R.H. Investment Group, LLC
CIK 0002048733 · SCOTTSDALE, AZ · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗
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
Top Holdings
PM
PHILIP MORRIS INTL INC
6.0%
GOOG
ALPHABET INC
5.9%
WMT
WALMART INC
5.3%
TRV
TRAVELERS COMPANIES INC
5.0%
JNJ
JOHNSON & JOHNSON
5.0%
MA
MASTERCARD INCORPORATED
4.8%
AAPL
APPLE INC
4.8%
WFC
WELLS FARGO & CO
4.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.