Richards, Merrill & Peterson, Inc. holds a diversified book of 285 stocks worth $315.1M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Space Exploration and trimmed Micron Technology Inc. Their largest long position is Apple Inc at 5% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/90108/holdings"
Use Arkolith to show RICHARDS, MERRILL & PETERSON, INC.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
70% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $15.4M | 53.1K | 4.9% | ▲+10.0% Added · +5K sh | |
| 2 | Microsoft Corp COM | $12.7M | 34.1K | 4.0% | ▲+7.7% Added · +2K sh | |
| 3 | Amazon Com Inc COM | $12.1M | 50.6K | 3.8% | ▲+5.3% Added · +3K sh | |
| 4 | Costco WHSL Corp New COM | $12.0M | 12.8K | 3.8% | ▲+0.4% Added · +47 sh | |
| 5 | Invesco QQQ TR ETF COM | $11.7M | 15.8K | 3.7% | ▲+1.4% Added · +212 sh | |
| 6 | Nvidia Corp COM | $9.6M | 47.9K | 3.0% | ▲+1.4% Added · +666 sh | |
| 7 | Alphabet Inc Voting COM | $9.2M | 25.7K | 2.9% | ▲+14% Added · +3K sh | |
| 8 | State Street SPDR ETF COM | $7.2M | 9.7K | 2.3% | ▲+3.1% Added · +294 sh | |
| 9 | Applied Materials Inc COM | $7.1M | 9.8K | 2.2% | ▲+2.4% Added · +230 sh | |
| 10 | Micron Technology Inc COM | $6.0M | 5.2K | 1.9% | ▼−18% Reduced · −1K sh | |
| 11 | Stryker Corp COM | $5.8M | 18.4K | 1.8% | ▲+13% Added · +2K sh | |
| 12 | JPMorgan Chase & Co COM | $5.2M | 15.8K | 1.6% | ▲+0.6% Added · +94 sh | |
| 13 | Schwab US Dividend ETF COM | $5.1M | 162.2K | 1.6% | ▲+6.8% Added · +10K sh | |
| 14 | Capital Grp Short ETF COM | $5.1M | 198.4K | 1.6% | ▲+6.1% Added · +11K sh | |
| 15 | Chevron Corporation COM | $5.0M | 30.2K | 1.6% | ▼−0.2% Reduced · −63 sh | |
| 16 | Meta Platforms Inc COM | $4.8M | 8.5K | 1.5% | ▲+9.6% Added · +749 sh | |
| 17 | Vanguard Index FDS ETF COM | $4.6M | 6.7K | 1.5% | ▲+2.4% Added · +157 sh | |
| 18 | Caterpillar Inc COM | $4.2M | 4.0K | 1.3% | ▲+2.8% Added · +107 sh | |
| 19 | Capital Grp Growth ETF COM | $4.1M | 86.7K | 1.3% | ▲+2.3% Added · +2K sh | |
| 20 | RTX Corp COM | $3.5M | 18.7K | 1.1% | ▲+1.1% Added · +195 sh | |
| 21 | Capital Grp Dividend ETF COM | $3.2M | 64.9K | 1.0% | ▲+9.4% Added · +6K sh | |
| 22 | Franklin Templeton ETF COM | $3.2M | 110.1K | 1.0% | ▲+51% Added · +37K sh | |
| 23 | Cisco Systems Inc COM | $3.2M | 26.8K | 1.0% | ▼−3.0% Reduced · −845 sh | |
| 24 | Alphabet Inc Non Voting COM | $3.1M | 8.8K | 1.0% | ▼−1.8% Reduced · −161 sh | |
| 25 | Capital Group FXD ETF COM | $2.8M | 107.3K | 0.9% | ▲+18% Added · +17K sh | |
| 26 | Pgim TR ETF COM | $2.8M | 67.2K | 0.9% | ▲+3.1% Added · +2K sh | |
| 27 | Berkshire Hathaway Inc COM | $2.8M | 5.5K | 0.9% | ▼−6.5% Reduced · −385 sh | |
| 28 | Broadcom Inc COM | $2.7M | 7.2K | 0.9% | ▲+9.7% Added · +635 sh | |
| 29 | Home Depot Inc COM | $2.7M | 7.6K | 0.8% | ▼−23% Reduced · −2K sh | |
| 30 | Palo Alto Networks COM | $2.6M | 7.6K | 0.8% | ▼−1.3% Reduced · −103 sh | |
| 31 | Intuitive Surgical Inc COM | $2.5M | 6.3K | 0.8% | ▲+6.4% Added · +379 sh | |
| 32 | Visa Inc Class A COM | $2.5M | 7.1K | 0.8% | ▼−6.5% Reduced · −494 sh | |
| 33 | International Business COM | $2.4M | 8.5K | 0.8% | ▲+5.9% Added · +471 sh | |
| 34 | Morgan Stanley & Co COM | $2.4M | 11.3K | 0.7% | ▲+3.8% Added · +412 sh | |
| 35 | Vaneck Vectors TR ETF COM | $2.2M | 3.3K | 0.7% | ▲+42% Added · +989 sh | |
| 36 | Exxon Mobil Corp CHG COM | $2.2M | 15.8K | 0.7% | ▼−8.2% Reduced · −1K sh | |
| 37 | Ishares Core S&P Mid ETF COM | $2.0M | 25.7K | 0.6% | ▼−2.4% Reduced · −620 sh | |
| 38 | Procter & Gamble Co COM | $2.0M | 13.4K | 0.6% | ▲+6.6% Added · +833 sh | |
| 39 | Merck & Co Inc New COM | $1.9M | 15.0K | 0.6% | ▼−3.2% Reduced · −493 sh | |
| 40 | Lowes Companies Inc COM | $1.9M | 8.5K | 0.6% | ▼−10% Reduced · −990 sh | |
| 41 | Abbvie Inc COM | $1.9M | 7.4K | 0.6% | ▲+11% Added · +720 sh | |
| 42 | Coca-Cola Company COM | $1.8M | 22.3K | 0.6% | ▲+1.8% Added · +395 sh | |
| 43 | Palantir Technologies COM | $1.7M | 14.9K | 0.6% | —Held | |
| 44 | Texas Instruments Inc COM | $1.7M | 5.7K | 0.5% | ▲+0.6% Added · +34 sh | |
| 45 | McDonalds Corp COM | $1.7M | 6.1K | 0.5% | ▲+1.6% Added · +94 sh | |
| 46 | Ishares Core S&P ETF COM | $1.7M | 11.1K | 0.5% | ▼−2.6% Reduced · −294 sh | |
| 47 | Capital Grp US ETF COM | $1.6M | 59.6K | 0.5% | ▼−0.3% Reduced · −153 sh | |
| 48 | Taiwan Semiconductor COM | $1.6M | 3.4K | 0.5% | ▼−2.6% Reduced · −90 sh | |
| 49 | Waste Mgmt Inc Del COM | $1.6M | 7.2K | 0.5% | ▲+7.1% Added · +475 sh | |
| 50 | Walmart Inc COM | $1.6M | 13.9K | 0.5% | ▲+0.7% Added · +99 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 285 | $315.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 283 | $272.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 273 | $260.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 215 | $231.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 200 | $210.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 494 | $192.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 502 | $191.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.