Richards, Merrill & Peterson, Inc.
286 holdingsFiling period: 2026-06-30Current AUM: $323.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 53.1K | $15.4M | $18.3M | 5.66% | +4.8K | 2026-06-30 |
| 2 | MSFT | Microsoft Corp | 34.1K | $12.7M | $17.8M | 5.51% | +2.4K | 2026-06-30 |
| 3 | AMZN | Amazon.com Inc | 50.6K | $12.1M | $12.2M | 3.76% | +2.5K | 2026-06-30 |
| 4 | COST | Costco Whsl Corp New | 12.8K | $12.0M | $13.0M | 4.01% | +47 | 2026-06-30 |
| 5 | QQQ | Invesco Qqq TR ETF | 15.8K | $11.7M | $10.9M | 3.38% | +212 | 2026-06-30 |
| 6 | NVDA | NVIDIA Corp | 47.9K | $9.6M | $9.8M | 3.03% | +666 | 2026-06-30 |
| 7 | GOOGL | Alphabet Inc Voting | 25.7K | $9.2M | $7.2M | 2.22% | +3.1K | 2026-06-30 |
| 8 | SPY | State Street Spdr ETF | 9.7K | $7.2M | $7.3M | 2.26% | +294 | 2026-06-30 |
| 9 | AMAT | Applied Materials Inc | 9.8K | $7.1M | $3.8M | 1.18% | +230 | 2026-06-30 |
| 10 | MU | Micron Technology Inc | 5.2K | $6.0M | $4.6M | 1.41% | -1,117 | 2026-06-30 |
| 11 | SYK | Stryker Corp | 18.4K | $5.8M | $5.4M | 1.66% | +2.2K | 2026-06-30 |
| 12 | JPM | JPMorgan Chase & Co | 15.8K | $5.2M | $5.3M | 1.65% | +94 | 2026-06-30 |
| 13 | SCHD | Schwab US Dividend ETF | 162.2K | $5.1M | $5.8M | 1.80% | +10.3K | 2026-06-30 |
| 14 | CGSD | Capital Grp Short ETF | 198.4K | $5.1M | $5.0M | 1.56% | +11.4K | 2026-06-30 |
| 15 | CVX | Chevron Corporation | 30.2K | $5.0M | $7.1M | 2.20% | -63 | 2026-06-30 |
| 16 | META | Meta Platforms Inc | 8.5K | $4.8M | $5.3M | 1.63% | +749 | 2026-06-30 |
| 17 | VOO | Vanguard Index Fds ETF | 6.7K | $4.6M | $4.7M | 1.44% | +157 | 2026-06-30 |
| 18 | CAT | Caterpillar Inc | 4.0K | $4.2M | $2.5M | 0.77% | +107 | 2026-06-30 |
| 19 | CGGR | Capital Grp Growth ETF | 86.7K | $4.1M | $4.0M | 1.22% | +1.9K | 2026-06-30 |
| 20 | RTX | Rtx Corp | 18.7K | $3.5M | $3.7M | 1.15% | +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 | $2.8M | 0.87% | -845 | 2026-06-30 |
| 24 | GOOG | Alphabet Inc Non Voting | 8.8K | $3.1M | $2.4M | 0.76% | -161 | 2026-06-30 |
| 25 | CGCB | Capital Group Fxd ETF | 107.3K | $2.8M | $2.7M | 0.84% | +16.5K | 2026-06-30 |
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