Skip to content

RICHARDS, MERRILL & PETERSON, INC.

Follow

13F filer, CIK 90108, SPOKANE, WA

RICHARDS, MERRILL & PETERSON, INC. reported $210,302,250 across 200 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-31. Its ten largest share positions make up 35.99% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-25-014237

Period
2025-06-30
Reported value
$210M
Holdings
200
Top 10 weight
35.99%
New
6
Sold out
300

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+1,929$1.1M
NVDAadded+6,824$1.08M
QQQadded+1,828$1.01M
AMZNadded+3,087$677K
INCMnew+22,200$601K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IJTreduced-1,688-$225K
APDreduced-701-$198K
FDXreduced-860-$195K
PKGexited-942-$187K
SNOWreduced-798-$179K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Back to all 200 share positions

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PKGPACKAGING CORP AMER942$187Kshares
DOVDOVER CORP1,000$176Kshares
BSVVANGUARD BD INDEX FDS2,078$163Kshares
WABWABTEC894$162Kshares
VWOVANGUARD INTL EQUITY INDEX F3,555$161Kshares
HALHALLIBURTON CO6,084$154Kshares
FANGDIAMONDBACK ENERGY INC965$154Kshares
FDVVFIDELITY COVINGTON TRUST3,100$154Kshares
SMHVANECK ETF TRUST720$152Kshares
CCICROWN CASTLE INC1,409$147Kshares
IPINTERNATIONAL PAPER CO2,716$145Kshares
ALLALLSTATE CORP685$142Kshares
DUKDUKE ENERGY CORP NEW1,136$139Kshares
SHWSHERWIN WILLIAMS CO394$138Kshares
BANRBANNER CORP2,082$133Kshares
HPQHP INC4,576$127Kshares
LHLABCORP HOLDINGS INC519$121Kshares
AMDADVANCED MICRO DEVICES INC1,140$117Kshares
OEFAALPS ETF TR3,824$115Kshares
ZBHZIMMER BIOMET HOLDINGS INC1,000$113Kshares
WFCWELLS FARGO & CO1,532$110Kshares
IRTCIRHYTHM HOLDINGS INC1,025$107Kshares
GNRCGENERAC HLDGS INC845$107Kshares
MMM3M CO722$106Kshares
MDLZMONDELEZ INTL INC1,556$106Kshares
ADPAUTOMATIC DATA PROCESSING IN342$104Kshares
SDYSPDR SERIES TRUST765$104Kshares
SECTNORTHERN LTS FD TR IV2,000$102Kshares
DKSDICKS SPORTING GOODS INC501$101Kshares
PMPHILIP MORRIS INTL INC604$95.9Kshares
CGUSCAPITAL GROUP CORE EQUITY ET2,850$95.2Kshares
SCHWCHARLES SCHWAB CORP (THE)1,202$94.1Kshares
GSPYTIDAL TRUST I3,025$93Kshares
AEPAMERICAN ELEC PWR CO INC832$90.9Kshares
LENLENNAR CORP780$89.5Kshares
NBXGNEUBERGER NEXT GENERATION7,000$85.8Kshares
TAT&T INC3,000$84.8Kshares
LADLITHIA MTRS INC285$83.7Kshares
QDPLPACER FDS TR2,250$82.2Kshares
CARRCARRIER GLOBAL CORPORATION1,293$82Kshares
CGBLCAPITAL GROUP CORE BALANCED2,625$81.3Kshares
