Richards, Merrill & Peterson, Inc. Portfolio Holdings

Richards, Merrill & Peterson, Inc.

  • $210 Billion
  • Q2 2025

Richards, Merrill & Peterson, Inc. has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $210 Billion distributed in 200 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $12.8B, Costco Wholesale Corp with a value of $10.4B, Apple Inc. with a value of $9.62B, Invesco Qqq Trust, Series 1 with a value of $8.59B, and Amazon Com Inc with a value of $8.51B.

Examining the 13F form we can see an increase of $18B in the current position value, from $192B to 210B.

Richards, Merrill & Peterson, Inc. is based out at Spokane, WA

Below you can find more details about Richards, Merrill & Peterson, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $210 Billion
Technology: $48 Billion
ETFs: $42.5 Billion
Consumer Cyclical: $21.3 Billion
Consumer Defensive: $16.6 Billion
Industrials: $16.2 Billion
Financial Services: $15.6 Billion
Healthcare: $15.3 Billion
Communication Services: $13.8 Billion
Other: $13.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$12.8 Billion 6.09% of portfolio
25,750
Q2 2025 Added 2.41%
$439B
$10.4 Billion 4.93% of portfolio
10,477
Q2 2025 Added 2.4%
$3.69T
$9.62 Billion 4.57% of portfolio
46,874
Q2 2025 Reduced 0.64%
$0
$8.59 Billion 4.08% of portfolio
15,569
Q2 2025 Added 13.3%
$2.26T
$8.51 Billion 4.04% of portfolio
38,774
Q2 2025 Added 8.65%
$456B
$6.28 Billion 2.99% of portfolio
39,737
Q2 2025 Added 20.73%
$0
$5.93 Billion 2.82% of portfolio
9,593
Q2 2025 Added 2.15%
$142B
$5.12 Billion 2.44% of portfolio
12,945
Q2 2025 Added 2.82%
$1.78T
$4.26 Billion 2.03% of portfolio
5,770
Q2 2025 Added 9.65%
$859B
$4.2 Billion 2.0% of portfolio
14,496
Q2 2025 Added 0.87%
$302B
$3.88 Billion 1.84% of portfolio
27,073
Q2 2025 Added 12.77%
$1.21T
$3.47 Billion 1.65% of portfolio
19,703
Q2 2025 Added 12.28%
$0
$3.24 Billion 1.54% of portfolio
5,705
Q2 2025 Added 51.09%
$405B
$3.22 Billion 1.53% of portfolio
8,779
Q2 2025 Added 1.27%
$551B
$2.74 Billion 1.3% of portfolio
7,728
Q2 2025 Added 0.1%
$229B
$2.6 Billion 1.23% of portfolio
17,774
Q2 2025 Added 0.8%
$0
$2.21 Billion 1.05% of portfolio
83,553
Q2 2025 Added 12.22%
-
$2.2 Billion 1.05% of portfolio
-
Q2 2025 Added 12.59%
$210B
$2.13 Billion 1.01% of portfolio
7,224
Q2 2025 Reduced 2.59%
$0
$2.13 Billion 1.01% of portfolio
50,993
Q2 2025 Added 35.71%
$152B
$2.06 Billion 0.98% of portfolio
9,301
Q2 2025 Added 4.04%
$293B
$1.93 Billion 0.92% of portfolio
27,790
Q2 2025 Reduced 0.52%
$146B
$1.82 Billion 0.87% of portfolio
7,833
Q2 2025 Reduced 2.14%
$169B
$1.8 Billion 0.86% of portfolio
3,318
Q2 2025 Added 17.37%
$162B
$1.78 Billion 0.85% of portfolio
9,724
Q2 2025 Added 8.68%
Capital Grp Fixed Incm ETF T
-
$1.75 Billion 0.83% of portfolio
-
Q2 2025 Added 33.24%
$0
$1.7 Billion 0.81% of portfolio
41,810
Q2 2025 Added 8.46%
$367B
$1.65 Billion 0.79% of portfolio
12,129
Q2 2025 Added 40.32%
$1.24T
$1.66 Billion 0.79% of portfolio
9,364
Q2 2025 Added 2.82%
$0
$1.62 Billion 0.77% of portfolio
26,186
Q2 2025 Added 9.17%
$684B
$1.59 Billion 0.76% of portfolio
7,278
Q2 2025 Added 18.26%
$122B
$1.55 Billion 0.74% of portfolio
17,828
Q2 2025 Added 6.46%
$442B
$1.51 Billion 0.72% of portfolio
14,049
Q2 2025 Added 4.02%
$368B
$1.49 Billion 0.71% of portfolio
9,368
Q2 2025 Added 3.67%
$218B
$1.46 Billion 0.7% of portfolio
3,771
Q2 2025 Added 1.59%
$95.6B
$1.45 Billion 0.69% of portfolio
6,349
Q2 2025 Added 2.9%
$222B
$1.44 Billion 0.68% of portfolio
4,925
Q2 2025 Added 3.25%
$182B
$1.42 Billion 0.68% of portfolio
32,807
Q2 2025 Added 8.87%
$2.76B
$1.41 Billion 0.67% of portfolio
37,071
Q2 2025 Reduced 9.14%
$281B
$1.41 Billion 0.67% of portfolio
14,433
Q2 2025 Reduced 0.81%
$314B
$1.34 Billion 0.64% of portfolio
5,614
Q2 2025 Added 11.5%
$306B
$1.34 Billion 0.64% of portfolio
18,984
Q2 2025 Added 7.72%
$64.2B
$1.3 Billion 0.62% of portfolio
4,592
Q2 2025 Reduced 13.24%
$203B
$1.29 Billion 0.61% of portfolio
16,289
Q2 2025 Added 0.15%
-
$1.29 Billion 0.61% of portfolio
-
Q2 2025 Added 43.82%
$0
$1.28 Billion 0.61% of portfolio
11,734
Q2 2025 Added 12.47%
$68B
$1.23 Billion 0.59% of portfolio
27,275
Q2 2025 Added 2.48%
$0
$1.23 Billion 0.58% of portfolio
54,651
Q2 2025 Added 33.24%
$250B
$1.18 Billion 0.56% of portfolio
8,412
Q2 2025 Added 18.08%

Summary

  • Portfolio
  • No. of Stocks 200
  • Current Value $210 Billion
  • Prior Value $192 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 115 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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