Richards, Merrill & Peterson, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Richards, Merrill & Peterson, Inc. reported 501 stock positions worth $191.4 million. Its top holding was Apple (AAPL) at 6.3% of the portfolio, followed by Microsoft (MSFT, 5.5%) and Costco Wholesale (COST, 4.9%).
- Most Recent 13F
- Q2 2026
- Location
- SPOKANE, WA
- CIK
- 0000090108
- Portfolio Value
- $191.4M (Q4 2024)
- SEC Filing
- 0001398344-25-002691 ↗ filed Feb 13, 2025
Holdings Value
Holdings 501 stocks · $191.4M
| AAPL Apple Inc. | 6.30% | 48,190 | $12.1M | — |
| MSFT Microsoft Corp. | 5.53% | 25,111 | $10.6M | — |
| COST Costco Wholesale Corp. | 4.88% | 10,196 | $9.3M | — |
| AMZN Amazon.com Inc. | 4.16% | 36,259 | $8.0M | — |
| QQQ Invesco QQQ Trust Series 1 | 3.48% | 13,028 | $6.7M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.87% | 9,372 | $5.5M | — |
| SYK Stryker Corp. | 2.14% | 11,401 | $4.1M | — |
| NVDA Nvidia Corp. | 1.84% | 26,207 | $3.5M | — |
| JPM JPMorgan Chase & Co. | 1.82% | 14,517 | $3.5M | — |
| HD Home Depot Inc. | 1.79% | 8,819 | $3.4M | — |
| CVX Chevron Corp. | 1.78% | 23,541 | $3.4M | — |
| GOOGL Alphabet Inc. Class A | 1.64% | 16,583 | $3.1M | — |
| META Meta Platforms Inc. Class A | 1.57% | 5,125 | $3.0M | — |
| V Visa Inc. Class A | 1.37% | 8,312 | $2.6M | — |
| LOW Lowe's Cos Inc. | 1.18% | 9,136 | $2.3M | — |
| RTX RTX Corp. | 1.10% | 18,166 | $2.1M | — |
| SCHD Schwab US DVD Equity ETF | 1.05% | 73,609 | $2.0M | — |
| VOO Vanguard S&P 500 ETF | 1.00% | 3,560 | $1.9M | — |
| CGSD Cap Group Short Duration | 0.96% | 71,308 | $1.8M | — |
| HON Honeywell International Inc. | 0.95% | 8,066 | $1.8M | — |
| GOOG Alphabet Inc. Class C | 0.95% | 9,519 | $1.8M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.91% | 3,851 | $1.7M | — |
| MRK Merck & Co. Inc. | 0.90% | 17,283 | $1.7M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.90% | 7,800 | $1.7M | — |
| CSCO Cisco Systems Inc. | 0.88% | 28,410 | $1.7M | — |
| APD Air Products & Chemicals Inc. | 0.80% | 5,276 | $1.5M | — |
| AVA Avista Corp. | 0.80% | 41,576 | $1.5M | — |
| PG The Procter & Gamble Co. | 0.78% | 8,929 | $1.5M | — |
| FDX FedEx Corp. | 0.78% | 5,303 | $1.5M | — |
| CRM Salesforce Inc. | 0.76% | 4,378 | $1.5M | — |
| IJH iShares Core S&P Midcap ETF | 0.74% | 22,886 | $1.4M | — |
| MCD McDonald's Corp. | 0.74% | 4,892 | $1.4M | — |
| XOM Exxon Mobil Corp. | 0.73% | 13,014 | $1.4M | — |
| ISRG Intuitive Surgical Inc. | 0.72% | 2,657 | $1.4M | — |
| AMAT Applied Materials Inc. | 0.72% | 8,461 | $1.4M | — |
| CAT Caterpillar Inc. | 0.69% | 3,626 | $1.3M | — |
| CGGR Cap Group Growth Equity | 0.67% | 34,641 | $1.3M | — |
| WMT Walmart Inc. | 0.67% | 14,093 | $1.3M | — |
| USB US Bancorp | 0.66% | 26,565 | $1.3M | — |
| WM Waste Management Inc. | 0.65% | 6,145 | $1.2M | — |
| IJT iShares S&P Small-Cap 600 GR | 0.65% | 9,130 | $1.2M | — |
| MDT Medtronic PLC | 0.62% | 14,962 | $1.2M | — |
| CGCB Cap Group Core Bond | 0.60% | 44,775 | $1.2M | — |
| VZ Verizon Communications Inc. | 0.59% | 28,281 | $1.1M | — |
| TXN Texas Instruments Inc. | 0.58% | 5,953 | $1.1M | — |
| UNP Union Pacific Corp. | 0.58% | 4,853 | $1.1M | — |
| KO The Coca-Cola Co. | 0.55% | 16,874 | $1.1M | — |
| SBUX Starbucks Corp. | 0.55% | 11,468 | $1.0M | — |
| BX Blackstone Inc. | 0.54% | 6,012 | $1.0M | — |
| ORCL Oracle Corp. | 0.53% | 6,124 | $1.0M | — |
| IJR iShares Core S&P Small-Cap E | 0.53% | 8,853 | $1.0M | — |
