Richards, Merrill & Peterson

Richards, Merrill & Peterson as of June 30, 2026

Portfolio Holdings for Richards, Merrill & Peterson

Richards, Merrill & Peterson holds 285 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.9 $15M 53k 289.36
Microsoft Corporation (MSFT) 4.0 $13M 34k 373.02
Amazon (AMZN) 3.8 $12M 51k 238.34
Costco Wholesale Corporation (COST) 3.8 $12M 13k 935.47
Invesco Qqq Trust Series 1 (QQQ) 3.7 $12M 16k 736.41
NVIDIA Corporation (NVDA) 3.0 $9.6M 48k 200.09
Alphabet Inc Class A cs (GOOGL) 2.9 $9.2M 26k 357.37
Spdr S&p 500 Etf (SPY) 2.3 $7.2M 9.7k 746.75
Applied Materials (AMAT) 2.2 $7.1M 9.8k 722.99
Micron Technology (MU) 1.9 $6.0M 5.2k 1154.29
Stryker Corporation (SYK) 1.8 $5.8M 18k 314.83
JPMorgan Chase & Co. (JPM) 1.6 $5.2M 16k 327.34
Schwab Strategic Tr us dividend eq (SCHD) 1.6 $5.1M 162k 31.71
Capital Group Fixed Income E (CGSD) 1.6 $5.1M 198k 25.73
Chevron Corporation (CVX) 1.6 $5.0M 30k 165.76
Facebook Inc cl a (META) 1.5 $4.8M 8.5k 563.28
Vanguard S&p 500 Etf idx (VOO) 1.5 $4.6M 6.7k 686.81
Caterpillar (CAT) 1.3 $4.2M 4.0k 1065.01
Capital Group Growth Etf (CGGR) 1.3 $4.1M 87k 47.20
Raytheon Technologies Corp (RTX) 1.1 $3.5M 19k 189.73
Capital Group Divid Value Etf Shs Creation Unit (CGDV) 1.0 $3.2M 65k 49.28
Franklin Templeton Etf Tr (INCM) 1.0 $3.2M 110k 28.86
Cisco Systems (CSCO) 1.0 $3.2M 27k 117.46
Alphabet Inc Class C cs (GOOG) 1.0 $3.1M 8.8k 353.34
Capital Grp Fixed Incm Etf T (CGCB) 0.9 $2.8M 107k 26.18
Pgim Etf Tr (PTRB) 0.9 $2.8M 67k 41.46
Berkshire Hathaway (BRK.B) 0.9 $2.8M 5.5k 500.39
Broadcom (AVGO) 0.9 $2.7M 7.2k 377.75
Home Depot (HD) 0.8 $2.7M 7.6k 352.69
Palo Alto Networks (PANW) 0.8 $2.6M 7.6k 341.02
Intuitive Surgical (ISRG) 0.8 $2.5M 6.3k 397.68
Visa (V) 0.8 $2.5M 7.1k 343.08
International Business Machines (IBM) 0.8 $2.4M 8.5k 281.21
Morgan Stanley (MS) 0.7 $2.4M 11k 209.04
Vaneck Vectors Semiconductor Etf semiconductor (SMH) 0.7 $2.2M 3.3k 655.94
Exxon Mobil Corporation (XOM) 0.7 $2.2M 16k 136.72
iShares S&P MidCap 400 Index (IJH) 0.6 $2.0M 26k 77.11
Procter & Gamble Company (PG) 0.6 $2.0M 13k 146.64
Merck & Co (MRK) 0.6 $1.9M 15k 128.50
Lowe's Companies (LOW) 0.6 $1.9M 8.5k 220.49
Abbvie (ABBV) 0.6 $1.9M 7.4k 251.63
Coca-Cola Company (KO) 0.6 $1.8M 22k 81.27
Palantir Technologies (PLTR) 0.6 $1.7M 15k 116.67
Texas Instruments Incorporated (TXN) 0.5 $1.7M 5.7k 298.07
McDonald's Corporation (MCD) 0.5 $1.7M 6.1k 270.31
iShares S&P SmallCap 600 Index (IJR) 0.5 $1.7M 11k 148.32
Capital Group U S Multi Sec Etf (CGMS) 0.5 $1.6M 60k 27.33