DSGXDESCARTES SYS GROUP INC800$80.7Kshares
GMGENERAL MTRS CO1,715$80.7Kshares
GPIXGOLDMAN SACHS ETF TR1,700$79.2Kshares
DOWDOW HLDGS INC2,240$78.2Kshares
ESGVVANGUARD WORLD FD793$77.7Kshares
GDGENERAL DYNAMICS CORP281$76.6Kshares
VTWOVANGUARD SCOTTSDALE FDS945$76.2Kshares
NUVEEN PREFERRED & INCO…NUVEEN PREFERRED & INCOME3,740$73.6Kshares
MOALTRIA GROUP INC1,177$70.6Kshares
VGTVANGUARD WORLD FD129$70Kshares
EVRGEVERGY INC1,000$69Kshares
VLOVALERO ENERGY CORP520$68.7Kshares
TTDTHE TRADE DESK INC1,250$68.4Kshares
GLDSPDR GOLD TR235$67.7Kshares
OGNORGANON & CO4,500$67Kshares
DEDEERE & CO142$66.6Kshares
AOAISHARES TR859$65.7Kshares
LNGCHENIERE ENERGY INC280$64.8Kshares
SLBSLB LIMITED1,547$64.7Kshares
TPRTAPESTRY INC900$63.4Kshares
SHYGISHARES TR1,476$62.8Kshares
MSTRSTRATEGY INC215$62Kshares
GBCIGLACIER BANCORP INC NEW1,389$61.4Kshares
SHOPSHOPIFY INC625$59.6Kshares
MPCMARATHON PETE CORP400$58.3Kshares
VRTVERTIV HOLDINGS CO805$58.1Kshares
ABALLIANCEBERNSTEIN HLDG L P1,515$58Kshares
MGKVANGUARD WORLD FD185$57.1Kshares
OMEROMEROS CORP6,900$56.7Kshares
LULULULULEMON ATHLETICA INC196$55.5Kshares
CSXCSX CORP1,871$55.1Kshares
EOGEOG RES INC422$54.1Kshares
GPNGLOBAL PMTS INC540$52.9Kshares
SIRISIRIUSXM HOLDINGS INC2,300$51.9Kshares
LVHILEGG MASON ETF INVT1,600$51.8Kshares
UMACUNUSUAL MACHS INC8,000$51.2Kshares
FFORD MTR CO5,055$50.7Kshares
CALIBLACKROCK ETF TRUST II1,000$50.4Kshares
LRCXLAM RESEARCH CORP680$49.4Kshares
WECWEC ENERGY GROUP INC450$49Kshares
IWYISHARES TR232$48.9Kshares
PFEPFIZER INC1,922$48.7Kshares
CMCSACOMCAST CORP NEW1,289$47.6Kshares
TMOTHERMO FISHER SCIENTIFIC INC91$45.3Kshares
NEENEXTERA ENERGY INC622$44.1Kshares
IRMIRON MTN INC DEL500$43Kshares
IRINGERSOLL RAND INC530$42.4Kshares
XYZBLOCK INC780$42.4Kshares
NUNU HLDGS LTD4,115$42.1Kshares
BJBJS WHSL CLUB HLDGS INC365$41.6Kshares
DGRWWISDOMTREE TR514$41Kshares
BKLNINVESCO EXCH TRADED FD TR II1,981$41Kshares
SUNSUNOCO LP/SUNOCO FIN CORP700$40.6Kshares
CPBTHE CAMPBELLS COMPANY1,016$40.6Kshares
BABOEING CO235$40.1Kshares
ETNEATON CORP PLC147$40Kshares
GSKGSK PLC1,024$39.7Kshares
WSMWILLIAMS SONOMA INC248$39.2Kshares
EAELECTRONIC ARTS INC263$38Kshares
ALKALASKA AIR GROUP INC765$37.7Kshares
IMCGISHARES TR510$36.4Kshares
CMSCMS ENERGY CORP484$36.4Kshares
XLFSELECT SECTOR SPDR TR725$36.1Kshares
FNFFIDELITY NATL FINL INC551$35.9Kshares
GSGOLDMAN SACHS GROUP INC65$35.5Kshares
BTCGRAYSCALE BITCOIN MINI TR ET942$34.4Kshares
ADBEADOBE INC89$34.1Kshares
