RICHARDS, MERRILL & PETERSON, INC. 13F Holdings

CIK 0000090108 · SPOKANE, WA

As of Sep 30, 2025, RICHARDS, MERRILL & PETERSON, INC. reported 215 positions worth $231.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology25,277 3.1M5.66%
APPLE INCAAPLTechnology46,155 1.8M5.08%
COSTCO WHOLESALE CORPCOSTConsumer Defensive11,175 0.3M4.47%
INVESCO QQQ TRUST SERIES 1QQQ—15,320$9.2M3.97%
AMAZON.COM INCAMZNEquity39,346$8.6M3.73%
NVIDIA CORPNVDATechnology39,584$7.4M3.19%
SPDR S&P 500 ETF TRUSTSPY—9,324$6.2M2.68%
ALPHABET INCGOOGLEquity20,794$5.1M2.18%
STRYKER CORPSYKHealthcare13,158$4.9M2.10%
JPMORGAN CHASE & COJPMFinancial Services14,529$4.6M1.98%
CHEVRON CORPCHVEnergy27,892$4.3M1.87%
META PLATFORMS INCMETACommunication Services5,714$4.2M1.81%
HOME DEPOT INCHDConsumer Cyclical8,800$3.6M1.54%
VANGUARD 500 INDEX FUNDVOO—5,656$3.5M1.50%
RTX CORPRTXEquity18,488$3.1M1.34%
VISA INC-CLASS A SHARESVFinancial Services7,760$2.6M1.14%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services5,263$2.6M1.14%
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity94,646$2.6M1.12%
LOWES COMPANIES INCLOWConsumer Cyclical9,335$2.3M1.01%
CAPITAL GROUP SHORT DURATION INCOME ETFCGSD—90,196$2.3M1.01%
PGIM ETF TRPTRB—54,846$2.3M1.00%
ALPHABET INCGOOGEquity9,444$2.3M0.99%
PALANTIR TECHNOLOGIES INCPLTRTechnology12,276$2.2M0.97%
INTUITIVE SURGICAL INCISRGHealthcare4,756$2.1M0.92%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology7,457$2.1M0.91%