Richards, Merrill & Peterson, Inc. Portfolio Holdings

Richards, Merrill & Peterson, Inc.

  • $232 Billion
  • Q3 2025

Richards, Merrill & Peterson, Inc. has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $232 Billion distributed in 215 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $13.1B, Apple Inc. with a value of $11.8B, Costco Wholesale Corp with a value of $10.3B, Invesco Qqq Trust, Series 1 with a value of $9.2B, and Amazon Com Inc with a value of $8.64B.

Examining the 13F form we can see an increase of $21.3B in the current position value, from $210B to 232B.

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 $232 Billion
Technology: $54 Billion
ETFs: $47.2 Billion
Consumer Cyclical: $23 Billion
Industrials: $17.7 Billion
Financial Services: $16.8 Billion
Consumer Defensive: $16.5 Billion
Healthcare: $16.3 Billion
Communication Services: $15.7 Billion
Other: $14.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$13.1 Billion 5.65% of portfolio
25,277
Q3 2025 Reduced 1.84%
$4.3T
$11.8 Billion 5.07% of portfolio
46,155
Q3 2025 Reduced 1.53%
$404B
$10.3 Billion 4.47% of portfolio
11,175
Q3 2025 Added 6.66%
$0
$9.2 Billion 3.97% of portfolio
15,320
Q3 2025 Reduced 1.6%
$2.39T
$8.64 Billion 3.73% of portfolio
39,346
Q3 2025 Added 1.48%
$465B
$7.39 Billion 3.19% of portfolio
39,584
Q3 2025 Reduced 0.39%
$0
$6.21 Billion 2.68% of portfolio
9,324
Q3 2025 Reduced 2.8%
$1.65T
$5.06 Billion 2.18% of portfolio
20,794
Q3 2025 Added 5.54%
$136B
$4.86 Billion 2.1% of portfolio
13,158
Q3 2025 Added 1.65%
$881B
$4.58 Billion 1.98% of portfolio
14,529
Q3 2025 Added 0.23%
$303B
$4.33 Billion 1.87% of portfolio
27,892
Q3 2025 Added 3.03%
$1.37T
$4.2 Billion 1.81% of portfolio
5,714
Q3 2025 Reduced 0.97%
$367B
$3.57 Billion 1.54% of portfolio
8,800
Q3 2025 Added 0.24%
$0
$3.46 Billion 1.5% of portfolio
5,656
Q3 2025 Reduced 0.86%
$258B
$3.09 Billion 1.34% of portfolio
18,488
Q3 2025 Added 4.02%
$662B
$2.65 Billion 1.14% of portfolio
5,263
Q3 2025 Added 3.5%
$0
$2.58 Billion 1.12% of portfolio
94,646
Q3 2025 Added 13.28%
-
$2.34 Billion 1.01% of portfolio
-
Q3 2025 Added 6.41%
$140B
$2.35 Billion 1.01% of portfolio
9,335
Q3 2025 Added 0.37%
$0
$2.31 Billion 1.0% of portfolio
54,846
Q3 2025 Added 7.56%
$1.74T
$2.3 Billion 0.99% of portfolio
9,444
Q3 2025 Added 0.85%
$342B
$2.24 Billion 0.97% of portfolio
12,276
Q3 2025 Added 1.21%
$193B
$2.13 Billion 0.92% of portfolio
4,756
Q3 2025 Added 43.34%
$266B
$2.1 Billion 0.91% of portfolio
7,457
Q3 2025 Added 3.23%
$0
$2.06 Billion 0.89% of portfolio
46,893
Q3 2025 Added 12.16%
$593B
$2.06 Billion 0.89% of portfolio
7,327
Q3 2025 Added 0.67%
$197B
$2.01 Billion 0.87% of portfolio
9,811
Q3 2025 Added 0.89%
$291B
$1.98 Billion 0.86% of portfolio
4,158
Q3 2025 Added 10.26%
Capital Grp Fixed Incm ETF T
-
$1.96 Billion 0.85% of portfolio
-
Q3 2025 Added 10.79%
$319B
$1.92 Billion 0.83% of portfolio
28,063
Q3 2025 Added 0.98%
$128B
$1.65 Billion 0.71% of portfolio
17,292
Q3 2025 Reduced 3.01%
$490B
$1.65 Billion 0.71% of portfolio
14,611
Q3 2025 Added 4.0%
$0
$1.62 Billion 0.7% of portfolio
24,893
Q3 2025 Reduced 4.94%
$346B
$1.57 Billion 0.68% of portfolio
10,238
Q3 2025 Added 9.29%
$224B
$1.52 Billion 0.66% of portfolio
5,011
Q3 2025 Added 1.75%
$132B
$1.52 Billion 0.66% of portfolio
7,236
Q3 2025 Reduced 7.62%
$279B
$1.44 Billion 0.62% of portfolio
13,998
Q3 2025 Reduced 3.01%
$270B
$1.42 Billion 0.61% of portfolio
8,937
Q3 2025 Added 6.24%
$0
$1.39 Billion 0.6% of portfolio
11,728
Q3 2025 Reduced 0.05%
$172B
$1.4 Billion 0.6% of portfolio
31,853
Q3 2025 Reduced 2.91%
$85.9B
$1.39 Billion 0.6% of portfolio
6,292
Q3 2025 Reduced 0.9%
$269B
$1.35 Billion 0.58% of portfolio
5,627
Q3 2025 Added 0.23%
$306B
$1.35 Billion 0.58% of portfolio
20,355
Q3 2025 Added 7.22%
$235B
$1.35 Billion 0.58% of portfolio
16,063
Q3 2025 Reduced 1.39%
$67.6B
$1.32 Billion 0.57% of portfolio
27,233
Q3 2025 Reduced 0.15%
$3B
$1.31 Billion 0.56% of portfolio
34,589
Q3 2025 Reduced 6.7%
-
$1.27 Billion 0.55% of portfolio
-
Q3 2025 Reduced 2.32%
$0
$1.24 Billion 0.54% of portfolio
54,651
Q2 2025 Added 33.24%
$414B
$1.21 Billion 0.52% of portfolio
5,239
Q3 2025 Added 3.6%

Summary

  • Portfolio
  • No. of Stocks 215
  • Current Value $232 Billion
  • Prior Value $210 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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