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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$57.5B
$1.21 Billion 0.52% of portfolio
4,424
Q3 2025 Reduced 3.66%
$139B
$1.16 Billion 0.5% of portfolio
3,521
Q3 2025 Added 13.25%
$98.1B
$1.13 Billion 0.49% of portfolio
6,620
Q3 2025 Added 7.26%
$75.4B
$1.08 Billion 0.47% of portfolio
8,231
Q3 2025 Added 8.49%
$111B
$1.05 Billion 0.45% of portfolio
3,196
Q3 2025 Added 45.34%
$187B
$1.04 Billion 0.45% of portfolio
6,271
Q3 2025 Added 6.04%
$228B
$1.03 Billion 0.44% of portfolio
7,676
Q3 2025 Reduced 0.47%
$136B
$1.01 Billion 0.44% of portfolio
4,282
Q3 2025 Reduced 4.12%
$26.1B
$1.02 Billion 0.44% of portfolio
5,394
Q3 2025 Added 8.99%
Blackrock Inc
-
$1.01 Billion 0.44% of portfolio
-
Q3 2025 Added 3.45%
$300B
$1.01 Billion 0.44% of portfolio
2,937
Q3 2025 Reduced 2.46%
$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%
$0
$966 Million 0.42% of portfolio
6,852
Q3 2025 Added 4.58%
$6.15B
$950 Million 0.41% of portfolio
16,710
Q3 2025 Reduced 0.18%
$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%
$0
$873 Million 0.38% of portfolio
9,995
Q2 2025 Added 2.24%
Franklin Templeton ETF Tr
-
$881 Million 0.38% of portfolio
-
Q3 2025 Added 43.13%
$0
$884 Million 0.38% of portfolio
6,245
Q3 2025 Reduced 17.2%
$268B
$887 Million 0.38% of portfolio
5,303
Q3 2025 Added 25.96%
$0
$847 Million 0.37% of portfolio
14,130
Q3 2025 Added 5.53%
$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%
$1.29T
$830 Million 0.36% of portfolio
1,866
Q3 2025 Added 14.62%
$49.5B
$806 Million 0.35% of portfolio
4,759
Q3 2025 Added 0.42%
$0
$793 Million 0.34% of portfolio
18,870
Q3 2025 Added 41.56%
$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%
$0
$708 Million 0.31% of portfolio
9,742
Q3 2025 Added 19.45%
$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%
$0
$677 Million 0.29% of portfolio
2,796
Q3 2025 Added 55.25%
$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
$0
$621 Million 0.27% of portfolio
6,471
Q4 2024 New

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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