RICHARDS, MERRILL & PETERSON, INC.
288 holdingsFiling period: 2026-06-30Current AUM: $321.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 53.1K | $15.4M | $17.6M | 5.47% | +4.8K | 2026-06-30 |
| 2 | MSFT | MICROSOFT CORP | 34.1K | $12.7M | $17.0M | 5.28% | +2.4K | 2026-06-30 |
| 3 | AMZN | AMAZON COM INC | 50.6K | $12.1M | $12.6M | 3.91% | +2.5K | 2026-06-30 |
| 4 | COST | COSTCO WHSL CORP NEW | 12.8K | $12.0M | $11.5M | 3.59% | +47 | 2026-06-30 |
| 5 | QQQ | INVESCO QQQ TR ETF | 15.8K | $11.7M | $11.2M | 3.47% | +212 | 2026-06-30 |
| 6 | NVDA | NVIDIA CORP | 47.9K | $9.6M | $10.2M | 3.16% | +666 | 2026-06-30 |
| 7 | GOOGL | ALPHABET INC VOTING | 25.7K | $9.2M | $8.9M | 2.75% | +3.1K | 2026-06-30 |
| 8 | SPY | STATE STREET SPDR ETF | 9.7K | $7.2M | $7.3M | 2.28% | +294 | 2026-06-30 |
| 9 | AMAT | APPLIED MATERIALS INC | 9.8K | $7.1M | $4.1M | 1.28% | +230 | 2026-06-30 |
| 10 | MU | MICRON TECHNOLOGY INC | 5.2K | $6.0M | $4.8M | 1.49% | -1,117 | 2026-06-30 |
| 11 | SYK | STRYKER CORP | 18.4K | $5.8M | $5.2M | 1.61% | +2.2K | 2026-06-30 |
| 12 | JPM | JPMORGAN CHASE & CO | 15.8K | $5.2M | $5.6M | 1.74% | +94 | 2026-06-30 |
| 13 | SCHD | SCHWAB US DIVIDEND ETF | 162.2K | $5.1M | $5.6M | 1.73% | +10.3K | 2026-06-30 |
| 14 | CGSD | CAPITAL GRP SHORT ETF | 198.4K | $5.1M | $5.1M | 1.57% | +11.4K | 2026-06-30 |
| 15 | CVX | CHEVRON CORPORATION | 30.2K | $5.0M | $6.6M | 2.05% | -63 | 2026-06-30 |
| 16 | META | META PLATFORMS INC | 8.5K | $4.8M | $5.7M | 1.78% | +749 | 2026-06-30 |
| 17 | VOO | VANGUARD INDEX FDS ETF | 6.7K | $4.6M | $4.7M | 1.45% | +157 | 2026-06-30 |
| 18 | CAT | CATERPILLAR INC | 4.0K | $4.2M | $3.1M | 0.97% | +107 | 2026-06-30 |
| 19 | CGGR | CAPITAL GRP GROWTH ETF | 86.7K | $4.1M | $4.0M | 1.24% | +1.9K | 2026-06-30 |
| 20 | RTX | RTX CORP | 18.7K | $3.5M | $3.6M | 1.13% | +195 | 2026-06-30 |
| 21 | CGDV | CAPITAL GRP DIVIDEND ETF | 64.9K | $3.2M | $3.2M | 0.98% | +5.6K | 2026-06-30 |
| 22 | INCM | FRANKLIN TEMPLETON ETF | 110.1K | $3.2M | $3.2M | 1.00% | +37.4K | 2026-06-30 |
| 23 | CSCO | CISCO SYSTEMS INC | 26.8K | $3.2M | $3.0M | 0.92% | -845 | 2026-06-30 |
| 24 | GOOG | ALPHABET INC NON VOTING | 8.8K | $3.1M | $3.0M | 0.93% | -161 | 2026-06-30 |
| 25 | CGCB | CAPITAL GROUP FXD ETF | 107.3K | $2.8M | $2.7M | 0.85% | +16.5K | 2026-06-30 |
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