Taiwan Semiconductor Mfg (TSM) 0.5 $1.6M 3.4k 477.55
Waste Management (WM) 0.5 $1.6M 7.2k 222.89
Wal-Mart Stores (WMT) 0.5 $1.6M 14k 113.26
Johnson & Johnson (JNJ) 0.5 $1.5M 6.1k 253.96
American Express Company (AXP) 0.5 $1.5M 4.5k 338.26
Advanced Micro Devices (AMD) 0.5 $1.5M 2.6k 580.91
Constellation Energy (CEG) 0.5 $1.5M 6.1k 248.37
U.S. Bancorp (USB) 0.5 $1.5M 24k 60.40
Capital Group Core Plus Inco (CGCP) 0.5 $1.5M 66k 22.29
Nucor Corporation (NUE) 0.5 $1.4M 6.4k 222.76
Verizon Communications (VZ) 0.5 $1.4M 34k 42.34
Eli Lilly & Co. (LLY) 0.4 $1.4M 1.2k 1199.65
Oracle Corporation (ORCL) 0.4 $1.3M 8.7k 146.55
Spdr Index Shares Funds S&p Global Divid s&p glbdiv etf (WDIV) 0.4 $1.3M 16k 79.91
Putnam Focused Large Cap Value Etf (PVAL) 0.4 $1.3M 25k 50.95
Emerson Electric (EMR) 0.4 $1.3M 8.7k 143.15
Avista Corporation (AVA) 0.4 $1.2M 30k 40.91
Starbucks Corporation (SBUX) 0.4 $1.2M 12k 102.19
Trane Technologies (TT) 0.4 $1.2M 2.4k 491.23
Medtronic (MDT) 0.4 $1.2M 15k 78.23
Industrial SPDR (XLI) 0.4 $1.2M 6.4k 185.23
UnitedHealth (UNH) 0.4 $1.1M 2.7k 415.61
FedEx Corporation (FDX) 0.4 $1.1M 3.6k 313.12
Vanguard Europe Pacific ETF (VEA) 0.4 $1.1M 16k 71.25
Financial Select Sector SPDR (XLF) 0.3 $1.1M 20k 53.61
Vanguard High Dividend Yield ETF (VYM) 0.3 $1.1M 6.7k 158.03
Metropcs Communications (TMUS) 0.3 $1.1M 6.3k 167.74
Uber Technologies (UBER) 0.3 $1.0M 15k 72.16
Fidelity Covington Trust (FENI) 0.3 $1.0M 26k 40.13
O'reilly Automotive (ORLY) 0.3 $1.0M 11k 92.09
Southern Company (SO) 0.3 $996k 10k 95.71
Blackstone Group Inc Com Cl A (BX) 0.3 $991k 8.4k 117.67
Rbb Fund Trust (FEGE) 0.3 $983k 20k 48.92
Union Pacific Corporation (UNP) 0.3 $977k 3.6k 271.99
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.3 $965k 10k 96.58
J P Morgan Exchange Traded F ultra shrt (JPST) 0.3 $959k 19k 50.57
Crowdstrike Hldgs Inc cl a (CRWD) 0.3 $959k 1.3k 763.14
iShares S&P SmallCap 600 Growth (IJT) 0.3 $952k 5.3k 178.61
Asml Holding (ASML) 0.3 $921k 463.00 1989.44
Linde (LIN) 0.3 $915k 1.8k 519.03
L3harris Technologies (LHX) 0.3 $912k 3.1k 290.59
Ishares Inc core msci emkt (IEMG) 0.3 $910k 11k 82.84
iShares Russell 2000 Index (IWM) 0.3 $905k 3.0k 300.45
Spdr Gold Minishares Trust (GLDM) 0.3 $903k 11k 79.42
Abbott Laboratories (ABT) 0.3 $858k 9.5k 90.74
Tesla Motors (TSLA) 0.3 $854k 2.0k 420.60
Capital Group Core Equity Et (CGUS) 0.3 $824k 19k 44.48
Danaher Corporation (DHR) 0.3 $817k 4.3k 190.47
Capital Group Equity Etf Tr (CGMM) 0.3 $817k 25k 32.97
Illinois Tool Works (ITW) 0.3 $809k 3.0k 270.44
