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Home > Institutional Investor > Richards, Merrill & Peterson, Inc. > Profile

Instuitional Investor - Richards, Merrill & Peterson, Inc.

Fund Profile
Filing Period:
Fund Name: Richards, Merrill & Peterson, Inc.
Portfolio Value $231,628,248
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 25,277 $13,092,173 5.65%
2.
Apple Inc.
 AAPL 46,155 $11,752,342 5.07%
3.
Costco Wholesale Corp W
 COST 11,175 $10,343,839 4.47%
4.
Invesco Qqq Tr
 15,320 $9,197,420 3.97%
5.
Amazon Com Inc
 AMZN 39,346 $8,639,201 3.73%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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