Institutions / R.H. Investment Group, LLC

R.H. Investment Group, LLC

CIK 2048733 · Institution · as of Jun 30, 2026
Portfolio value
$132.76M
Positions
47
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$132.76M+11.2%
$132.76M$126.08M$119.40MQ4 '25Q2 '26

Positions

47+42.4%
474033Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 47 →
CompanyClassValueShares% of portfolio
Philip Morris International Inc.$7.93M43,8546.0%
Alphabet Inc.$7.79M22,0545.9%
Walmart Inc.$7.08M62,5455.3%
Travelers Companies, Inc.$6.66M20,1865.0%
Johnson & Johnson$6.58M25,9155.0%
Mastercard Inc$6.43M12,5234.8%
Apple Inc.$6.31M21,8124.8%
Wells Fargo & COMPANY/MN$5.76M69,6564.3%
Warren E. Buffett$5.60M11,2004.2%
Amgen Inc$5.24M14,4773.9%
US Bancorp \De$5.06M83,7843.8%
ConocoPhillips$4.99M47,9983.8%
Enterprise Products Partners L.P.EPDMLP$4.92M133,9653.7%
Exxon Mobil Corp$4.83M35,3313.6%
Thermo Fisher Scientific Inc.$4.60M9,1683.5%
Union Pacific Corp$4.59M16,8903.5%
Automatic Data Processing Inc$4.09M18,2823.1%
PROCTER & GAMBLE Co$3.83M26,0862.9%
Unitedhealth Group Inc$3.77M9,0662.8%
Mcdonald'S Corp$3.32M12,2942.5%
Vanguard Index Fds$3.25M8,7912.5%
Vanguard Index Fds$2.78M4,0432.1%
JPMORGAN CHASE & CO$2.42M7,3901.8%
Diageo PLC$2.17M27,0351.6%
Alphabet Inc.$2.05M5,7411.5%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
New464287614$1.32M+11K
10,592
0.99% of portfolio
low
Q2 2026
as of
New464287598$1.25M+5K
5,162
0.94% of portfolio
low
Q2 2026
as of
New81369Y803$825.7K+4K
4,334
0.62% of portfolio
low
Q2 2026
as of
TrimAlphabet Inc.$-536.1K-2K
-20.72%
5,741
1.55% of portfolio
low
Q2 2026
as of
NewNVIDIA Corp$506.0K+3K
2,529
0.38% of portfolio
low
Q2 2026
as of
New464287481$462.1K+3K
3,156
0.35% of portfolio
low
Q2 2026
as of
New464287473$442.4K+3K
2,688
0.33% of portfolio
low
Q2 2026
as of
New464287648$442.4K+1K
1,123
0.33% of portfolio
low
Q2 2026
as of
Trim922908769$-433.0K-1K
-11.75%
8,791
2.45% of portfolio
low
Q2 2026
as of
AddUnitedhealth Group Inc$399.8K+962
+11.87%
9,066
2.84% of portfolio
low