Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RICHARDS, MERRILL & PETERSON, INC. (CIK 90108) reported $272.6M across 282 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: COST ($12.7M, 4.67%), AAPL ($12.2M, 4.49%), MSFT ($11.7M, 4.30%), AMZN ($10.0M, 3.67%), QQQ ($9.0M, 3.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | COST | COSTCO WHOLESALE CORPORATION | $12.7M | 4.67% | 12,763 | Added |
| 2 | AAPL | APPLE INC | $12.2M | 4.49% | 48,255 | Added |
| 3 | MSFT | MICROSOFT CORP | $11.7M | 4.30% | 31,681 | Added |
| 4 | AMZN | AMAZON COM INC | $10.0M | 3.67% | 48,048 | Added |
| 5 | QQQ | INVESCO QQQ TR | $9.0M | 3.31% | 15,623 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $8.2M | 3.02% | 47,244 | Added |
| 7 | GOOGL | ALPHABET INC | $6.5M | 2.38% | 22,567 | Added |
| 8 | CVX | CHEVRON CORPORATION | $6.3M | 2.30% | 30,312 | Trimmed |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $6.1M | 2.24% | 9,383 | Trimmed |
| 10 | SYK | STRYKER CORPORATION | $5.3M | 1.95% | 16,171 | Added |
| 11 | CGSD | CAPITAL GRP FIXED INCM ETF T | $4.8M | 1.77% | 186,984 | Added |
| 12 | SCHD | SCHWAB STRATEGIC TR | $4.7M | 1.71% | 151,829 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $4.6M | 1.70% | 15,730 | Added |
| 14 | META | META PLATFORMS INC | $4.5M | 1.64% | 7,791 | Added |
| 15 | VOO | VANGUARD INDEX FDS | $3.9M | 1.43% | 6,537 | Added |
| 16 | RTX | RTX CORPORATION | $3.6M | 1.31% | 18,461 | Trimmed |
| 17 | CGGR | CAPITAL GROUP GROWTH ETF | $3.4M | 1.25% | 84,742 | Added |
| 18 | AMAT | APPLIED MATLS INC | $3.3M | 1.20% | 9,560 | Trimmed |
| 19 | HD | HOME DEPOT INC | $3.2M | 1.19% | 9,878 | Added |
| 20 | XOM | EXXON MOBIL CORP | $2.9M | 1.07% | 17,226 | Trimmed |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.8M | 1.04% | 5,907 | Added |
| 22 | CAT | CATERPILLAR INC | $2.7M | 1.01% | 3,869 | Trimmed |
| 23 | ISRG | INTUITIVE SURGICAL INC | $2.7M | 1.00% | 5,931 | Added |
| 24 | PTRB | PGIM ETF TR | $2.7M | 0.99% | 65,214 | Added |
| 25 | GOOG | ALPHABET INC | $2.6M | 0.94% | 8,965 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31