Richards, Merrill & Peterson, Inc. 13F Holdings · Q2 2026
Richards, Merrill & Peterson, Inc. reported 285 securities worth $315.07M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (4.87%), MSFT (4.04%), AMZN (3.83%). Among its top 25 positions this quarter: 21 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $15.4M | 4.87% | 53,074 | Added |
| 2 | MSFT | MICROSOFT CORP | $12.7M | 4.04% | 34,125 | Added |
| 3 | AMZN | AMAZON COM INC | $12.1M | 3.83% | 50,595 | Added |
| 4 | COST | COSTCO WHSL CORP NEW | $12.0M | 3.80% | 12,810 | Added |
| 5 | QQQ | INVESCO QQQ TR ETF | $11.7M | 3.70% | 15,835 | Added |
| 6 | NVDA | NVIDIA CORP | $9.6M | 3.04% | 47,910 | Added |
| 7 | GOOGL | ALPHABET INC VOTING | $9.2M | 2.91% | 25,662 | Added |
| 8 | SPY | STATE STREET SPDR ETF | $7.2M | 2.29% | 9,677 | Added |
| 9 | AMAT | APPLIED MATERIALS INC | $7.1M | 2.25% | 9,790 | Added |
| 10 | MU | MICRON TECHNOLOGY INC | $6.0M | 1.89% | 5,156 | Trimmed |
| 11 | SYK | STRYKER CORP | $5.8M | 1.83% | 18,351 | Added |
| 12 | JPM | JPMORGAN CHASE & CO | $5.2M | 1.64% | 15,824 | Added |
| 13 | SCHD | SCHWAB US DIVIDEND ETF | $5.1M | 1.63% | 162,179 | Added |
| 14 | CGSD | CAPITAL GRP SHORT ETF | $5.1M | 1.62% | 198,353 | Added |
| 15 | CVX | CHEVRON CORPORATION | $5.0M | 1.59% | 30,249 | Trimmed |
| 16 | META | META PLATFORMS INC | $4.8M | 1.53% | 8,540 | Added |
| 17 | VOO | VANGUARD INDEX FDS ETF | $4.6M | 1.46% | 6,694 | Added |
| 18 | CAT | CATERPILLAR INC | $4.2M | 1.34% | 3,976 | Added |
| 19 | CGGR | CAPITAL GRP GROWTH ETF | $4.1M | 1.30% | 86,679 | Added |
| 20 | RTX | RTX CORP | $3.5M | 1.12% | 18,656 | Added |
| 21 | CGDV | CAPITAL GRP DIVIDEND ETF | $3.2M | 1.01% | 64,890 | Added |
| 22 | INCM | FRANKLIN TEMPLETON ETF | $3.2M | 1.01% | 110,145 | Added |
| 23 | CSCO | CISCO SYSTEMS INC | $3.2M | 1.00% | 26,837 | Trimmed |
| 24 | GOOG | ALPHABET INC NON VOTING | $3.1M | 0.99% | 8,804 | Trimmed |
| 25 | CGCB | CAPITAL GROUP FXD ETF | $2.8M | 0.89% | 107,277 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR