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
$240B
$1.14 Billion 0.54% of portfolio
4,167
Q2 2025 Reduced 4.32%
$177B
$1.14 Billion 0.54% of portfolio
5,490
Q2 2025 Reduced 5.08%
$236B
$1.05 Billion 0.5% of portfolio
7,712
Q2 2025 Added 11.64%
$146B
$1.03 Billion 0.49% of portfolio
4,466
Q2 2025 Reduced 6.65%
$99.2B
$1.04 Billion 0.49% of portfolio
11,311
Q2 2025 Reduced 0.62%
$79.7B
$1.01 Billion 0.48% of portfolio
7,587
Q2 2025 Reduced 4.34%
$0
$1 Billion 0.48% of portfolio
7,542
Q2 2025 Reduced 18.29%
$63.7B
$996 Million 0.47% of portfolio
4,384
Q2 2025 Reduced 16.4%
$190B
$942 Million 0.45% of portfolio
5,914
Q2 2025 Added 4.95%
$75.2B
$956 Million 0.45% of portfolio
4,274
Q2 2025 Reduced 15.73%
$414B
$939 Million 0.45% of portfolio
5,057
Q2 2025 Added 1.22%
$337B
$939 Million 0.45% of portfolio
3,011
Q2 2025 Added 52.15%
$119B
$923 Million 0.44% of portfolio
6,172
Q2 2025 Added 1.55%
$79.9B
$924 Million 0.44% of portfolio
3,737
Q2 2025 Added 3.63%
$0
$873 Million 0.42% of portfolio
6,552
Q2 2025 Added 8.87%
$155B
$877 Million 0.42% of portfolio
2,935
Q2 2025 Added 3.64%
Blackrock Inc
-
$882 Million 0.42% of portfolio
-
Q2 2025 Added 10.08%
$6.2B
$883 Million 0.42% of portfolio
16,740
Q2 2025 Added 2.67%
$62B
$853 Million 0.41% of portfolio
4,166
Q2 2025 Added 30.07%
$137B
$857 Million 0.41% of portfolio
3,109
Q2 2025 Added 55.61%
$0
$834 Million 0.4% of portfolio
9,995
Q2 2025 Added 2.24%
$247B
$797 Million 0.38% of portfolio
2,500
Q2 2025 Added 16.55%
$26.7B
$781 Million 0.37% of portfolio
4,949
Q2 2025 Added 17.95%
$0
$763 Million 0.36% of portfolio
13,389
Q2 2025 Added 18.71%
$493B
$740 Million 0.35% of portfolio
4,846
Q2 2025 Added 7.26%
$90.6B
$721 Million 0.34% of portfolio
10,147
Q2 2025 Added 6.2%
$118B
$710 Million 0.34% of portfolio
2,199
Q2 2025 Added 263.47%
$120B
$686 Million 0.33% of portfolio
7,646
Q2 2025 Reduced 4.31%
$66.7B
$687 Million 0.33% of portfolio
8,104
Q2 2025 Added 45.26%
$1.83B
$699 Million 0.33% of portfolio
67,598
Q2 2025 Added 7.15%
$98.3B
$665 Million 0.32% of portfolio
1,520
Q2 2025 Added 0.6%
$41.6B
$643 Million 0.31% of portfolio
8,486
Q2 2025 Reduced 5.6%
$205B
$629 Million 0.3% of portfolio
5,069
Q2 2025 Added 3.55%
$157B
$634 Million 0.3% of portfolio
3,210
Q2 2025 Added 10.96%
$60.8B
$611 Million 0.29% of portfolio
4,739
Q2 2025 Added 0.34%
Franklin Templeton ETF Tr
-
$601 Million 0.29% of portfolio
-
Q2 2025 New
$132B
$619 Million 0.29% of portfolio
1,338
Q2 2025 Added 12.91%
$44.9B
$600 Million 0.29% of portfolio
4,123
Q2 2025 Reduced 0.55%
$0
$589 Million 0.28% of portfolio
6,471
Q4 2024 New
$798B
$598 Million 0.28% of portfolio
767
Q2 2025 Added 25.53%
$0
$569 Million 0.27% of portfolio
6,178
Q2 2025 Reduced 3.23%
$191B
$572 Million 0.27% of portfolio
6,130
Q2 2025 Added 72.09%
$0
$575 Million 0.27% of portfolio
8,156
Q2 2025 Added 17.59%
$1.52T
$540 Million 0.26% of portfolio
2,383
Q2 2025 Added 2.14%
$41.8B
$552 Million 0.26% of portfolio
13,138
Q2 2025 Added 10.05%
$554B
$541 Million 0.26% of portfolio
964
Q2 2025 Added 1.26%
$105B
$546 Million 0.26% of portfolio
1,072
Q2 2025 Added 5.93%
$204B
$519 Million 0.25% of portfolio
4,210
Q2 2025 Added 4.34%
$1.36T
$517 Million 0.25% of portfolio
1,628
Q2 2025 Added 0.74%

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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