Richards, Merrill & Peterson, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Richards, Merrill & Peterson, Inc. reported 493 stock positions worth $192.2 million. Its top holding was Apple (AAPL) at 5.5% of the portfolio, followed by Costco Wholesale (COST, 5.0%) and Microsoft (MSFT, 4.9%). Compared with Q4 2024, it opened 33 new positions, sold out of 42, added to 143 and reduced 74. The biggest buy was Pgim Total Return Bond ETF (PTRB, shares +81%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SPOKANE, WA
- CIK
- 0000090108
- Portfolio Value
- $192.2M (Q1 2025)
- SEC Filing
- 0001398344-25-008901 ↗ filed May 7, 2025
Holdings Value
Holdings 493 stocks · $192.2M
| AAPL Apple Inc. | 5.45% | 47,174 | $10.5M | Reduce -2.1% |
| COST Costco Wholesale Corp. | 5.03% | 10,231 | $9.7M | Add +0.3% |
| MSFT Microsoft Corp. | 4.91% | 25,144 | $9.4M | Add +0.1% |
| AMZN Amazon.com Inc. | 3.53% | 35,687 | $6.8M | Reduce -1.6% |
| QQQ Invesco QQQ Trust Series 1 | 3.35% | 13,741 | $6.4M | Add +5.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.73% | 9,391 | $5.3M | Add +0.2% |
| SYK Stryker Corp. | 2.44% | 12,590 | $4.7M | Add +10.4% |
| CVX Chevron Corp. | 2.09% | 24,007 | $4.0M | Add +2.0% |
| NVDA Nvidia Corp. | 1.86% | 32,913 | $3.6M | Add +25.6% |
| JPM JPMorgan Chase & Co. | 1.83% | 14,371 | $3.5M | Reduce -1.0% |
| HD Home Depot Inc. | 1.65% | 8,669 | $3.2M | Reduce -1.7% |
| META Meta Platforms Inc. Class A | 1.58% | 5,262 | $3.0M | Add +2.7% |
| GOOGL Alphabet Inc. Class A | 1.41% | 17,548 | $2.7M | Add +5.8% |
| V Visa Inc. Class A | 1.41% | 7,720 | $2.7M | Reduce -7.1% |
| RTX RTX Corp. | 1.21% | 17,633 | $2.3M | Reduce -2.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.11% | 3,991 | $2.1M | Add +3.6% |
| LOW Lowe's Cos Inc. | 1.08% | 8,940 | $2.1M | Reduce -2.1% |
| SCHD Schwab US DVD Equity ETF | 1.08% | 74,455 | $2.1M | Add +1.1% |
| CGSD Cap Group Short Duration | 1.01% | 75,286 | $1.9M | Add +5.6% |
| VOO Vanguard S&P 500 ETF | 1.01% | 3,776 | $1.9M | Add +6.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.96% | 7,416 | $1.8M | Reduce -4.9% |
| CSCO Cisco Systems Inc. | 0.90% | 27,936 | $1.7M | Reduce -1.7% |
| AVA Avista Corp. | 0.89% | 40,800 | $1.7M | Reduce -1.9% |
| HON Honeywell International Inc. | 0.88% | 8,004 | $1.7M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.84% | 13,506 | $1.6M | Add +3.8% |
| PTRB Pgim Total Return Bond ETF | 0.82% | 37,575 | $1.6M | Add +80.8% |
| APD Air Products & Chemicals Inc. | 0.81% | 5,293 | $1.6M | Add +0.3% |