Blackrock (BLK) 0.3 $802k 834.00 961.44
Utilities SPDR (XLU) 0.3 $794k 18k 45.34
TJX Companies (TJX) 0.2 $772k 5.1k 151.51
Space X (SPCX) 0.2 $731k 4.3k 170.86
Lockheed Martin Corporation (LMT) 0.2 $727k 1.4k 509.34
Qualcomm (QCOM) 0.2 $708k 3.8k 184.79
D.R. Horton (DHI) 0.2 $690k 4.2k 162.88
Rockwell Automation (ROK) 0.2 $683k 1.4k 494.95
Honeywell International (HON) 0.2 $679k 3.0k 223.90
Honeywell Aerospace (HONA) 0.2 $670k 3.0k 221.08
Air Products & Chemicals (APD) 0.2 $658k 2.2k 293.20
Marvell Technology (MRVL) 0.2 $647k 2.2k 297.89
iShares S&P MidCap 400 Growth (IJK) 0.2 $636k 5.4k 117.50
Vanguard Mid-Cap Value ETF (VOE) 0.2 $624k 3.2k 197.60
Walt Disney Company (DIS) 0.2 $617k 6.4k 96.25
MasterCard Incorporated (MA) 0.2 $565k 1.1k 513.45
Capital Group Core Balanced (CGBL) 0.2 $560k 15k 37.96
Leidos Holdings (LDOS) 0.2 $559k 5.4k 102.96
iShares S&P 500 Growth Index (IVW) 0.2 $556k 4.0k 137.53
Pimco Total Return Etf totl (BOND) 0.2 $546k 5.9k 92.22
Capital Grp Fixed Incm Etf T (CGSM) 0.2 $539k 20k 26.39
United Rentals (URI) 0.2 $536k 473.00 1132.89
Goldman Sachs Etf Tr equal weig (GSEW) 0.2 $526k 5.6k 94.42
Tractor Supply Company (TSCO) 0.2 $511k 16k 31.61
salesforce (CRM) 0.2 $507k 3.2k 156.66
Dutch Bros (BROS) 0.2 $507k 7.1k 71.81
AFLAC Incorporated (AFL) 0.2 $496k 4.2k 117.25
SPDR Dow Jones Industrial Average ETF (DIA) 0.2 $495k 948.00 522.39
Proshares Tr (SPXU) 0.2 $482k 13k 37.07
Vanguard Mid-Cap ETF (VO) 0.2 $482k 6.0k 80.57
Kinder Morgan (KMI) 0.1 $452k 14k 31.97
Lam Research (LRCX) 0.1 $446k 1.0k 433.33
Nike (NKE) 0.1 $440k 11k 41.05
iShares S&P 500 Index (IVV) 0.1 $431k 576.00 748.89
Paccar (PCAR) 0.1 $428k 3.6k 120.14
Dimensional Etf Trust (DFAE) 0.1 $414k 10k 40.21
ConocoPhillips (COP) 0.1 $413k 4.0k 103.97
Amgen (AMGN) 0.1 $411k 1.1k 362.19
iShares MSCI EAFE Index Fund (EFA) 0.1 $409k 3.9k 103.88
Enovix Corp (ENVX) 0.1 $408k 67k 6.07
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.1 $404k 3.8k 107.62
Qnity Electronics (Q) 0.1 $399k 2.4k 163.31
Prudential Financial (PRU) 0.1 $396k 3.7k 107.93
iShares S&P 1500 Index Fund (ITOT) 0.1 $386k 2.4k 164.27
SYSCO Corporation (SYY) 0.1 $386k 4.6k 83.58
Vanguard Dividend Appreciation ETF (VIG) 0.1 $386k 1.6k 236.62
Bank of America Corporation (BAC) 0.1 $382k 6.7k 56.98
Netflix (NFLX) 0.1 $375k 5.3k 71.40
Bristol Myers Squibb (BMY) 0.1 $369k 6.4k 57.62
Dimensional Etf Trust (DFAS) 0.1 $364k 4.4k 82.34
Capital Group Intl Focus Eqt (CGXU) 0.1 $360k 10k 34.62
Phillips 66 (PSX) 0.1 $346k 2.0k 169.03
Capital Group Dividend Growe (CGDG) 0.1 $341k 9.1k 37.51
