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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.59 Billion 4.08% of portfolio
15,569
Q2 2025 Added 13.3%
$0
$5.93 Billion 2.82% of portfolio
9,593
Q2 2025 Added 2.15%
$0
$3.24 Billion 1.54% of portfolio
5,705
Q2 2025 Added 51.09%
$0
$2.21 Billion 1.05% of portfolio
83,553
Q2 2025 Added 12.22%
$0
$2.13 Billion 1.01% of portfolio
50,993
Q2 2025 Added 35.71%
$0
$1.7 Billion 0.81% of portfolio
41,810
Q2 2025 Added 8.46%
$0
$1.62 Billion 0.77% of portfolio
26,186
Q2 2025 Added 9.17%
$0
$1.28 Billion 0.61% of portfolio
11,734
Q2 2025 Added 12.47%
$0
$1.23 Billion 0.58% of portfolio
54,651
Q2 2025 Added 33.24%
$0
$1 Billion 0.48% of portfolio
7,542
Q2 2025 Reduced 18.29%
$0
$873 Million 0.42% of portfolio
6,552
Q2 2025 Added 8.87%
$0
$834 Million 0.4% of portfolio
9,995
Q2 2025 Added 2.24%
$0
$763 Million 0.36% of portfolio
13,389
Q2 2025 Added 18.71%
$0
$589 Million 0.28% of portfolio
6,471
Q4 2024 New
$0
$569 Million 0.27% of portfolio
6,178
Q2 2025 Reduced 3.23%
$0
$575 Million 0.27% of portfolio
8,156
Q2 2025 Added 17.59%
$0
$495 Million 0.24% of portfolio
3,008
Q4 2024 New
$0
$462 Million 0.22% of portfolio
4,193
Q4 2024 New
$0
$438 Million 0.21% of portfolio
1,566
Q2 2025 Added 17.3%
$0
$439 Million 0.21% of portfolio
7,321
Q2 2025 Reduced 1.72%
$0
$389 Million 0.18% of portfolio
1,801
Q1 2025 Added 23.7%
$0
$379 Million 0.18% of portfolio
3,064
Q4 2024 New
$0
$361 Million 0.17% of portfolio
4,422
Q2 2025 Added 112.6%
$0
$334 Million 0.16% of portfolio
538
Q2 2025 Added 6.53%
$0
$317 Million 0.15% of portfolio
2,350
Q4 2024 New
$0
$280 Million 0.13% of portfolio
635
Q1 2025 Reduced 5.93%
$0
$273 Million 0.13% of portfolio
2,707
Q4 2024 New
$9.83B
$256 Million 0.12% of portfolio
3,900
Q1 2025 Added 387.5%
$0
$252 Million 0.12% of portfolio
4,980
Q4 2024 New
$0
$234 Million 0.11% of portfolio
2,616
Q2 2025 Reduced 0.83%
$0
$218 Million 0.1% of portfolio
1,113
Q4 2024 New
$0
$216 Million 0.1% of portfolio
4,825
Q4 2024 New
$0
$218 Million 0.1% of portfolio
719
Q2 2025 Added 109.01%
$0
$183 Million 0.09% of portfolio
1,842
Q2 2025 Added 4.24%
$0
$166 Million 0.08% of portfolio
2,875
Q2 2025 Added 9.03%
$0
$140 Million 0.07% of portfolio
1,089
Q4 2024 New
$0
$158 Million 0.07% of portfolio
1,604
Q4 2024 New
$0
$155 Million 0.07% of portfolio
547
Q4 2024 New
$0
$134 Million 0.06% of portfolio
1,622
Q2 2025 Reduced 0.37%
$0
$103 Million 0.05% of portfolio
371
Q4 2024 New
$0
$95.8 Million 0.05% of portfolio
3,919
Q2 2025 Reduced 11.31%
$0
$115 Million 0.05% of portfolio
4,530
Q1 2025 Added 1.12%
$0
$74.1 Million 0.04% of portfolio
2,640
Q4 2024 New
$0
$83 Million 0.04% of portfolio
1,165
Q4 2024 New
$0
$82.4 Million 0.04% of portfolio
1,380
Q4 2024 New
$0
$87.6 Million 0.04% of portfolio
1,094
Q1 2025 Added 140.97%
$0
$80.4 Million 0.04% of portfolio
455
Q1 2025 Added 5.08%
$0
$78 Million 0.04% of portfolio
1,500
Q4 2024 New
$0
$53 Million 0.03% of portfolio
121
Q1 2025 Added 4.31%

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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