RICHARDS, MERRILL & PETERSON, INC.

Q3 2025 13F-HR Holdings

Location
Spokane, WA
Holdings as of
9/30/2025
Date filed
10/16/2025
Form type
13F-HR
Num holdings
215
Total value ($000)
$231,628
Net value change ($000)
+21,326 (10.1%)
New positions
18
Sold out positions
3
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2025 Next filing: 1/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 2,135 22.2%
GOOGL 1,583 45.6%
NVDA 1,108 17.6%
GOOGL 639 38.5%
LHX 625 NEW
QQQ 609 7.1%
PLTR 586 35.5%
CAT 520 35.5%
RTX 499 19.2%
ORCL 470 29.5%
Top Reduces (Value $000, Stocks/ETFs)
HON -301 -16.5%
SYK -257 -5.0%
STZ -222 -100.0%
UPS -220 -100.0%
CMG -213 -46.1%
TWLO -208 -100.0%
CRM -142 -12.5%
SBUX -140 -13.5%
TXN -133 -11.7%
IJT -119 -11.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type