RICHARDS, MERRILL & PETERSON, INC.
•CIK: 90108•Filing: Q4 2025
**RICHARDS, MERRILL & PETERSON, INC.** manages $261M across a diverse portfolio of 273 holdings. The fund exhibits significant concentration in mega-cap technology and consumer staples, with top positions including MSFT ($13.0M) and AAPL ($12.9M). Notable allocations also include COST ($10.9M), AMZN ($9.7M), and NDQ ($9.6M). This structure suggests a core investment thesis focused on established market leaders within growth and defensive sectors.
Total AUM
$260.9M
QoQ Performance
+12.6%
Positions
172
Top 10 Concentration
34.0%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT5.0%
AAPL5.0%
COST4.2%
AMZN3.7%
NDQ3.7%
NVDA3.2%
GOOGL2.5%
SPY2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other41.1%
Technology23.3%
Consumer12.7%
Financial6.1%
ETF4.2%
Healthcare4.1%
Industrial4.0%
Energy1.2%
🚪 Exited Positionssold since Q3 2025
+36 more exited positions
Changes from Q3 2025
NEW26 new positions
↑108 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024