RICHARDS, MERRILL & PETERSON, INC.

CIK

90108

Location

SPOKANE, WA

Portfolio Value

Small $313,518,743

Diversification

Diversified

Filing Date

Global Rank

#5,101 / 8,794 ▼ 244 · as of Jun 2026

Top Industry

Semiconductors 11.1%

Period ended 3 months ago

Filed Jul 16, 2026 · 3mo

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

190 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.9%

+0.0 pts

Top 5

20.5%

−1.6 pts

Top 10

37.1%

+0.1 pts

HHI

196

Diversified+0

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	29.2%	$91,484,225	48
Technology	24.5%	$76,717,666	28
Consumer Cyclical	7.9%	$24,627,662	16
Industrials	7.5%	$23,566,154	31
Financial Services	6.9%	$21,581,089	20
Communication Services	6.6%	$20,708,374	8
Healthcare	6.3%	$19,786,848	12
Consumer Defensive	5.8%	$18,336,607	8
Energy	2.7%	$8,600,934	6
Utilities	1.2%	$3,869,390	4
Basic Materials	1.0%	$3,009,078	3
Real Estate	0.4%	$1,230,716	6

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BUYZ	Franklin Disruptive Commerce ETF	+41,400	115,094	$3,333,845
CGCB	Capital Group Core Bond ETF	+34,167	460,605	$11,796,890
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+8,565	30,002	$2,379,396
FNDA	Schwab Fundamental U.S. Small Company ETF	+6,308	186,789	$5,957,831
GLDM	World Gold Trust	+6,025	11,365	$902,608
CGDV	Capital Group Dividend Value ETF	+5,575	64,890	$3,197,779
VB	Vanguard Morningstar Small-Cap ETF	+5,088	18,863	$6,517,989
STT	State Street Corp	+4,950	19,925	$1,068,179
AAPL	Apple Inc.	+4,819	53,074	$15,357,492
CGUS	Capital Group Core Equity ETF	+4,400	18,525	$823,992
ANEW	ProShares MSCI Transformational Changes ETF	+4,000	13,000	$481,910
CGGG	Capital Group U.S. Large Growth ETF	+3,480	24,770	$816,666
FBCG	Fidelity Blue Chip Growth ETF	+3,085	25,893	$1,039,086
AAAD	PGIM AAA CLO Aggregate Duration ETF	+2,997	69,161	$2,885,770
GOOGL	Alphabet Inc.	+2,934	34,466	$12,281,545
ACVT	Advent Convertible Bond ETF	+2,924	24,164	$1,200,358
—		+2,707	5,414	$304,050
AMZN	Amazon Com Inc	+2,547	50,595	$12,058,812
MSFT	Microsoft Corp	+2,444	34,125	$12,729,307
SYK	Stryker Corp	+2,180	18,351	$5,777,628
VZ	Verizon Communications Inc	+2,070	33,764	$1,429,567
CGGR	Capital Group Growth ETF	+1,937	86,679	$4,091,248
AXP	American Express Co	+1,665	4,546	$1,537,684
CWI	State Street SPDR MSCI ACWI ex-US ETF	+1,153	17,105	$1,351,362
ABI	VictoryShares Pioneer Asset-Based Income ETF	+1,001	8,830	$594,334
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HON	Honeywell International Inc	−3,752	3,032	$678,864
AVA	Avista Corp	−3,748	29,712	$1,215,517
NFLX	Netflix Inc	−3,272	5,255	$375,207
BAC	Bank Of America Corp /De/	−2,431	6,700	$381,766
HD	Home Depot, Inc.	−2,319	7,559	$2,665,908
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−2,189	98,901	$11,660,829
MDT	Medtronic plc	−1,873	15,181	$1,187,609
XOM	ExxonMobil Holdings Corp	−1,405	15,821	$2,163,047
F	Ford Motor Co	−1,400	5,820	$80,898
MU	Micron Technology Inc	−1,117	5,156	$5,951,519
STAG	STAG Industrial, Inc.	−1,107	5,335	$203,050
LOW	Lowes Companies Inc	−990	8,498	$1,873,724
ABT	Abbott Laboratories	−979	9,460	$858,400
BX	Blackstone Inc.	−913	8,421	$990,899
DVN	Devon Energy Corp/De	−908	5,141	$212,426
ENVX	Enovix Corp	−860	67,275	$408,359
KMI	Kinder Morgan, Inc.	−850	14,152	$452,439
SDCI	USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund	−850	9,900	$261,756
CSCO	Cisco Systems, Inc.	−845	26,837	$3,152,274
USB	US Bancorp De	−802	24,369	$1,471,887
EOSE	Eos Energy Enterprises, Inc.	−800	49,045	$288,384
TSCO	Tractor Supply Co /De/	−650	16,170	$511,133
PAYX	Paychex Inc	−637	3,366	$330,978
TMUS	T-Mobile US, Inc.	−632	6,305	$1,057,537
GBTC	Grayscale Bitcoin Trust ETF	−585	6,570	$299,066
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	4,280	$731,280
HONA	Honeywell Aerospace Inc.	3,032	$670,314
Q	Qnity Electronics, Inc.	2,440	$398,476
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	6,975	$283,080
FDXF	FedEx Freight Holding Company, Inc.	1,814	$273,914
GBCI	Glacier Bancorp, Inc.	5,132	$264,708
DKS	Dick's Sporting Goods, Inc.	1,077	$244,274
ETN	Eaton Corp plc	572	$243,740
NOW	ServiceNow, Inc.	2,445	$242,739
XOVR	EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF	9,720	$204,606
ALL	Allstate Corp	725	$172,506
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
SNOW	Snowflake Inc.	4,383	$661,044
AFGR	First Trust Active Factor Large Cap Growth ETF	18,096	$566,113
OXY	Occidental Petroleum Corp /De/	4,825	$313,625
KR	Kroger Co	2,850	$206,226
CCI	Crown Castle Inc.	275	$22,360
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

