Richards Merrill Peterson: Significant Purchases in Q2 2026

Richards Merrill & Peterson Inc., as of June 30th, 2026, has shown notable activity in its investment strategy for Q2. The firm's portfolio saw changes primarily through increased holdings in exchange-traded funds (ETFs) and adjustments to individual stocks.

Major Purchases This Quarter

The most significant buying activity by Richards Merrill Peterson Inc. during Q2 2026 appears to be concentrated in specific ETFs. The firm substantially increased its position in the Franklin Templeton ETF (INCM), raising it by a remarkable 51.41%. Similarly, there was a significant purchase of the Capital Group FXD ETF (CGCB) with an increase of 18.19%.

Further notable additions include the Putnam ETF (PVAL), which experienced an enormous 119.01% growth in its position during this period, indicating strong confidence or a correction to previous holdings. The Schwab US Dividend ETF (SCHD) also saw substantial buying interest from the firm, with shares increasing by 6.82%. Lastly, the SPDR Gold Miners ETF (GLDM) was added significantly, with an increase of over 100% in holdings.

Moderate Increases and Sector Focus

Besides these major purchases, Richards Merrill Peterson also demonstrated buying interest in other areas. The firm increased its stake in the Capital Group Short ETF (CGSD) by 6.08%. There was a significant increase of 39.44% in their position within the Select Sector SPDR ETF for Consumer Staples (XLI), although this specific stock isn't listed among the top holdings or changed holdings data provided.

The firm's focus appears to be on fixed income and dividend-oriented strategies, as evidenced by purchases like CGCP (Capital Group Fixed Income ETF) with a 11.51% increase in shares during Q2. Additionally, they increased their position in the Vanguard Mid Cap ETF (VO) by 274.2%, suggesting interest in smaller companies.

Sales and Minor Adjustments

In contrast to the significant buying activity, Richards Merrill Peterson Inc.'s portfolio changes during Q2 2026 show minimal selling of major holdings. The only stock position that experienced a notable decrease was Microsoft Corp (MSFT), which saw its shares reduced by 17.81%. This reduction is reflected in the change percentage from prior period.

The firm also made adjustments to other positions, including minor reductions or increases of less than 5% for several holdings like AXP and XLF (though these specific changes are noted as part of their overall portfolio turnover). However, based on the provided data, it appears that Richards Merrill Peterson did not engage in any large-scale selling activities this quarter.