§ 13F · FUND PROFILE
RICHARDS, MERRILL & PETERSON, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $210M (13F)Positions · 200Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | COST | COSTCO WHOLESALE CORPORATION | 13K | $13M | 4.7% | +1% |
| 2 | AAPL | APPLE INC | 48K | $12M | 4.5% | +1% |
| 3 | MSFT | MICROSOFT CORP | 32K | $12M | 4.3% | +18% |
| 4 | AMZN | AMAZON COM INC | 48K | $10M | 3.7% | +15% |
| 5 | QQQ | INVESCO QQQ TR | 16K | $9M | 3.3% | ±0% |
| 6 | NVDA | NVIDIA CORPORATION | 47K | $8M | 3.0% | +6% |
| 7 | GOOGL | ALPHABET INC | 23K | $6M | 2.4% | +7% |
| 8 | CVX | CHEVRON CORPORATION | 30K | $6M | 2.3% | −13% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 9K | $6M | 2.2% | −1% |
| 10 | SYK | STRYKER CORPORATION | 16K | $5M | 1.9% | +8% |
§ 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 $210 million in assets. The fund runs a broad portfolio of 200 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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