Richards, Merrill & Peterson, Inc. Portfolio Stock Holdings
Richards, Merrill & Peterson, Inc. disclosed 285 stock positions valued at approximately $315.1 million in its latest SEC 13F filing. The largest holdings include APPLE INC, MICROSOFT CORP, and AMAZON COM INC. The filing reflects positions held as of June 30, 2026 and was filed on July 16, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 285
- Portfolio Value
- $315.1M
Holdings by Sector
Richards, Merrill & Peterson, Inc. Portfolio Holdings in Q2 2026
273 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 4.87% | 53,074 | +4,819 | +9.99% | $15,357,553 |
| MICROSOFT CORP | MSFT | Technology | 4.04% | 34,125 | +2,444 | +7.71% | $12,729,374 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.83% | 50,595 | +2,547 | +5.30% | $12,058,800 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 3.80% | 12,810 | +47 | +0.37% | $11,983,417 |
| INVESCO QQQ TR ETF | QQQ | Other | 3.70% | 15,835 | +212 | +1.36% | $11,661,025 |
| NVIDIA CORP | NVDA | Technology | 3.04% | 47,910 | +666 | +1.41% | $9,586,352 |
| ALPHABET INC VOTING | GOOGL | Communication Services | 2.91% | 25,662 | +3,095 | +13.71% | $9,170,751 |
| STATE STREET SPDR ETF | SPY | Other | 2.29% | 9,677 | +294 | +3.13% | $7,226,283 |
| APPLIED MATERIALS INC | AMAT | Technology | 2.25% | 9,790 | +230 | +2.41% | $7,078,077 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.89% | 5,156 | -1,117 | -17.81% | $5,951,519 |
| STRYKER CORP | SYK | Healthcare | 1.83% | 18,351 | +2,180 | +13.48% | $5,777,513 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.64% | 15,824 | +94 | +0.60% | $5,179,780 |
| SCHWAB US DIVIDEND ETF | SCHD | Other | 1.63% | 162,179 | +10,350 | +6.82% | $5,142,691 |
| CAPITAL GRP SHORT ETF | CGSD | Other | 1.62% | 198,353 | +11,369 | +6.08% | $5,103,620 |
| CHEVRON CORPORATION | CVX | Energy | 1.59% | 30,249 | -63 | -0.21% | $5,014,135 |
| META PLATFORMS INC | META | Communication Services | 1.53% | 8,540 | +749 | +9.61% | $4,810,395 |
| VANGUARD INDEX FDS ETF | VOO | Other | 1.46% | 6,694 | +157 | +2.40% | $4,597,506 |
| CATERPILLAR INC | CAT | Industrials | 1.34% | 3,976 | +107 | +2.77% | $4,234,477 |
| CAPITAL GRP GROWTH ETF | CGGR | Other | 1.30% | 86,679 | +1,937 | +2.29% | $4,091,237 |
| RTX CORP | RTX | Industrials | 1.12% | 18,656 | +195 | +1.06% | $3,539,680 |
| CAPITAL GRP DIVIDEND ETF | CGDV | Other | 1.01% | 64,890 | +5,575 | +9.40% | $3,197,779 |
| FRANKLIN TEMPLETON ETF | INCM | Other | 1.01% | 110,145 | +37,400 | +51.41% | $3,178,234 |
| CISCO SYSTEMS INC | CSCO | Technology | 1.00% | 26,837 | -845 | -3.05% | $3,152,291 |
| ALPHABET INC NON VOTING | GOOG | Communication Services | 0.99% | 8,804 | -161 | -1.80% | $3,110,790 |
| CAPITAL GROUP FXD ETF | CGCB | Other | 0.89% | 107,277 | +16,514 | +18.19% | $2,808,502 |
| PGIM TR ETF | PTRB | Other | 0.88% | 67,211 | +1,997 | +3.06% | $2,786,575 |
| BERKSHIRE HATHAWAY INC | BRK-B | Financial Services | 0.88% | 5,522 | -385 | -6.52% | $2,763,154 |
| BROADCOM INC | AVGO | Technology | 0.86% | 7,186 | +635 | +9.69% | $2,714,527 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.85% | 7,559 | -2,319 | -23.48% | $2,666,015 |
