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
$3.78T
$13 Billion 4.99% of portfolio
26,919
Q4 2025 Added 6.5%
$4.3T
$12.9 Billion 4.96% of portfolio
47,576
Q4 2025 Added 3.08%
$404B
$10.9 Billion 4.19% of portfolio
12,680
Q4 2025 Added 13.47%
$2.39T
$9.68 Billion 3.71% of portfolio
41,917
Q4 2025 Added 6.53%
$465B
$8.29 Billion 3.18% of portfolio
44,461
Q4 2025 Added 12.32%
$1.65T
$6.59 Billion 2.53% of portfolio
21,066
Q4 2025 Added 1.31%
$303B
$5.3 Billion 2.03% of portfolio
34,760
Q4 2025 Added 24.62%
$136B
$5.25 Billion 2.01% of portfolio
14,942
Q4 2025 Added 13.56%
$881B
$4.95 Billion 1.9% of portfolio
15,376
Q4 2025 Added 5.83%
$1.37T
$4.47 Billion 1.71% of portfolio
6,766
Q4 2025 Added 18.41%
$258B
$3.46 Billion 1.33% of portfolio
18,851
Q4 2025 Added 1.96%
$367B
$3.34 Billion 1.28% of portfolio
9,700
Q4 2025 Added 10.23%
-
$3.23 Billion 1.24% of portfolio
-
Q4 2025 Added 37.85%
$193B
$3.21 Billion 1.23% of portfolio
5,668
Q4 2025 Added 19.18%
$662B
$2.91 Billion 1.12% of portfolio
5,788
Q4 2025 Added 9.98%
$1.74T
$2.92 Billion 1.12% of portfolio
9,303
Q4 2025 Reduced 1.49%
$342B
$2.53 Billion 0.97% of portfolio
14,245
Q4 2025 Added 16.04%
$197B
$2.5 Billion 0.96% of portfolio
9,721
Q4 2025 Reduced 0.92%
$490B
$2.31 Billion 0.88% of portfolio
19,175
Q4 2025 Added 31.24%
$140B
$2.29 Billion 0.88% of portfolio
9,510
Q4 2025 Added 1.87%
$291B
$2.24 Billion 0.86% of portfolio
3,918
Q4 2025 Reduced 5.77%
$266B
$2.25 Billion 0.86% of portfolio
7,605
Q4 2025 Added 1.98%
$319B
$2.13 Billion 0.82% of portfolio
27,666
Q4 2025 Reduced 1.41%
$111B
$1.8 Billion 0.69% of portfolio
5,103
Q4 2025 Added 59.67%
$270B
$1.78 Billion 0.68% of portfolio
10,050
Q4 2025 Added 12.45%
$139B
$1.72 Billion 0.66% of portfolio
4,963
Q4 2025 Added 40.95%
$224B
$1.73 Billion 0.66% of portfolio
5,665
Q4 2025 Added 13.05%
-
$1.69 Billion 0.65% of portfolio
-
Q4 2025 Added 34.14%
$268B
$1.71 Billion 0.65% of portfolio
5,978
Q4 2025 Added 12.73%
$235B
$1.67 Billion 0.64% of portfolio
15,880
Q4 2025 Reduced 1.14%
$346B
$1.67 Billion 0.64% of portfolio
11,681
Q4 2025 Added 14.09%
$128B
$1.63 Billion 0.63% of portfolio
16,999
Q4 2025 Reduced 1.69%
$279B
$1.53 Billion 0.59% of portfolio
13,740
Q4 2025 Reduced 1.84%
$414B
$1.5 Billion 0.58% of portfolio
6,587
Q4 2025 Added 25.73%
$593B
$1.5 Billion 0.58% of portfolio
7,714
Q4 2025 Added 5.28%
$306B
$1.49 Billion 0.57% of portfolio
21,343
Q4 2025 Added 4.85%
$85.9B
$1.46 Billion 0.56% of portfolio
6,663
Q4 2025 Added 5.9%
$132B
$1.4 Billion 0.54% of portfolio
7,157
Q4 2025 Reduced 1.09%
$67.6B
$1.38 Billion 0.53% of portfolio
25,922
Q4 2025 Reduced 4.81%
$269B
$1.35 Billion 0.52% of portfolio
6,665
Q4 2025 Added 18.45%
$172B
$1.32 Billion 0.51% of portfolio
32,486
Q4 2025 Added 1.99%
$3B
$1.32 Billion 0.5% of portfolio
34,134
Q4 2025 Reduced 1.32%
$522B
$1.19 Billion 0.46% of portfolio
5,774
Q4 2025 Added 19.35%
$61.4B
$1.21 Billion 0.46% of portfolio
6,566
Q4 2025 Added 40.87%
$228B
$1.2 Billion 0.46% of portfolio
9,568
Q4 2025 Added 24.65%
$68.9B
$1.21 Billion 0.46% of portfolio
4,179
Q4 2025 Added 2.7%
$98.1B
$1.19 Billion 0.46% of portfolio
7,741
Q4 2025 Added 16.93%
$187B
$1.14 Billion 0.44% of portfolio
6,643
Q4 2025 Added 5.93%
$75.4B
$1.12 Billion 0.43% of portfolio
8,407
Q4 2025 Added 2.14%

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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