Paychex (PAYX) 0.1 $331k 3.4k 98.33
Target Corporation (TGT) 0.1 $323k 2.5k 130.61
Republic Services (RSG) 0.1 $317k 1.5k 213.09
Goldman Sachs (GS) 0.1 $316k 312.00 1011.37
Prologis (PLD) 0.1 $311k 2.3k 135.44
Proshares Tr S&p 500 Aristo (NOBL) 0.1 $304k 5.4k 56.16
Xylem (XYL) 0.1 $301k 2.6k 118.21
Grayscale Bitcoin Ord (GBTC) 0.1 $299k 6.6k 45.52
Sprott Fds Tr (COPJ) 0.1 $290k 7.3k 39.60
Eos Energy Enterprises Inc Com Cl A (EOSE) 0.1 $288k 49k 5.88
Energy Select Sector SPDR (XLE) 0.1 $288k 5.4k 53.11
Pepsi (PEP) 0.1 $283k 2.1k 135.42
Legg Mason Etf Equity Tr int lw vty hgh (LVHI) 0.1 $283k 7.0k 40.58
Accenture (ACN) 0.1 $279k 2.2k 124.47
Fedex Fght Hldg (FDXF) 0.1 $274k 1.8k 150.99
Glacier Ban (GBCI) 0.1 $265k 5.1k 51.58
Dimensional Etf Trust (DFIV) 0.1 $263k 4.9k 54.02
Uscf Etf Tr summerhaven k1 (SDCI) 0.1 $262k 9.9k 26.44
Vertiv Holdings Llc vertiv holdings (VRT) 0.1 $261k 780.00 334.82
Vanguard Total Stock Market ETF (VTI) 0.1 $259k 700.00 369.80
Vanguard Short-Term Bond ETF (BSV) 0.1 $255k 3.3k 77.91
iShares S&P 500 Value Index (IVE) 0.1 $253k 1.1k 227.06
First Trust Value Line Dividend Indx Fnd (FVD) 0.1 $252k 5.2k 48.18
Boeing Company (BA) 0.1 $247k 1.1k 216.47
Vici Pptys (VICI) 0.1 $245k 9.2k 26.55
Capital Group Fixed Income E (CGMU) 0.1 $245k 8.9k 27.47
Dick's Sporting Goods (DKS) 0.1 $244k 1.1k 226.90
Eaton (ETN) 0.1 $244k 572.00 426.12
Servicenow (NOW) 0.1 $243k 2.4k 99.28
Wabtec Corporation (WAB) 0.1 $241k 894.00 269.60
Realty Income (O) 0.1 $234k 3.8k 61.96
iShares S&P MidCap 400 Value Index (IJJ) 0.1 $231k 1.6k 147.73
Dover Corporation (DOV) 0.1 $224k 1.0k 224.28
Rbb Fund Trust (FEOE) 0.1 $218k 4.1k 53.40
Equinix (EQIX) 0.1 $214k 205.00 1042.39
Devon Energy Corporation (DVN) 0.1 $212k 5.1k 41.32
Goldman Sachs Etf Tr (GPIX) 0.1 $212k 3.8k 55.57
Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL) 0.1 $210k 3.1k 68.54
Vanguard Emerging Markets ETF (VWO) 0.1 $208k 3.5k 59.69
BlackRock MuniHoldings Fund (MHD) 0.1 $208k 18k 11.90
Entrepreneurshares Series Tr (XOVR) 0.1 $205k 9.7k 21.05
Stag Industrial (STAG) 0.1 $203k 5.3k 38.06
iShares Lehman Aggregate Bond (AGG) 0.1 $197k 2.0k 98.98
Invesco Exchange Traded Fd T rusel mdcp gwt (XMMO) 0.1 $185k 1.1k 170.14
Invesco Exchange Traded Fd T rusel mdcp eql (XMHQ) 0.1 $181k 1.6k 112.88
Deere & Company (DE) 0.1 $180k 284.00 634.33
Allstate Corporation (ALL) 0.1 $173k 725.00 237.94
Intel Corporation (INTC) 0.1 $171k 1.2k 139.63
Schwab Strategic Tr cmn (SCHV) 0.1 $171k 4.9k 34.81
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.1 $170k 2.1k 82.11
