Richards, Merrill & Peterson, Inc. Portfolio Stock Holdings
Richards, Merrill & Peterson, Inc. disclosed 283 stock positions valued at approximately $272.6 million in its latest SEC 13F filing. The largest holdings include COSTCO WHOLESALE CORPORATION, APPLE INC, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 17, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 283
- Portfolio Value
- $272.6M
Holdings by Sector
Richards, Merrill & Peterson, Inc. Portfolio Holdings in Q1 2026
276 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 4.67% | 12,763 | +83 | +0.65% | $12,717,831 |
| APPLE INC | AAPL | Technology | 4.49% | 48,255 | +679 | +1.43% | $12,246,566 |
| MICROSOFT CORP | MSFT | Technology | 4.30% | 31,681 | +4,762 | +17.69% | $11,727,202 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.67% | 48,048 | +6,131 | +14.63% | $10,006,978 |
| INVESCO QQQ TR | QQQ | Other | 3.31% | 15,623 | +39 | +0.25% | $9,017,221 |
| NVIDIA CORPORATION | NVDA | Technology | 3.02% | 47,244 | +2,783 | +6.26% | $8,239,439 |
| ALPHABET INC | GOOGL | Communication Services | 2.38% | 22,567 | +1,501 | +7.13% | $6,489,366 |
| CHEVRON CORPORATION | CVX | Energy | 2.30% | 30,312 | -4,448 | -12.80% | $6,271,514 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.24% | 9,383 | -53 | -0.56% | $6,102,315 |
| STRYKER CORPORATION | SYK | Healthcare | 1.95% | 16,171 | +1,229 | +8.23% | $5,313,557 |
| CAPITAL GRP FIXED INCM ETF T | CGSD | Other | 1.77% | 186,984 | +62,652 | +50.39% | $4,822,327 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.71% | 151,829 | +31,545 | +26.23% | $4,658,122 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.70% | 15,730 | +354 | +2.30% | $4,627,161 |
| META PLATFORMS INC | META | Communication Services | 1.64% | 7,791 | +1,025 | +15.15% | $4,457,287 |
| VANGUARD INDEX FDS | VOO | Other | 1.43% | 6,537 | +250 | +3.98% | $3,906,184 |
| RTX CORPORATION | RTX | Industrials | 1.31% | 18,461 | -390 | -2.07% | $3,561,107 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 1.25% | 84,742 | +14,965 | +21.45% | $3,405,792 |
| APPLIED MATLS INC | AMAT | Technology | 1.20% | 9,560 | -161 | -1.66% | $3,267,386 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.19% | 9,878 | +178 | +1.84% | $3,248,724 |
| EXXON MOBIL CORP | XOM | Energy | 1.07% | 17,226 | -1,949 | -10.16% | $2,922,560 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.04% | 5,907 | +119 | +2.06% | $2,830,634 |
| CATERPILLAR INC | CAT | Industrials | 1.01% | 3,869 | -49 | -1.25% | $2,740,832 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 1.00% | 5,931 | +263 | +4.64% | $2,734,132 |
| PGIM ETF TR | PTRB | Other | 0.99% | 65,214 | +1,767 | +2.79% | $2,707,047 |
| ALPHABET INC | GOOG | Communication Services | 0.94% | 8,965 | -338 | -3.63% | $2,571,805 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.93% | 59,315 | +24,945 | +72.58% | $2,523,260 |
| CAPITAL GRP FIXED INCM ETF T | CGCB | Other | 0.87% | 90,763 | +4,860 | +5.66% | $2,383,434 |
| VISA INC | V | Financial Services | 0.85% | 7,641 | -315 | -3.96% | $2,309,496 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.82% | 9,488 | -22 | -0.23% | $2,241,849 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.80% | 14,950 | +705 | +4.95% | $2,186,886 |
| CISCO SYS INC | CSCO | Technology | 0.79% | 27,682 | +16 | +0.06% | $2,147,842 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.78% | 6,273 | +295 | +4.93% | $2,119,270 |
| FRANKLIN TEMPLETON ETF TR | INCM | Other | 0.77% | 72,745 | +20,235 | +38.54% | $2,091,419 |
| BROADCOM INC | AVGO | Technology | 0.74% | 6,551 | +1,588 | +32.00% | $2,027,603 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.71% | 7,990 | +385 | +5.06% | $1,936,728 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.69% | 6,021 | +356 | +6.28% | $1,871,113 |
| MERCK & CO INC | MRK | Healthcare | 0.68% | 15,523 | -357 | -2.25% | $1,867,222 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.67% | 12,560 | +879 | +7.53% | $1,814,147 |
| MORGAN STANLEY | MS | Financial Services | 0.66% | 10,888 | +838 | +8.34% | $1,791,864 |
| ISHARES TR | IJH | Other | 0.65% | 26,355 | +178 | +0.68% | $1,779,785 |
| WALMART INC | WMT | Consumer Defensive | 0.63% | 13,793 | +53 | +0.39% | $1,714,182 |
| COCA COLA CO | KO | Consumer Defensive | 0.61% | 21,884 | +541 | +2.53% | $1,664,301 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 0.60% | 59,775 | -1,552 | -2.53% | $1,627,675 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.58% | 31,694 | -792 | -2.44% | $1,591,037 |
| WASTE MGMT INC DEL | WM | Industrials | 0.57% | 6,718 | +55 | +0.83% | $1,543,724 |
| HONEYWELL INTL INC | HON | Industrials | 0.56% | 6,784 | -373 | -5.21% | $1,533,485 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.55% | 5,377 | +274 | +5.37% | $1,501,424 |
