RICHARDS, MERRILL & PETERSON, INC.

Q2 2026 13F-HR Holdings

Location
Spokane, WA
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
285
Total value ($000)
$315,066
Net value change ($000)
+42,467 (15.6%)
New positions
16
Sold out positions
10
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 3,833 180.9%
AMAT 3,811 116.7%
AAPL 3,111 25.4%
CGCB 2,809 NEW
GOOGL 2,682 41.3%
QQQ 2,644 29.3%
AMZN 2,052 20.5%
CAT 1,493 54.5%
PANW 1,362 109.9%
NVDA 1,347 16.3%
Top Reduces (Value $000, Stocks/ETFs)
HON -1,533 -100.0%
CVX -1,258 -20.1%
XOM -760 -26.0%
COST -735 -5.8%
SNOW -661 -100.0%
HD -583 -17.9%
QJUN -562 -100.0%
NFLX -445 -54.3%
PLTR -443 -20.3%
TMUS -399 -27.4%
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