RICHARDS, MERRILL & PETERSON, INC.

CIK

90108

Location

SPOKANE, WA

Portfolio Value

Small $204,031,285

Diversification

Diversified

Filing Date

Global Rank

#4,117 / 8,603 ▲ 142 · as of Mar 2026

Top Industry

Software - Infrastructure 8.8%

3Y Alpha vs SPY

-4.4%

Period ended 3 months ago

Filed Apr 17, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+17.2%

SPY

+24.4%

Annualised alpha

-4.9%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

140 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.2%

−0.1 pts

Top 5

27.3%

−0.1 pts

Top 10

43.2%

+0.2 pts

HHI

253

Diversified−1

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.9%	$56,862,709	27
Consumer Cyclical	11.4%	$23,294,577	15
Industrials	9.8%	$20,010,465	27
Consumer Defensive	9.4%	$19,127,934	9
Healthcare	9.1%	$18,506,677	12
Financial Services	8.8%	$18,045,741	17
Unclassified	8.0%	$16,310,558	5
Communication Services	7.7%	$15,609,799	8
Energy	4.1%	$8,322,522	6
Utilities	2.0%	$4,043,701	4
Basic Materials	1.3%	$2,652,785	3
Real Estate	0.6%	$1,243,817	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+6,131	48,048	$10,006,956
ENVX	Enovix Corp	+5,125	68,135	$352,939
MSFT	Microsoft Corp	+4,762	31,681	$11,727,355
UBER	Uber Technologies, Inc	+3,143	13,744	$988,605
NVDA	Nvidia Corp	+2,783	47,244	$8,239,353
ORLY	O Reilly Automotive Inc	+1,754	10,169	$938,700
NFLX	Netflix Inc	+1,701	8,527	$819,871
BX	Blackstone Inc.	+1,593	9,334	$1,073,316
AVGO	Broadcom Inc.	+1,588	6,551	$2,027,600
GOOGL	Alphabet Inc.	+1,501	22,567	$6,489,366
SYK	Stryker Corp	+1,229	16,171	$5,313,628
PANW	Palo Alto Networks Inc	+1,163	7,729	$1,239,113
META	Meta Platforms, Inc.	+1,025	7,791	$4,457,464
EOSE	Eos Energy Enterprises, Inc.	+900	49,845	$247,231
PG	PROCTER & GAMBLE Co	+879	12,560	$1,814,166
ABT	Abbott Laboratories	+871	10,439	$1,071,772
MS	Morgan Stanley	+838	10,888	$1,791,838
ORCL	Oracle Corp	+817	8,531	$1,254,995
AMD	Advanced Micro Devices Inc	+792	2,872	$584,250
F	Ford Motor Co	+765	7,220	$83,318
PLTR	Palantir Technologies Inc.	+705	14,950	$2,186,886
AAPL	Apple Inc.	+679	48,255	$12,246,636
TJX	Tjx Companies Inc /De/	+649	4,990	$796,903
LIN	Linde PLC	+637	1,758	$871,546
XYL	Xylem Inc.	+625	2,700	$322,650
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CVX	Chevron Corp	−4,448	30,312	$6,271,552
OXY	Occidental Petroleum Corp /De/	−4,120	4,825	$313,625
QCOM	Qualcomm Inc/De	−2,890	3,753	$483,311
SYY	Sysco Corp	−1,978	5,161	$368,134
GBTC	Grayscale Bitcoin Trust ETF	−1,543	7,155	$377,497
CRM	Salesforce, Inc.	−1,368	2,871	$535,929
KMI	Kinder Morgan, Inc.	−920	15,002	$503,017
APD	Air Products & Chemicals, Inc.	−815	2,539	$737,554
VZ	Verizon Communications Inc	−792	31,694	$1,591,038
USB	US Bancorp De	−751	25,171	$1,309,143
DHI	Horton D R Inc /De/	−690	3,805	$522,122
AVA	Avista Corp	−674	33,460	$1,343,084
CMCSA	Comcast Corp	−640	1,629	$46,768
TGT	Target Corp	−593	2,724	$330,148
MRVL	Marvell Technology, Inc.	−564	2,164	$214,344
AFL	Aflac Inc	−537	4,682	$513,662
COP	Conocophillips	−513	4,224	$557,568
BMY	Bristol Myers Squibb Co	−426	5,431	$329,390
O	Realty Income Corp	−400	4,108	$251,327
RTX	RTX Corp	−390	18,461	$3,561,126
HON	Honeywell International Inc	−373	6,784	$1,608,167
MRK	Merck & Co., Inc.	−357	15,523	$1,867,261
UNP	Union Pacific Corp	−331	3,702	$898,179
V	Visa Inc.	−315	7,641	$2,309,415
FDX	Fedex Corp	−279	3,900	$1,119,340
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
VRT	Vertiv Holdings Co	980	$245,568
LRCX	Lam Research Corp	1,130	$241,435
VICI	Vici Properties Inc.	8,590	$234,678
WAB	Westinghouse Air Brake Technologies Corp	894	$223,419
DOV	DOVER Corp	1,000	$208,450
KR	Kroger Co	2,850	$206,226
EQIX	Equinix Inc	205	$200,949
MHD	Blackrock Muniholdings Fund, Inc.	17,459	$196,937
TM	Toyota Motor Corp/	45	$9,274
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
SLV	iShares Silver Trust	4,810	$309,860
ETH	Grayscale Ethereum Staking Mini ETF	10,689	$299,933
OMC	Omnicom Group Inc.	3,653	$294,979
BTC	Grayscale Bitcoin Mini Trust ETF	6,385	$247,291
ETD	Ethan Allen Interiors Inc	10,735	$245,187
ALL	Allstate Corp	725	$150,908
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

