R.H. Investment Group, LLC

CIK 0002048733 · SCOTTSDALE, AZ · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

R.H. Investment Group, LLC reported 47 positions worth $132.8M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: PM (6.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$132.8M
2026 Q2
Positions
47
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
49.3%
Est. Net Flow (Q)
2026 Q2
10 / 47 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1PMPHILIP MORRIS INTL INCSH$7.9M5.98%43,854
2GOOGALPHABET INCSH$7.8M5.87%22,054
3WMTWALMART INCSH$7.1M5.34%62,545
4TRVTRAVELERS COMPANIES INCSH$6.7M5.02%20,186
5JNJJOHNSON & JOHNSONSH$6.6M4.96%25,915
6MAMASTERCARD INCORPORATEDSH$6.4M4.84%12,523
7AAPLAPPLE INCSH$6.3M4.75%21,812
8WFCWELLS FARGO & COSH$5.8M4.34%69,656
9BRK-BBERKSHIRE HATHAWAY INC DELSH$5.6M4.22%11,200
10AMGNAMGEN INCSH$5.2M3.95%14,477

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does R.H. Investment Group, LLC hold as of Q2 2026?

R.H. Investment Group, LLC reported 47 positions worth $132.8M in its Q2 2026 13F filing. Largest positions: PM (6.0%), GOOG (5.9%), WMT (5.3%), TRV (5.0%) and JNJ (5.0%).

What did R.H. Investment Group, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did R.H. Investment Group, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.