United Parcel Service (UPS) 0.1 $169k 1.6k 107.50
Schwab U S Small Cap ETF (SCHA) 0.1 $164k 4.5k 36.13
iShares Lehman Short Treasury Bond (SHV) 0.1 $160k 1.5k 110.35
Vanguard Mid-Cap Growth ETF (VOT) 0.0 $157k 514.00 306.10
Cummins (CMI) 0.0 $157k 220.00 713.21
Duke Energy (DUK) 0.0 $154k 1.2k 126.58
Sch Us Mid-cap Etf etf (SCHM) 0.0 $141k 3.8k 36.87
Schwab U S Large Cap Growth ETF (SCHG) 0.0 $134k 4.0k 33.84
Vanguard Small-Cap Growth ETF (VBK) 0.0 $132k 360.00 365.70
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) 0.0 $130k 1.4k 93.39
J P Morgan Exchange-traded F (JEPI) 0.0 $128k 2.3k 56.48
Vanguard Esg U.s. Stock Etf etf (ESGV) 0.0 $127k 960.00 132.24
Vanguard Scottsdale Fds vng rus2000idx (VTWO) 0.0 $126k 1.0k 121.42
General Dynamics Corporation (GD) 0.0 $117k 331.00 354.24
Charles Schwab Corporation (SCHW) 0.0 $111k 1.2k 92.27
At&t (T) 0.0 $111k 5.4k 20.70
Ishares Inc msci emrg chn (EMXC) 0.0 $110k 1.1k 102.26
Invesco Exchange W&p 500 Qualit equities (SPHQ) 0.0 $105k 1.2k 90.10
Invesco Exchange Traded Fd T rusel 2000 val (XSVM) 0.0 $104k 1.5k 69.59
Automatic Data Processing (ADP) 0.0 $104k 464.00 223.95
Vanguard Value ETF (VTV) 0.0 $103k 474.00 217.93
Schwab Strategic Tr us lrg cap etf (SCHX) 0.0 $103k 3.5k 29.43
Franklin Templeton Etf Tr liberty inter (FLMI) 0.0 $101k 4.0k 25.17
Spdr Euro Stoxx 50 Etf (FEZ) 0.0 $95k 1.4k 68.68
Goldman Sachs Etf Tr (GCAL) 0.0 $90k 1.8k 51.20
Vanguard Int High Dvd Yld In exchange traded funds (VYMI) 0.0 $84k 854.00 98.20
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.0 $81k 925.00 87.91
Ford Motor Company (F) 0.0 $81k 5.8k 13.90
J P Morgan Exchange-traded F (JAVA) 0.0 $81k 1.0k 79.41
iShares S&P Cal AMTFr Mncpl Bnd (CMF) 0.0 $78k 1.4k 57.64
Pgim Etf Tr (PAAA) 0.0 $77k 1.5k 51.27
Vanguard Large-Cap ETF (VV) 0.0 $76k 220.00 343.91
Schwab Strategic Tr sht tm us tres (SCHO) 0.0 $63k 2.6k 24.14
iShares Russell Midcap Value Index (IWS) 0.0 $62k 379.00 164.60
Vanguard Mega Cap 300 Value Index ETF (MGV) 0.0 $61k 375.00 163.45
Technology SPDR (XLK) 0.0 $59k 312.00 190.52
iShares S&P Global Technology Sect. (IXN) 0.0 $58k 400.00 144.48
Vanguard Growth ETF (VUG) 0.0 $57k 658.00 86.14
General Motors Company (GM) 0.0 $55k 715.00 77.08
Franklin Templeton Etf Tr cmn (FLQM) 0.0 $55k 949.00 57.89
J P Morgan Exchange Traded F div rtn em eqt (JPEM) 0.0 $53k 846.00 62.78
Consumer Staples Select Sect. SPDR (XLP) 0.0 $51k 610.00 83.07
iShares Morningstar Mid Growth Idx (IMCG) 0.0 $50k 510.00 98.30
Invesco S&p 500 Equal Weight Etf (RSP) 0.0 $49k 232.00 213.05
