Richards, Merrill & Peterson, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Richards, Merrill & Peterson, Inc. reported 199 stock positions worth $210.3 million. Its top holding was Microsoft (MSFT) at 6.1% of the portfolio, followed by Costco Wholesale (COST, 4.9%) and Apple (AAPL, 4.6%). Compared with Q1 2025, it opened 6 new positions, sold out of 300, added to 115 and reduced 34. The biggest buy was Microsoft (MSFT, shares +2%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SPOKANE, WA
- CIK
- 0000090108
- Portfolio Value
- $210.3M (Q2 2025)
- SEC Filing
- 0001398344-25-014237 ↗ filed Jul 31, 2025
Holdings Value
Holdings 199 stocks · $210.3M
| MSFT Microsoft Corp. | 6.09% | 25,750 | $12.8M | Add +2.4% |
| COST Costco Wholesale Corp. | 4.93% | 10,477 | $10.4M | Add +2.4% |
| AAPL Apple Inc. | 4.57% | 46,874 | $9.6M | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 4.08% | 15,569 | $8.6M | Add +13.3% |
| AMZN Amazon.com Inc. | 4.05% | 38,774 | $8.5M | Add +8.7% |
| NVDA Nvidia Corp. | 2.99% | 39,737 | $6.3M | Add +20.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.82% | 9,593 | $5.9M | Add +2.1% |
| SYK Stryker Corp. | 2.44% | 12,945 | $5.1M | Add +2.8% |
| META Meta Platforms Inc. Class A | 2.03% | 5,770 | $4.3M | Add +9.7% |
| JPM JPMorgan Chase & Co. | 2.00% | 14,496 | $4.2M | Add +0.9% |
| CVX Chevron Corp. | 1.84% | 27,073 | $3.9M | Add +12.8% |
| GOOGL Alphabet Inc. Class A | 1.65% | 19,703 | $3.5M | Add +12.3% |
| VOO Vanguard S&P 500 ETF | 1.54% | 5,705 | $3.2M | Add +51.1% |
| HD Home Depot Inc. | 1.53% | 8,779 | $3.2M | Add +1.3% |
| V Visa Inc. Class A | 1.30% | 7,728 | $2.7M | Add +0.1% |
| RTX RTX Corp. | 1.23% | 17,774 | $2.6M | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.17% | 5,085 | $2.5M | Add +27.4% |
| SCHD Schwab US DVD Equity ETF | 1.05% | 83,553 | $2.2M | Add +12.2% |
| CGSD Cap Group Short Duration | 1.05% | 84,763 | $2.2M | Add +12.6% |
| PTRB Pgim Total Return Bond ETF | 1.01% | 50,993 | $2.1M | Add +35.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.01% | 7,224 | $2.1M | Reduce -2.6% |
| LOW Lowe's Cos Inc. | 0.98% | 9,301 | $2.1M | Add +4.0% |
| CSCO Cisco Systems Inc. | 0.92% | 27,790 | $1.9M | Reduce -0.5% |
| HON Honeywell International Inc. | 0.87% | 7,833 | $1.8M | Reduce -2.1% |
| ISRG Intuitive Surgical Inc. | 0.86% | 3,318 | $1.8M | Add +17.4% |
| AMAT Applied Materials Inc. | 0.85% | 9,724 | $1.8M | Add +8.7% |
| CGCB Cap Group Core Bond | 0.83% | 66,720 | $1.8M | Add +33.2% |
| CGGR Cap Group Growth Equity | 0.81% | 41,810 | $1.7M | Add +8.5% |
| GOOG Alphabet Inc. Class C | 0.79% | 9,364 | $1.7M | Add +2.8% |
| PLTR Palantir Technologies Inc. Class A | 0.79% | 12,129 | $1.7M | Add +40.3% |
| IJH iShares Core S&P Midcap ETF | 0.77% | 26,186 | $1.6M | Add +9.2% |
| ORCL Oracle Corp. | 0.76% | 7,278 | $1.6M | Add +18.3% |
| MDT Medtronic PLC | 0.74% | 17,828 | $1.6M | Add +6.5% |
| XOM Exxon Mobil Corp. | 0.72% | 14,049 | $1.5M | Add +4.0% |
| PG The Procter & Gamble Co. | 0.71% | 9,368 | $1.5M | Add +3.7% |
| CAT Caterpillar Inc. | 0.70% | 3,771 | $1.5M | Add +1.6% |
| WM Waste Management Inc. | 0.69% | 6,349 | $1.5M | Add +2.9% |
| MCD McDonald's Corp. | 0.68% | 4,925 | $1.4M | Add +3.3% |
| VZ Verizon Communications Inc. | 0.68% | 32,807 | $1.4M | Add +8.9% |
| WMT Walmart Inc. | 0.67% | 14,433 | $1.4M | Reduce -0.8% |
