§ 13F · FUND PROFILE
RICHARDS, MERRILL & PETERSON, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $210.3T (13F)Positions · 200Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$260.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 27K | $13.0T | 5.0% | NEW |
| 2 | AAPL | APPLE INC | 48K | $12.9T | 5.0% | NEW |
| 3 | COST | COSTCO WHSL CORP NEW | 13K | $10.9T | 4.2% | NEW |
| 4 | AMZN | AMAZON COM INC | 42K | $9.7T | 3.7% | NEW |
| 5 | QQQ | INVESCO QQQ TR | 16K | $9.6T | 3.7% | NEW |
| 6 | NVDA | NVIDIA CORPORATION | 44K | $8.3T | 3.2% | NEW |
| 7 | GOOGL | ALPHABET INC | 21K | $6.6T | 2.5% | NEW |
| 8 | SPY | SPDR S&P 500 ETF TR | 9K | $6.4T | 2.5% | NEW |
| 9 | CVX | CHEVRON CORP NEW | 35K | $5.3T | 2.0% | NEW |
| 10 | SYK | STRYKER CORPORATION | 15K | $5.3T | 2.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RICHARDS, SIGNAL
AC read
RICHARDS, MERRILL & PETERSON, INC. is a Other fund managing $210302.3 trillion in assets. The fund runs a broad portfolio of 200 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed