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Richards Merrill & Peterson - Q2 2026 13F Filings

RI

Richards, Merrill & Peterson, Inc.

CIK: 0000090108
Address: Washington Spokane 612 West Main Street The M Building Suite 201
$315.07 M
Portfolio Value
285
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/19/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. AAPL Apple
+$1.39 M
2. GOOGL Alphabet
+$1.11 M
3. INCM Franklin Income Focus Etf Income Focus Etf
+$1.08 M
4. MSFT Microsoft Corporation
+$911,665.64
5. SPCX Space Exploration Technologies
+$731,281

Top Sells

Q2 2026
1. MU Micron Technology
−$1.29 M
2. HD The Home Depot
−$817,897.71
3. SNOW Snowflake
−$661,044
4. QJUN Ft Vest Nasdaq-100 Buffer Etf - June
−$562,410
5. OXY Occidental Petroleum Corporation
−$313,625

Asset Allocation

Stocks/ETFs
+15.58%
$315.07 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Richards Merrill & Peterson Q2 2026 Filing Summary

Richards, Merrill & Peterson, Inc. filed its 13F report for Q2 2026 on July 16, 2026. The portfolio totaled 315.07 M reflecting a +15.58% change from the prior quarter, spanning 285 assets. The top 10 holdings comprised 32.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 12 new positions and 9 complete exits.

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Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Richards Merrill & Peterson’s Q2 2026 Filing

Richards Merrill & Peterson submitted their Form 13F-HR for the Q2 2026 period on 07/16/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Richards Merrill & Peterson reported a managed portfolio value of 315.07 M, consisting of 285 individual positions.

This page displays the raw filing documents. To see which stocks Richards Merrill & Peterson bought or sold during Q2 2026, please visit Richards Merrill & Peterson's Portfolio Analysis page.