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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 $210,302,250
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 25,750 $12,808,504 6.09%
2.
Costco Wholesale Corp W
 COST 10,477 $10,372,062 4.93%
3.
Apple Inc.
 AAPL 46,874 $9,617,239 4.57%
4.
Invesco Qqq Tr
 15,569 $8,588,413 4.08%
5.
Amazon Com Inc
 AMZN 38,774 $8,506,628 4.04%
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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