140 positions · $204,031,285 total · as of Mar 31, 2026

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

Showing 1–50 of 140 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Added	12,763	+83	$12,717,436	+16.3%	6.23%
AAPL	Apple Inc. Technology	Added	48,255	+679	$12,246,636	−5.3%	6.00%
MSFT	Microsoft Corp Technology	Added	31,681	+4,762	$11,727,355	−9.9%	5.75%
AMZN	Amazon Com Inc Consumer Cyclical	Added	48,048	+6,131	$10,006,956	+3.4%	4.90%
QQQ	Invesco Qqq Trust, Series 1	Added	15,623	+39	$9,017,283	−5.8%	4.42%
NVDA	Nvidia Corp Technology	Added	47,244	+2,783	$8,239,353	−0.6%	4.04%
GOOGL	Alphabet Inc. Communication Services	Added	22,567	+1,501	$6,489,366	−1.6%	3.18%
CVX	Chevron Corp Energy	Reduced	30,312	-4,448	$6,271,552	+18.4%	3.07%
SPY	Spdr S&P 500 ETF Trust	Reduced	9,383	-53	$6,102,140	−5.2%	2.99%
SYK	Stryker Corp Healthcare	Added	16,171	+1,229	$5,313,628	+1.2%	2.60%
JPM	Jpmorgan Chase & Co Financial Services	Added	15,730	+354	$4,627,136	−6.6%	2.27%
META	Meta Platforms, Inc. Communication Services	Added	7,791	+1,025	$4,457,464	−0.2%	2.18%
RTX	RTX Corp Industrials	Reduced	18,461	-390	$3,561,126	+3.0%	1.75%
AMAT	Applied Materials Inc /De Technology	Reduced	9,560	-161	$3,267,512	+30.8%	1.60%
HD	Home Depot, Inc. Consumer Cyclical	Added	9,878	+178	$3,248,775	−2.7%	1.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,907	+119	$2,830,634	−2.7%	1.39%
CAT	Caterpillar Inc Industrials	Reduced	3,869	-49	$2,741,031	+22.1%	1.34%
ISRG	Intuitive Surgical Inc Healthcare	Added	5,931	+263	$2,734,131	−14.8%	1.34%
V	Visa Inc. Financial Services	Reduced	7,641	-315	$2,309,415	−17.2%	1.13%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	9,488	-22	$2,241,824	−2.3%	1.10%
PLTR	Palantir Technologies Inc. Technology	Added	14,950	+705	$2,186,886	−13.6%	1.07%
CSCO	Cisco Systems, Inc. Technology	Added	27,682	+16	$2,147,846	+0.8%	1.05%
MU	Micron Technology Inc Technology	Added	6,273	+295	$2,119,270	+24.2%	1.04%
AVGO	Broadcom Inc. Technology	Added	6,551	+1,588	$2,027,600	+18.0%	0.99%
