Holders — by stockHoldings — by fund
RICHARDS, MERRILL & PETERSON, INC.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 90108
$315.1M
disclosed book value
285
positions
4.9%
largest position share
Positions, as of 2026-06-30
top 100 of 285 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 53,074 | $15.4M | 4.9% |
| 2 | MSFTMICROSOFT CORP | 34,125 | $12.7M | 4% |
| 3 | AMZNAMAZON COM INC | 50,595 | $12.1M | 3.8% |
| 4 | COSTCOSTCO WHSL CORP NEW | 12,810 | $12.0M | 3.8% |
| 5 | QQQINVESCO QQQ TR ETF | 15,835 | $11.7M | 3.7% |
| 6 | NVDANVIDIA CORP | 47,910 | $9.6M | 3% |
| 7 | GOOGLALPHABET INC VOTING | 25,662 | $9.2M | 2.9% |
| 8 | SPYSTATE STREET SPDR ETF | 9,677 | $7.2M | 2.3% |
| 9 | AMATAPPLIED MATERIALS INC | 9,790 | $7.1M | 2.2% |
| 10 | MUMICRON TECHNOLOGY INC | 5,156 | $6.0M | 1.9% |
| 11 | SYKSTRYKER CORP | 18,351 | $5.8M | 1.8% |
| 12 | JPMJPMORGAN CHASE & CO | 15,824 | $5.2M | 1.6% |
| 13 | SCHDSCHWAB US DIVIDEND ETF | 162,179 | $5.1M | 1.6% |
| 14 | CGSDCAPITAL GRP SHORT ETF | 198,353 | $5.1M | 1.6% |
| 15 | CVXCHEVRON CORPORATION | 30,249 | $5.0M | 1.6% |
| 16 | METAMETA PLATFORMS INC | 8,540 | $4.8M | 1.5% |
| 17 | VOOVANGUARD INDEX FDS ETF | 6,694 | $4.6M | 1.5% |
| 18 | CATCATERPILLAR INC | 3,976 | $4.2M | 1.3% |
| 19 | CGGRCAPITAL GRP GROWTH ETF | 86,679 | $4.1M | 1.3% |
| 20 | RTXRTX CORP | 18,656 | $3.5M | 1.1% |
| 21 | CGDVCAPITAL GRP DIVIDEND ETF | 64,890 | $3.2M | 1% |
| 22 | INCMFRANKLIN TEMPLETON ETF | 110,145 | $3.2M | 1% |
| 23 | CSCOCISCO SYSTEMS INC | 26,837 | $3.2M | 1% |
| 24 | GOOGALPHABET INC NON VOTING | 8,804 | $3.1M | 1% |
| 25 | CGCBCAPITAL GROUP FXD ETF | 107,277 | $2.8M | 0.9% |
| 26 | PTRBPGIM TR ETF | 67,211 | $2.8M | 0.9% |
| 27 | BRK/BBERKSHIRE HATHAWAY INC | 5,522 | $2.8M | 0.9% |
| 28 | AVGOBROADCOM INC | 7,186 | $2.7M | 0.9% |
| 29 | HDHOME DEPOT INC | 7,559 | $2.7M | 0.8% |
| 30 | PANWPALO ALTO NETWORKS | 7,626 | $2.6M | 0.8% |
| 31 | ISRGINTUITIVE SURGICAL INC | 6,310 | $2.5M | 0.8% |
| 32 | VVISA INC CLASS A | 7,147 | $2.5M | 0.8% |
| 33 | IBMINTERNATIONAL BUSINESS | 8,461 | $2.4M | 0.8% |
| 34 | MSMORGAN STANLEY & CO | 11,300 | $2.4M | 0.7% |
| 35 | SMHVANECK VECTORS TR ETF | 3,330 | $2.2M | 0.7% |
| 36 | EXMOCEXXON MOBIL CORP CHG | 15,821 | $2.2M | 0.7% |
| 37 | IJHISHARES CORE S&P MID ETF | 25,735 | $2.0M | 0.6% |
| 38 | PGPROCTER & GAMBLE CO | 13,393 | $2.0M | 0.6% |
| 39 | MRKMERCK & CO INC NEW | 15,030 | $1.9M | 0.6% |
| 40 | LOWLOWES COMPANIES INC | 8,498 | $1.9M | 0.6% |
| 41 | ABBVABBVIE INC | 7,403 | $1.9M | 0.6% |
| 42 | KOCOCA-COLA COMPANY | 22,279 | $1.8M | 0.6% |
| 43 | PLTRPALANTIR TECHNOLOGIES | 14,950 | $1.7M | 0.6% |
| 44 | TXNTEXAS INSTRUMENTS INC | 5,650 | $1.7M | 0.5% |
| 45 | MCDMCDONALDS CORP | 6,115 | $1.7M | 0.5% |
| 46 | IJRISHARES CORE S&P ETF | 11,134 | $1.7M | 0.5% |
| 47 | CGMSCAPITAL GRP US ETF | 59,622 | $1.6M | 0.5% |
| 48 | TSMTAIWAN SEMICONDUCTOR | 3,363 | $1.6M | 0.5% |