| AVA Avista Corp. | 0.67% | 37,071 | $1.4M | Reduce -9.1% |
| KO The Coca-Cola Co. | 0.64% | 18,984 | $1.3M | Add +7.7% |
| TMUS T-Mobile US Inc. | 0.64% | 5,614 | $1.3M | Add +11.5% |
| APD Air Products & Chemicals Inc. | 0.62% | 4,592 | $1.3M | Reduce -13.2% |
| CGMS Cap Group US Multi-Sect Bond | 0.61% | 46,804 | $1.3M | Add +43.8% |
| MRK Merck & Co. Inc. | 0.61% | 16,289 | $1.3M | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 0.61% | 11,734 | $1.3M | Add +12.5% |
| USB US Bancorp | 0.59% | 27,275 | $1.2M | Add +2.5% |
| CGCP Cap Group Core Plus Income | 0.58% | 54,651 | $1.2M | Add +33.2% |
| MS Morgan Stanley | 0.56% | 8,412 | $1.2M | Add +18.1% |
| TXN Texas Instruments Inc. | 0.54% | 5,490 | $1.1M | Reduce -5.1% |
| CRM Salesforce Inc. | 0.54% | 4,167 | $1.1M | Reduce -4.3% |
| ABT Abbott Laboratories | 0.50% | 7,712 | $1.0M | Add +11.6% |
| SBUX Starbucks Corp. | 0.49% | 11,311 | $1.0M | Reduce -0.6% |
| UNP Union Pacific Corp. | 0.49% | 4,466 | $1.0M | Reduce -6.7% |
| EMR Emerson Electric Co. | 0.48% | 7,587 | $1.0M | Reduce -4.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.48% | 7,542 | $1.0M | Reduce -18.3% |
| FDX FedEx Corp. | 0.47% | 4,384 | $996K | Reduce -16.4% |
| SNOW Snowflake Inc. | 0.45% | 4,274 | $956K | Reduce -15.7% |
| QCOM Qualcomm Inc. | 0.45% | 5,914 | $942K | Add +5.0% |
| UNH Unitedhealth Group Inc. | 0.45% | 3,011 | $939K | Add +52.1% |
| ABBV Abbvie Inc. | 0.45% | 5,057 | $939K | Add +1.2% |
| ITW Illinois Tool Works | 0.44% | 3,737 | $924K | Add +3.6% |
| BX Blackstone Inc. | 0.44% | 6,172 | $923K | Add +1.6% |
| SO The Southern Co. | 0.42% | 9,729 | $893K | Add +2.8% |
| TSCO Tractor Supply Company | 0.42% | 16,740 | $883K | Add +2.7% |
| BLK BlackRock Inc. | 0.42% | 841 | $882K | Add +10.1% |
| ACN Accenture PLC Class A | 0.42% | 2,935 | $877K | Add +3.6% |
| VYM Vanguard High DVD Yield ETF | 0.42% | 6,552 | $873K | Add +8.9% |
| AVGO Broadcom Inc. | 0.41% | 3,109 | $857K | Add +55.6% |
| PANW Palo Alto Networks Inc. | 0.41% | 4,166 | $853K | Add +30.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.40% | 9,995 | $834K | Add +2.2% |
| AXP American Express Co. | 0.38% | 2,500 | $797K | Add +16.6% |
| LDOS Leidos Holdings Inc. | 0.37% | 4,949 | $781K | Add +17.9% |
| VEA Vanguard Ftse Developed ETF | 0.36% | 13,389 | $763K | Add +18.7% |
| JNJ Johnson & Johnson | 0.35% | 4,846 | $740K | Add +7.3% |
| NKE Nike Inc. Class B | 0.34% | 10,147 | $721K | Add +6.2% |
| CEG Constellation Energy | 0.34% | 2,199 | $710K | Add +263.5% |
| ENVX Enovix Corp. | 0.33% | 67,598 | $699K | Add +7.2% |
| GBTC Grayscale Bitcoin Trust ETF | 0.33% | 8,104 | $687K | Add +45.3% |
| COP Conocophillips | 0.33% | 7,646 | $686K | Reduce -4.3% |
| TT Trane Technologies PLC | 0.32% | 1,520 | $665K | Add +0.6% |
| SYY Sysco Corp. | 0.31% | 8,486 | $643K | Reduce -5.6% |
| DHR Danaher Corp. | 0.30% | 3,210 | $634K | Add +11.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.30% | 5,069 | $629K | Add +3.5% |
| LMT Lockheed Martin Corp. | 0.29% | 1,338 | $619K | Add +12.9% |
| DHI D.R. Horton Inc. | 0.29% | 4,739 | $611K | Add +0.3% |
| INCM Franklin Income Focus ETF | 0.29% | 22,200 | $601K | New |
| PAYX Paychex Inc. | 0.29% | 4,123 | $600K | Reduce -0.6% |
| LLY Eli Lilly & Co. | 0.28% | 767 | $598K | Add +25.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.28% | 6,471 | $589K | No change |
