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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 $191,439,554
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 48,190 $12,067,838 6.3%
2.
Microsoft Corp
 MSFT 25,111 $10,584,376 5.52%
3.
Costco Wholesale Corp W
 COST 10,196 $9,342,715 4.88%
4.
Amazon Com Inc
 AMZN 36,259 $7,954,862 4.15%
5.
Invesco Qqq Tr
 13,028 $6,660,206 3.47%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)