§ 13F · FUND PROFILE
RICHARDS, MERRILL & PETERSON, INC..
AUM · $315M (13F)Positions · 285Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 53K | $15M | 4.9% | +10% |
| 2 | MSFT | MICROSOFT CORP | 34K | $13M | 4.0% | +8% |
| 3 | AMZN | AMAZON COM INC | 51K | $12M | 3.8% | +5% |
| 4 | COST | COSTCO WHSL CORP NEW | 13K | $12M | 3.8% | ±0% |
| 5 | QQQ | INVESCO QQQ TR ETF | 16K | $12M | 3.7% | +1% |
| 6 | NVDA | NVIDIA CORP | 48K | $10M | 3.0% | +1% |
| 7 | GOOGL | ALPHABET INC VOTING | 26K | $9M | 2.9% | +14% |
| 8 | SPY | STATE STREET SPDR ETF | 10K | $7M | 2.3% | +3% |
| 9 | AMAT | APPLIED MATERIALS INC | 10K | $7M | 2.2% | +2% |
| 10 | MU | MICRON TECHNOLOGY INC | 5K | $6M | 1.9% | −18% |
§ 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 $315 million in assets. The fund runs a broad portfolio of 285 positions.
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