Long-term investor
Richards, Merrill & Peterson, Inc. @richardsmerrillpetersoni
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000090108).
Record
- Tracked since 2025-06-30 (454 days), 93 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +17.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.9% · long · since 2025-06-30
- MSFT · 4.0% · long · since 2025-06-30
- AMZN · 3.8% · long · since 2025-06-30
- 22160K105 · 3.8% · long · since 2025-06-30
- 46090E103 · 3.7% · long · since 2025-06-30
- NVDA · 3.0% · long · since 2025-06-30
- 02079K305 · 2.9% · long · since 2025-06-30
- 78462F103 · 2.3% · long · since 2025-06-30
- AMAT · 2.2% · long · since 2025-06-30
- MU · 1.9% · long · since 2025-06-30
- SYK · 1.8% · long · since 2025-06-30
- JPM · 1.6% · long · since 2025-06-30