R.H. Investment Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$129.7M
Q ending 2026-03-31
Prior quarter
$119.4M
Q ending 2025-12-31
Change
+8.6% QoQ · +24.7% YoY
Positions
45
reported holdings
Largest positions
All 45 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Walmart Inc | WMT | Shares | $8.0M | 63K |
| Philip Morris Intl Inc | PM | Shares | $7.1M | 44K |
| Alphabet Inc | GOOG | Shares | $7.0M | 22K |
| Mastercard Incorporated | MA | Shares | $6.4M | 13K |
| Johnson & Johnson | JNJ | Shares | $6.3M | 26K |
| Travelers Companies Inc | TRV | Shares | $6.1M | 20K |
| Conocophillips | COP | Shares | $6.0M | 48K |
| Wells Fargo & Co | WFC | Shares | $5.9M | 70K |
| Apple Inc | AAPL | Shares | $5.6M | 22K |
| Exxon Mobil Corp | XOM | Shares | $5.6M | 36K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $5.4M | 11K |
| Enterprise Prods Partners L | EPD | Shares | $5.1M | 135K |
| Amgen Inc | AMGN | Shares | $5.1M | 15K |
| Us Bancorp | USB | Shares | $4.7M | 85K |
| Thermo Fisher Scientific Inc | TMO | Shares | $4.6M | 9K |
| Union Pac Corp | UNP | Shares | $4.2M | 17K |
| Vanguard Index Fds | VTI | Shares | $3.8M | 11K |
| Procter & Gamble Co | PG | Shares | $3.8M | 26K |
| Mcdonalds Corp | MCD | Shares | $3.8M | 12K |
| Automatic Data Processing In | ADP | Shares | $3.7M | 18K |
| Unitedhealth Group Inc | UNH | Shares | $2.8M | 9K |
| Vanguard Index Fds | VOO | Shares | $2.5M | 4K |
| Jpmorgan Chase & Co | JPM | Shares | $2.3M | 7K |
| Diageo Plc | DEO | Shares | $2.0M | 26K |
| Alphabet Inc | GOOGL | Shares | $1.8M | 6K |
| Vanguard Bd Index Fds | VUSB | Shares | $1.3M | 26K |
| Ishares Tr | IWF | Shares | $1.2M | 3K |
| Ishares Tr | IWD | Shares | $1.1M | 5K |
| Ishares Tr | PFF | Shares | $642K | 21K |
| Select Sector Spdr Tr | XLK | Shares | $614K | 4K |
| Vanguard Star Fds | VXUS | Shares | $549K | 7K |
| Nvidia Corporation | NVDA | Shares | $488K | 3K |
| Ishares Tr | IWP | Shares | $419K | 3K |
| Ishares Tr | IWS | Shares | $408K | 3K |
| Verizon Communications Inc | VZ | Shares | $399K | 8K |
| Ishares Tr | IWO | Shares | $372K | 1K |
| Palantir Technologies Inc | PLTR | Shares | $352K | 3K |
| Ishares Tr | IWN | Shares | $339K | 2K |
| Pepsico Inc | PEP | Shares | $291K | 2K |
| Invesco Qqq Tr | QQQ | Shares | $291K | 480 |
| Amazon Com Inc | AMZN | Shares | $285K | 1K |
| National Fuel Gas Co | NFG | Shares | $256K | 3K |
| Southern Co | SO | Shares | $225K | 2K |
| Clorox Co Del | CLX | Shares | $211K | 2K |
| Gossamer Bio Inc | GOSS | Shares | $9K | 26K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.