RICHARDS, MERRILL & PETERSON, INC.

Q3 2026 13F-HR Holdings

Location
Spokane, WA
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
293
Total value ($000)
$327,961
Net value change ($000)
+12,895 (4.1%)
New positions
18
Sold out positions
13
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 5,085 39.9%
EXXONMOBIL HOLDINGS CORP 2,429 NEW
AAPL 1,825 11.9%
NVDA 1,503 15.7%
META 1,337 27.8%
AMZN 1,084 9.0%
PLTR 1,057 60.6%
PVAL 796 63.4%
INCM 773 24.3%
FENI 730 70.3%
Top Reduces (Value $000, Stocks/ETFs)
CGCB -2,809 -100.0%
AMAT -2,171 -30.7%
XOM -2,163 -100.0%
CAT -1,062 -25.1%
HD -663 -24.9%
SYK -661 -11.4%
IBM -524 -22.0%
CSCO -474 -15.0%
LOW -360 -19.2%
PAYX -331 -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