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%	Computer and Technology
MSFT Microsoft	$12,729,374	$911,666 â–²	7.7%	34,125	4.0%	Computer and Technology
AMZN Amazon.com	$12,058,800	$607,051 â–²	5.3%	50,595	3.8%	Retail/Wholesale
COST Costco Wholesale	$11,983,417	$43,967 â–²	0.4%	12,810	3.8%	Retail/Wholesale
QQQ Invesco QQQ	$11,661,025	$156,119 â–²	1.4%	15,835	3.7%	Finance
NVDA NVIDIA	$9,586,352	$133,260 â–²	1.4%	47,910	3.0%	Computer and Technology
GOOGL Alphabet	$9,170,751	$1,106,051 â–²	13.7%	25,662	2.9%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$7,226,283	$219,544 â–²	3.1%	9,677	2.3%	Finance
AMAT Applied Materials	$7,078,077	$166,288 â–²	2.4%	9,790	2.2%	Computer and Technology
MU Micron Technology	$5,951,519	$1,289,342 â–¼	-17.8%	5,156	1.9%	Computer and Technology
SYK Stryker	$5,777,513	$686,337 â–²	13.5%	18,351	1.8%	Medical
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%	Computer and Technology
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%	Aerospace
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%	Computer and Technology
GOOG Alphabet	$3,110,790	$56,887 â–¼	-1.8%	8,804	1.0%	Computer and Technology
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%	Computer and Technology
HD Home Depot	$2,666,015	$817,898 â–¼	-23.5%	7,559	0.8%	Retail/Wholesale
PANW Palo Alto Networks	$2,600,619	$35,125 â–¼	-1.3%	7,626	0.8%	Computer and Technology
ISRG Intuitive Surgical	$2,509,361	$150,721 â–²	6.4%	6,310	0.8%	Medical
V Visa	$2,451,960	$169,479 â–¼	-6.5%	7,147	0.8%	Business Services
IBM International Business Machines	$2,379,341	$132,451 â–²	5.9%	8,461	0.8%	Computer and 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%	Manufacturing
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%	Medical
LOW Lowe's Companies	$1,873,754	$218,289 â–¼	-10.4%	8,498	0.6%	Retail/Wholesale
ABBV AbbVie	$1,862,810	$181,173 â–²	10.8%	7,403	0.6%	Medical
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%	Computer and Technology
MCD McDonald's	$1,652,942	$25,409 â–²	1.6%	6,115	0.5%	Retail/Wholesale
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%	Computer and Technology
WM Waste Management	$1,603,237	$105,872 â–²	7.1%	7,193	0.5%	Business Services
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%	Medical
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%	Computer and Technology
CEG Constellation Energy	$1,504,348	$168,888 â–²	12.6%	6,057	0.5%	Energy
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%	Basic Materials
VZ Verizon Communications	$1,429,584	$87,645 â–²	6.5%	33,764	0.5%	Computer and Technology
LLY Eli Lilly and Company	$1,386,798	$137,960 â–²	11.0%	1,156	0.4%	Medical
ORCL Oracle	$1,277,797	$27,552 â–²	2.2%	8,719	0.4%	Computer and 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%	Retail/Wholesale
TT Trane Technologies	$1,189,275	$132,633 â–²	12.6%	2,421	0.4%	Construction
MDT Medtronic	$1,187,606	$146,524 â–¼	-11.0%	15,181	0.4%	Medical
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%	Medical
FDX FedEx	$1,125,349	$95,814 â–¼	-7.8%	3,594	0.4%	Transportation
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%	Financial Services
TMUS T-Mobile US	$1,057,595	$106,011 â–¼	-9.1%	6,305	0.3%	Computer and Technology
UBER Uber Technologies	$1,047,619	$55,852 â–²	5.6%	14,518	0.3%	Computer and Technology
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%	Retail/Wholesale
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%	Transportation
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%	Computer and 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%	Computer and 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%	Aerospace
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%	Finance
GLDM SPDR Gold MiniShares Trust	$902,608	$478,505 â–²	112.8%	11,365	0.3%	Finance
ABT Abbott Laboratories	$858,382	$88,833 â–¼	-9.4%	9,460	0.3%	Medical
TSLA Tesla	$853,818	$26,498 â–²	3.2%	2,030	0.3%	Auto/Tires/Trucks
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%	Medical
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%	Retail/Wholesale

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