| WDIV St STR SPD S&P Glo Div-US Inc. | 0.27% | 8,156 | $575K | Add +17.6% |
| UBER Uber Technologies Inc. | 0.27% | 6,130 | $572K | Add +72.1% |
| BOND PIMCO Active Bond Exchange-T | 0.27% | 6,178 | $569K | Reduce -3.2% |
| OXY Occidental Petroleum Corp. | 0.26% | 13,138 | $552K | Add +10.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.26% | 1,072 | $546K | Add +5.9% |
| MA Mastercard Inc. Class A | 0.26% | 964 | $541K | Add +1.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 2,383 | $540K | Add +2.1% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.25% | 13,330 | $526K | Add +66.6% |
| AFL Aflac Inc. | 0.25% | 4,962 | $523K | Reduce -10.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $8K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 391 | $8K | No change |
Total filed on the 13F, all lines: $210.3M.
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.6% | 4.57% | −0.88 |
| AVA Avista Corp. | Reduce -9.1% | 0.67% | −0.22 |
| APD Air Products & Chemicals Inc. | Reduce -13.2% | 0.62% | −0.20 |
| FDX FedEx Corp. | Reduce -16.4% | 0.47% | −0.19 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -18.3% | 0.48% | −0.12 |
| COP Conocophillips | Reduce -4.3% | 0.33% | −0.11 |
| UNP Union Pacific Corp. | Reduce -6.7% | 0.49% | −0.10 |
| PKG Packaging Corp. of America | Sold out | 0.00% | −0.10 |
| DOV Dover Corp. | Sold out | 0.00% | −0.09 |
| SBUX Starbucks Corp. | Reduce -0.6% | 0.49% | −0.09 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.08 |
| WAB Wabtec Corp. | Sold out | 0.00% | −0.08 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.08 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.08 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.08 |
| FDVV Fidelity High Dividend ETF | Sold out | 0.00% | −0.08 |
| SMH Vaneck Semiconductor ETF | Sold out | 0.00% | −0.08 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.08 |
| IP International Paper Co. | Sold out | 0.00% | −0.08 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.07 |
| AFL Aflac Inc. | Reduce -10.8% | 0.25% | −0.07 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.07 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.07 |
| BANR Banner Corporation | Sold out | 0.00% | −0.07 |
| CRM Salesforce Inc. | Reduce -4.3% | 0.54% | −0.07 |
| HPQ HP Inc. | Sold out | 0.00% | −0.07 |
| OMC Omnicom Group | Reduce -6.9% | 0.19% | −0.07 |
| LH Labcorp Holdings Inc. | Sold out | 0.00% | −0.06 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.06 |
| OEFA Alps O'shares Intl Dev QLTY | Sold out | 0.00% | −0.06 |
| LSTR Landstar System Inc. | Reduce -10.6% | 0.18% | −0.06 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −0.06 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.06 |
| IRTC Irhythm Holdings Inc. | Sold out | 0.00% | −0.06 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.06 |
| MMM 3M Co. | Sold out | 0.00% | −0.06 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.05 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.05 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.05 |
| SECT Main Sector Rotation ETF | Sold out | 0.00% | −0.05 |
| DKS Dick's Sporting Goods Inc. | Sold out | 0.00% | −0.05 |
| PM Philip Morris International | Sold out | 0.00% | −0.05 |
| CGUS Cap Group Core Equity | Sold out | 0.00% | −0.05 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.05 |
