RICHARDS, MERRILL & PETERSON, INC.

CIK

90108

Location

SPOKANE, WA

Portfolio Value

Small $237,719,609

Diversification

Diversified

Filing Date

Global Rank

#4,085 / 8,517 ▲ 85

Top Industry

Semiconductors 11.3%

3Y Alpha vs SPY

+2.4%

Period ended 46 days ago

Filed Jul 16, 2026 · 30d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+30.3%

SPY

+27.3%

Annualised alpha

+1.8%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

6.5%

+0.7 pts

Top 5

26.8%

+1.7 pts

Top 10

43.2%

+2.3 pts

HHI

253

Diversified+24

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.0%	$75,998,216	28
Consumer Cyclical	10.4%	$24,627,662	16
Industrials	9.9%	$23,565,305	31
Unclassified	8.7%	$20,584,286	5
Financial Services	8.6%	$20,512,910	19
Healthcare	8.3%	$19,786,848	12
Consumer Defensive	7.7%	$18,336,607	8
Communication Services	7.4%	$17,597,657	8
Energy	3.6%	$8,600,934	6
Utilities	1.6%	$3,869,390	4
Basic Materials	1.3%	$3,009,078	3
Real Estate	0.5%	$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
GLDM	World Gold Trust	+6,025	11,365	$902,608
AAPL	Apple Inc.	+4,819	53,074	$15,357,492
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
AXP	American Express Co	+1,665	4,546	$1,537,684
BMY	Bristol Myers Squibb Co	+969	6,400	$368,768
PG	PROCTER & GAMBLE Co	+833	13,393	$1,963,949
ORLY	O Reilly Automotive Inc	+775	10,944	$1,007,832
UBER	Uber Technologies, Inc	+774	14,518	$1,047,618
META	Meta Platforms, Inc.	+749	8,540	$4,810,496
ABBV	AbbVie Inc.	+720	7,403	$1,862,890
CEG	Constellation Energy Corp	+680	6,057	$1,504,377
NVDA	Nvidia Corp	+666	47,910	$9,586,311
VICI	Vici Properties Inc.	+650	9,240	$245,322
AVGO	Broadcom Inc.	+635	7,186	$2,714,511
BA	Boeing Co	+500	1,143	$247,425
WM	Waste Management Inc	+475	7,193	$1,603,175
IBM	International Business Machines Corp	+471	8,461	$2,379,317
DHI	Horton D R Inc /De/	+431	4,236	$689,959
MS	Morgan Stanley	+412	11,300	$2,362,152
KO	Coca Cola Co	+395	22,279	$1,810,614
EMR	Emerson Electric Co	+392	8,736	$1,250,558
ISRG	Intuitive Surgical Inc	+379	6,310	$2,509,360
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−5,870	25,662	$9,170,828
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
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
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
CMCSA	Comcast Corp	−561	1,068	$26,219
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	4,280	$731,280
HONA	Honeywell Aerospace Inc.	3,032	$669,465
Q	Qnity Electronics, Inc.	2,440	$398,476
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
ALL	Allstate Corp	725	$172,506
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
CGGR	Capital Group Growth ETF	84,742	$3,405,780
CGDV	Capital Group Dividend Value ETF	59,315	$2,523,260
CGCB	Capital Group Core Bond ETF	90,763	$2,383,436
VEA	Vanguard FTSE Developed Markets ETF	15,416	$987,857
SNOW	Snowflake Inc.	4,383	$661,044
CGUS	Capital Group Core Equity ETF	14,125	$542,682
CGBL	Capital Group Core Balanced ETF	14,154	$487,039
VIG	Vanguard Dividend Appreciation ETF	1,630	$350,547
OXY	Occidental Petroleum Corp /De/	4,825	$313,625
CGDG	Capital Group Dividend Growers ETF	8,200	$294,380
SDCI	USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund	10,750	$292,830
KR	Kroger Co	2,850	$206,226
VIGI	Vanguard International Dividend Appreciation ETF	1,390	$122,959
CCI	Crown Castle Inc.	275	$22,360
VB	Vanguard Morningstar Small-Cap ETF	62	$16,239
VEU	Vanguard FTSE All-World Ex-US ETF	216	$16,221
IBB	iShares Biotechnology ETF	75	$12,663
BIV	Vanguard Intermediate-Term Bond ETF	28	$2,161
VXF	Vanguard Extended Market ETF	4	$823
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

146 tracked positions · $237,719,609 total · 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 146 positions by value · page 1 of 3

