Richards, Merrill & Peterson, Inc. Portfolio Holdings

Richards, Merrill & Peterson, Inc.

  • $261 Billion
  • Q4 2025

Richards, Merrill & Peterson, Inc. has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $261 Billion distributed in 273 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $13B, Apple Inc. with a value of $12.9B, Costco Wholesale Corp with a value of $10.9B, Amazon Com Inc with a value of $9.68B, and Invesco Qqq Trust, Series 1 with a value of $9.57B.

Examining the 13F form we can see an increase of $29.3B in the current position value, from $232B to 261B.

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 $261 Billion
Technology: $59 Billion
ETFs: $55.1 Billion
Consumer Cyclical: $23.3 Billion
Healthcare: $19.1 Billion
Industrials: $19 Billion
Financial Services: $18.9 Billion
Communication Services: $18.5 Billion
Consumer Defensive: $16.8 Billion
Other: $16.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$41.4B
$324 Million 0.12% of portfolio
3,317
Q4 2025 Added 4.7%
$25.7B
$283 Million 0.11% of portfolio
2,075
Q4 2025 New
$14.7B
$295 Million 0.11% of portfolio
3,653
Q4 2025 Reduced 21.89%
$68.5B
$278 Million 0.11% of portfolio
2,153
Q4 2025 Reduced 9.12%
$204B
$268 Million 0.1% of portfolio
1,871
Q4 2025 Added 8.78%
$35.1B
$254 Million 0.1% of portfolio
4,508
Q3 2025 Added 12.48%
$114B
$268 Million 0.1% of portfolio
2,096
Q4 2025 Added 2.64%
-
$244 Million 0.09% of portfolio
-
Q4 2025 Added 12.62%
$23.5B
$224 Million 0.09% of portfolio
6,104
Q4 2025 Reduced 11.48%
$6.89B
$232 Million 0.09% of portfolio
6,305
Q4 2025 Added 0.11%
$570M
$245 Million 0.09% of portfolio
10,735
Q4 2025 Reduced 22.83%
$73.7B
$232 Million 0.09% of portfolio
2,728
Q4 2025 Reduced 9.91%
-
$237 Million 0.09% of portfolio
-
Q4 2025 Reduced 0.46%
$265B
$243 Million 0.09% of portfolio
277
Q4 2025 New
$0
$205 Million 0.08% of portfolio
19,650
Q4 2025 Reduced 9.24%
$96.4B
$181 Million 0.07% of portfolio
1,545
Q4 2025 New
$68.7B
$146 Million 0.06% of portfolio
1,474
Q4 2025 New
$114B
$125 Million 0.05% of portfolio
575
Q4 2025 New
$167B
$120 Million 0.05% of portfolio
1,202
Q4 2025 New
$181B
$133 Million 0.05% of portfolio
5,350
Q4 2025 New
$94.5B
$111 Million 0.04% of portfolio
331
Q4 2025 New
$144B
$108 Million 0.04% of portfolio
232
Q4 2025 New
$104B
$103 Million 0.04% of portfolio
401
Q4 2025 New
$65.2B
$112 Million 0.04% of portfolio
220
Q4 2025 New
$52.1B
$84.7 Million 0.03% of portfolio
6,455
Q4 2025 New
$120B
$67.8 Million 0.03% of portfolio
2,269
Q4 2025 New
$100B
$58.1 Million 0.02% of portfolio
715
Q4 2025 New
$143B
$40.6 Million 0.02% of portfolio
1,100
Q4 2025 New
$190B
$28 Million 0.01% of portfolio
240
Q4 2025 New
$39.2B
$24.4 Million 0.01% of portfolio
275
Q4 2025 New
$84B
$25.5 Million 0.01% of portfolio
145
Q4 2025 New
$19.5B
$34.8 Million 0.01% of portfolio
842
Q4 2025 New
$237B
$28.2 Million 0.01% of portfolio
176
Q4 2025 New
-
$7.82 Million 0.0% of portfolio
-
Q4 2025 Added 32.25%
$89.7B
$10.9 Million 0.0% of portfolio
59
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 273
  • Current Value $261 Billion
  • Prior Value $232 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 65 stocks
  • Additional Purchases 113 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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