Richards, Merrill & Peterson, Inc. Investment Activity in Q3 2026
Richards, Merrill & Peterson, Inc. reported notable changes in its portfolio holdings during the quarter ending September 30, 2026, including significant increases in certain ETFs and reductions in others.
Richards, Merrill & Peterson, Inc. has updated its portfolio holdings as of September 30, 2026, reflecting several notable changes in its investment strategy. The firm's portfolio, valued at $32.76 million, shows a mix of strategic additions and reductions across various asset classes, with a focus on Technology and Consumer Cyclical sectors.
Among the most significant actions this quarter, the firm increased its stake in Franklin Templeton ETF Trust (INCM) by 26.03%, adding 28,670 shares. Similarly, Capital Group Fixed Income ETF Trust (CGSD) saw a substantial increase of 9.31% in its position, while Fiduciary Freedom Engine (FENI) experienced a remarkable 71.14% jump in holdings. Other notable buys include Capital Equity ETF TR (CGMM), Putnam ETF Trust (PVAL), Capital Dividend Value (CGDV), Rbb Fund Trust (75526L886), Legg Mason ETF Invt (LVHI), and Capital Fixed Income ETF Trust (CGCB), all of which saw significant share increases.
On the sell side, the firm reduced its position in Tractor Supply Co. (TSCO) by 52.24%, a notable decrease of 8,448 shares. Additionally, the firm appears to have exited positions in PGF and MOAT, though the exact magnitude of the reduction isn't specified in the disclosed data. These adjustments suggest a dynamic approach to managing risk and capital allocation.
Richards, Merrill & Peterson also maintained strong exposure to large-cap Technology stocks, with Microsoft Corp. (MSFT) and NVIDIA Corp. (NVDA) remaining significant holdings. Apple Inc. (AAPL) and Alphabet Inc. (GOOGL) also saw slight increases in their portfolio allocation percentages, while Amazon.com Inc. (AMZN) and Costco Wholesale Corporation (COST) showed modest changes.
The firm's portfolio includes a diverse range of sectors, with Technology and Consumer Cyclical stocks forming a substantial part of its allocation. The fixed-income ETFs continue to play a significant role, with several funds showing strong growth in their allocations.
For more detailed information about Richards, Merrill & Peterson's investment strategy and holdings, visit their profile at Richards, Merrill & Peterson, Inc.. You can explore specific holdings like Microsoft, Apple, and Amazon by clicking on their symbols.
Further details on the firm's portfolio composition and sector allocations can be found in the full report. The firm's holdings include other ETFs and fixed-income instruments, reflecting a balanced approach to investing.