| 49 | WMWASTE MGMT INC DEL | 7,193 | $1.6M | 0.5% |
| 50 | WMTWALMART INC | 13,892 | $1.6M | 0.5% |
| 51 | JNJJOHNSON & JOHNSON | 6,099 | $1.5M | 0.5% |
| 52 | AXPAMERICAN EXPRESS COMPANY | 4,546 | $1.5M | 0.5% |
| 53 | AMDADVANCED MICRO | 2,643 | $1.5M | 0.5% |
| 54 | CEGCONSTELLATION ENERGY | 6,057 | $1.5M | 0.5% |
| 55 | USBUS BANCORP NEW | 24,369 | $1.5M | 0.5% |
| 56 | CGCPCAPITAL GROUP FIXED ETF | 66,003 | $1.5M | 0.5% |
| 57 | NUENUCOR CORP | 6,448 | $1.4M | 0.5% |
| 58 | VZVERIZON COMMUNICATIONS | 33,764 | $1.4M | 0.5% |
| 59 | LLYELI LILLY & CO | 1,156 | $1.4M | 0.4% |
| 60 | ORCLORACLE CORPORATION | 8,719 | $1.3M | 0.4% |
| 61 | WDIVSPDR INDEX SHS FDS ETF | 15,725 | $1.3M | 0.4% |
| 62 | PVALPUTNAM ETF | 24,660 | $1.3M | 0.4% |
| 63 | EMREMERSON ELECTRIC CO | 8,736 | $1.3M | 0.4% |
| 64 | AVAAVISTA CORP | 29,712 | $1.2M | 0.4% |
| 65 | SBUXSTARBUCKS CORP | 11,820 | $1.2M | 0.4% |
| 66 | TRANE TECHNOLOGIES PLC | 2,421 | $1.2M | 0.4% |
| 67 | MEDTRONIC PLC | 15,181 | $1.2M | 0.4% |
| 68 | XLIINDUSTRIAL SELECT ETF | 6,410 | $1.2M | 0.4% |
| 69 | UNHUNITEDHEALTH GROUP | 2,712 | $1.1M | 0.4% |
| 70 | FDXFEDEX CORPORATION | 3,594 | $1.1M | 0.4% |
| 71 | VEAVANGUARD FTSE ETF | 15,751 | $1.1M | 0.4% |
| 72 | XLFSELECT SECTOR SPDR ETF | 19,925 | $1.1M | 0.3% |
| 73 | VYMVANGUARD HIGH DIVIDE ETF | 6,732 | $1.1M | 0.3% |
| 74 | TMUST-MOBILE US INC | 6,305 | $1.1M | 0.3% |
| 75 | UBERUBER TECHNOLOGIES | 14,518 | $1.0M | 0.3% |
| 76 | FENIFIDELITY COVINGTON ETF | 25,893 | $1.0M | 0.3% |
| 77 | ORLYO'REILLY AUTOMOTIVE INC | 10,944 | $1.0M | 0.3% |
| 78 | SOSOUTHERN COMPANY | 10,402 | $995,611 | 0.3% |
| 79 | BXBLACKSTONE GROUP INC | 8,421 | $990,892 | 0.3% |
| 80 | FEGERBB FD TR ETF | 20,089 | $982,754 | 0.3% |
| 81 | UNPUNION PACIFIC CORP | 3,592 | $976,974 | 0.3% |
| 82 | IEFAISHARES CORE MSCI ETF | 9,995 | $965,317 | 0.3% |
| 83 | JPSTJPMORGAN ETF | 18,970 | $959,313 | 0.3% |
| 84 | CRWDCROWDSTRIKE HLDGS INC | 1,257 | $959,267 | 0.3% |
| 85 | IJTISHARES ETF | 5,330 | $951,981 | 0.3% |
| 86 | ASML HOLDING NV | 463 | $921,111 | 0.3% |
| 87 | LINDE PLC NEW | 1,763 | $915,052 | 0.3% |
| 88 | LHXL3HARRIS TECHNOLOGIES | 3,139 | $912,162 | 0.3% |
| 89 | IEMGISHARES INC ETF | 10,984 | $909,910 | 0.3% |
| 90 | IWMISHARES ETF | 3,012 | $904,955 | 0.3% |
| 91 | GLDMSPDR GOLD MINISHARES ETF | 11,365 | $902,608 | 0.3% |
| 92 | ABTABBOTT LABORATORIES | 9,460 | $858,382 | 0.3% |
| 93 | TSLATESLA INC | 2,030 | $853,818 | 0.3% |
| 94 | CGUSCAPITAL GROUP CORE ETF | 18,525 | $823,992 | 0.3% |
| 95 | DHRDANAHER CORP | 4,288 | $816,751 | 0.3% |
| 96 | CGMMCAPITAL GRP EQUITY ETF | 24,770 | $816,667 | 0.3% |
| 97 | ITWILLINOIS TOOL WORKS INC | 2,990 | $808,605 | 0.3% |
| 98 | BLKBLACKROCK INC COM NEW | 834 | $801,839 | 0.3% |
| 99 | XLUSELECT SECTOR SPDR ETF | 17,500 | $793,450 | 0.3% |
| 100 | TJXTJX COS INC NEW | 5,092 | $771,472 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.