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, GOOG, WFC, and represent 29.04% of R.H. Investment Group's stock portfolio.
- Added to shares of these 8 stocks: VUSB, VXUS, UNH, ADP, PG, DEO, COP, PM.
- Started 1 new stock position in VXUS.
- Reduced shares in these 10 stocks: VTI, GOOG, BX, TMO, WMT, MA, AAPL, VOO, AMGN, JNJ.
- Sold out of its position in BX.
- R.H. Investment Group was a net seller of stock by $-1.3M.
- R.H. Investment Group has $119M in assets under management (AUM), dropping by 3.66%.
- 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 December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Philip Morris International (PM) | 5.9 | $7.1M | 44k | 160.40 |
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| Mastercard Incorporated Cl A (MA) | 5.9 | $7.1M | 12k | 570.88 |
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| Wal-Mart Stores (WMT) | 5.9 | $7.1M | 63k | 111.41 |
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| Alphabet Cap Stk Cl C (GOOG) | 5.8 | $6.9M | -4% | 22k | 313.80 |
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| Wells Fargo & Company (WFC) | 5.5 | $6.5M | 70k | 93.20 |
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| Travelers Companies (TRV) | 4.9 | $5.9M | 20k | 290.06 |
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| Apple (AAPL) | 4.9 | $5.9M | 22k | 271.86 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.7 | $5.7M | 11k | 502.65 |
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| Johnson & Johnson (JNJ) | 4.6 | $5.4M | 26k | 206.95 |
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| Thermo Fisher Scientific (TMO) | 4.4 | $5.3M | -2% | 9.1k | 579.45 |
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| Amgen (AMGN) | 4.0 | $4.8M | 15k | 327.31 |
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| Automatic Data Processing (ADP) | 3.8 | $4.5M | 18k | 257.23 |
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| ConocoPhillips (COP) | 3.7 | $4.4M | 47k | 93.61 |
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| Us Bancorp Del Com New (USB) | 3.7 | $4.4M | 83k | 53.36 |
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| Exxon Mobil Corporation (XOM) | 3.6 | $4.3M | 36k | 120.34 |
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| Enterprise Products Partners (EPD) | 3.5 | $4.2M | 132k | 32.06 |
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| Union Pacific Corporation (UNP) | 3.3 | $3.9M | 17k | 231.31 |
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| Procter & