RICHARDS, MERRILL & PETERSON, INC.

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, RICHARDS, MERRILL & PETERSON, INC. maintained a portfolio of 295 distinct positions. They heavily accumulated shares in COSTCO WHOLESALE COR, increasing their position by 0.7%. The fund also reduced its exposure to CHEVRON CORPORATION by 12.8%.
PCA Score Concentration Risk
Risk ENB
Total Positions
295
Quarter
2026 Q1
Top Holding
COST (4.7%)
Top 10 Concentration
32.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 295
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
COST
COSTCO WHOLESAL...
Consumer Defensive 4.67% 4.19% #1 2
Prev: #3
4.4 83 0.7%
P
S
12,763 $12,717,831 2024 Q4 13F Filing 2026-03-31 2026-04-17
AAPL
APPLE INC
Technology 4.49% 4.96% #2
Prev: #2
3.8 679 1.4%
P
S
48,255 $12,246,566 2024 Q4 13F Filing 2026-03-31 2026-04-17
MSFT
MICROSOFT CORP
Technology 4.30% 4.99% #3 2
Prev: #1
4.7 4,762 17.7%
P
S
31,681 $11,727,202 2024 Q4 13F Filing 2026-03-31 2026-04-17
AMZN
AMAZON COM INC
Consumer Cyclical 3.67% 3.71% #4
Prev: #4
4.0 6,131 14.6%
P
S
48,048 $10,006,978 2024 Q4 13F Filing 2026-03-31 2026-04-17
QQQ
INVESCO QQQ TR
ETF 3.31% 3.67% #5
Prev: #5
2.3 39 0.3%
P
S
15,623 $9,017,221 2024 Q4 13F Filing 2026-03-31 2026-04-17
NVDA
NVIDIA CORPORAT...
Technology 3.02% 3.18% #6
Prev: #6
3.2 2,783 6.3%
P
S
47,244 $8,239,439 2024 Q4 13F Filing 2026-03-31 2026-04-17
GOOGL
ALPHABET INC
Communication Services 2.38% 2.53% #7
Prev: #7
3.0 1,501 7.1%
P
S
22,567 $6,489,366 2024 Q4 13F Filing 2026-03-31 2026-04-17
CVX
CHEVRON CORPORA...
Energy 2.30% 2.03% #8 1
Prev: #9
1.4 -4,448 -12.8%
P
S
30,312 $6,271,514 2024 Q4 13F Filing 2026-03-31 2026-04-17
SPY
STATE STR SPDR ...
ETF 2.24% 2.47% #9 1
Prev: #8
1.4 -53 -0.6%
P
S
9,383 $6,102,315 2024 Q4 13F Filing 2026-03-31 2026-04-17
SYK
STRYKER CORPORA...
Healthcare 1.95% 2.01% #10
Prev: #10
2.8 1,229 8.2%
P
S
16,171 $5,313,557 2024 Q4 13F Filing 2026-03-31 2026-04-17
CGSD
CAPITAL GRP FIX...
ETF 1.77% 1.24% #11 6
Prev: #17
3.7 62,652 50.4%
P
S
186,984 $4,822,327 2024 Q4 13F Filing 2026-03-31 2026-04-17
SCHD
SCHWAB STRATEGI...
ETF 1.71% 1.26% #12 4
Prev: #16
3.2 31,545 26.2%
P
S
151,829 $4,658,122 2024 Q4 13F Filing 2026-03-31 2026-04-17
JPM
JPMORGAN CHASE ...
Financial Services 1.70% 1.90% #13 2
Prev: #11
1.2 354 2.3%
P
S
15,730 $4,627,161 2024 Q4 13F Filing 2026-03-31 2026-04-17
META
META PLATFORMS ...
Communication Services 1.64% 1.71% #14 2
Prev: #12
2.7 1,025 15.1%
P
S
7,791 $4,457,287 2024 Q4 13F Filing 2026-03-31 2026-04-17
VOO
VANGUARD INDEX ...
ETF 1.43% 1.51% #15 2
Prev: #13
1.1 250 4.0%
P
S
6,537 $3,906,184 2024 Q4 13F Filing 2026-03-31 2026-04-17
RTX
RTX CORPORATION
Industrials 1.31% 1.33% #16 2
Prev: #14
1.0 -390 -2.1%
P
S
18,461 $3,561,107 2024 Q4 13F Filing 2026-03-31 2026-04-17
CGGR
CAPITAL GROUP G...
