Richards, Merrill & Peterson, Inc. holds a diversified book of 285 stocks worth $315.1M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-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.
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
Other tracked managers holding the same core names as Richards, Merrill & Peterson, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $642.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $181.9B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $115.2B |
| LPL Financial LLC | 80 / 80 | $86.3B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $72.4B |
| JONES FINANCIAL COMPANIES LLLP | 80 / 80 | $40.7B |
| STIFEL FINANCIAL CORP | 80 / 80 | $39.0B |
| TRUIST FINANCIAL CORP | 80 / 80 | $25.1B |
Ranked by the share of each fund's own book sitting in the names it shares with Richards, Merrill & Peterson, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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.
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, filed up to 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.