| ACN Accenture PLC Class A | 0.52% | 2,825 | $994K | — |
| UNH Unitedhealth Group Inc. | 0.51% | 1,945 | $984K | — |
| EMR Emerson Electric Co. | 0.51% | 7,810 | $968K | — |
| TMUS T-Mobile US Inc. | 0.50% | 4,302 | $950K | — |
| ITW Illinois Tool Works | 0.47% | 3,560 | $903K | — |
| ABBV Abbvie Inc. | 0.46% | 4,974 | $884K | — |
| ETD Ethan Allen Interiors Inc. | 0.45% | 30,330 | $853K | — |
| TSCO Tractor Supply Company | 0.45% | 16,060 | $852K | — |
| PTRB Pgim Total Return Bond ETF | 0.44% | 20,785 | $851K | — |
| BLK BlackRock Inc. | 0.43% | 801 | $822K | — |
| CGCP Cap Group Core Plus Income | 0.42% | 36,466 | $810K | — |
| QCOM Qualcomm Inc. | 0.41% | 5,107 | $785K | — |
| VYM Vanguard High DVD Yield ETF | 0.41% | 6,118 | $781K | — |
| MS Morgan Stanley | 0.41% | 6,200 | $779K | — |
| TSLA Tesla Inc. | 0.40% | 1,902 | $768K | — |
| CGMS Cap Group US Multi-Sect Bond | 0.39% | 27,135 | $740K | — |
| SO The Southern Co. | 0.39% | 8,962 | $738K | — |
| ABT Abbott Laboratories | 0.38% | 6,426 | $727K | — |
| SYY Sysco Corp. | 0.37% | 9,291 | $710K | — |
| DHI D.R. Horton Inc. | 0.37% | 5,072 | $709K | — |
| SNOW Snowflake Inc. | 0.37% | 4,557 | $704K | — |
| NKE Nike Inc. Class B | 0.34% | 8,715 | $659K | — |
| COP Conocophillips | 0.34% | 6,636 | $658K | — |
| JNJ Johnson & Johnson | 0.34% | 4,516 | $653K | — |
| PLTR Palantir Technologies Inc. Class A | 0.33% | 8,364 | $633K | — |
| DHR Danaher Corp. | 0.33% | 2,736 | $628K | — |
| ENVX Enovix Corp. | 0.32% | 56,208 | $611K | — |
| AXP American Express Co. | 0.32% | 2,057 | $611K | — |
| TT Trane Technologies PLC | 0.31% | 1,611 | $595K | — |
| AFL Aflac Inc. | 0.31% | 5,734 | $593K | — |
| PAYX Paychex Inc. | 0.31% | 4,220 | $592K | — |
| IJK iShares S&P Mid-Cap 400 Grow | 0.31% | 6,471 | $588K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.30% | 8,259 | $580K | — |
| LMT Lockheed Martin Corp. | 0.29% | 1,150 | $559K | — |
| OXY Occidental Petroleum Corp. | 0.29% | 11,238 | $555K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 12,072 | $531K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 4,720 | $526K | — |
| PANW Palo Alto Networks Inc. | 0.27% | 2,878 | $524K | — |
| BOND PIMCO Active Bond Exchange-T | 0.27% | 5,766 | $521K | — |
| LSTR Landstar System Inc. | 0.26% | 2,919 | $502K | — |
| KMI Kinder Morgan Inc. | 0.26% | 18,104 | $496K | — |
| MA Mastercard Inc. Class A | 0.26% | 927 | $488K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.25% | 3,008 | $487K | — |
| AVGO Broadcom Inc. | 0.25% | 2,081 | $482K | — |
| OMC Omnicom Group | 0.25% | 5,521 | $475K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.24% | 2,313 | $457K | — |
| ORLY O'reilly Automotive Inc. | 0.24% | 380 | $451K | — |
| WDIV St STR SPD S&P Glo Div-US Inc. | 0.23% | 7,231 | $449K | — |
| LLY Eli Lilly & Co. | 0.23% | 568 | $438K | — |
Other holdings (1): bonds, preferreds, convertibles and warrants · $11K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 391 | $11K | — |
Total filed on the 13F, all lines: $191.4M.
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 285 | $315.1M | AAPL, MSFT, AMZN, COST, QQQ |
| Q1 2026 | 282 | $272.6M | COST, AAPL, MSFT, AMZN, QQQ |
| Q4 2025 | 272 | $260.9M | MSFT, AAPL, COST, AMZN, QQQ |
| Q3 2025 | 214 | $231.6M | MSFT, AAPL, COST, QQQ, AMZN |
| Q2 2025 | 199 | $210.3M | MSFT, COST, AAPL, QQQ, AMZN |
| Q1 2025 | 493 | $192.2M | AAPL, COST, MSFT, AMZN, QQQ |
| Q4 2024 | 501 | $191.4M | AAPL, MSFT, COST, AMZN, QQQ |