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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
+7.67%
1 Year Est. Return
+30.62%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$232M
AUM Growth
+$21.3M
(+10%)
Cap. Flow
+$7.96M
Cap. Flow
% of AUM
3.44%
Top 10 Holdings %
Top 10 Hldgs %
35.02%
Holding
218
New
18
Increased
88
Reduced
54
Closed
3
Avg Time Held
2.7
quarters
Top 10 Avg Time Held
2.7
quarters
Top 20 Avg Time Held
2.8
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intuitive Surgical
ISRG
|
+$690K |
| 2 |
Costco
COST
|
+$669K |
| 3 |
L3Harris
LHX
|
+$560K |
| 4 |
Grayscale Ethereum Staking Mini ETF Shares
ETH
|
+$414K |
| 5 |
Constellation Energy
CEG
|
+$322K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$241K |
| 2 |
Constellation Brands
STZ
|
+$222K |
| 3 |
United Parcel Service
UPS
|
+$220K |
| 4 |
Twilio
TWLO
|
+$208K |
| 5 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$179K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 24.24% |
| 2 | Technology | 23.56% |
| 3 | Consumer Discretionary | 9.94% |
| 4 | Financials | 7.59% |
| 5 | Industrials | 7.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$4.04T
| $13.1M | 5.65% |
25,277
-473
| -2% | -$241K |
2024 Q4
3 quarters
|
|
2
Apple
AAPL
$4.98T
| $11.8M | 5.07% |
46,155
-719
| -2% | -$162K |
2024 Q4
3 quarters
|
|
|
3
Costco
COST
$423B
| $10.3M | 4.47% |
11,175
+698
| +7% | +$669K |
2024 Q4
3 quarters
|
|
4
Invesco QQQ Trust
QQQ
$497B
| $9.2M | 3.97% |
15,320
-249
| -2% | -$143K |
2024 Q4
3 quarters
|
|
5
Amazon
AMZN
$2.79T
| $8.64M | 3.73% |
39,346
+572
| +1% | +$129K |
2024 Q4
3 quarters
|
|
6
NVIDIA
NVDA
$5.52T
| $7.39M | 3.19% |
39,584
-153
| -0.4% | -$26.7K |
2024 Q4
3 quarters
|
|
7
State Street SPDR S&P 500 ETF Trust
SPY
$822B
| $6.21M | 2.68% |
9,324
-269
| -3% | -$172K |
2024 Q4
3 quarters
|
|
8
Alphabet (Google) Class A
GOOGL
$4.33T
| $5.06M | 2.18% |
20,794
+1,091
| +6% | +$229K |
2024 Q4
3 quarters
|
|
9
Stryker
SYK
$108B
| $4.86M | 2.1% |
13,158
+213
| +2% | +$82.3K |
2024 Q4
3 quarters
|
|
10
JPMorgan Chase
JPM
$881B
| $4.58M | 1.98% |
14,529
+33
| +0.2% | +$9.81K |
2024 Q4
3 quarters
|
|
11
Chevron
CVX
$427B
| $4.33M | 1.87% |
27,892
+819
| +3% | +$127K |
2024 Q4
3 quarters
|
|
12
Meta Platforms (Facebook)
META
$1.94T
| $4.2M | 1.81% |
5,714
-56
| -1% | -$41.7K |
2024 Q4
3 quarters
|
|
13
Home Depot
HD
$293B
| $3.57M | 1.54% |
8,800
+21
| +0.2% | +$8.26K |
2024 Q4
3 quarters
|
|
14
Vanguard S&P 500 ETF
VOO
$1.05T
| $3.46M | 1.5% |
5,656
-49
| -0.9% | -$28.9K |
2024 Q4
3 quarters
|
|
15
RTX Corp
RTX
$247B
| $3.09M | 1.34% |
18,488
+714
| +4% | +$111K |
2024 Q4
3 quarters
|
|
16
Visa
V
$744B
| $2.65M | 1.14% |
7,760
+32
| +0.4% | +$11.1K |
2024 Q4
3 quarters
|
|
17
Berkshire Hathaway Class B
BRK.B
$1.11T
| $2.65M | 1.14% |
5,263
+178
| +4% | +$86.2K |
2024 Q4
3 quarters
|
|
18
Schwab US Dividend Equity ETF
SCHD
$111B
| $2.58M | 1.12% |
94,646
+11,093
| +13% | +$303K |
2024 Q4
3 quarters
|
|
19
Lowe's Companies
LOW
$106B
| $2.35M | 1.01% |
9,335
+34
| +0.4% | +$8.35K |
2024 Q4
3 quarters
|
|
20
Capital Group Short Duration Income ETF
CGSD
$2.75B
| $2.34M | 1.01% |
90,196
+5,433
| +6% | +$141K |
2024 Q4
3 quarters
|
|
21
PGIM Total Return Bond ETF
PTRB
$1.15B
| $2.31M | 1% |
54,846
+3,853
| +8% | +$161K |
2024 Q4
3 quarters
|
|
22
Alphabet (Google) Class C
GOOG
$4.27T
| $2.3M | 0.99% |
9,444
+80
| +0.9% | +$16.8K |
2024 Q4
3 quarters
|
|
23
Palantir
PLTR
$501B
| $2.24M | 0.97% |
12,276
+147
| +1% | +$23.8K |
2024 Q4
3 quarters
|
|
|
24
Intuitive Surgical
ISRG
$149B
| $2.13M | 0.92% |
4,756
+1,438
| +43% | +$690K |
2024 Q4
3 quarters
|
|
25
IBM
IBM
$217B
| $2.1M | 0.91% |
7,457
+233
| +3% | +$61K |
2024 Q4
3 quarters
|
|
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Richards, Merrill & Peterson's Q3 2025 Portfolio in Review
As of Q3 2025, Richards, Merrill & Peterson held 218 positions worth $232M, up 10% from $210M the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Richards, Merrill & Peterson deployed $7.96M of net new capital in Q3 2025, opening 18 new positions and adding to 88 existing holdings. Its largest new stake was L3Harris: 2,047 shares worth $625K.
By sector, the portfolio is most concentrated in Miscellaneous at 24% of assets, up from 23% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was Microsoft, an estimated $241K trimmed.
- Richards, Merrill & Peterson's largest Q3 2025 buy was L3Harris: 2,047 shares worth $625K.
- Richards, Merrill & Peterson added most to Intuitive Surgical in Q3 2025, an estimated $690K increase.
- Richards, Merrill & Peterson's biggest Q3 2025 reduction was Microsoft, cutting an estimated $241K.
- Richards, Merrill & Peterson fully exited Constellation Brands in Q3 2025, selling an estimated $222K.
- Richards, Merrill & Peterson's ten largest holdings make up 35% of its $232M portfolio in Q3 2025.
- Richards, Merrill & Peterson opened 18 new positions and closed 3 in Q3 2025.
- Richards, Merrill & Peterson's portfolio value rose 10% quarter-over-quarter to $232M.
Based on Richards, Merrill & Peterson's 13F filing for Q3 2025, filed 16 Oct 2025.