| PALO ALTO NETWORKS | PANW | Technology | 0.83% | 7,626 | -103 | -1.33% | $2,600,619 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.80% | 6,310 | +379 | +6.39% | $2,509,361 |
| VISA INC CLASS A | V | Financial Services | 0.78% | 7,147 | -494 | -6.47% | $2,451,960 |
| INTERNATIONAL BUSINESS | IBM | Technology | 0.76% | 8,461 | +471 | +5.89% | $2,379,341 |
| MORGAN STANLEY & CO | MS | Financial Services | 0.75% | 11,300 | +412 | +3.78% | $2,362,157 |
| VANECK VECTORS TR ETF | SMH | Other | 0.69% | 3,330 | +989 | +42.25% | $2,184,272 |
| EXXON MOBIL CORP CHG | XOM | Energy | 0.69% | 15,821 | -1,405 | -8.16% | $2,163,076 |
| ISHARES CORE S&P MID ETF | IJH | Other | 0.63% | 25,735 | -620 | -2.35% | $1,984,431 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.62% | 13,393 | +833 | +6.63% | $1,963,915 |
| MERCK & CO INC NEW | MRK | Healthcare | 0.61% | 15,030 | -493 | -3.18% | $1,931,385 |
| LOWES COMPANIES INC | LOW | Consumer Cyclical | 0.59% | 8,498 | -990 | -10.43% | $1,873,754 |
| ABBVIE INC | ABBV | Healthcare | 0.59% | 7,403 | +720 | +10.77% | $1,862,810 |
| COCA-COLA COMPANY | KO | Consumer Defensive | 0.57% | 22,279 | +395 | +1.80% | $1,810,622 |
| PALANTIR TECHNOLOGIES | PLTR | Technology | 0.55% | 14,950 | - | - | $1,744,217 |
| TEXAS INSTRUMENTS INC | TXN | Technology | 0.53% | 5,650 | +34 | +0.61% | $1,684,076 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.52% | 6,115 | +94 | +1.56% | $1,652,942 |
| ISHARES CORE S&P ETF | IJR | Other | 0.52% | 11,134 | -294 | -2.57% | $1,651,342 |
| CAPITAL GRP US ETF | CGMS | Other | 0.52% | 59,622 | -153 | -0.26% | $1,629,464 |
| TAIWAN SEMICONDUCTOR | TSM | Technology | 0.51% | 3,363 | -90 | -2.61% | $1,605,996 |
| WASTE MGMT INC DEL | WM | Industrials | 0.51% | 7,193 | +475 | +7.07% | $1,603,237 |
| WALMART INC | WMT | Consumer Defensive | 0.50% | 13,892 | +99 | +0.72% | $1,573,357 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.49% | 6,099 | +257 | +4.40% | $1,548,878 |
| AMERICAN EXPRESS COMPANY | AXP | Financial Services | 0.49% | 4,546 | +1,665 | +57.79% | $1,537,732 |
| ADVANCED MICRO | AMD | Technology | 0.49% | 2,643 | -229 | -7.97% | $1,535,345 |
| CONSTELLATION ENERGY | CEG | Utilities | 0.48% | 6,057 | +680 | +12.65% | $1,504,348 |
| US BANCORP NEW | USB | Financial Services | 0.47% | 24,369 | -802 | -3.19% | $1,471,911 |
| CAPITAL GROUP FIXED ETF | CGCP | Other | 0.47% | 66,003 | +6,812 | +11.51% | $1,471,215 |
| NUCOR CORP | NUE | Basic Materials | 0.46% | 6,448 | +276 | +4.47% | $1,436,338 |
| VERIZON COMMUNICATIONS | VZ | Communication Services | 0.45% | 33,764 | +2,070 | +6.53% | $1,429,584 |
| ELI LILLY & CO | LLY | Healthcare | 0.44% | 1,156 | +115 | +11.05% | $1,386,798 |
| ORACLE CORPORATION | ORCL | Technology | 0.41% | 8,719 | +188 | +2.20% | $1,277,797 |
| SPDR INDEX SHS FDS ETF | WDIV | Other | 0.40% | 15,725 | +1,153 | +7.91% | $1,256,587 |
| PUTNAM ETF | PVAL | Other | 0.40% | 24,660 | +13,400 | +119.01% | $1,256,427 |
| EMERSON ELECTRIC CO | EMR | Industrials | 0.40% | 8,736 | +392 | +4.70% | $1,250,570 |