ETF 1.25% 1.19% #17 2
Prev: #19
3.0 14,965 21.4%
P
S
84,742 $3,405,792 2024 Q4 13F Filing 2026-03-31 2026-04-17
AMAT
APPLIED MATLS I...
Technology 1.20% 0.96% #18 7
Prev: #25
1.0 -161 -1.7%
P
S
9,560 $3,267,386 2024 Q4 13F Filing 2026-03-31 2026-04-17
HD
HOME DEPOT INC
Consumer Cyclical 1.19% 1.28% #19 4
Prev: #15
1.0 178 1.8%
P
S
9,878 $3,248,724 2024 Q4 13F Filing 2026-03-31 2026-04-17
XOM
EXXON MOBIL COR...
Energy 1.07% 0.88% #20 6
Prev: #26
0.9 -1,949 -10.2%
P
S
17,226 $2,922,560 2024 Q4 13F Filing 2026-03-31 2026-04-17
BRK/B
BERKSHIRE HATHA...
Financial Services 1.04% 1.12% #21
Prev: #21
0.9 119 2.1%
P
S
5,907 $2,830,634 2024 Q4 13F Filing 2026-03-31 2026-04-17
CAT
CATERPILLAR INC
Industrials 1.01% 0.86% #22 8
Prev: #30
0.9 -49 -1.3%
P
S
3,869 $2,740,832 2024 Q4 13F Filing 2026-03-31 2026-04-17
ISRG
INTUITIVE SURGI...
Healthcare 1.00% 1.23% #23 5
Prev: #18
0.9 263 4.6%
P
S
5,931 $2,734,132 2024 Q4 13F Filing 2026-03-31 2026-04-17
PTRB
PGIM ETF TR
ETF 0.99% 1.02% #24 1
Prev: #23
0.9 1,767 2.8%
P
S
65,214 $2,707,047 2024 Q4 13F Filing 2026-03-31 2026-04-17
GOOG
ALPHABET INC
Communication Services 0.94% 1.12% #25 5
Prev: #20
0.9 -338 -3.6%
P
S
8,965 $2,571,805 2024 Q4 13F Filing 2026-03-31 2026-04-17
CGDV
CAPITAL GROUP D...
Unknown 0.93% 0.57% #26 19
Prev: #45
3.4 24,945 72.6%
P
S
59,315 $2,523,260 2024 Q4 13F Filing 2026-03-31 2026-04-17
CGCB
CAPITAL GRP FIX...
Bond/Debt 0.87% 0.87% #27 1
Prev: #28
2.3 4,860 5.7%
P
S
90,763 $2,383,434 2024 Q4 13F Filing 2026-03-31 2026-04-17
V
VISA INC
Financial Services 0.85% 1.07% #28 6
Prev: #22
0.8 -315 -4.0%
P
S
7,641 $2,309,496 2024 Q4 13F Filing 2026-03-31 2026-04-17
LOW
LOWES COS INC
Consumer Cyclical 0.82% 0.88% #29 2
Prev: #27
0.8 -22 -0.2%
P
S
9,488 $2,241,849 2024 Q4 13F Filing 2026-03-31 2026-04-17
PLTR
PALANTIR TECHNO...
Technology 0.80% 0.97% #30 6
Prev: #24
0.8 705 4.9%
P
S
14,950 $2,186,886 2024 Q4 13F Filing 2026-03-31 2026-04-17
CSCO
CISCO SYS INC
Technology 0.79% 0.82% #31
Prev: #31
0.8 16 0.1%
P
S
27,682 $2,147,842 2024 Q4 13F Filing 2026-03-31 2026-04-17
MU
MICRON TECHNOLO...
Technology 0.78% 0.65% #32 5
Prev: #37
0.8 295 4.9%
P
S
6,273 $2,119,270 2024 Q4 13F Filing 2026-03-31 2026-04-17
INCM
FRANKLIN TEMPLE...