SNNSMITH & NEPHEW PLC1,200$34Kshares
PGXINVESCO EXCH TRADED FD TR II3,000$33.7Kshares
ETENERGY TRANSFER L P1,800$33.5Kshares
EVREVERCORE INC167$33.4Kshares
TELTE CONNECTIVITY PLC234$33.1Kshares
XLKSELECT SECTOR SPDR TR156$32.2Kshares
XLVSELECT SECTOR SPDR TR220$32.1Kshares
FRFIRST INDL RLTY TR INC595$32.1Kshares
CMICUMMINS INC102$32Kshares
CBCHUBB LIMITED105$31.7Kshares
ATIATI INC603$31.4Kshares
EAGGISHARES TR644$30.6Kshares
AMTAMERICAN TOWER CORP140$30.5Kshares
ATECALPHATEC HLDGS INC3,000$30.4Kshares
SUSCISHARES TR1,316$30.3Kshares
ALLEALLEGION PLC230$30Kshares
DPZDOMINOS PIZZA INC65$29.9Kshares
MELIMERCADOLIBRE INC15$29.3Kshares
MUBISHARES TR275$29Kshares
SRESEMPRA399$28.5Kshares
INVESTMENT MANAGERS SER TR IINVESTMENT MANAGERS SER TR I770$28.4Kshares
COINCOINBASE GLOBAL INC158$27.2Kshares
VCITVANGUARD SCOTTSDALE FDS325$26.5Kshares
SLVISHARES SILVER TR850$26.3Kshares
FTCFIRST TR EXCHANGE-TRADED ALP200$26.3Kshares
PODDINSULET CORP100$26.3Kshares
RBLXROBLOX CORP450$26.2Kshares
WYWEYERHAEUSER CO887$26Kshares
DFAIDIMENSIONAL ETF TRUST823$25.7Kshares
XLYSELECT SECTOR SPDR TR130$25.7Kshares
UNILEVER PLCUNILEVER PLC423$25.2Kshares
DFASDIMENSIONAL ETF TRUST409$24.4Kshares
XLESELECT SECTOR SPDR TR260$24.3Kshares
RIVNRIVIAN AUTOMOTIVE INC1,950$24.3Kshares
BDXBECTON DICKINSON & CO104$23.8Kshares
AAGILENT TECHNOLOGIES INC202$23.6Kshares
SDGISHARES TR326$23.6Kshares
VMRKVIVMARK RESIDENTIAL325$23.3Kshares
RECSCOLUMBIA ETF TR I700$23.2Kshares
ESGUISHARES TR190$23.2Kshares
NTAPNETAPP INC261$22.9Kshares
PNCPNC FINL SVCS GROUP INC129$22.7Kshares
ARKKARK ETF TR450$21.4Kshares
XLISELECT SECTOR SPDR TR160$21Kshares
JJACOBS SOLUTIONS INC170$20.6Kshares
WYNNWYNN RESORTS LTD246$20.5Kshares
FXCINVESCO CURRENCYSHARES CDN D300$20.4Kshares
CGGOCAPITAL GROUP GBL GROWTH EQT700$19.8Kshares
EMNEASTMAN CHEM CO223$19.6Kshares
COLBCOLUMBIA BKG SYS INC774$19.3Kshares
NVSNOVARTIS AG172$19.2Kshares
CPCANADIAN PACIFIC KANSAS CITY268$18.8Kshares
EXREXTRA SPACE STORAGE INC125$18.6Kshares
LEUCENTRUS ENERGY CORP295$18.4Kshares
CLOVCLOVER HEALTH INVESTMENTS CO5,000$17.9Kshares
MOATVANECK ETF TRUST200$17.6Kshares
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS646$17.5Kshares
SFIXSTITCH FIX INC5,386$17.5Kshares
PRCTPROCEPT BIOROBOTICS CORP300$17.5Kshares
JCIJOHNSON CONTROLS INTERNATION215$17.2Kshares
XNEAXNUVEEN AMT FREE QLTY MUN INC1,533$17.2Kshares
CCITIGROUP INC240$17Kshares
LYBLYONDELLBASELL INDUSTRIES NV235$16.5Kshares