| MEDTRONIC PLC | MDT | Other | 0.54% | 17,054 | +55 | +0.32% | $1,477,744 |
| T-MOBILE US INC | TMUS | Communication Services | 0.53% | 6,937 | +272 | +4.08% | $1,456,984 |
| ABBVIE INC | ABBV | Healthcare | 0.53% | 6,683 | +96 | +1.46% | $1,453,478 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.52% | 5,842 | +68 | +1.18% | $1,427,977 |
| ISHARES TR | IJR | Other | 0.52% | 11,428 | -134 | -1.16% | $1,420,627 |
| FEDEX CORP | FDX | Industrials | 0.51% | 3,900 | -279 | -6.68% | $1,388,951 |
| AVISTA CORP | AVA | Utilities | 0.49% | 33,460 | -674 | -1.97% | $1,343,094 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 0.49% | 59,191 | +1,450 | +2.51% | $1,322,326 |
| US BANCORP | USB | Financial Services | 0.48% | 25,171 | -751 | -2.90% | $1,309,120 |
| ORACLE CORP | ORCL | Technology | 0.46% | 8,531 | +817 | +10.59% | $1,254,991 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.45% | 7,729 | +1,163 | +17.71% | $1,239,113 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.43% | 3,453 | +531 | +18.17% | $1,166,802 |
| SPDR INDEX SHS FDS | WDIV | Other | 0.41% | 14,572 | +2,880 | +24.63% | $1,124,284 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.40% | 12,212 | +236 | +1.97% | $1,094,060 |
| EMERSON ELEC CO | EMR | Industrials | 0.40% | 8,344 | -63 | -0.75% | $1,093,236 |
| TEXAS INSTRS INC | TXN | Technology | 0.40% | 5,616 | -28 | -0.50% | $1,090,246 |
| BLACKSTONE INC | BX | Financial Services | 0.39% | 9,334 | +1,593 | +20.58% | $1,073,264 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.39% | 10,439 | +871 | +9.10% | $1,071,756 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.39% | 3,074 | - | - | $1,060,991 |
| NUCOR CORP | NUE | Basic Materials | 0.38% | 6,172 | +96 | +1.58% | $1,043,743 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.38% | 7,027 | +40 | +0.57% | $1,040,699 |
| SOUTHERN CO | SO | Utilities | 0.37% | 10,486 | +105 | +1.01% | $1,012,120 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.36% | 13,744 | +3,143 | +29.65% | $988,606 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.36% | 15,416 | +396 | +2.64% | $987,861 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.35% | 18,970 | +8,390 | +79.30% | $960,072 |
| ELI LILLY & CO | LLY | Healthcare | 0.35% | 1,041 | +25 | +2.46% | $957,644 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.34% | 10,169 | +1,754 | +20.84% | $938,700 |
| ISHARES TR | IEFA | Other | 0.33% | 9,995 | - | - | $904,847 |
| UNION PAC CORP | UNP | Industrials | 0.33% | 3,702 | -331 | -8.21% | $898,108 |
| VANECK ETF TRUST | SMH | Other | 0.33% | 2,341 | +1,185 | +102.51% | $897,673 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.33% | 2,151 | +206 | +10.59% | $896,291 |
| LINDE PLC | LIN | Other | 0.32% | 1,758 | +637 | +56.82% | $871,734 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.32% | 2,881 | -18 | -0.62% | $871,372 |
| LEIDOS HOLDINGS INC | LDOS | Technology | 0.32% | 5,601 | -9 | -0.16% | $871,046 |
| FIDELITY COVINGTON TRUST | FENI | Other | 0.31% | 22,808 | +5,773 | +33.89% | $848,460 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.31% | 1,391 | +5 | +0.36% | $840,926 |
| NETFLIX INC. | NFLX | Communication Services | 0.30% | 8,527 | +1,701 | +24.92% | $819,871 |
| RBB FUND TRUST | 75526L886 | Other | 0.30% | 17,165 | +5,650 | +49.07% | $806,755 |
| BLACKROCK INC | BLK | Other | 0.29% | 833 | -17 | -2.00% | $801,363 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.29% | 4,990 | +649 | +14.95% | $796,960 |
| ISHARES TR | IWM | Other | 0.29% | 3,197 | -351 | -9.89% | $792,856 |
| ISHARES TR | IJT | Other | 0.29% | 5,465 | -680 | -11.07% | $790,870 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.29% | 2,990 | -183 | -5.77% | $778,199 |
| TRACTOR SUPPLY CO | TSCO | Consumer Cyclical | 0.28% | 16,820 | +50 | +0.30% | $761,946 |
| DANAHER CORP DEL | DHR | Healthcare | 0.28% | 3,997 | +227 | +6.02% | $757,826 |
| ISHARES INC | IEMG | Other | 0.28% | 10,836 | +1,937 | +21.77% | $755,843 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.27% | 14,975 | +14,250 | +1965.52% | $739,316 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 0.27% | 2,539 | -815 | -24.30% | $737,439 |
| TESLA INC | TSLA | Consumer Cyclical | 0.27% | 1,967 | +96 | +5.13% | $731,232 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.26% | 2,647 | +134 | +5.33% | $716,134 |
| SNOWFLAKE INC | SNOW | Technology | 0.24% | 4,383 | +125 | +2.94% | $661,044 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.23% | 3,845 | +3,685 | +2303.13% | $621,852 |
| DISNEY WALT CO | DIS | Communication Services | 0.22% | 6,155 | -230 | -3.60% | $593,245 |