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%	6.46%
MSFT	Microsoft Corp Technology	Added	34,125	+2,444	$12,729,307	+8.5%	5.35%
AMZN	Amazon Com Inc Consumer Cyclical	Added	50,595	+2,547	$12,058,812	+20.5%	5.07%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	12,810	+47	$11,983,370	−5.8%	5.04%
QQQ	Invesco Qqq Trust, Series 1	Added	15,835	+212	$11,660,894	+29.3%	4.91%
NVDA	Nvidia Corp Technology	Added	47,910	+666	$9,586,311	+16.3%	4.03%
GOOGL	Alphabet Inc. Communication Services	Reduced	25,662	-5,870	$9,170,828	+1.2%	3.86%
SPY	Spdr S&P 500 ETF Trust	Added	9,677	+294	$7,226,493	+18.4%	3.04%
AMAT	Applied Materials Inc /De Technology	Added	9,790	+230	$7,078,170	+116.6%	2.98%
MU	Micron Technology Inc Technology	Reduced	5,156	-1,117	$5,951,519	+180.8%	2.50%
SYK	Stryker Corp Healthcare	Added	18,351	+2,180	$5,777,628	+8.7%	2.43%
JPM	Jpmorgan Chase & Co Financial Services	Added	15,824	+94	$5,179,669	+11.9%	2.18%
CVX	Chevron Corp Energy	Reduced	30,249	-63	$5,014,074	−20.1%	2.11%
META	Meta Platforms, Inc. Communication Services	Added	8,540	+749	$4,810,496	+7.9%	2.02%
CAT	Caterpillar Inc Industrials	Added	3,976	+107	$4,234,042	+54.5%	1.78%
RTX	RTX Corp Industrials	Added	18,656	+195	$3,539,602	−0.6%	1.49%
CSCO	Cisco Systems, Inc. Technology	Reduced	26,837	-845	$3,152,274	+46.8%	1.33%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,522	-385	$2,763,153	−2.4%	1.16%
AVGO	Broadcom Inc. Technology	Added	7,186	+635	$2,714,511	+33.9%	1.14%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	7,559	-2,319	$2,665,908	−17.9%	1.12%
PANW	Palo Alto Networks Inc Technology	Reduced	7,626	-103	$2,600,618	+109.9%	1.09%
ISRG	Intuitive Surgical Inc Healthcare	Added	6,310	+379	$2,509,360	−8.2%	1.06%
V	Visa Inc. Financial Services	Reduced	7,147	-494	$2,452,064	+6.2%	1.03%
IBM	International Business Machines Corp Technology	Added	8,461	+471	$2,379,317	+22.9%	1.00%
MS	Morgan Stanley Financial Services	Added	11,300	+412	$2,362,152	+31.8%	0.99%
XOM	ExxonMobil Holdings Corp Energy	Reduced	15,821	-1,405	$2,163,047	−26.0%	0.91%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	13,393	+833	$1,963,949	+8.3%	0.83%
MRK	Merck & Co., Inc. Healthcare	Reduced	15,030	-493	$1,931,355	+3.4%	0.81%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	8,498	-990	$1,873,724	−16.4%	0.79%
ABBV	AbbVie Inc. Healthcare	Added	7,403	+720	$1,862,890	+28.2%	0.78%
KO	Coca Cola Co Consumer Defensive	Added	22,279	+395	$1,810,614	+8.8%	0.76%
PLTR	Palantir Technologies Inc. Technology	Held	14,950	0	$1,744,216	−20.2%	0.73%
TXN	Texas Instruments Inc Technology	Added	5,650	+34	$1,684,095	+54.5%	0.71%
MCD	Mcdonalds Corp Consumer Cyclical	Added	6,115	+94	$1,652,945	−11.7%	0.70%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	3,363	-90	$1,606,067	+37.6%	0.68%
WM	Waste Management Inc Industrials	Added	7,193	+475	$1,603,175	+3.9%	0.67%
WMT	Walmart Inc. Consumer Defensive	Added	13,892	+99	$1,573,407	−8.2%	0.66%
JNJ	Johnson & Johnson Healthcare	Added	6,099	+257	$1,548,963	+8.5%	0.65%
AXP	American Express Co Financial Services	Added	4,546	+1,665	$1,537,684	+76.5%	0.65%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,643	-229	$1,535,345	+162.8%	0.65%
CEG	Constellation Energy Corp Utilities	Added	6,057	+680	$1,504,377	+0.2%	0.63%
USB	US Bancorp De Financial Services	Reduced	24,369	-802	$1,471,887	+12.4%	0.62%
NUE	Nucor Corp Basic Materials	Added	6,448	+276	$1,436,292	+37.6%	0.60%
VZ	Verizon Communications Inc Communication Services	Added	33,764	+2,070	$1,429,567	−10.1%	0.60%
LLY	ELI LILLY & Co Healthcare	Added	1,156	+115	$1,386,541	+44.8%	0.58%
ORCL	Oracle Corp Technology	Added	8,719	+188	$1,277,769	+1.8%	0.54%
EMR	Emerson Electric Co Industrials	Added	8,736	+392	$1,250,558	+14.4%	0.53%
AVA	Avista Corp Utilities	Reduced	29,712	-3,748	$1,215,517	−9.5%	0.51%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	11,820	-392	$1,207,885	+10.4%	0.51%
TT	Trane Technologies plc Industrials	Added	2,421	+270	$1,189,098	+32.7%	0.50%

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.