| PG The Procter & Gamble Co. | 0.80% | 9,036 | $1.5M | Add +1.2% |
| MDT Medtronic PLC | 0.78% | 16,746 | $1.5M | Add +11.9% |
| MCD McDonald's Corp. | 0.78% | 4,770 | $1.5M | Reduce -2.5% |
| MRK Merck & Co. Inc. | 0.76% | 16,265 | $1.5M | Reduce -5.9% |
| WM Waste Management Inc. | 0.74% | 6,170 | $1.4M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 0.74% | 9,107 | $1.4M | Reduce -4.3% |
| ISRG Intuitive Surgical Inc. | 0.73% | 2,827 | $1.4M | Add +6.4% |
| IJH iShares Core S&P Midcap ETF | 0.73% | 23,986 | $1.4M | Add +4.8% |
| VZ Verizon Communications Inc. | 0.71% | 30,134 | $1.4M | Add +6.5% |
| TMUS T-Mobile US Inc. | 0.70% | 5,035 | $1.3M | Add +17.0% |
| CGGR Cap Group Growth Equity | 0.69% | 38,549 | $1.3M | Add +11.3% |
| CGCB Cap Group Core Bond | 0.68% | 50,075 | $1.3M | Add +11.8% |
| AMAT Applied Materials Inc. | 0.68% | 8,947 | $1.3M | Add +5.7% |
| FDX FedEx Corp. | 0.67% | 5,244 | $1.3M | Reduce -1.1% |
| WMT Walmart Inc. | 0.66% | 14,551 | $1.3M | Add +3.3% |
| KO The Coca-Cola Co. | 0.66% | 17,623 | $1.3M | Add +4.4% |
| CAT Caterpillar Inc. | 0.64% | 3,712 | $1.2M | Add +2.4% |
| CRM Salesforce Inc. | 0.61% | 4,355 | $1.2M | Reduce -0.5% |
| IJT iShares S&P Small-Cap 600 GR | 0.60% | 9,230 | $1.1M | Add +1.1% |
| UNP Union Pacific Corp. | 0.59% | 4,784 | $1.1M | Reduce -1.4% |
| USB US Bancorp | 0.58% | 26,614 | $1.1M | Add +0.2% |
| SBUX Starbucks Corp. | 0.58% | 11,381 | $1.1M | Reduce -0.8% |
| IJR iShares Core S&P Small-Cap E | 0.57% | 10,433 | $1.1M | Add +17.9% |
| ABBV Abbvie Inc. | 0.54% | 4,996 | $1.0M | Add +0.4% |
| TXN Texas Instruments Inc. | 0.54% | 5,784 | $1.0M | Reduce -2.8% |
| UNH Unitedhealth Group Inc. | 0.54% | 1,979 | $1.0M | Add +1.8% |
| CGCP Cap Group Core Plus Income | 0.48% | 41,016 | $921K | Add +12.5% |
| ABT Abbott Laboratories | 0.48% | 6,908 | $916K | Add +7.5% |
| TSCO Tractor Supply Company | 0.47% | 16,305 | $898K | Add +1.5% |
| ITW Illinois Tool Works | 0.47% | 3,606 | $894K | Add +1.3% |
| CGMS Cap Group US Multi-Sect Bond | 0.46% | 32,544 | $888K | Add +19.9% |
| ACN Accenture PLC Class A | 0.46% | 2,832 | $884K | Add +0.3% |
| SO The Southern Co. | 0.45% | 9,466 | $870K | Add +5.6% |
| EMR Emerson Electric Co. | 0.45% | 7,931 | $870K | Add +1.6% |
| QCOM Qualcomm Inc. | 0.45% | 5,635 | $866K | Add +10.3% |
| ORCL Oracle Corp. | 0.45% | 6,154 | $860K | Add +0.5% |
| BX Blackstone Inc. | 0.44% | 6,078 | $850K | Add +1.1% |
| COP Conocophillips | 0.44% | 7,990 | $839K | Add +20.4% |
