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Richards Merrill & Peterson - Q4 2025 13F Filings

RI

Richards, Merrill & Peterson, Inc.

CIK: 0000090108
Address: Washington Spokane 612 West Main Street The M Building Suite 201
$260.89 M
Portfolio Value
273
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/16/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. COST Costco Wholesale Corporation
+$1.3 M
2. CVX Chevron Corporation
+$1.05 M
3. CGGR Capital Group Growth Etf
+$1.02 M
4. NVDA Nvidia Corporation
+$909,553.86
5. CGSD Capital Group Short Duration Income Etf
+$887,873.98

Top Sells

Q4 2025
1. COP Conocophillips
−$416,467.54
2. KR The Kroger Co
−$313,457
3. LSTR Landstar System
−$269,959
4. APD Air Products And Chemicals
−$264,349.02
5. CMG Chipotle Mexican Grill
−$248,504

Asset Allocation

Stocks/ETFs
+13.03%
$260.89 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
-98.94%
$7,822 0.00%

Sector Allocation (Stocks)

Richards Merrill & Peterson Q4 2025 Filing Summary

Richards, Merrill & Peterson, Inc. filed its 13F report for Q4 2025 on January 27, 2026. The portfolio totaled 260.89 M reflecting a +12.64% change from the prior quarter, spanning 273 assets. The top 10 holdings comprised 33.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 69 new positions and 6 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Richards Merrill & Peterson’s Q4 2025 Filing

Richards Merrill & Peterson submitted their Form 13F-HR for the Q4 2025 period on 01/27/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Richards Merrill & Peterson reported a managed portfolio value of 260.89 M, consisting of 273 individual positions.

This page displays the raw filing documents. To see which stocks Richards Merrill & Peterson bought or sold during Q4 2025, please visit Richards Merrill & Peterson's Portfolio Analysis page.