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RICHARDS, MERRILL & PETERSON, INC.
hedge fundUpdated 17 days agoManaged by Richards, Merrill & Peterson, Inc. • Latest filing Q3 2026
Portfolio value
$328M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
35.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $260.9M |
| Q1 2026 | $272.6M |
| Q2 2026 | $315.1M |
| Q3 2026 | $328M |
Top holdings
293 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $17.8M | 34.7K | 5.43% | Added(+1.8%) | |
| 2 | $17.2M | 51.6K | 5.24% | Trimmed(-2.8%) | |
| 3 | $13.1M | 52.8K | 4.01% | Added(+4.3%) | |
| 4 | $12.2M | 13.4K | 3.71% | Added(+4.3%) | |
| 5 | $11.5M | 15.6K | 3.52% | Trimmed(-1.4%) | |
| 6 | $11.1M | 48.6K | 3.38% | Added(+1.4%) | |
| 7 | $9.6M | 27.9K | 2.92% | Added(+8.6%) | |
| 8 | $7.4M | 9.7K | 2.25% | Trimmed(-0.2%) | |
| 9 | $6.3M | 6.0K | 1.94% | Added(+15.6%) | |
| 10 | $6.1M | 8.5K | 1.87% | Trimmed(-0.8%) | |
| 11 | $5.6M | 27.6K | 1.72% | Trimmed(-8.8%) | |
| 12 | $5.5M | 168.8K | 1.67% | Added(+4.1%) | |
| 13 | ? N/A CAPITAL GRP FIXED INCM ETF T | $5.5M | 216.8K | 1.67% | Added(+9.3%) |
| 14 | $5.2M | 15.6K | 1.58% | Trimmed(-1.2%) | |
| 15 | $5.1M | 18.6K | 1.56% | Added(+1.3%) | |
| 16 | $4.9M | 9.6K | 1.50% | Trimmed(-2.0%) | |
| 17 | $4.7M | 6.7K | 1.44% | Added(+0.7%) | |
| 18 | $4.3M | 90.8K | 1.31% | Added(+4.8%) | |
| 19 | $4M | 138.8K | 1.20% | Added(+26.0%) | |
| 20 | $3.8M | 77.0K | 1.15% | Added(+18.6%) |