORE BOND ETF
V Visa	$2,309,496	$95,209 â–¼	-4.0%	7,641	0.8%	Business Services
LOW Lowe's Companies	$2,241,849	$5,198 â–¼	-0.2%	9,488	0.8%	Retail/Wholesale
PALANTIR TECHNOLOGIES INC	$2,186,886	$103,127 â–²	4.9%	14,950	0.8%	CL A
CSCO Cisco Systems	$2,147,842	$1,241 â–²	0.1%	27,682	0.8%	Computer and Technology
MU Micron Technology	$2,119,270	$99,663 â–²	4.9%	6,273	0.8%	Computer and Technology
INCM Franklin Income Focus ETF	$2,091,419	$581,756 â–²	38.5%	72,745	0.8%	ETF
AVGO Broadcom	$2,027,603	$491,503 â–²	32.0%	6,551	0.7%	Computer and Technology
IBM International Business Machines	$1,936,728	$93,322 â–²	5.1%	7,990	0.7%	Computer and Technology
MCD McDonald's	$1,871,113	$110,632 â–²	6.3%	6,021	0.7%	Retail/Wholesale
MRK Merck & Co., Inc.	$1,867,222	$42,943 â–¼	-2.2%	15,523	0.7%	Medical
PG Procter & Gamble	$1,814,147	$126,961 â–²	7.5%	12,560	0.7%	Consumer Staples
MS Morgan Stanley	$1,791,864	$137,912 â–²	8.3%	10,888	0.7%	Finance
IJH iShares Core S&P Mid-Cap ETF	$1,779,785	$12,021 â–²	0.7%	26,355	0.7%	ETF
WALMART INC	$1,714,182	$6,587 â–²	0.4%	13,793	0.6%	COM
KO CocaCola	$1,664,301	$41,144 â–²	2.5%	21,884	0.6%	Consumer Staples
CGMS Capital Group U.S. Multi-Sector Income ETF	$1,627,675	$42,261 â–¼	-2.5%	59,775	0.6%	ETF
VZ Verizon Communications	$1,591,037	$39,758 â–¼	-2.4%	31,694	0.6%	Computer and Technology
WM Waste Management	$1,543,724	$12,638 â–²	0.8%	6,718	0.6%	Business Services
HON Honeywell International	$1,533,485	$84,315 â–¼	-5.2%	6,784	0.6%	Multi-Sector Conglomerates
CEG Constellation Energy	$1,501,424	$76,509 â–²	5.4%	5,377	0.6%	Energy
MDT Medtronic	$1,477,744	$4,766 â–²	0.3%	17,054	0.5%	Medical
TMUS T-Mobile US	$1,456,984	$57,128 â–²	4.1%	6,937	0.5%	Computer and Technology
ABBV AbbVie	$1,453,478	$20,879 â–²	1.5%	6,683	0.5%	Medical
JNJ Johnson & Johnson	$1,427,977	$16,621 â–²	1.2%	5,842	0.5%	Medical
IJR iShares Core S&P Small-Cap ETF	$1,420,627	$16,658 â–¼	-1.2%	11,428	0.5%	ETF
FDX FedEx	$1,388,951	$99,363 â–¼	-6.7%	3,900	0.5%	Transportation
AVA Avista	$1,343,094	$27,055 â–¼	-2.0%	33,460	0.5%	Utilities
CGCP Capital Group Core Plus Income ETF	$1,322,326	$32,393 â–²	2.5%	59,191	0.5%	ETF
USB U.S. Bancorp	$1,309,120	$39,059 â–¼	-2.9%	25,171	0.5%	Finance
ORCL Oracle	$1,254,991	$120,188 â–²	10.6%	8,531	0.5%	Computer and Technology
PANW Palo Alto Networks	$1,239,113	$186,452 â–²	17.7%	7,729	0.5%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$1,166,802	$179,430 â–²	18.2%	3,453	0.4%	Computer and Technology
WDIV SPDR S&P Global Dividend ETF	$1,124,284	$222,203 â–²	24.6%	14,572	0.4%	ETF
SBUX Starbucks	$1,094,060	$21,143 â–²	2.0%	12,212	0.4%	Retail/Wholesale
EMR Emerson Electric	$1,093,236	$8,254 â–¼	-0.7%	8,344	0.4%	Industrials
TXN Texas Instruments	$1,090,246	$5,436 â–¼	-0.5%	5,616	0.4%	Computer and Technology
BX Blackstone	$1,073,264	$183,170 â–²	20.6%	9,334	0.4%	Finance
