13F Insight
DOSSIER · 13F-HR · Q3 2026

RICHARDS, MERRILL & PETERSON, INC.

$328M in tracked AUM across 293 positions as of Q3 2026.

RM
CIK 0000090108 · last filed Sep 30, 2026
Total AUM
$328M
as of Q3 2026
Holdings
293
+8 QoQ
positions
Whale Score
48
48
tracked
Activity
215
+18 new, −10 sold
changes this Q
AI Analysis · Q3 2026

RICHARDS, MERRILL & PETERSON, INC. filed its latest 13F-HR for Q3 2026. 215 position changes this quarter — 18 new, 10 exited, 106 added, 81 trimmed.

Quarter at a glance — Q3 2026

215 material changes this filing.

ADD
MSFTMICROSOFT CORP
+608 sh
+$5M
5.4%
NEW
XOMEXXONMOBIL HOLDINGS CORP
+15K sh
+$2M
0.7%
TRIM
AMATAPPLIED MATLS INC
-195 sh
$-2M
1.5%
EXIT
XOMEXXON MOBIL CORP CHG
-16K sh
$-2M
—
TRIM
AAPLAPPLE INC
-1K sh
+$2M
5.2%
ADD
NVDANVIDIA CORPORATION
+646 sh
+$2M
3.4%
TRIM
METAMETA PLATFORMS INC
-64 sh
+$1M
1.9%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$18M35K5.4%02
AAPL
APPLE INC
$17M52K5.2%03
AMZN
AMAZON COM INC
$13M53K4.0%04
COST
COSTCO WHOLESALE CORPORATION
$12M13K3.7%05
QQQ
INVESCO QQQ TR
$12M16K3.5%06
NVDA
NVIDIA CORPORATION
$11M49K3.4%07
GOOGL
ALPHABET INC
$10M28K2.9%08
SPY
STATE STR SPDR S&P 500 ETF T
$7M10K2.2%09
MU
MICRON TECHNOLOGY INC
$6M6K1.9%10
META
META PLATFORMS INC
$6M8K1.9%

Filing history

2026Q3Sep 30
$328M▲ 4.1%
293 positionsView →2026Q2Jun 30
$315M▲ 15.6%
285 positionsView →2026Q1Mar 31
$273M▲ 4.5%
283 positionsView →2025Q4Dec 31
$261M▲ 12.6%
273 positionsView →2025Q3Sep 30
$232M▲ 10.1%
215 positionsLocked2025Q2Jun 30
$210M▲ 170.6%
200 positionsLocked2025Q1Mar 31
$78M▼ 59.4%
250 positionsLocked2024Q4Dec 31
$191M—
502 positionsLocked