IBM	International Business Machines Corp Technology	Added	7,990	+385	$1,936,696	−14.0%	0.95%
MCD	Mcdonalds Corp Consumer Cyclical	Added	6,021	+356	$1,871,266	+8.1%	0.92%
MRK	Merck & Co., Inc. Healthcare	Reduced	15,523	-357	$1,867,261	+11.7%	0.92%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	12,560	+879	$1,814,166	+8.4%	0.89%
MS	Morgan Stanley Financial Services	Added	10,888	+838	$1,791,838	+0.4%	0.88%
WMT	Walmart Inc. Consumer Defensive	Added	13,793	+53	$1,714,194	+12.0%	0.84%
KO	Coca Cola Co Consumer Defensive	Added	21,884	+541	$1,664,278	+11.5%	0.82%
HON	Honeywell International Inc Industrials	Reduced	6,784	-373	$1,608,167	+9.8%	0.79%
VZ	Verizon Communications Inc Communication Services	Reduced	31,694	-792	$1,591,038	+20.2%	0.78%
WM	Waste Management Inc Industrials	Added	6,718	+55	$1,543,729	+5.5%	0.76%
CEG	Constellation Energy Corp Utilities	Added	5,377	+274	$1,501,527	−16.7%	0.74%
MDT	Medtronic plc Healthcare	Added	17,054	+55	$1,477,729	−9.5%	0.72%
TMUS	T-Mobile US, Inc. Communication Services	Added	6,937	+272	$1,456,978	+7.7%	0.71%
ABBV	AbbVie Inc. Healthcare	Added	6,683	+96	$1,453,485	−3.4%	0.71%
JNJ	Johnson & Johnson Healthcare	Added	5,842	+68	$1,428,018	+19.5%	0.70%
AVA	Avista Corp Utilities	Reduced	33,460	-674	$1,343,084	+2.1%	0.66%
USB	US Bancorp De Financial Services	Reduced	25,171	-751	$1,309,143	−5.4%	0.64%
ORCL	Oracle Corp Technology	Added	8,531	+817	$1,254,995	−16.5%	0.62%
PANW	Palo Alto Networks Inc Technology	Added	7,729	+1,163	$1,239,113	+2.5%	0.61%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	3,453	+531	$1,166,941	+31.4%	0.57%
FDX	Fedex Corp Industrials	Reduced	3,900	-279	$1,119,340	+15.1%	0.55%
SBUX	Starbucks Corp Consumer Cyclical	Added	12,212	+236	$1,094,073	+8.5%	0.54%
EMR	Emerson Electric Co Industrials	Reduced	8,344	-63	$1,093,230	−2.0%	0.54%
TXN	Texas Instruments Inc Technology	Reduced	5,616	-28	$1,090,290	+11.3%	0.53%
BX	Blackstone Inc. Financial Services	Added	9,334	+1,593	$1,073,316	−10.0%	0.53%
ABT	Abbott Laboratories Healthcare	Added	10,439	+871	$1,071,772	−10.6%	0.53%