| AVISTA CORP | AVA | Utilities | 0.39% | 29,712 | -3,748 | -11.20% | $1,215,535 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.38% | 11,820 | -392 | -3.21% | $1,207,851 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.38% | 2,421 | +270 | +12.55% | $1,189,275 |
| MEDTRONIC PLC | MDT | Other | 0.38% | 15,181 | -1,873 | -10.98% | $1,187,606 |
| INDUSTRIAL SELECT ETF | XLI | Other | 0.38% | 6,410 | +2,565 | +66.71% | $1,187,324 |
| UNITEDHEALTH GROUP | UNH | Healthcare | 0.36% | 2,712 | +65 | +2.46% | $1,127,129 |
| FEDEX CORPORATION | FDX | Industrials | 0.36% | 3,594 | -306 | -7.85% | $1,125,349 |
| VANGUARD FTSE ETF | VEA | Other | 0.36% | 15,751 | +335 | +2.17% | $1,122,263 |
| SELECT SECTOR SPDR ETF | XLF | Other | 0.34% | 19,925 | +4,950 | +33.06% | $1,068,179 |
| VANGUARD HIGH DIVIDE ETF | VYM | Other | 0.34% | 6,732 | -295 | -4.20% | $1,063,858 |
| T-MOBILE US INC | TMUS | Communication Services | 0.34% | 6,305 | -632 | -9.11% | $1,057,595 |
| UBER TECHNOLOGIES | UBER | Technology | 0.33% | 14,518 | +774 | +5.63% | $1,047,619 |
| FIDELITY COVINGTON ETF | FENI | Other | 0.33% | 25,893 | +3,085 | +13.53% | $1,039,075 |
| O'REILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.32% | 10,944 | +775 | +7.62% | $1,007,833 |
| SOUTHERN COMPANY | SO | Utilities | 0.32% | 10,402 | -84 | -0.80% | $995,611 |
| BLACKSTONE GROUP INC | BX | Financial Services | 0.31% | 8,421 | -913 | -9.78% | $990,892 |
| RBB FD TR ETF | 75526L886 | Other | 0.31% | 20,089 | +2,924 | +17.03% | $982,754 |
| UNION PACIFIC CORP | UNP | Industrials | 0.31% | 3,592 | -110 | -2.97% | $976,974 |
| ISHARES CORE MSCI ETF | IEFA | Other | 0.31% | 9,995 | - | - | $965,317 |
| JPMORGAN ETF | JPST | Other | 0.30% | 18,970 | - | - | $959,313 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.30% | 1,257 | -20 | -1.57% | $959,267 |
| ISHARES ETF | IJT | Other | 0.30% | 5,330 | -135 | -2.47% | $951,981 |
| ASML HOLDING NV | ASML | Other | 0.29% | 463 | +58 | +14.32% | $921,111 |
| LINDE PLC NEW | LIN | Other | 0.29% | 1,763 | +5 | +0.28% | $915,052 |
| L3HARRIS TECHNOLOGIES | LHX | Industrials | 0.29% | 3,139 | +65 | +2.11% | $912,162 |
| ISHARES INC ETF | IEMG | Other | 0.29% | 10,984 | +148 | +1.37% | $909,910 |
| ISHARES ETF | IWM | Other | 0.29% | 3,012 | -185 | -5.79% | $904,955 |
| SPDR GOLD MINISHARES ETF | GLDM | Other | 0.29% | 11,365 | +6,025 | +112.83% | $902,608 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.27% | 9,460 | -979 | -9.38% | $858,382 |
| TESLA INC | TSLA | Consumer Cyclical | 0.27% | 2,030 | +63 | +3.20% | $853,818 |
| CAPITAL GROUP CORE ETF | CGUS | Other | 0.26% | 18,525 | +4,400 | +31.15% | $823,992 |
| DANAHER CORP | DHR | Healthcare | 0.26% | 4,288 | +291 | +7.28% | $816,751 |
| ILLINOIS TOOL WORKS INC | ITW | Industrials | 0.26% | 2,990 | - | - | $808,605 |
| BLACKROCK INC COM NEW | BLK | Other | 0.25% | 834 | +1 | +0.12% | $801,839 |
| SELECT SECTOR SPDR ETF | XLU | Other | 0.25% | 17,500 | +4,950 | +39.44% | $793,450 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.24% | 5,092 | +102 | +2.04% | $771,472 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.23% | 1,427 | +36 | +2.59% | $726,827 |