190 tracked positions · $313,518,743 total · filing declares 285 positions · $315,065,936 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 190 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	53,074	+4,819	$15,357,492	+25.4%	4.90%
MSFT	Microsoft Corp Technology	Added	34,125	+2,444	$12,729,307	+8.5%	4.06%
GOOGL	Alphabet Inc. Communication Services	Added	34,466	+2,934	$12,281,545	+35.5%	3.92%
AMZN	Amazon Com Inc Consumer Cyclical	Added	50,595	+2,547	$12,058,812	+20.5%	3.85%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	12,810	+47	$11,983,370	−5.8%	3.82%
CGCB	Capital Group Core Bond ETF	Added	460,605	+34,167	$11,796,890	+7.8%	3.76%
QQQ	Invesco Qqq Trust, Series 1	Added	15,835	+212	$11,660,894	+29.3%	3.72%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	98,901	-2,189	$11,660,829	—	3.72%
NVDA	Nvidia Corp Technology	Added	47,910	+666	$9,586,311	+16.3%	3.06%
SPY	Spdr S&P 500 ETF Trust	Added	9,677	+294	$7,226,493	+18.4%	2.30%
AMAT	Applied Materials Inc /De Technology	Added	9,790	+230	$7,078,170	+116.6%	2.26%
VB	Vanguard Morningstar Small-Cap ETF	Added	18,863	+5,088	$6,517,989	+23.5%	2.08%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	186,789	+6,308	$5,957,831	+8.7%	1.90%
MU	Micron Technology Inc Technology	Reduced	5,156	-1,117	$5,951,519	+180.8%	1.90%
SYK	Stryker Corp Healthcare	Added	18,351	+2,180	$5,777,628	+8.7%	1.84%
JPM	Jpmorgan Chase & Co Financial Services	Added	15,824	+94	$5,179,669	+11.9%	1.65%
CVX	Chevron Corp Energy	Reduced	30,249	-63	$5,014,074	−20.1%	1.60%
META	Meta Platforms, Inc. Communication Services	Added	8,540	+749	$4,810,496	+7.9%	1.53%
CAT	Caterpillar Inc Industrials	Added	3,976	+107	$4,234,042	+54.5%	1.35%
CGGR	Capital Group Growth ETF	Added	86,679	+1,937	$4,091,248	+20.1%	1.30%
RTX	RTX Corp Industrials	Added	18,656	+195	$3,539,602	−0.6%	1.13%
BUYZ	Franklin Disruptive Commerce ETF	Added	115,094	+41,400	$3,333,845	+55.5%	1.06%
CGDV	Capital Group Dividend Value ETF	Added	64,890	+5,575	$3,197,779	+26.7%	1.02%
CSCO	Cisco Systems, Inc. Technology	Reduced	26,837	-845	$3,152,274	+46.8%	1.01%
AAAD	PGIM AAA CLO Aggregate Duration ETF	Added	69,161	+2,997	$2,885,770	+4.8%	0.92%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,522	-385	$2,763,153	−2.4%	0.88%
AVGO	Broadcom Inc. Technology	Added	7,186	+635	$2,714,511	+33.9%	0.87%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	7,559	-2,319	$2,665,908	−17.9%	0.85%
PANW	Palo Alto Networks Inc Technology	Reduced	7,626	-103	$2,600,618	+109.9%	0.83%
ISRG	Intuitive Surgical Inc Healthcare	Added	6,310	+379	$2,509,360	−8.2%	0.80%
V	Visa Inc. Financial Services	Reduced	7,147	-494	$2,452,064	+6.2%	0.78%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	30,002	+8,565	$2,379,396	+53.1%	0.76%
IBM	International Business Machines Corp Technology	Added	8,461	+471	$2,379,317	+22.9%	0.76%
MS	Morgan Stanley Financial Services	Added	11,300	+412	$2,362,152	+31.8%	0.75%
AFK	VanEck Africa Index ETF	Added	3,530	+989	$2,204,905	+140.5%	0.70%
XOM	ExxonMobil Holdings Corp Energy	Reduced	15,821	-1,405	$2,163,047	−26.0%	0.69%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	13,393	+833	$1,963,949	+8.3%	0.63%
MRK	Merck & Co., Inc. Healthcare	Reduced	15,030	-493	$1,931,355	+3.4%	0.62%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	8,498	-990	$1,873,724	−16.4%	0.60%
ABBV	AbbVie Inc. Healthcare	Added	7,403	+720	$1,862,890	+28.2%	0.59%
KO	Coca Cola Co Consumer Defensive	Added	22,279	+395	$1,810,614	+8.8%	0.58%
PLTR	Palantir Technologies Inc. Technology	Held	14,950	0	$1,744,216	−20.2%	0.56%
TXN	Texas Instruments Inc Technology	Added	5,650	+34	$1,684,095	+54.5%	0.54%
MCD	Mcdonalds Corp Consumer Cyclical	Added	6,115	+94	$1,652,945	−11.7%	0.53%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	3,363	-90	$1,606,067	+37.6%	0.51%
WM	Waste Management Inc Industrials	Added	7,193	+475	$1,603,175	+3.9%	0.51%
WMT	Walmart Inc. Consumer Defensive	Added	13,892	+99	$1,573,407	−8.2%	0.50%
JNJ	Johnson & Johnson Healthcare	Added	6,099	+257	$1,548,963	+8.5%	0.49%
AXP	American Express Co Financial Services	Added	4,546	+1,665	$1,537,684	+76.5%	0.49%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,643	-229	$1,535,345	+162.8%	0.49%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.