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 | Value |
|---|---|
MSFTMICROSOFT CORP | $13.0M |
AAPLAPPLE INC | $12.9M |
COSTCOSTCO WHSL CORP NEW | $10.9M |
AMZNAMAZON COM INC | $9.7M |
NDQINVESCO QQQ TR | $9.6M |
NVDANVIDIA CORPORATION | $8.3M |
GOOGLALPHABET INC | $6.6M |
SPYSPDR S&P 500 ETF TR | $6.4M |
CVXCHEVRON CORP NEW | $5.3M |
SYKSTRYKER CORPORATION | $5.3M |
JPMJPMORGAN CHASE & CO. | $5.0M |
METAMETA PLATFORMS INC | $4.5M |
VOOVANGUARD INDEX FDS | $3.9M |
RTXRTX CORPORATION | $3.5M |
HDHOME DEPOT INC | $3.3M |
SCHDSCHWAB STRATEGIC TR | $3.3M |
CGSDCAPITAL GRP FIXED INCM ETF T | $3.2M |
ISRGINTUITIVE SURGICAL INC | $3.2M |
CGGRCAPITAL GROUP GROWTH ETF | $3.1M |
GOOGALPHABET INC | $2.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.9M |
VVISA INC | $2.8M |
PTRBPGIM ETF TR | $2.7M |
PLTRPALANTIR TECHNOLOGIES INC | $2.5M |
AMATAPPLIED MATLS INC | $2.5M |
XOMEXXON MOBIL CORP | $2.3M |
LOWLOWES COS INC | $2.3M |
CGCBCAPITAL GRP FIXED INCM ETF T | $2.3M |
IBMINTERNATIONAL BUSINESS MACHS | $2.3M |
CATCATERPILLAR INC | $2.2M |
CSCOCISCO SYS INC | $2.1M |
CEGCONSTELLATION ENERGY CORP | $1.8M |
DWDMORGAN STANLEY | $1.8M |
MCDMCDONALDS CORP | $1.7M |
IJHISHARES TR | $1.7M |
AVGOBROADCOM INC | $1.7M |
MUMICRON TECHNOLOGY INC | $1.7M |
CGMSCAPITAL GRP FIXED INCM ETF T | $1.7M |
PGPROCTER AND GAMBLE CO | $1.7M |
MRKMERCK & CO INC | $1.7M |
MDTMEDTRONIC PLC | $1.6M |
WMTWALMART INC | $1.5M |
ABBVABBVIE INC | $1.5M |
ORCLORACLE CORP | $1.5M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $1.5M |
KOCOCA COLA CO | $1.5M |
INCMFRANKLIN TEMPLETON ETF TR | $1.5M |
WMWASTE MGMT INC DEL | $1.5M |
HONHONEYWELL INTL INC | $1.4M |
IJRISHARES TR | $1.4M |
USBUS BANCORP DEL | $1.4M |
TMUST-MOBILE US INC | $1.4M |
BACVERIZON COMMUNICATIONS INC | $1.3M |
AVAAVISTA CORP | $1.3M |
CGCPCAPITAL GRP FIXED INCM ETF T | $1.3M |
PANWPALO ALTO NETWORKS INC | $1.2M |
FDXFEDEX CORP | $1.2M |
ABTABBOTT LABS | $1.2M |
JNJJOHNSON & JOHNSON | $1.2M |
BXBLACKSTONE INC | $1.2M |
QCOMQUALCOMM INC | $1.1M |
CRMSALESFORCE INC | $1.1M |
EMREMERSON ELEC CO | $1.1M |
LLYELI LILLY & CO | $1.1M |
AXPAMERICAN EXPRESS CO | $1.1M |
LDOSLEIDOS HOLDINGS INC | $1.0M |
SBUXSTARBUCKS CORP | $1.0M |
VYMVANGUARD WHITEHALL FDS | $1.0M |
NUENUCOR CORP | $991K |
TXNTEXAS INSTRS INC | $979K |
VEAVANGUARD TAX-MANAGED FDS | $938K |
SNOWSNOWFLAKE INC | $934K |
UNPUNION PAC CORP | $932K |
BLKBLACKROCK INC | $909K |
SOSOUTHERN CO | $905K |
LHXL3HARRIS TECHNOLOGIES INC | $902K |
AQLTISHARES TR | $894K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $888K |
WDIVSPDR INDEX SHS FDS | $882K |
IWMISHARES TR | $873K |
IJTISHARES TR | $867K |
UBERUBER TECHNOLOGIES INC | $866K |
DHRDANAHER CORPORATION | $862K |
TSLATESLA INC | $841K |
TSCOTRACTOR SUPPLY CO | $838K |
UNHUNITEDHEALTH GROUP INC | $829K |
APDAIR PRODS & CHEMS INC | $828K |
ITWILLINOIS TOOL WKS INC | $781K |
ORLYOREILLY AUTOMOTIVE INC | $767K |
TTTRANE TECHNOLOGIES PLC | $756K |
DISDISNEY WALT CO | $726K |
ACNACCENTURE PLC IRELAND | $671K |
LMTLOCKHEED MARTIN CORP | $670K |
TJXTJX COS INC NEW | $666K |
DHID R HORTON INC | $647K |
NKENIKE INC | $643K |
NFLXNETFLIX INC | $640K |
IJKISHARES TR | $626K |
FENIFIDELITY COVINGTON TRUST | $623K |
MAMASTERCARD INCORPORATED | $621K |
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