RICHARDS, MERRILL & PETERSON, INC. Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$260.9M
Holdings
273
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (273 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 26,919 | $13.0M | 4.99% | |
| 2 | AAPLAPPLE INC | 47,576 | $12.9M | 4.96% | |
| 3 | COSTCOSTCO WHSL CORP NEW | 12,680 | $10.9M | 4.19% | |
| 4 | AMZNAMAZON COM INC | 41,917 | $9.7M | 3.71% | |
| 5 | NDQINVESCO QQQ TR | 15,584 | $9.6M | 3.67% | |
| 6 | NVDANVIDIA CORPORATION | 44,461 | $8.3M | 3.18% | |
| 7 | GOOGLALPHABET INC | 21,066 | $6.6M | 2.53% | |
| 8 | SPYSPDR S&P 500 ETF TR | 9,436 | $6.4M | 2.47% | |
| 9 | CVXCHEVRON CORP NEW | 34,760 | $5.3M | 2.03% | |
| 10 | SYKSTRYKER CORPORATION | 14,942 | $5.3M | 2.01% | |
| 11 | JPMJPMORGAN CHASE & CO. | 15,376 | $5.0M | 1.90% | |
| 12 | METAMETA PLATFORMS INC | 6,766 | $4.5M | 1.71% | |
| 13 | VOOVANGUARD INDEX FDS | 6,287 | $3.9M | 1.51% | |
| 14 | RTXRTX CORPORATION | 18,851 | $3.5M | 1.33% | |
| 15 | HDHOME DEPOT INC | 9,700 | $3.3M | 1.28% | |
| 16 | SCHDSCHWAB STRATEGIC TR | 120,284 | $3.3M | 1.26% | |
| 17 | CGSDCAPITAL GRP FIXED INCM ETF T | 124,332 | $3.2M | 1.24% | |
| 18 | ISRGINTUITIVE SURGICAL INC | 5,668 | $3.2M | 1.23% | |
| 19 | CGGRCAPITAL GROUP GROWTH ETF | 69,777 | $3.1M | 1.19% | |
| 20 | GOOGALPHABET INC | 9,303 | $2.9M | 1.12% | |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,788 | $2.9M | 1.12% | |
| 22 | VVISA INC | 7,956 | $2.8M | 1.07% | |
| 23 | PTRBPGIM ETF TR | 63,447 | $2.7M | 1.02% | |
| 24 | PLTRPALANTIR TECHNOLOGIES INC | 14,245 | $2.5M | 0.97% | |
| 25 | AMATAPPLIED MATLS INC | 9,721 | $2.5M | 0.96% | |
| 26 | XOMEXXON MOBIL CORP | 19,175 | $2.3M | 0.88% | |
| 27 | LOWLOWES COS INC | 9,510 | $2.3M | 0.88% | |
| 28 | CGCBCAPITAL GRP FIXED INCM ETF T | 85,903 | $2.3M | 0.87% | |
| 29 | IBMINTERNATIONAL BUSINESS MACHS | 7,605 | $2.3M | 0.86% | |
| 30 | CATCATERPILLAR INC | 3,918 | $2.2M | 0.86% | |
| 31 | CSCOCISCO SYS INC | 27,666 | $2.1M | 0.82% | |
| 32 | CEGCONSTELLATION ENERGY CORP | 5,103 | $1.8M | 0.69% | |
| 33 | DWDMORGAN STANLEY | 10,050 | $1.8M | 0.68% | |
| 34 | MCDMCDONALDS CORP | 5,665 | $1.7M | 0.66% | |
| 35 | IJHISHARES TR | 26,177 | $1.7M | 0.66% | |
| 36 | AVGOBROADCOM INC | 4,963 | $1.7M | 0.66% | |
| 37 | MUMICRON TECHNOLOGY INC | 5,978 | $1.7M | 0.65% | |
| 38 | CGMSCAPITAL GRP FIXED INCM ETF T | 61,327 | $1.7M | 0.65% | |
| 39 | PGPROCTER AND GAMBLE CO | 11,681 | $1.7M | 0.64% | |
| 40 | MRKMERCK & CO INC | 15,880 | $1.7M | 0.64% | |
| 41 | MDTMEDTRONIC PLC | 16,999 | $1.6M | 0.63% | |
| 42 | WMTWALMART INC | 13,740 | $1.5M | 0.59% | |
| 43 | ABBVABBVIE INC | 6,587 | $1.5M | 0.58% | |
| 44 | ORCLORACLE CORP | 7,714 | $1.5M | 0.58% | |
| 45 | CGDGCAPITAL GROUP DIVIDEND VALUE | 34,370 | $1.5M | 0.57% | |
| 46 | KOCOCA COLA CO | 21,343 | $1.5M | 0.57% | |
| 47 | INCMFRANKLIN TEMPLETON ETF TR | 52,510 | $1.5M | 0.56% | |
| 48 | WMWASTE MGMT INC DEL | 6,663 | $1.5M | 0.56% | |
