RICHARDS, MERRILL & PETERSON, INC.

CIK

90108

Location

SPOKANE, WA

Portfolio Value

Micro $11,245,085

Diversification

Diversified

Filing Date

Global Rank

#3,775 / 8,232 ▲ 242

Top Industry

Software - Infrastructure 8.8%

3Y Alpha vs SPY

-5.0%

Period ended 2 months ago

Filed Apr 17, 2026 · 58d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

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

Cloned portfolio

+16.5%

SPY

+23.4%

Annualised alpha

-5.0%

Max drawdown

−18.0%

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

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

Top Position

6.1%

−0.2 pts

Top 5

26.8%

−0.2 pts

Top 10

42.5%

+0.0 pts

HHI

246

Diversified−1

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.6%	$57,236,624	27
Consumer Cyclical	11.2%	$23,294,577	15
Industrials	9.7%	$20,205,447	27
Consumer Defensive	9.2%	$19,127,934	9
Healthcare	8.9%	$18,506,677	12
Financial Services	8.7%	$18,045,741	17
Unclassified	7.9%	$16,310,558	5
Communication Services	7.5%	$15,609,799	8
Energy	5.4%	$11,245,085	7
Utilities	1.9%	$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
XOM	Exxon Mobil Corp	−1,949	17,226	$2,922,563
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	$1,533,387
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
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

7 positions · $11,245,085 total · Energy only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CVX	Chevron Corp Energy	Reduced	30,312	-4,448	$6,271,552	+18.4%	55.77%
XOM	Exxon Mobil Corp Energy	Reduced	17,226	-1,949	$2,922,563	+26.7%	25.99%
COP	Conocophillips Energy	Reduced	4,224	-513	$557,568	+25.7%	4.96%
KMI	Kinder Morgan, Inc. Energy	Reduced	15,002	-920	$503,017	+14.9%	4.47%
PSX	Phillips 66 Energy	Reduced	2,044	-109	$372,375	+34.0%	3.31%
OXY	Occidental Petroleum Corp /De/ Energy	Reduced	4,825	-4,120	$313,625	−14.7%	2.79%
DVN	Devon Energy Corp/De Energy	Reduced	6,049	-55	$304,385	+36.1%	2.71%