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Richards Merrill & Peterson - Q1 2026 13F Filings

RI

Richards, Merrill & Peterson, Inc.

CIK: 0000090108
Address: Washington Spokane 612 West Main Street The M Building Suite 201
$272.6 M
Portfolio Value
283
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/16/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. MSFT Microsoft Corporation
+$1.76 M
2. CGSD Capital Group Short Duration Income Etf
+$1.62 M
3. AMZN Amazoncom
+$1.28 M
4. CGDV Capital Group Dividend Value Etf
+$1.06 M
5. SCHD Schwab Us Dividend Equity Etf
+$967,802.32

Top Sells

Q1 2026
1. CVX Chevron Corporation
−$920,285.51
2. QCOM Qualcomm Incorporated
−$372,181.64
3. XOM Exxon Mobil Corporation
−$330,666.98
4. SLV Ishares Silver Trust
−$309,860
5. ETH Grayscale Ethereum Mini Trust Etf
−$299,933

Asset Allocation

Stocks/ETFs
+4.48%
$272.59 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
+49.73%
$11,712 0.00%

Sector Allocation (Stocks)

Richards Merrill & Peterson Q1 2026 Filing Summary

Richards, Merrill & Peterson, Inc. filed its 13F report for Q1 2026 on April 17, 2026. The portfolio totaled 272.6 M reflecting a +4.49% change from the prior quarter, spanning 283 assets. The top 10 holdings comprised 32.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 22 new positions and 12 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Richards Merrill & Peterson’s Q1 2026 Filing

Richards Merrill & Peterson submitted their Form 13F-HR for the Q1 2026 period on 04/17/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Richards Merrill & Peterson reported a managed portfolio value of 272.6 M, consisting of 283 individual positions.

This page displays the raw filing documents. To see which stocks Richards Merrill & Peterson bought or sold during Q1 2026, please visit Richards Merrill & Peterson's Portfolio Analysis page.