| MS Morgan Stanley | 0.43% | 7,124 | $831K | Add +14.9% |
| VYM Vanguard High DVD Yield ETF | 0.40% | 6,018 | $776K | Reduce -1.6% |
| JNJ Johnson & Johnson | 0.39% | 4,518 | $749K | Add +0.0% |
| SNOW Snowflake Inc. | 0.39% | 5,072 | $741K | Add +11.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.38% | 9,776 | $740K | Add +18.4% |
| PLTR Palantir Technologies Inc. Class A | 0.38% | 8,644 | $730K | Add +3.4% |
| BLK BlackRock Inc. | 0.38% | 764 | $723K | Reduce -4.6% |
| SYY Sysco Corp. | 0.35% | 8,989 | $675K | Reduce -3.3% |
| PAYX Paychex Inc. | 0.33% | 4,146 | $640K | Reduce -1.8% |
| AFL Aflac Inc. | 0.32% | 5,563 | $619K | Reduce -3.0% |
| NKE Nike Inc. Class B | 0.32% | 9,555 | $607K | Add +9.6% |
| DHI D.R. Horton Inc. | 0.31% | 4,723 | $600K | Reduce -6.9% |
| DHR Danaher Corp. | 0.31% | 2,893 | $593K | Add +5.7% |
| BOND PIMCO Active Bond Exchange-T | 0.31% | 6,384 | $590K | Add +10.7% |
| OXY Occidental Petroleum Corp. | 0.31% | 11,938 | $589K | Add +6.2% |
| AXP American Express Co. | 0.30% | 2,145 | $577K | Add +4.3% |
| VEA Vanguard Ftse Developed ETF | 0.30% | 11,279 | $573K | Add +34.0% |
| LDOS Leidos Holdings Inc. | 0.29% | 4,196 | $566K | Add +78.2% |
| PANW Palo Alto Networks Inc. | 0.28% | 3,203 | $547K | Add +11.3% |
| ORLY O'reilly Automotive Inc. | 0.28% | 380 | $544K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.28% | 6,471 | $539K | No change |
| LMT Lockheed Martin Corp. | 0.28% | 1,185 | $529K | Add +3.0% |
| MA Mastercard Inc. Class A | 0.27% | 952 | $522K | Add +2.7% |
| TT Trane Technologies PLC | 0.26% | 1,511 | $509K | Reduce -6.2% |
| LLY Eli Lilly & Co. | 0.26% | 611 | $505K | Add +7.6% |
| CGSM Cap Group Short Muni Income | 0.26% | 18,900 | $492K | Add +278.0% |
| KMI Kinder Morgan Inc. | 0.25% | 17,009 | $485K | Reduce -6.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 4,895 | $483K | Add +3.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.25% | 3,008 | $483K | No change |
| OMC Omnicom Group | 0.25% | 5,811 | $482K | Add +5.3% |
| LSTR Landstar System Inc. | 0.24% | 3,098 | $465K | Add +6.1% |
| ENVX Enovix Corp. | 0.24% | 63,085 | $463K | Add +12.2% |
| WDIV St STR SPD S&P Glo Div-US Inc. | 0.23% | 6,936 | $452K | Reduce -4.1% |
| BMY Bristol-Myers Squibb Co. | 0.23% | 7,344 | $448K | Reduce -1.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 10,432 | $435K | Reduce -13.6% |
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 | No change |
Total filed on the 13F, all lines: $192.3M.