OSKOSHKOSH CORP176$16.5Kshares
INTCINTEL CORP715$16.2Kshares
COKECOCA COLA CONS INC12$16.2Kshares
NEMNEWMONT CORP333$16.1Kshares
ETHGRAYSCALE ETHEREUM STAKING925$15.9Kshares
TRMBTRIMBLE INC240$15.8Kshares
DXCMDEXCOM INC230$15.7Kshares
YUMYUM BRANDS INC95$14.9Kshares
CLXCLOROX CO DEL100$14.7Kshares
PSAPUBLIC STORAGE49$14.7Kshares
GISGENERAL MILLS INC235$14.1Kshares
GLWCORNING INC302$13.8Kshares
CVSCVS HEALTH CORP204$13.8Kshares
CLCOLGATE PALMOLIVE CO147$13.8Kshares
SOLVSOLVENTUM CORP180$13.7Kshares
OFIXORTHOFIX MED INC832$13.6Kshares
TRVTRAVELERS COMPANIES INC50$13.2Kshares
HLNHALEON PLC1,280$13.2Kshares
STLDSTEEL DYNAMICS INC105$13.1Kshares
IDAIDACORP INC111$12.9Kshares
CECELANESE CORP DEL227$12.9Kshares
GILDGILEAD SCIENCES INC110$12.3Kshares
FBTCFIDELITY WISE ORIGIN BITCOIN169$12.2Kshares
ADIANALOG DEVICES INC60$12.1Kshares
VIOOVANGUARD ADMIRAL FDS INC125$12.1Kshares
BABAALIBABA GROUP HLDG LTD91$12Kshares
MGMMGM RESORTS INTERNATIONAL400$11.9Kshares
DLRDIGITAL RLTY TR INC78$11.2Kshares
LVSLAS VEGAS SANDS CORP285$11Kshares
COWZPACER FDS TR200$11Kshares
GEGE AEROSPACE53$10.6Kshares
FIBKFIRST INTST BANCSYSTEM INC370$10.6Kshares
GIISPDR INDEX SHS FDS167$10.4Kshares
DLNWISDOMTREE TR128$10.2Kshares
CINFCINCINNATI FINL CORP68$10Kshares
CTVACORTEVA INC159$10Kshares
SWXSOUTHWEST GAS HLDGS INC138$9.91Kshares
BWXTBWX TECHNOLOGIES INC100$9.87Kshares
MRPMILLROSE PPTYS INC368$9.76Kshares
SPYDSPDR SERIES TRUST220$9.74Kshares
NOCNORTHROP GRUMMAN CORP19$9.73Kshares
TOSTTOAST INC275$9.12Kshares
DDDUPONT DE NEMOURS INC120$8.96Kshares
VLTOVERALTO CORP91$8.87Kshares
VRTXVERTEX PHARMACEUTICALS INC18$8.73Kshares
PEGPUBLIC SVC ENTERPRISE GROUP105$8.64Kshares
NCDLNUVEEN CHURCHILL DIRECT LEND500$8.49Kshares
ESTCELASTIC N V95$8.46Kshares
APAAPA CORPORATION400$8.41Kshares
NVONOVO-NORDISK A S120$8.36Kshares
HYHYSTER-YALE INC200$8.31Kshares
BITOPROSHARES TR450$8.24Kshares
XBISPDR SERIES TRUST100$8.11Kshares
XLPSELECT SECTOR SPDR TR95$7.76Kshares
ECLECOLAB INC29$7.35Kshares
PNRPENTAIR PLC84$7.35Kshares
TTCTORO CO100$7.28Kshares
QQQXNUVEEN NASDAQ 100 DYNAMIC OV300$7.12Kshares
ESMLISHARES TR181$6.95Kshares
VONGVANGUARD SCOTTSDALE FDS74$6.87Kshares
NWNNORTHWEST NAT HLDG CO150$6.41Kshares
BENFRANKLIN TEMPLETON INC325$6.26Kshares
KHCKRAFT HEINZ CO203$6.18Kshares
HRHEALTHCARE RLTY TR350$5.92Kshares
CCLCARNIVAL CORP300$5.86Kshares
SPGSIMON PPTY GROUP INC NEW35$5.81Kshares
IDVISHARES TR187$5.8Kshares
