RICHARDS, MERRILL & PETERSON, INC. - Portfolio Stock Holdings
RICHARDS, MERRILL & PETERSON, INC. disclosed 302 stock positions in a recent SEC 13F filing. $327,960,557 of stock holdings were filed, with the largest holdings including MSFT, AAPL, and AMZN. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $643,598,531 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
302Est. Stock Holding Value:
$327,960,557Top Stock Holdings By Sector
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Portfolio Stock Holdings - RICHARDS, MERRILL & PETERSON, INC.
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