RICHARDS, MERRILL & PETERSON, INC.

Q4 2025 13F-HR Holdings

Location
Spokane, WA
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
273
Total value ($000)
$260,895
Net value change ($000)
+29,267 (12.6%)
New positions
63
Sold out positions
7
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/16/2025 Next filing: 4/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 1,539 30.4%
AAPL 1,182 10.1%
ISRG 1,083 50.9%
CGGR 1,043 50.6%
AMZN 1,036 12.0%
CVX 967 22.3%
NVDA 906 12.3%
CGSD 891 38.0%
MU 819 92.3%
CEG 751 71.4%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -557 -27.0%
COP -426 -49.0%
APD -378 -31.3%
GBTC -314 -34.5%
KR -313 -100.0%
LSTR -270 -100.0%
CMG -249 -100.0%
HD -228 -6.4%
OXY -225 -37.9%
DKS -222 -100.0%
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