RICHARDS, MERRILL & PETERSON, INC. - Portfolio overview

RICHARDS, MERRILL & PETERSON, INC. has 295 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. COST - COSTCO WHOLESALE CORPORATION, 4.62%
2. AAPL - APPLE INC, 4.44%
3. MSFT - MICROSOFT CORP, 4.26%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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