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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.89T
$12.8 Billion 6.09% of portfolio
25,750
Q2 2025 Added 2.41%
$434B
$10.4 Billion 4.93% of portfolio
10,477
Q2 2025 Added 2.4%
$3.69T
$9.62 Billion 4.57% of portfolio
46,874
Q2 2025 Reduced 0.64%
$2.27T
$8.51 Billion 4.04% of portfolio
38,774
Q2 2025 Added 8.65%
$455B
$6.28 Billion 2.99% of portfolio
39,737
Q2 2025 Added 20.73%
$143B
$5.12 Billion 2.44% of portfolio
12,945
Q2 2025 Added 2.82%
$1.71T
$4.26 Billion 2.03% of portfolio
5,770
Q2 2025 Added 9.65%
$847B
$4.2 Billion 2.0% of portfolio
14,496
Q2 2025 Added 0.87%
$303B
$3.88 Billion 1.84% of portfolio
27,073
Q2 2025 Added 12.77%
$1.17T
$3.47 Billion 1.65% of portfolio
19,703
Q2 2025 Added 12.28%
$397B
$3.22 Billion 1.53% of portfolio
8,779
Q2 2025 Added 1.27%
$551B
$2.74 Billion 1.3% of portfolio
7,728
Q2 2025 Added 0.1%
$228B
$2.6 Billion 1.23% of portfolio
17,774
Q2 2025 Added 0.8%
$606B
$2.47 Billion 1.17% of portfolio
5,085
Q2 2025 Added 27.41%
-
$2.2 Billion 1.05% of portfolio
-
Q2 2025 Added 12.59%
$217B
$2.13 Billion 1.01% of portfolio
7,224
Q2 2025 Reduced 2.59%
$295B
$1.93 Billion 0.92% of portfolio
27,790
Q2 2025 Reduced 0.52%
$145B
$1.82 Billion 0.87% of portfolio
7,833
Q2 2025 Reduced 2.14%
$166B
$1.8 Billion 0.86% of portfolio
3,318
Q2 2025 Added 17.37%
$159B
$1.78 Billion 0.85% of portfolio
9,724
Q2 2025 Added 8.68%
$367B
$1.65 Billion 0.79% of portfolio
12,129
Q2 2025 Added 40.32%
$1.23T
$1.66 Billion 0.79% of portfolio
9,364
Q2 2025 Added 2.82%
$674B
$1.59 Billion 0.76% of portfolio
7,278
Q2 2025 Added 18.26%
$123B
$1.55 Billion 0.74% of portfolio
17,828
Q2 2025 Added 6.46%
$445B
$1.51 Billion 0.72% of portfolio
14,049
Q2 2025 Added 4.02%
$364B
$1.49 Billion 0.71% of portfolio
9,368
Q2 2025 Added 3.67%
$220B
$1.46 Billion 0.7% of portfolio
3,771
Q2 2025 Added 1.59%
$96.5B
$1.45 Billion 0.69% of portfolio
6,349
Q2 2025 Added 2.9%
$225B
$1.44 Billion 0.68% of portfolio
4,925
Q2 2025 Added 3.25%
$181B
$1.42 Billion 0.68% of portfolio
32,807
Q2 2025 Added 8.87%
$2.72B
$1.41 Billion 0.67% of portfolio
37,071
Q2 2025 Reduced 9.14%
$282B
$1.41 Billion 0.67% of portfolio
14,433
Q2 2025 Reduced 0.81%
$305B
$1.34 Billion 0.64% of portfolio
5,614
Q2 2025 Added 11.5%
$304B
$1.34 Billion 0.64% of portfolio
18,984
Q2 2025 Added 7.72%
$64B
$1.3 Billion 0.62% of portfolio
4,592
Q2 2025 Reduced 13.24%
$204B
$1.29 Billion 0.61% of portfolio
16,289
Q2 2025 Added 0.15%
-
$1.29 Billion 0.61% of portfolio
-
Q2 2025 Added 43.82%
$66.7B
$1.23 Billion 0.59% of portfolio
27,275
Q2 2025 Added 2.48%
$243B
$1.18 Billion 0.56% of portfolio
8,412
Q2 2025 Added 18.08%
$241B
$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%
$235B
$1.05 Billion 0.5% of portfolio
7,712
Q2 2025 Added 11.64%
$137B
$1.03 Billion 0.49% of portfolio
4,466
Q2 2025 Reduced 6.65%
$104B
$1.04 Billion 0.49% of portfolio
11,311
Q2 2025 Reduced 0.62%
$78.5B
$1.01 Billion 0.48% of portfolio
7,587
Q2 2025 Reduced 4.34%
$59.3B
$996 Million 0.47% of portfolio
4,384
Q2 2025 Reduced 16.4%
$166B
$942 Million 0.45% of portfolio
5,914
Q2 2025 Added 4.95%
$61.4B
$956 Million 0.45% of portfolio
4,274
Q2 2025 Reduced 15.73%
$350B
$939 Million 0.45% of portfolio
5,057
Q2 2025 Added 1.22%

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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