RICHARDS, MERRILL & PETERSON, INC.

Q1 2026 13F-HR Holdings

Location
Spokane, WA
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
283
Total value ($000)
$272,599
Net value change ($000)
+11,704 (4.5%)
New positions
22
Sold out positions
12
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
COST 1,783 16.3%
CGSD 1,588 49.1%
SCHD 1,359 41.2%
CGDV 1,023 68.2%
CVX 974 18.4%
AMAT 769 30.8%
XLF 699 1747.5%
INCM 619 42.1%
XOM 615 26.6%
XLI 597 2388.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,292 -9.9%
AAPL -687 -5.3%
QCOM -653 -57.5%
CRM -587 -52.3%
QQQ -556 -5.8%
V -481 -17.2%
ISRG -476 -14.8%
GOOGL -347 -11.9%
PLTR -345 -13.6%
SPY -332 -5.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type