Richards, Merrill & Peterson, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 16, 2026, Richards, Merrill & Peterson, Inc. disclosed 276 stock positions valued at approximately $315.07M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, MICROSOFT CORP, and AMAZON COM INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 276
- Portfolio Value
- $315.07M
Holdings by Sector
Richards, Merrill & Peterson, Inc. Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 276 holdings in the latest reporting period.