Richards, Merrill & Peterson
Richards, Merrill & Peterson reported 293 stocks worth $328M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are MSFT (5.4%), AAPL (5.2%) and AMZN (4.0%). Compared with Q2 2026, the fund opened new positions in XOM, added to MSFT, AMZN and COST, trimmed AAPL, QQQ and SPY and sold out of XOM, PAYX and ACN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $17.8M | 5.4% | 35K | +608 (+2%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $17.2M | 5.2% | 52K | −1,475 (−3%) | 8 of 8 | |
| 3 |  AMZN Amazon Com Inc | $13.1M | 4.0% | 53K | +2,156 (+4%) | 8 of 8 | |
| 4 |  COST Costco Whsl Corp New | $12.2M | 3.7% | 13K | +551 (+4%) | 8 of 8 | |
| 5 |  QQQ Invesco Qqq TR | $11.5M | 3.5% | 16K | −224 (−1%) | 8 of 8 | |
| 6 |  NVDA Nvidia Corporation | $11.1M | 3.4% | 49K | +646 (+1%) | 8 of 8 | |
| 7 |  GOOGL Alphabet Inc | $9.6M | 2.9% | 28K | +2,208 (+9%) | 8 of 8 | |
| 8 |  SPY Spdr S&P 500 ETF TR | $7.4M | 2.3% | 9,657 | −20 (−0%) | 8 of 8 | |
| 9 |  MU Micron Technology Inc | $6.3M | 1.9% | 5,960 | +804 (+16%) | 8 of 8 | |
| 10 |  META Meta Platforms Inc | $6.1M | 1.9% | 8,476 | −64 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $2.2M | 16K |
 PAYX Paychex Inc | $331K | 3,366 |
 ACN Accenture PLC Ireland | $279K | 2,242 |
 FDXF Fedex Fght Hldg Co Inc Common Stock | $274K | 1,814 |
 VRT Vertiv Holdings Co | $261K | 780 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Richards, Merrill & Peterson 13F FAQ
What does Richards, Merrill & Peterson own?
Richards, Merrill & Peterson reported 293 stocks worth $328M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are MSFT (5.4%), AAPL (5.2%) and AMZN (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did Richards, Merrill & Peterson buy and sell in Q3 2026?
Compared with Q2 2026: 18 new positions, 101 added to, 81 trimmed and 10 sold out. New positions include XOM. It sold all of XOM, PAYX and ACN.
When will Richards, Merrill & Peterson file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Richards, Merrill & Peterson's portfolio worth?
The Q3 2026 filing reports $328M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.