RICHARDS, MERRILL & PETERSON, INC.
Q3 2026 13F filing
Updated 17 days ago293 disclosed positions worth $328M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MICROSOFT CORP | $17.8M | 34.7K | 5.43% | Added(+1.8%) |
| 2 | A APPLE INC | $17.2M | 51.6K | 5.24% | Trimmed(-2.8%) |
| 3 | A AMAZON COM INC | $13.1M | 52.8K | 4.01% | Added(+4.3%) |
| 4 | C COSTCO WHOLESALE CORPORATION | $12.2M | 13.4K | 3.71% | Added(+4.3%) |
| 5 | Q INVESCO QQQ TR | $11.5M | 15.6K | 3.52% | Trimmed(-1.4%) |
| 6 | N NVIDIA CORPORATION | $11.1M | 48.6K | 3.38% | Added(+1.4%) |
| 7 | G ALPHABET INC | $9.6M | 27.9K | 2.92% | Added(+8.6%) |
| 8 | S STATE STR SPDR S&P 500 ETF T | $7.4M | 9.7K | 2.25% | Trimmed(-0.2%) |
| 9 | M MICRON TECHNOLOGY INC | $6.3M | 6.0K | 1.94% | Added(+15.6%) |
| 10 | M META PLATFORMS INC | $6.1M | 8.5K | 1.87% | Trimmed(-0.8%) |
| 11 | C CHEVRON CORPORATION | $5.6M | 27.6K | 1.72% | Trimmed(-8.8%) |
| 12 | S SCHWAB STRATEGIC TR | $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 | J JPMORGAN CHASE & CO | $5.2M | 15.6K | 1.58% | Trimmed(-1.2%) |
| 15 | S STRYKER CORPORATION | $5.1M | 18.6K | 1.56% | Added(+1.3%) |
| 16 | A APPLIED MATLS INC | $4.9M | 9.6K | 1.50% | Trimmed(-2.0%) |
| 17 | V VANGUARD INDEX FDS | $4.7M | 6.7K | 1.44% | Added(+0.7%) |
| 18 | C CAPITAL GROUP GROWTH ETF | $4.3M | 90.8K | 1.31% | Added(+4.8%) |
| 19 | E FRANKLIN TEMPLETON ETF TR | $4M | 138.8K | 1.20% | Added(+26.0%) |
| 20 | C CAPITAL GROUP DIVIDEND VALUE | $3.8M | 77.0K | 1.15% | Added(+18.6%) |
| 21 | R RTX CORPORATION | $3.4M | 18.4K | 1.04% | Trimmed(-1.4%) |
| 22 | C CATERPILLAR INC | $3.2M | 3.9K | 0.97% | Trimmed(-1.6%) |
| 23 | P PALO ALTO NETWORKS INC | $3.1M | 7.8K | 0.95% | Added(+2.4%) |
| 24 | G ALPHABET INC | $2.9M | 8.6K | 0.90% | Trimmed(-2.0%) |
| 25 | C CAPITAL GRP FIXED INCM ETF T | $2.9M | 117.1K | 0.89% | Added(+9.2%) |
| 26 | A BROADCOM INC | $2.8M | 8.1K | 0.87% | Added(+12.5%) |
| 27 | ? N/A PGIM ETF TR | $2.8M | 71.3K | 0.86% | Added(+6.0%) |
| 28 | P PALANTIR TECHNOLOGIES INC | $2.8M | 15.0K | 0.85% | Added(+0.2%) |
| 29 | I INTUITIVE SURGICAL INC | $2.8M | 6.9K | 0.85% | Added(+8.8%) |
| 30 | C CISCO SYS INC | $2.7M | 24.9K | 0.82% | Trimmed(-7.3%) |
| 31 | B BERKSHIRE HATHAWAY INC DEL | $2.7M | 5.4K | 0.81% | Trimmed(-2.9%) |
| 32 | H VANECK ETF TRUST | $2.7M | 4.4K | 0.81% | Added(+31.3%) |
| 33 | V VISA INC | $2.6M | 7.1K | 0.78% | Trimmed(-0.5%) |
| 34 | X EXXONMOBIL HOLDINGS CORP | $2.4M | 14.9K | 0.74% | — |
| 35 | M MERCK & CO INC | $2.1M | 14.6K | 0.65% | Trimmed(-2.9%) |
| 36 | M MORGAN STANLEY | $2.1M | 11.1K | 0.64% | Trimmed(-2.0%) |
| 37 | P PUTNAM ETF TRUST | $2.1M | 39.0K | 0.63% | Added(+58.1%) |
| 38 | H HOME DEPOT INC | $2M | 7.0K | 0.61% | Trimmed(-6.9%) |
| 39 | A ABBVIE INC | $2M | 7.5K | 0.60% | Added(+1.5%) |
| 40 | P PROCTER & GAMBLE CO | $2M | 13.5K | 0.60% | Added(+0.7%) |
| 41 | K COCA COLA CO | $1.9M | 22.1K | 0.58% | Trimmed(-0.8%) |
| 42 | E ISHARES TR | $1.9M | 13.7K | 0.57% | Added(+23.2%) |
| 43 | I INTERNATIONAL BUSINESS MACHS | $1.9M | 8.4K | 0.57% | Trimmed(-0.3%) |
| 44 | E ISHARES TR | $1.8M | 25.3K | 0.56% | Trimmed(-1.7%) |
| 45 | F FIDELITY COVINGTON TRUST | $1.8M | 44.3K | 0.54% | Added(+71.1%) |
| 46 | J JOHNSON & JOHNSON | $1.6M | 6.0K | 0.49% | Trimmed(-1.4%) |
| 47 | C CONSTELLATION ENERGY CORP | $1.6M | 6.1K | 0.47% | Added(+1.2%) |
| 48 | A ADVANCED MICRO DEVICES INC | $1.5M | 2.5K | 0.47% | Trimmed(-4.8%) |
| 49 | ? N/A RBB FUND TRUST | $1.5M | 30.7K | 0.47% | Added(+52.6%) |
| 50 | L LOWES COS INC | $1.5M | 8.2K | 0.46% | Trimmed(-3.3%) |