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RMP
Richards, Merrill & Peterson Portfolio holdings
AUM
$315M
1-Year Est. Return
30.62%
This Fund
S&P 500
This Quarter
Est. Return
+18.83%
1 Year Est. Return
+30.62%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$315M
AUM Growth
+$42.5M
(+16%)
Cap. Flow
+$11.8M
Cap. Flow
% of AUM
3.76%
Top 10 Holdings %
Top 10 Hldgs %
32.63%
Holding
295
New
12
Increased
110
Reduced
72
Closed
10
Avg Time Held
4.4
quarters
Top 10 Avg Time Held
4.5
quarters
Top 20 Avg Time Held
5
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$1.38M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.11M |
| 3 |
Franklin Income Focus ETF
INCM
|
+$1.09M |
| 4 |
Microsoft
MSFT
|
+$989K |
| 5 |
SpaceX
SPCX
|
+$727K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Micron Technology
MU
|
+$838K |
| 2 |
Honeywell
HON
|
+$837K |
| 3 |
Home Depot
HD
|
+$754K |
| 4 |
Snowflake
SNOW
|
+$661K |
| 5 |
FT Vest Growth-100 Buffer ETF June
QJUN
|
+$562K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 29.93% |
| 2 | Technology | 24.35% |
| 3 | Consumer Discretionary | 7.82% |
| 4 | Industrials | 7.48% |
| 5 | Communication Services | 6.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
PGIM Total Return Bond ETF
PTRB
$1.15B
| $2.79M | 0.88% |
67,211
+1,997
| +3% | +$83K |
2024 Q4
6 quarters
|
|
27
Berkshire Hathaway Class B
BRK.B
$1.11T
| $2.76M | 0.88% |
5,522
-385
| -7% | -$185K |
2024 Q4
6 quarters
|
|
28
Broadcom
AVGO
$1.69T
| $2.71M | 0.86% |
7,186
+635
| +10% | +$255K |
2024 Q4
6 quarters
|
|
|
29
Home Depot
HD
$290B
| $2.67M | 0.85% |
7,559
-2,319
| -23% | -$754K |
2024 Q4
6 quarters
|
|
30
Palo Alto Networks
PANW
$330B
| $2.6M | 0.83% |
7,626
-103
| -1% | -$23.6K |
2024 Q4
6 quarters
|
|
31
Intuitive Surgical
ISRG
$151B
| $2.51M | 0.8% |
6,310
+379
| +6% | +$166K |
2024 Q4
6 quarters
|
|
32
Visa
V
$731B
| $2.45M | 0.78% |
7,147
-494
| -6% | -$159K |
2024 Q4
6 quarters
|
|
33
IBM
IBM
$214B
| $2.38M | 0.76% |
8,461
+471
| +6% | +$119K |
2024 Q4
6 quarters
|
|
34
Morgan Stanley
MS
$298B
| $2.36M | 0.75% |
11,300
+412
| +4% | +$81.6K |
2024 Q4
6 quarters
|
|
35
VanEck Semiconductor ETF
SMH
$72B
| $2.18M | 0.69% |
3,330
+989
| +42% | +$540K |
2025 Q3
3 quarters
|
|
36
ExxonMobil
XOM
$708B
| $2.16M | 0.69% |
15,821
-1,405
| -8% | -$210K |
2024 Q4
6 quarters
|
|
37
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $1.98M | 0.63% |
25,735
-620
| -2% | -$45.5K |
2024 Q4
6 quarters
|
|
38
Procter & Gamble
PG
$356B
| $1.96M | 0.62% |
13,393
+833
| +7% | +$121K |
2024 Q4
6 quarters
|
|
39
Merck
MRK
$359B
| $1.93M | 0.61% |
15,030
-493
| -3% | -$57.7K |
2024 Q4
6 quarters
|
|
40
Lowe's Companies
LOW
$104B
| $1.87M | 0.59% |
8,498
-990
| -10% | -$225K |
2024 Q4
6 quarters
|
|
41
AbbVie
ABBV
$497B
| $1.86M | 0.59% |
7,403
+720
| +11% | +$155K |
2024 Q4
6 quarters
|
|
42
Coca-Cola
KO
$386B
| $1.81M | 0.57% |
22,279
+395
| +2% | +$31.2K |
2024 Q4
6 quarters
|
|
43
Palantir
PLTR
$502B
| $1.74M | 0.55% |
14,950
| – | – |
2024 Q4
6 quarters
|
|
44
Texas Instruments
TXN
$257B
| $1.68M | 0.53% |
5,650
+34
| +0.6% | +$9.43K |
2024 Q4
6 quarters
|
|
45
McDonald's
MCD
$167B
| $1.65M | 0.52% |
6,115
+94
| +2% | +$27K |
2024 Q4
6 quarters
|
|
46
iShares Core S&P Small-Cap ETF
IJR
$103B
| $1.65M | 0.52% |
11,134
-294
| -3% | -$40.3K |
2024 Q4
6 quarters
|
|
47
Capital Group US Multi-Sector Income ETF
CGMS
$5.43B
| $1.63M | 0.52% |
59,622
-153
| -0.3% | -$4.21K |
2024 Q4
6 quarters
|
|
48
TSMC
TSM
$2.3T
| $1.61M | 0.51% |
3,363
-90
| -3% | -$36.5K |
2024 Q4
6 quarters
|
|
49
Waste Management
WM
$84.4B
| $1.6M | 0.51% |
7,193
+475
| +7% | +$106K |
2024 Q4
6 quarters
|
|
50
Walmart Inc
WMT
$897B
| $1.57M | 0.5% |
13,892
+99
| +0.7% | +$12.3K |
2024 Q4
6 quarters
|
|
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Richards, Merrill & Peterson's Q2 2026 Portfolio in Review
As of Q2 2026, Richards, Merrill & Peterson held 295 positions worth $315M, up 16% from $273M the previous quarter. Its ten largest holdings account for 33% of the portfolio.
Richards, Merrill & Peterson deployed $11.8M of net new capital in Q2 2026, opening 12 new positions and adding to 110 existing holdings. Its largest new stake was SpaceX: 4,280 shares worth $731K.
By sector, the portfolio is most concentrated in Miscellaneous at 30% of assets, up from 29% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was Micron Technology, an estimated $838K trimmed.
- Richards, Merrill & Peterson's largest Q2 2026 buy was SpaceX: 4,280 shares worth $731K.
- Richards, Merrill & Peterson added most to Apple in Q2 2026, an estimated $1.38M increase.
- Richards, Merrill & Peterson's biggest Q2 2026 reduction was Micron Technology, cutting an estimated $838K.
- Richards, Merrill & Peterson fully exited Snowflake in Q2 2026, selling an estimated $661K.
- Richards, Merrill & Peterson's ten largest holdings make up 33% of its $315M portfolio in Q2 2026.
- Richards, Merrill & Peterson opened 12 new positions and closed 10 in Q2 2026.
- Richards, Merrill & Peterson's portfolio value rose 16% quarter-over-quarter to $315M.
Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.