| 49 | HONHONEYWELL INTL INC | 7,157 | $1.4M | 0.54% | |
| 50 | IJRISHARES TR | 11,562 | $1.4M | 0.53% | |
| 51 | USBUS BANCORP DEL | 25,922 | $1.4M | 0.53% | |
| 52 | TMUST-MOBILE US INC | 6,665 | $1.4M | 0.52% | |
| 53 | BACVERIZON COMMUNICATIONS INC | 32,486 | $1.3M | 0.51% | |
| 54 | AVAAVISTA CORP | 34,134 | $1.3M | 0.50% | |
| 55 | CGCPCAPITAL GRP FIXED INCM ETF T | 57,741 | $1.3M | 0.50% | |
| 56 | PANWPALO ALTO NETWORKS INC | 6,566 | $1.2M | 0.46% | |
| 57 | FDXFEDEX CORP | 4,179 | $1.2M | 0.46% | |
| 58 | ABTABBOTT LABS | 9,568 | $1.2M | 0.46% | |
| 59 | JNJJOHNSON & JOHNSON | 5,774 | $1.2M | 0.46% | |
| 60 | BXBLACKSTONE INC | 7,741 | $1.2M | 0.46% | |
| 61 | QCOMQUALCOMM INC | 6,643 | $1.1M | 0.44% | |
| 62 | CRMSALESFORCE INC | 4,239 | $1.1M | 0.43% | |
| 63 | EMREMERSON ELEC CO | 8,407 | $1.1M | 0.43% | |
| 64 | LLYELI LILLY & CO | 1,016 | $1.1M | 0.42% | |
| 65 | AXPAMERICAN EXPRESS CO | 2,899 | $1.1M | 0.41% | |
| 66 | LDOSLEIDOS HOLDINGS INC | 5,610 | $1.0M | 0.39% | |
| 67 | SBUXSTARBUCKS CORP | 11,976 | $1.0M | 0.39% | |
| 68 | VYMVANGUARD WHITEHALL FDS | 6,987 | $1.0M | 0.38% | |
| 69 | NUENUCOR CORP | 6,076 | $991K | 0.38% | |
| 70 | TXNTEXAS INSTRS INC | 5,644 | $979K | 0.38% | |
| 71 | VEAVANGUARD TAX-MANAGED FDS | 15,020 | $938K | 0.36% | |
| 72 | SNOWSNOWFLAKE INC | 4,258 | $934K | 0.36% | |
| 73 | UNPUNION PAC CORP | 4,033 | $932K | 0.36% | |
| 74 | BLKBLACKROCK INC | 850 | $909K | 0.35% | |
| 75 | SOSOUTHERN CO | 10,381 | $905K | 0.35% | |
| 76 | LHXL3HARRIS TECHNOLOGIES INC | 3,074 | $902K | 0.35% | |
| 77 | AQLTISHARES TR | 9,995 | $894K | 0.34% | |
| 78 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,922 | $888K | 0.34% | |
| 79 | WDIVSPDR INDEX SHS FDS | 11,692 | $882K | 0.34% | |
| 80 | IWMISHARES TR | 3,548 | $873K | 0.33% | |
| 81 | IJTISHARES TR | 6,145 | $867K | 0.33% | |
| 82 | UBERUBER TECHNOLOGIES INC | 10,601 | $866K | 0.33% | |
| 83 | DHRDANAHER CORPORATION | 3,770 | $862K | 0.33% | |
| 84 | TSLATESLA INC | 1,871 | $841K | 0.32% | |
| 85 | TSCOTRACTOR SUPPLY CO | 16,770 | $838K | 0.32% | |
| 86 | UNHUNITEDHEALTH GROUP INC | 2,513 | $829K | 0.32% | |
| 87 | APDAIR PRODS & CHEMS INC | 3,354 | $828K | 0.32% | |
| 88 | ITWILLINOIS TOOL WKS INC | 3,173 | $781K | 0.30% | |
| 89 | ORLYOREILLY AUTOMOTIVE INC | 8,415 | $767K | 0.29% | |
| 90 | TTTRANE TECHNOLOGIES PLC | 1,945 | $756K | 0.29% | |
| 91 | DISDISNEY WALT CO | 6,385 | $726K | 0.28% | |
| 92 | ACNACCENTURE PLC IRELAND | 2,504 | $671K | 0.26% | |
| 93 | LMTLOCKHEED MARTIN CORP | 1,386 | $670K | 0.26% | |
| 94 | TJXTJX COS INC NEW | 4,341 | $666K | 0.26% | |
| 95 | DHID R HORTON INC | 4,495 | $647K | 0.25% | |
| 96 | NKENIKE INC | 10,093 | $643K | 0.25% | |
| 97 | NFLXNETFLIX INC | 6,826 | $640K | 0.25% | |
| 98 | IJKISHARES TR | 6,471 | $626K | 0.24% | |
| 99 | FENIFIDELITY COVINGTON TRUST | 17,035 | $623K | 0.24% | |
| 100 | MAMASTERCARD INCORPORATED | 1,089 | $621K | 0.24% |
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