| GSPY Gotham Enhanced 500 ETF | Sold out | 0.00% | −0.05 |
| PAYX Paychex Inc. | Reduce -0.6% | 0.29% | −0.05 |
| AEP American Electric Power | Sold out | 0.00% | −0.05 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.05 |
| SYY Sysco Corp. | Reduce -5.6% | 0.31% | −0.05 |
| NBXG Neuberger Next Generation Co. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +2.4% | 6.09% | +1.18 |
| NVDA Nvidia Corp. | Add +20.7% | 2.99% | +1.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +13.3% | 4.08% | +0.73 |
| VOO Vanguard S&P 500 ETF | Add +51.1% | 1.54% | +0.53 |
| AMZN Amazon.com Inc. | Add +8.7% | 4.05% | +0.51 |
| META Meta Platforms Inc. Class A | Add +9.7% | 2.03% | +0.45 |
| PLTR Palantir Technologies Inc. Class A | Add +40.3% | 0.79% | +0.41 |
| ORCL Oracle Corp. | Add +18.3% | 0.76% | +0.31 |
| INCM Franklin Income Focus ETF | New | 0.29% | +0.29 |
| CEG Constellation Energy | Add +263.5% | 0.34% | +0.27 |
| GOOGL Alphabet Inc. Class A | Add +12.3% | 1.65% | +0.24 |
| AVGO Broadcom Inc. | Add +55.6% | 0.41% | +0.23 |
| NUE Nucor Corp. | New | 0.20% | +0.20 |
| PTRB Pgim Total Return Bond ETF | Add +35.7% | 1.01% | +0.20 |
| AMAT Applied Materials Inc. | Add +8.7% | 0.85% | +0.17 |
| JPM JPMorgan Chase & Co. | Add +0.9% | 2.00% | +0.16 |
| CGMS Cap Group US Multi-Sect Bond | Add +43.8% | 0.61% | +0.15 |
| CGCB Cap Group Core Bond | Add +33.2% | 0.83% | +0.15 |
| GBTC Grayscale Bitcoin Trust ETF | Add +45.3% | 0.33% | +0.14 |
| UBER Uber Technologies Inc. | Add +72.1% | 0.27% | +0.14 |
| MS Morgan Stanley | Add +18.1% | 0.56% | +0.13 |
| ISRG Intuitive Surgical Inc. | Add +17.4% | 0.86% | +0.13 |
| CGGR Cap Group Growth Equity | Add +8.5% | 0.81% | +0.12 |
| PANW Palo Alto Networks Inc. | Add +30.1% | 0.41% | +0.12 |
| CGCP Cap Group Core Plus Income | Add +33.2% | 0.58% | +0.11 |
| CGDV Cap Group Dividend Value | Add +66.6% | 0.25% | +0.10 |
| NFLX Netflix Inc. | Add +51.4% | 0.20% | +0.10 |
| ENVX Enovix Corp. | Add +7.2% | 0.33% | +0.09 |
| GSEW Goldman Sachs Eql WGHT Large | Add +112.6% | 0.17% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.1% | 2.82% | +0.09 |
| AXP American Express Co. | Add +16.6% | 0.38% | +0.08 |
| TJX TJX Companies Inc. | Add +69.5% | 0.21% | +0.08 |
| LDOS Leidos Holdings Inc. | Add +17.9% | 0.37% | +0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +5.9% | 0.26% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +27.4% | 1.17% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +18.7% | 0.36% | +0.06 |
| MU Micron Technology Inc. | Add +4.3% | 0.25% | +0.06 |
| CAT Caterpillar Inc. | Add +1.6% | 0.70% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.1% | 0.26% | +0.06 |
| VTI VG Morningstar TS MKT ETF-US | Add +109.0% | 0.10% | +0.05 |
| TT Trane Technologies PLC | Add +0.6% | 0.32% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +2.8% | 0.79% | +0.05 |
| DIS The Walt Disney Co. | Add +3.5% | 0.30% | +0.05 |
| IJH iShares Core S&P Midcap ETF | Add +9.2% | 0.77% | +0.04 |
| ROK Rockwell Automation Inc. | Add +11.9% | 0.18% | +0.04 |
| EOSE Eos Energy Enterprises Inc. | Add +5.5% | 0.19% | +0.04 |
| BLK BlackRock Inc. | Add +10.1% | 0.42% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +12.5% | 0.61% | +0.04 |
| TGT Target Corp. | Add +52.9% | 0.16% | +0.04 |
| WDIV St STR SPD S&P Glo Div-US Inc. | Add +17.6% | 0.27% | +0.04 |
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 |