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.0 $47k 499.00 94.57
Southwest Airlines (LUV) 0.0 $43k 842.00 51.42
Invesco Exch Trd Slf Idx Fd buletshs 2027 (BSJR) 0.0 $42k 1.9k 22.35
Invesco Exch Trd Slf Idx Fd invsco blsh 26 (BSJQ) 0.0 $41k 1.8k 22.96
Invesco Financial Preferred Et other (PGF) 0.0 $40k 2.9k 13.71
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 0.0 $40k 1.3k 31.10
Dimensional Etf Trust (DFAI) 0.0 $35k 856.00 41.23
Health Care SPDR (XLV) 0.0 $35k 220.00 158.66
iShares Russell 1000 Growth Index (IWF) 0.0 $34k 276.00 124.17
Invesco Exchange Traded Fd Tr etf (PEY) 0.0 $34k 1.5k 23.18
Citigroup (C) 0.0 $34k 242.00 139.96
iShares Russell 1000 Value Index (IWD) 0.0 $33k 135.00 242.43
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.0 $32k 385.00 82.65
iShares Dow Jones Select Dividend (DVY) 0.0 $31k 200.00 156.30
iShares Russell Midcap Growth Idx. (IWP) 0.0 $27k 186.00 146.41
Comcast Corporation (CMCSA) 0.0 $26k 1.1k 24.55
iShares Russell 3000 Growth Index (IUSG) 0.0 $25k 132.00 188.09
American Tower Reit (AMT) 0.0 $24k 145.00 163.57
Vanguard Small-Cap ETF (VB) 0.0 $24k 78.00 303.12
Pgim Ultra Short Bd Etf etf/closed end- (PULS) 0.0 $22k 450.00 49.55
Vaneck Vectors Etf Tr morningstar wide (MOAT) 0.0 $21k 200.00 103.96
Vanguard FTSE All-World ex-US ETF (VEU) 0.0 $18k 216.00 83.75
Consumer Discretionary SPDR (XLY) 0.0 $16k 140.00 117.28
iShares Russell 3000 Value Index (IUSV) 0.0 $15k 132.00 110.15
iShares NASDAQ Biotechnology Index (IBB) 0.0 $14k 75.00 190.19
Goldman Sachs Etf Tr (GTOP) 0.0 $14k 284.00 49.79
Philip Morris International (PM) 0.0 $14k 75.00 180.91
Vanguard Scottsdale Fds vng rus1000grw (VONG) 0.0 $10k 78.00 127.81
Marsh & McLennan Companies (MRSH) 0.0 $9.8k 59.00 166.68
Vanguard Small-Cap Value ETF (VBR) 0.0 $7.8k 32.00 243.00
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.0 $7.7k 187.00 41.43
Toyota Motor Corporation (TM) 0.0 $7.6k 45.00 168.42
iShares MSCI EAFE Value Index (EFV) 0.0 $6.6k 86.00 76.55
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.0 $6.3k 77.00 82.27
iShares Dow Jones US Healthcare (IYH) 0.0 $5.2k 77.00 67.01
J P Morgan Exchange Traded F div rtn int eq (JPIN) 0.0 $3.8k 52.00 72.31
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.0 $2.2k 47.00 46.81
Vanguard Intermediate-Term Bond ETF (BIV) 0.0 $2.1k 28.00 76.71
Vanguard Long-Term Bond ETF (BLV) 0.0 $2.1k 31.00 68.94
Vanguard Extended Market ETF (VXF) 0.0 $985.000000 4.00 246.25
iShares Russell Midcap Index Fund (IWR) 0.0 $883.000000 8.00 110.38