R.H. Investment Group
Latest statistics and disclosures from R.H. Investment Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PM, MA, WMT, WFC, TRV, and represent 28.13% of R.H. Investment Group's stock portfolio.
- Added to shares of these 8 stocks: EPD, VUSB, VZ, UNH, BX, VOO, TRV, COP.
- Started 3 new stock positions in BX, VUSB, VZ.
- Reduced shares in these 10 stocks: , VTI, PFF, GOOG, WFC, PM, ADP, WMT, MA, NFG.
- Sold out of its position in FDX.
- R.H. Investment Group was a net seller of stock by $-344k.
- R.H. Investment Group has $115M in assets under management (AUM), dropping by 5.60%.
- Central Index Key (CIK): 0002048733
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Portfolio Holdings for R.H. Investment Group
R.H. Investment Group holds 33 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Philip Morris International (PM) | 6.2 | $7.1M | 44k | 162.20 |
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| Mastercard Incorporated Cl A (MA) | 6.1 | $7.1M | 12k | 568.81 |
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| Wal-Mart Stores (WMT) | 5.7 | $6.6M | 64k | 103.06 |
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| Wells Fargo & Company (WFC) | 5.1 | $5.9M | 70k | 83.82 |
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| Travelers Companies (TRV) | 4.9 | $5.7M | 20k | 279.22 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.9 | $5.7M | 11k | 502.74 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.9 | $5.6M | 23k | 243.55 |
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| Apple (AAPL) | 4.8 | $5.5M | 22k | 254.63 |
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| Automatic Data Processing (ADP) | 4.4 | $5.1M | 17k | 293.50 |
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| Johnson & Johnson (JNJ) | 4.2 | $4.9M | 26k | 185.42 |
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| Thermo Fisher Scientific (TMO) | 3.9 | $4.5M | 9.3k | 485.02 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 3.9 | $4.5M | -14% | 14k | 328.18 |
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| ConocoPhillips (COP) | 3.9 | $4.4M | 47k | 94.59 |
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| Amgen (AMGN) | 3.6 | $4.1M | 15k | 282.20 |
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| Enterprise Products Partners (EPD) | 3.6 | $4.1M | +996% | 132k | 31.27 |
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| Exxon Mobil Corporation (XOM) | 3.5 | $4.0M | 36k | 112.75 |
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| Union Pacific Corporation (UNP) | 3.5 | $4.0M | 17k | 236.36 |
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| Us Bancorp Del Com New (USB) | 3.5 | $4.0M | 83k | 48.33 |
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| Procter & Gamble Company (PG) | 3.5 | $4.0M | 26k | 153.65 |
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| McDonald's Corporation (MCD) | 3.3 | $3.7M | 12k | 303.89 |
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| UnitedHealth (UNH) | 2.3 | $2.7M | +9% | 7.8k | 345.30 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.2 | $2.5M | 4.1k | 612.38 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $2.3M | 7.4k | 315.43 |
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| Diageo Spon Adr New (DEO) | 2.0 | $2.3M | 24k | 95.43 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $1.8M | 7.2k | 243.10 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.6 | $661k | -42% | 21k | 31.62 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.6 | $645k | NEW | 13k | 49.99 |
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| Verizon Communications (VZ) | 0.3 | $365k | NEW | 8.3k | 43.95 |
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| Pepsi (PEP) | 0.2 | $264k | 1.9k | 140.44 |
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| National Fuel Gas (NFG) | 0.2 | $248k | -10% | 2.7k | 92.37 |
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| Clorox Company (CLX) | 0.2 | $247k | 2.0k | 123.30 |
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| Southern Company (SO) | 0.2 | $220k | -6% | 2.3k | 94.77 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $205k | NEW | 1.2k | 170.85 |
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Past Filings by R.H. Investment Group
SEC 13F filings are viewable for R.H. Investment Group going back to 2024
- R.H. Investment Group 2025 Q3 filed Oct. 30, 2025
- R.H. Investment Group 2025 Q2 filed July 17, 2025
- R.H. Investment Group 2025 Q1 filed April 28, 2025
- R.H. Investment Group 2024 Q4 filed Jan. 14, 2025