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -2.1% | 5.45% | −0.85 |
| AMZN Amazon.com Inc. | Reduce -1.6% | 3.53% | −0.62 |
| ETD Ethan Allen Interiors Inc. | Reduce -55.0% | 0.20% | −0.25 |
| GOOG Alphabet Inc. Class C | Reduce -4.3% | 0.74% | −0.21 |
| TSLA Tesla Inc. | Reduce -15.0% | 0.22% | −0.18 |
| CRM Salesforce Inc. | Reduce -0.5% | 0.61% | −0.16 |
| HD Home Depot Inc. | Reduce -1.7% | 1.65% | −0.14 |
| MRK Merck & Co. Inc. | Reduce -5.9% | 0.76% | −0.14 |
| FDX FedEx Corp. | Reduce -1.1% | 0.67% | −0.11 |
| LOW Lowe's Cos Inc. | Reduce -2.1% | 1.08% | −0.09 |
| STZ Constellation Brands Inc. Class A | Reduce -23.4% | 0.14% | −0.08 |
| AVGO Broadcom Inc. | Reduce -4.0% | 0.17% | −0.08 |
| HON Honeywell International Inc. | Reduce -0.8% | 0.88% | −0.07 |
| DHI D.R. Horton Inc. | Reduce -6.9% | 0.31% | −0.06 |
| BLK BlackRock Inc. | Reduce -4.6% | 0.38% | −0.05 |
| BAC Bank of America Corp. | Reduce -13.6% | 0.23% | −0.05 |
| TT Trane Technologies PLC | Reduce -6.2% | 0.26% | −0.05 |
| TXN Texas Instruments Inc. | Reduce -2.8% | 0.54% | −0.04 |
| TGT Target Corp. | Reduce -2.2% | 0.12% | −0.04 |
| XJPIX Nuveen Preferred Securities | Reduce -47.6% | 0.04% | −0.03 |
| ROK Rockwell Automation Inc. | Reduce -9.8% | 0.14% | −0.03 |
| GSPY Gotham Enhanced 500 ETF | Reduce -34.6% | 0.05% | −0.03 |
| AMD Advanced Micro Devices | Reduce -17.7% | 0.06% | −0.03 |
| DE Deere & Co. | Reduce -47.8% | 0.03% | −0.03 |
| PID Invesco International Divide | Sold out | 0.00% | −0.02 |
| BLE BlackRock Muni Inc. TR II | Reduce -13.8% | 0.13% | −0.02 |
| SYY Sysco Corp. | Reduce -3.3% | 0.35% | −0.02 |
| SMAR Smartsheet Inc. Class A | Sold out | 0.00% | −0.02 |
| UPS United Parcel Service Class B | Reduce -0.6% | 0.12% | −0.02 |
| GNRC Generac Holdings Inc. | Reduce -8.7% | 0.06% | −0.02 |
| HPQ HP Inc. | Reduce -7.2% | 0.07% | −0.02 |
| SHOP Shopify Inc. Class A | Reduce -29.4% | 0.03% | −0.02 |
| PKG Packaging Corp. of America | Reduce -3.3% | 0.10% | −0.02 |
| DOW Dow Inc. | Reduce -18.3% | 0.04% | −0.02 |
| BCAT BlackRock Capital Alloc TR | Sold out | 0.00% | −0.02 |
| LAD Lithia Motors Inc. | Reduce -6.6% | 0.04% | −0.01 |
| LEN Lennar Corp. Class A | Reduce -7.1% | 0.05% | −0.01 |
| LULU Lululemon Athletica Inc. | Reduce -7.1% | 0.03% | −0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -69.3% | 0.00% | −0.01 |
| INTC Intel Corp. | Reduce -63.4% | 0.01% | −0.01 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -5.9% | 0.14% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -70.8% | 0.01% | −0.01 |
| ZM Zoom Communications Inc. | Sold out | 0.00% | −0.01 |
| CP Canadian Pacific Kansas City | Reduce -45.6% | 0.01% | −0.01 |
| CARR Carrier Global Corp. | Reduce -7.2% | 0.04% | −0.01 |
| KMI Kinder Morgan Inc. | Reduce -6.0% | 0.25% | −0.01 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −0.00 |
| F Ford Motor Co. | Reduce -16.5% | 0.03% | −0.00 |
| LIT Global X Lithium & Battery T | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| PTRB Pgim Total Return Bond ETF | Add +80.8% | 0.82% | +0.37 |
