Institutional Fund
Richards, Merrill & Peterson, Inc.
Spokane, WACIK 901085 filings on record
Portfolio Value
$272.60M
Q1 2026
Holdings
283
Reported positions
New Buys
22
Opened this quarter
QoQ Change
+4.5%
from $260.89M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Costco Whsl Corp New4.7%
- Apple Inc4.5%
- Microsoft Corp4.3%
- Amazon Com Inc3.7%
- Invesco Qqq Tr3.3%
- Nvidia Corporation3.0%
- Other76.5%
Portfolio Holdings
283 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Costco Whsl Corp New | 12.8K | $12.72M | 4.7% | +83 | Added |
| 2 | Apple Inc | 48.3K | $12.25M | 4.5% | +679 | Added |
| 3 | Microsoft Corp | 31.7K | $11.73M | 4.3% | +4.8K | Added |
| 4 | Amazon Com Inc | 48.0K | $10.01M | 3.7% | +6.1K | Added |
| 5 | Invesco Qqq Tr | 15.6K | $9.02M | 3.3% | +39 | Added |
| 6 | Nvidia Corporation | 47.2K | $8.24M | 3.0% | +2.8K | Added |
| 7 | Alphabet Inc | 22.6K | $6.49M | 2.4% | +1.5K | Added |
| 8 | Chevron Corp New | 30.3K | $6.27M | 2.3% | −4.4K | Reduced |
| 9 | Spdr S&P 500 ETF Tr | 9.4K | $6.10M | 2.2% | −53 | Reduced |
| 10 | Stryker Corporation | 16.2K | $5.31M | 1.9% | +1.2K | Added |
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