account_balance
Investment manager · 13F filer · SEC CIK 90108
Richards, Merrill & Peterson, Inc.
Reported value$328Mas of Sep 30, 2026
Positions293 17 new, 9 sold out
Top 10 weight34.3%MSFT alone is 5%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
5.4%
AAPLApple Inc.
5.2%Trimmed −3%
AMZNAmazon.com Inc
4.0%Added +4%
COSTCostco Wholesale Corp
3.7%Added +4%
QQQInvesco QQQ Tr
3.5%
NVDANVIDIA Corp
3.4%
GOOGLAlphabet Inc.
2.9%Added +9%
SPYSPDR S&P 500 ETF Trust
2.2%
MUMicron Technology Inc
1.9%Added +16%
METAMeta Platforms, Inc.
1.9%
CVXChevron Corp
1.7%Trimmed −9%
SCHDSchwab Strategic Tr
1.7%Added +4%
MSFTMicrosoft Corp
5.4%
AAPLApple Inc.
5.2%Trimmed −3%
AMZNAmazon.com Inc
4.0%Added +4%
COSTCostco Wholesale Corp
3.7%Added +4%
QQQInvesco QQQ Tr
3.5%
NVDANVIDIA Corp
3.4%
GOOGLAlphabet Inc.
2.9%
SPYSPDR S&P 500 ETF Trust
2.2%
MUMicron Technology Inc
1.9%
META1.9%CVX1.7%SCHD1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 5.4% HeldAAPL Apple Inc. 5.2% Trimmed −3%AMZN Amazon.com Inc 4.0% Added +4%COST Costco Wholesale Corp 3.7% Added +4%
QQQ Invesco QQQ Tr 3.5% Held
NVDA NVIDIA Corp 3.4% HeldGOOGL Alphabet Inc. 2.9% Added +9%SPY SPDR S&P 500 ETF Trust 2.2% HeldMU Micron Technology Inc 1.9% Added +16%META Meta Platforms, Inc. 1.9% HeldCVX Chevron Corp 1.7% Trimmed −9%SCHD Schwab Strategic Tr 1.7% Added +4%
What changed
Biggest moves since Jun 30, 2026
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