| CVX Chevron Corp. | Add +2.0% | 2.09% | +0.31 |
| SYK Stryker Corp. | Add +10.4% | 2.44% | +0.29 |
| TMUS T-Mobile US Inc. | Add +17.0% | 0.70% | +0.20 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.6% | 1.11% | +0.19 |
| CGSM Cap Group Short Muni Income | Add +278.0% | 0.26% | +0.19 |
| MDT Medtronic PLC | Add +11.9% | 0.78% | +0.16 |
| COST Costco Wholesale Corp. | Add +0.3% | 5.03% | +0.15 |
| UBER Uber Technologies Inc. | New | 0.14% | +0.14 |
| VZ Verizon Communications Inc. | Add +6.5% | 0.71% | +0.12 |
| LDOS Leidos Holdings Inc. | Add +78.2% | 0.29% | +0.12 |
| KO The Coca-Cola Co. | Add +4.4% | 0.66% | +0.11 |
| XOM Exxon Mobil Corp. | Add +3.8% | 0.84% | +0.10 |
| GLDM SPDR Gold Minishares Trust | Add +387.5% | 0.13% | +0.10 |
| DVN Devon Energy Corp. | New | 0.10% | +0.10 |
| ABT Abbott Laboratories | Add +7.5% | 0.48% | +0.10 |
| WM Waste Management Inc. | Add +0.4% | 0.74% | +0.10 |
| COP Conocophillips | Add +20.4% | 0.44% | +0.09 |
| VEA Vanguard Ftse Developed ETF | Add +34.0% | 0.30% | +0.09 |
| ABBV Abbvie Inc. | Add +0.4% | 0.54% | +0.08 |
| MU Micron Technology Inc. | Add +77.4% | 0.18% | +0.08 |
| IEFA iShares Core MSCI Eafe ETF | Add +18.4% | 0.38% | +0.08 |
| CGCB Cap Group Core Bond | Add +11.8% | 0.68% | +0.08 |
| TJX TJX Companies Inc. | Add +146.3% | 0.14% | +0.08 |
| SMH Vaneck Semiconductor ETF | New | 0.08% | +0.08 |
| CGMS Cap Group US Multi-Sect Bond | Add +19.9% | 0.46% | +0.08 |
| SO The Southern Co. | Add +5.6% | 0.45% | +0.07 |
| GBTC Grayscale Bitcoin Trust ETF | Add +75.2% | 0.19% | +0.07 |
| CEG Constellation Energy | New | 0.06% | +0.06 |
| PLD Prologis Inc. | Add +76.8% | 0.13% | +0.06 |
| CGCP Cap Group Core Plus Income | Add +12.5% | 0.48% | +0.06 |
| CGSD Cap Group Short Duration | Add +5.6% | 1.01% | +0.06 |
| SECT Main Sector Rotation ETF | New | 0.05% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +3.4% | 0.38% | +0.05 |
| JNJ Johnson & Johnson | Add +0.0% | 0.39% | +0.05 |
| TWLO Twilio Inc. Class A | Add +116.1% | 0.09% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +80.0% | 0.10% | +0.04 |
| GSEW Goldman Sachs Eql WGHT Large | Add +101.2% | 0.08% | +0.04 |
| QCOM Qualcomm Inc. | Add +10.3% | 0.45% | +0.04 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Add +1033.3% | 0.04% | +0.04 |
| VGT Vanguard Info Tech ETF | New | 0.04% | +0.04 |
| BOND PIMCO Active Bond Exchange-T | Add +10.7% | 0.31% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +17.9% | 0.57% | +0.03 |
| LLY Eli Lilly & Co. | Add +7.6% | 0.26% | +0.03 |
| CGDV Cap Group Dividend Value | Add +27.6% | 0.15% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Add +1.1% | 1.08% | +0.03 |
| CMG Chipotle Mexican Grill Inc. | Add +40.0% | 0.20% | +0.03 |
| SIRI Sirius XM Holdings Inc. | New | 0.03% | +0.03 |
| URI United Rentals Inc. | Add +51.6% | 0.11% | +0.03 |
| RSG Republic Services Inc. | Add +0.1% | 0.16% | +0.03 |
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 |