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
$65.4B
$523 Million 0.25% of portfolio
4,962
Q2 2025 Reduced 10.8%
$6.4B
$518 Million 0.25% of portfolio
5,745
Q2 2025 Added 1,411.84%
$0
$526 Million 0.25% of portfolio
13,330
Q2 2025 Added 66.63%
$0
$495 Million 0.24% of portfolio
3,008
Q4 2024 New
$2.72B
$485 Million 0.23% of portfolio
7,097
Q2 2025 Added 5.63%
$59.7B
$484 Million 0.23% of portfolio
16,453
Q2 2025 Reduced 3.27%
Capital Grp Fixed Incm ETF T
-
$493 Million 0.23% of portfolio
-
Q1 2025 Added 278.0%
$381B
$465 Million 0.22% of portfolio
9,832
Q2 2025 Reduced 5.75%
$1.19B
$462 Million 0.22% of portfolio
8,225
Q2 2025 Added 5.99%
$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%
$155B
$450 Million 0.21% of portfolio
3,641
Q2 2025 Added 69.51%
$0
$439 Million 0.21% of portfolio
7,321
Q2 2025 Reduced 1.72%
Linde PLC
-
$412 Million 0.2% of portfolio
-
Q2 2025 Added 7.72%
$36.3B
$421 Million 0.2% of portfolio
3,247
Q2 2025 New
$545B
$422 Million 0.2% of portfolio
315
Q2 2025 Added 51.44%
$378M
$391 Million 0.19% of portfolio
76,375
Q2 2025 Added 5.53%
$0
$389 Million 0.18% of portfolio
1,801
Q1 2025 Added 23.7%
$771M
$387 Million 0.18% of portfolio
13,910
Q2 2025 Added 2.02%
$39.2B
$386 Million 0.18% of portfolio
1,162
Q2 2025 Added 11.95%
$4.66B
$385 Million 0.18% of portfolio
2,771
Q2 2025 Reduced 10.56%
$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%
$99B
$340 Million 0.16% of portfolio
7,348
Q2 2025 Added 0.05%
$34.4B
$340 Million 0.16% of portfolio
3,577
Q2 2025 Added 0.06%
$39.1B
$331 Million 0.16% of portfolio
3,080
Q2 2025 Added 8.15%
$152B
$328 Million 0.16% of portfolio
1,176
Q2 2025 Added 1.91%
$52.6B
$334 Million 0.16% of portfolio
4,650
Q4 2024 New
$48.9B
$338 Million 0.16% of portfolio
3,421
Q2 2025 Added 52.93%
$0
$334 Million 0.16% of portfolio
538
Q2 2025 Added 6.53%
$73.8B
$306 Million 0.15% of portfolio
1,241
Q1 2025 Added 0.08%
$0
$317 Million 0.15% of portfolio
2,350
Q4 2024 New
$63.6B
$296 Million 0.14% of portfolio
393
Q2 2025 Added 21.67%
$0
$280 Million 0.13% of portfolio
635
Q1 2025 Reduced 5.93%
$66.3B
$279 Million 0.13% of portfolio
3,606
Q2 2025 Added 4.01%
$57.7B
$281 Million 0.13% of portfolio
2,359
Q2 2025 Added 1.11%
$0
$273 Million 0.13% of portfolio
2,707
Q4 2024 New
$9.76B
$256 Million 0.12% of portfolio
3,900
Q1 2025 Added 387.5%
$6.21B
$258 Million 0.12% of portfolio
7,101
Q2 2025 Added 0.11%
$0
$252 Million 0.12% of portfolio
4,980
Q4 2024 New
$21.8B
$233 Million 0.11% of portfolio
7,338
Q2 2025 Added 39.0%
$96.8B
$230 Million 0.11% of portfolio
2,190
Q2 2025 Added 0.05%
$27.4B
$222 Million 0.11% of portfolio
1,365
Q2 2025 Reduced 5.21%
$35.6B
$231 Million 0.11% of portfolio
4,008
Q2 2025 Added 3.62%
$0
$234 Million 0.11% of portfolio
2,616
Q2 2025 Reduced 0.83%
$295B
$239 Million 0.11% of portfolio
298
Q2 2025 Added 3.47%
$202B
$231 Million 0.11% of portfolio
1,749
Q2 2025 Reduced 5.46%
$0
$218 Million 0.1% of portfolio
1,113
Q4 2024 New
-
$212 Million 0.1% of portfolio
-
Q2 2025 Added 30.45%

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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