ABT Abbott Laboratories	$1,071,756	$89,424 â–²	9.1%	10,439	0.4%	Medical
LHX L3Harris Technologies	$1,060,991		0.0%	3,074	0.4%	Aerospace
NUE Nucor	$1,043,743	$16,234 â–²	1.6%	6,172	0.4%	Basic Materials
VYM Vanguard High Dividend Yield ETF	$1,040,699	$5,924 â–²	0.6%	7,027	0.4%	Financial Services
SO Southern	$1,012,120	$10,135 â–²	1.0%	10,486	0.4%	Utilities
UBER Uber Technologies	$988,606	$226,076 â–²	29.6%	13,744	0.4%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$987,861	$25,376 â–²	2.6%	15,416	0.4%	ETF
JPST JPMorgan Ultra-Short Income ETF	$960,072	$424,618 â–²	79.3%	18,970	0.4%	ETF
LLY Eli Lilly and Company	$957,644	$22,998 â–²	2.5%	1,041	0.4%	Medical
ORLY O'Reilly Automotive	$938,700	$161,912 â–²	20.8%	10,169	0.3%	Retail/Wholesale
IEFA iShares Core MSCI EAFE ETF	$904,847		0.0%	9,995	0.3%	ETF
UNP Union Pacific	$898,108	$80,301 â–¼	-8.2%	3,702	0.3%	Transportation
SMH VanEck Semiconductor ETF	$897,673	$454,397 â–²	102.5%	2,341	0.3%	Manufacturing
TT Trane Technologies	$896,291	$85,837 â–²	10.6%	2,151	0.3%	Construction
LINDE PLC	$871,734	$315,867 â–²	56.8%	1,758	0.3%	SHS
AXP American Express	$871,372	$5,444 â–¼	-0.6%	2,881	0.3%	Finance
LDOS Leidos	$871,046	$1,400 â–¼	-0.2%	5,601	0.3%	Computer and Technology
FIDELITY COVINGTON TRUST	$848,460	$214,756 â–²	33.9%	22,808	0.3%	ENHANCED INTL
LMT Lockheed Martin	$840,926	$3,023 â–²	0.4%	1,391	0.3%	Aerospace
NFLX Netflix	$819,871	$163,551 â–²	24.9%	8,527	0.3%	Consumer Discretionary
RBB FUND TRUST	$806,755	$265,550 â–²	49.1%	17,165	0.3%	FIRST EAGLE GBL
BLACKROCK INC	$801,363	$16,354 â–¼	-2.0%	833	0.3%	COM
TJX TJX Companies	$796,960	$103,653 â–²	15.0%	4,990	0.3%	Retail/Wholesale
IWM iShares Russell 2000 ETF	$792,856	$87,048 â–¼	-9.9%	3,197	0.3%	Finance
IJT iShares S&P Small-Cap 600 Growth ETF	$790,870	$98,407 â–¼	-11.1%	5,465	0.3%	ETF
ITW Illinois Tool Works	$778,199	$47,629 â–¼	-5.8%	2,990	0.3%	Industrials
TSCO Tractor Supply	$761,946	$2,265 â–²	0.3%	16,820	0.3%	Retail/Wholesale
DHR Danaher	$757,826	$43,039 â–²	6.0%	3,997	0.3%	Medical
IEMG iShares Core MSCI Emerging Markets ETF	$755,843	$135,111 â–²	21.8%	10,836	0.3%	ETF
XLF Financial Select Sector SPDR Fund	$739,316	$703,523 â–²	1,965.5%	14,975	0.3%	ETF
APD Air Products and Chemicals	$737,439	$236,712 â–¼	-24.3%	2,539	0.3%	Basic Materials
TSLA Tesla	$731,232	$35,688 â–²	5.1%	1,967	0.3%	Auto/Tires/Trucks
UNH UnitedHealth Group	$716,134	$36,253 â–²	5.3%	2,647	0.3%	Medical
SNOW Snowflake	$661,044	$18,852 â–²	2.9%	4,383	0.2%	Computer and Technology
CAPITAL GROUP EQUITY ETF TR	$625,074	$230,476 â–²	58.4%	21,290	0.2%	US SMALL AND MID
XLI Industrial Select Sector SPDR Fund	$621,852	$595,975 â–²	2,303.1%	3,845	0.2%	ETF

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

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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