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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3B
$1.31 Billion 0.56% of portfolio
34,589
Q3 2025 Reduced 6.7%
$6.15B
$950 Million 0.41% of portfolio
16,710
Q3 2025 Reduced 0.18%
$6.2B
$749 Million 0.32% of portfolio
6,949
Q3 2025 Added 20.96%
$2.12B
$384 Million 0.17% of portfolio
7,345
Q3 2025 Added 3.49%
$4.52B
$270 Million 0.12% of portfolio
2,203
Q3 2025 Reduced 20.5%
$6.89B
$222 Million 0.1% of portfolio
6,298
Q3 2025 Reduced 11.31%

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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