RICHARDS, MERRILL & PETERSON, INC.

Est. AUM

$272.6M

13F long equity, this entity only

Positions

283

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	COSTCO WHOLESALE CORPORATION	COM	$12.7M	12763	4.67%	SOLE
2	APPLE INC	COM	$12.2M	48255	4.49%	SOLE
3	MICROSOFT CORP	COM	$11.7M	31681	4.30%	SOLE
4	AMAZON COM INC	COM	$10.0M	48048	3.67%	SOLE
5	INVESCO QQQ TR	UNIT SER 1	$9.0M	15623	3.31%	SOLE
6	NVIDIA CORPORATION	COM	$8.2M	47244	3.02%	SOLE
7	ALPHABET INC	CAP STK CL A	$6.5M	22567	2.38%	SOLE
8	CHEVRON CORPORATION	COM	$6.3M	30312	2.30%	SOLE
9	STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.1M	9383	2.24%	SOLE
10	STRYKER CORPORATION	COM	$5.3M	16171	1.95%	SOLE
11	CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$4.8M	186984	1.77%	SOLE
12	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.7M	151829	1.71%	SOLE
13	JPMORGAN CHASE & CO	COM	$4.6M	15730	1.70%	SOLE
14	META PLATFORMS INC	CL A	$4.5M	7791	1.64%	SOLE
15	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.9M	6537	1.43%	SOLE
16	RTX CORPORATION	COM	$3.6M	18461	1.31%	SOLE
17	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$3.4M	84742	1.25%	SOLE
18	APPLIED MATLS INC	COM	$3.3M	9560	1.20%	SOLE
19	HOME DEPOT INC	COM	$3.2M	9878	1.19%	SOLE
20	EXXON MOBIL CORP	COM	$2.9M	17226	1.07%	SOLE
21	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.8M	5907	1.04%	SOLE
22	CATERPILLAR INC	COM	$2.7M	3869	1.01%	SOLE
23	INTUITIVE SURGICAL INC	COM NEW	$2.7M	5931	1.00%	SOLE
24	PGIM ETF TR	TOTAL RETURN BON	$2.7M	65214	0.99%	SOLE
25	ALPHABET INC	CAP STK CL C	$2.6M	8965	0.94%	SOLE
26	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$2.5M	59315	0.93%	SOLE
27	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$2.4M	90763	0.87%	SOLE
28	VISA INC	COM CL A	$2.3M	7641	0.85%	SOLE
29	LOWES COS INC	COM	$2.2M	9488	0.82%	SOLE
30	PALANTIR TECHNOLOGIES INC	CL A	$2.2M	14950	0.80%	SOLE
31	CISCO SYS INC	COM	$2.1M	27682	0.79%	SOLE
32	MICRON TECHNOLOGY INC	COM	$2.1M	6273	0.78%	SOLE
33	FRANKLIN TEMPLETON ETF TR	INCOME FOCUS ETF	$2.1M	72745	0.77%	SOLE
34	BROADCOM INC	COM	$2.0M	6551	0.74%	SOLE
35	INTERNATIONAL BUSINESS MACHS	COM	$1.9M	7990	0.71%	SOLE
36	MCDONALDS CORP	COM	$1.9M	6021	0.69%	SOLE
37	MERCK & CO INC	COM	$1.9M	15523	0.68%	SOLE
38	PROCTER & GAMBLE CO	COM	$1.8M	12560	0.67%	SOLE
39	MORGAN STANLEY	COM NEW	$1.8M	10888	0.66%	SOLE
40	ISHARES TR	CORE S&P MCP ETF	$1.8M	26355	0.65%	SOLE
41	WALMART INC	COM	$1.7M	13793	0.63%	SOLE
42	COCA COLA CO	COM	$1.7M	21884	0.61%	SOLE
43	CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$1.6M	59775	0.60%	SOLE
44	VERIZON COMMUNICATIONS INC	COM	$1.6M	31694	0.58%	SOLE
45	WASTE MGMT INC DEL	COM	$1.5M	6718	0.57%	SOLE
46	HONEYWELL INTL INC	COM	$1.5M	6784	0.56%	SOLE
47	CONSTELLATION ENERGY CORP	COM	$1.5M	5377	0.55%	SOLE
48	MEDTRONIC PLC	SHS	$1.5M	17054	0.54%	SOLE
49	T-MOBILE US INC	COM	$1.5M	6937	0.53%	SOLE
50	ABBVIE INC	COM	$1.5M	6683	0.53%	SOLE

1–50 of 283

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.