RICHARDS, MERRILL & PETERSON, INC.

CIK 0000090108 · SPOKANE, WA · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source

RICHARDS, MERRILL & PETERSON, INC. reported 285 positions worth $315.1M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: AAPL (4.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$315.1M
2026 Q2
Positions
285
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
32.6%
Est. Net Flow (Q)
2026 Q2
10 / 285 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$15.4M4.87%53,074
2MSFTMICROSOFT CORPSH$12.7M4.04%34,125
3AMZNAMAZON COM INCSH$12.1M3.83%50,595
4COSTCOSTCO WHSL CORP NEWSH$12.0M3.80%12,810
5QQQINVESCO QQQ TR ETFSH$11.7M3.70%15,835
6NVDANVIDIA CORPSH$9.6M3.04%47,910
7GOOGLALPHABET INC VOTINGSH$9.2M2.91%25,662
8SPYSTATE STREET SPDR ETFSH$7.2M2.29%9,677
9AMATAPPLIED MATERIALS INCSH$7.1M2.25%9,790
10MUMICRON TECHNOLOGY INCSH$6.0M1.89%5,156

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does RICHARDS, MERRILL & PETERSON, INC. hold as of Q2 2026?

RICHARDS, MERRILL & PETERSON, INC. reported 285 positions worth $315.1M in its Q2 2026 13F filing. Largest positions: AAPL (4.9%), MSFT (4.0%), AMZN (3.8%), COST (3.8%) and QQQ (3.7%).

What did RICHARDS, MERRILL & PETERSON, INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did RICHARDS, MERRILL & PETERSON, INC. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.