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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$177B
$1.01 Billion 0.43% of portfolio
5,483
Q3 2025 Reduced 0.13%
$237B
$994 Million 0.43% of portfolio
4,193
Q3 2025 Added 0.62%
$74.9B
$975 Million 0.42% of portfolio
3,740
Q3 2025 Added 0.08%
$6.15B
$950 Million 0.41% of portfolio
16,710
Q3 2025 Reduced 0.18%
$61.4B
$949 Million 0.41% of portfolio
4,661
Q3 2025 Added 11.88%
$68.9B
$960 Million 0.41% of portfolio
4,069
Q3 2025 Reduced 7.19%
$98.6B
$944 Million 0.41% of portfolio
9,958
Q3 2025 Added 2.35%
$82.2B
$925 Million 0.4% of portfolio
4,103
Q3 2025 Reduced 4.0%
$97.3B
$896 Million 0.39% of portfolio
10,590
Q3 2025 Reduced 6.37%
$522B
$897 Million 0.39% of portfolio
4,838
Q3 2025 Reduced 0.17%
$51.1B
$909 Million 0.39% of portfolio
10,129
Q3 2025 Added 24.99%
$113B
$869 Million 0.38% of portfolio
9,186
Q3 2025 Added 20.14%
$268B
$887 Million 0.38% of portfolio
5,303
Q3 2025 Added 25.96%
$255B
$860 Million 0.37% of portfolio
2,589
Q3 2025 Added 3.56%
$181B
$830 Million 0.36% of portfolio
8,475
Q3 2025 Added 38.25%
$152B
$831 Million 0.36% of portfolio
3,370
Q3 2025 Added 14.82%
$49.5B
$806 Million 0.35% of portfolio
4,759
Q3 2025 Added 0.42%
$874M
$778 Million 0.34% of portfolio
68,275
Q3 2025 Reduced 10.61%
$971B
$775 Million 0.33% of portfolio
1,016
Q3 2025 Added 32.46%
$6.2B
$749 Million 0.32% of portfolio
6,949
Q3 2025 Added 20.96%
$1.46T
$707 Million 0.31% of portfolio
2,532
Q3 2025 Added 6.25%
$37.9B
$703 Million 0.3% of portfolio
8,533
Q3 2025 Added 0.55%
$79.2B
$695 Million 0.3% of portfolio
9,966
Q3 2025 Reduced 1.78%
$160B
$705 Million 0.3% of portfolio
3,558
Q3 2025 Added 10.84%
$123B
$677 Million 0.29% of portfolio
1,356
Q3 2025 Added 1.35%
$96.9B
$642 Million 0.28% of portfolio
1,520
Q2 2025 Added 0.6%
$1.26B
$627 Million 0.27% of portfolio
62,876
Q3 2025 Reduced 6.99%
$193B
$617 Million 0.27% of portfolio
5,388
Q3 2025 Added 6.29%
$55.4B
$625 Million 0.27% of portfolio
2,047
Q3 2025 New
$38B
$595 Million 0.26% of portfolio
4,390
Q3 2025 Added 35.2%
$39.8B
$593 Million 0.26% of portfolio
12,543
Q3 2025 Reduced 4.53%
$72.3B
$577 Million 0.25% of portfolio
5,166
Q3 2025 Added 4.11%
$170B
$553 Million 0.24% of portfolio
3,827
Q3 2025 Added 5.11%
$40.4B
$529 Million 0.23% of portfolio
4,175
Q3 2025 Added 1.26%
$115B
$535 Million 0.23% of portfolio
1,092
Q3 2025 Added 1.87%
$512B
$542 Million 0.23% of portfolio
952
Q3 2025 Reduced 1.24%
$413B
$495 Million 0.21% of portfolio
9,604
Q3 2025 Reduced 2.32%
$61.6B
$465 Million 0.2% of portfolio
16,416
Q3 2025 Reduced 0.22%
$43.5B
$466 Million 0.2% of portfolio
1,333
Q3 2025 Added 14.72%
$570M
$410 Million 0.18% of portfolio
13,910
Q2 2025 Added 2.02%
$49.1B
$414 Million 0.18% of portfolio
345
Q3 2025 Added 9.52%
$2.12B
$384 Million 0.17% of portfolio
7,345
Q3 2025 Added 3.49%
$55.9B
$391 Million 0.17% of portfolio
410
Q3 2025 Added 4.33%
$14.7B
$381 Million 0.16% of portfolio
4,677
Q3 2025 Reduced 13.58%
$33.2B
$359 Million 0.16% of portfolio
3,654
Q3 2025 Added 2.15%
$39.9B
$346 Million 0.15% of portfolio
3,339
Q3 2025 Added 8.41%
$405B
$339 Million 0.15% of portfolio
350
Q3 2025 Added 17.45%
$47.8B
$313 Million 0.14% of portfolio
4,650
Q4 2024 New
$68.5B
$322 Million 0.14% of portfolio
2,369
Q3 2025 Added 0.42%

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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