Richards, Merrill & Peterson, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 19, 2026, Richards, Merrill & Peterson, Inc. disclosed 292 stock positions valued at approximately $327.96M as of quarter-end September 30, 2026. The largest holdings include MICROSOFT CORP, APPLE INC, and AMAZON COM INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 292
- Portfolio Value
- $327.96M
Holdings by Sector
Richards, Merrill & Peterson, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 5.43% | 34,733 | +608 | +1.78% | $17,814,465 |
| APPLE INC | AAPL | Technology | 5.24% | 51,599 | -1,475 | -2.78% | $17,183,413 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.01% | 52,751 | +2,156 | +4.26% | $13,142,912 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 3.71% | 13,361 | +551 | +4.30% | $12,162,747 |
| INVESCO QQQ TR | QQQ | Other | 3.52% | 15,611 | -224 | -1.41% | $11,548,716 |
| NVIDIA CORPORATION | NVDA | Technology | 3.38% | 48,556 | +646 | +1.35% | $11,089,130 |
| ALPHABET INC | GOOGL | Communication Services | 2.92% | 27,870 | +2,208 | +8.60% | $9,589,535 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.25% | 9,657 | -20 | -0.21% | $7,364,835 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.94% | 5,960 | +804 | +15.59% | $6,348,056 |
| META PLATFORMS INC | META | Communication Services | 1.87% | 8,476 | -64 | -0.75% | $6,146,564 |
| CHEVRON CORPORATION | CVX | Energy | 1.72% | 27,602 | -2,647 | -8.75% | $5,636,693 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.67% | 168,850 | +6,671 | +4.11% | $5,492,676 |
| CAPITAL GRP FIXED INCM ETF T | CGSD | Other | 1.67% | 216,812 | +18,459 | +9.31% | $5,474,495 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.58% | 15,635 | -189 | -1.19% | $5,172,428 |
| STRYKER CORPORATION | SYK | Healthcare | 1.56% | 18,581 | +230 | +1.25% | $5,116,998 |
| APPLIED MATLS INC | AMAT | Technology | 1.50% | 9,595 | -195 | -1.99% | $4,906,803 |
| VANGUARD INDEX FDS | VOO | Other | 1.44% | 6,738 | +44 | +0.66% | $4,722,395 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 1.31% | 90,828 | +4,149 | +4.79% | $4,307,970 |
| FRANKLIN TEMPLETON ETF TR | INCM | Other | 1.20% | 138,815 | +28,670 | +26.03% | $3,950,675 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 1.15% | 76,990 | +12,100 | +18.65% | $3,760,962 |
| RTX CORPORATION | RTX | Industrials | 1.04% | 18,402 | -254 | -1.36% | $3,416,307 |
| CATERPILLAR INC | CAT | Industrials | 0.97% | 3,912 | -64 | -1.61% | $3,171,831 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.95% | 7,806 | +180 | +2.36% | $3,101,402 |
| ALPHABET INC | GOOG | Communication Services | 0.90% | 8,631 | -173 | -1.97% | $2,941,025 |
| CAPITAL GRP FIXED INCM ETF T | CGCB | Other | 0.89% | 117,096 | +9,819 | +9.15% | $2,925,053 |
| BROADCOM INC | AVGO | Technology | 0.87% | 8,084 | +898 | +12.50% | $2,839,056 |
| PGIM ETF TR | PTRB | Other | 0.86% | 71,274 | +4,063 | +6.05% | $2,811,057 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.85% | 14,974 | +24 | +0.16% | $2,800,887 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.85% | 6,863 | +553 | +8.76% | $2,790,702 |
| CISCO SYS INC | CSCO | Technology | 0.82% | 24,886 | -1,951 | -7.27% | $2,678,466 |
Showing 30 of 292 holdings in the latest reporting period.