NXPINXP SEMICONDUCTORS N V30$5.7Kshares
MKLMARKEL GROUP INC3$5.61Kshares
DDOMINION ENERGY INC100$5.61Kshares
JPCNUVEEN PFD & INCOME OPPORTUN700$5.57Kshares
DELLDELL TECHNOLOGIES INC60$5.47Kshares
UDNINVESCO DB US DLR INDEX TR300$5.26Kshares
SDVYFIRST TR EXCHANGE TRADED FD154$5.16Kshares
TMFERBB FD INC200$5.12Kshares
WMBWILLIAMS COS INC85$5.08Kshares
BITBBITWISE BITCOIN ETF TR112$5.03Kshares
IBITISHARES BITCOIN TRUST ETF107$5.01Kshares
LHXL3HARRIS TECHNOLOGIES INC22$4.61Kshares
PCGPG&E CORP266$4.57Kshares
SPGIS&P GLOBAL INC8$4.07Kshares
DGXQUEST DIAGNOSTICS INC23$3.89Kshares
MTBM & T BK CORP21$3.75Kshares
ENPHENPHASE ENERGY INC60$3.72Kshares
PDTHANCOCK JOHN PREM DIVID FD284$3.71Kshares
METMETLIFE INC45$3.61Kshares
LTRNLANTERN PHARMA INC975$3.45Kshares
SMCISUPER MICRO COMPUTER INC100$3.42Kshares
NMAXNEWSMAX INC40$3.34Kshares
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC297$3.32Kshares
AMTMAMENTUM HOLDINGS INC170$3.09Kshares
FTREFORTREA HLDGS INC400$3.02Kshares
ABNBAIRBNB INC25$2.99Kshares
PYPLPAYPAL HLDGS INC45$2.94Kshares
PENNPENN ENTERTAINMENT INC175$2.85Kshares
LYFTLYFT INC225$2.67Kshares
HTRBHARTFORD FDS EXCHANGE TRADED75$2.54Kshares
SLVMSYLVAMO CORP37$2.48Kshares
NORDSTROM INCNORDSTROM INC100$2.44Kshares
GEVGE VERNOVA INC8$2.44Kshares
NVGNUVEEN AMT FREE MUN CR INC F187$2.31Kshares
NCLHNORWEGIAN CRUISE LINE HLDGS121$2.29Kshares
ICEINTERCONTINENTAL EXCHANGE IN13$2.24Kshares
FPXFIRST TR EXCHANGE-TRADED FD20$2.23Kshares
OMOUTSET MED INC200$2.21Kshares
SABASABA CAPITAL INCOME & OPPORT234$2.04Kshares
SOUNSOUNDHOUND AI INC250$2.03Kshares
DJTTRUMP MEDIA & TECHNOLOGY GRO100$1.95Kshares
SPWRSUNPOWER INC1,000$1.55Kshares
PJTPJT PARTNERS INC10$1.38Kshares
CHRWC H ROBINSON WORLDWIDE IN13$1.33Kshares
SNAPSNAP INC125$1.09Kshares
VTRSVIATRIS INC120$1.04Kshares
SONOSONOS INC88$939shares
PATHUIPATH INC90$927shares
GEHCGE HEALTHCARE TECHNOLOGIES I11$888shares
BNDXVANGUARD CHARLOTTE FDS18$879shares
ARKBARK 21SHARES BITCOIN ETF10$822shares
RGTIRIGETTI COMPUTING INC100$792shares
CANCANAAN INC900$790shares
USHYISHARES TR19$699shares
SOFISOFI TECHNOLOGIES INC58$675shares
EMBISHARES TR7$634shares
ADMARCHER DANIELS MIDLAND CO13$624shares
KDKYNDRYL HLDGS INC15$471shares
TLTISHARES TR3$273shares
PLUGPLUG PWR INC200$270shares
ONLORION PROPERTIES INC85$182shares
COOKTRAEGER INC COM65$109shares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001398344-25-014237 base2025-07-31acceptance time not in the bulk data set