ETF 0.77% 0.56% #33 14
Prev: #47
2.8 20,235 38.5%
P
S
72,745 $2,091,419 2025 Q2 13F Filing 2026-03-31 2026-04-17
AVGO
BROADCOM INC
Technology 0.74% 0.66% #34 2
Prev: #36
2.8 1,588 32.0%
P
S
6,551 $2,027,603 2024 Q4 13F Filing 2026-03-31 2026-04-17
IBM
INTERNATIONAL B...
Technology 0.71% 0.86% #35 6
Prev: #29
2.3 385 5.1%
P
S
7,990 $1,936,728 2024 Q4 13F Filing 2026-03-31 2026-04-17
MCD
MCDONALDS CORP
Consumer Cyclical 0.69% 0.66% #36 2
Prev: #34
2.3 356 6.3%
P
S
6,021 $1,871,113 2024 Q4 13F Filing 2026-03-31 2026-04-17
MRK
MERCK & CO INC
Healthcare 0.68% 0.64% #37 3
Prev: #40
0.8 -357 -2.2%
P
S
15,523 $1,867,222 2024 Q4 13F Filing 2026-03-31 2026-04-17
PG
PROCTER & GAMBL...
Consumer Defensive 0.67% 0.64% #38 1
Prev: #39
2.3 879 7.5%
P
S
12,560 $1,814,147 2024 Q4 13F Filing 2026-03-31 2026-04-17
MS
MORGAN STANLEY
Financial Services 0.66% 0.68% #39 6
Prev: #33
2.3 838 8.3%
P
S
10,888 $1,791,864 2024 Q4 13F Filing 2026-03-31 2026-04-17
IJH
ISHARES TR
ETF 0.65% 0.66% #40 5
Prev: #35
0.8 178 0.7%
P
S
26,355 $1,779,785 2024 Q4 13F Filing 2026-03-31 2026-04-17
WMT
WALMART INC
Consumer Defensive 0.63% 0.59% #41 1
Prev: #42
0.8 53 0.4%
P
S
13,793 $1,714,182 2024 Q4 13F Filing 2026-03-31 2026-04-17
KO
COCA COLA CO
Consumer Defensive 0.61% 0.57% #42 4
Prev: #46
0.7 541 2.5%
P
S
21,884 $1,664,301 2024 Q4 13F Filing 2026-03-31 2026-04-17
CGMS
CAPITAL GRP FIX...
ETF 0.60% 0.65% #43 5
Prev: #38
0.7 -1,552 -2.5%
P
S
59,775 $1,627,675 2024 Q4 13F Filing 2026-03-31 2026-04-17
VZ
VERIZON COMMUNI...
Communication Services 0.58% 0.51% #44 9
Prev: #53
0.7 -792 -2.4%
P
S
31,694 $1,591,037 2024 Q4 13F Filing 2026-03-31 2026-04-17
WM
WASTE MGMT INC ...
Industrials 0.57% 0.56% #45 3
Prev: #48
0.7 55 0.8%
P
S
6,718 $1,543,724 2024 Q4 13F Filing 2026-03-31 2026-04-17
HON
HONEYWELL INTL ...
Industrials 0.56% 0.54% #46 3
Prev: #49
0.7 -373 -5.2%
P
S
6,784 $1,533,485 2024 Q4 13F Filing 2026-03-31 2026-04-17
CEG
CONSTELLATION E...
Utilities 0.55% 0.69% #47 15
Prev: #32
2.2 274 5.4%
P
S
5,377 $1,501,424 2025 Q1 13F Filing 2026-03-31 2026-04-17
MDT
MEDTRONIC PLC
Healthcare 0.54% 0.63% #48 7
Prev: #41
0.7 55 0.3%
P
S
17,054 $1,477,744 2024 Q4 13F Filing 2026-03-31 2026-04-17
TMUS
T-MOBILE US INC
Communication Services 0.53% 0.52% #49 3
Prev: #52
0.7 272 4.1%
P
S
6,937 $1,456,984 2024 Q4 13F Filing 2026-03-31 2026-04-17
ABBV
ABBVIE INC
Healthcare 0.53% 0.58% #50 7
Prev: #43
0.7 96 1.5%
P
S
6,683 $1,453,478 2024 Q4 13F Filing 2026-03-31 2026-04-17
Showing 1-50 of 295 holdings

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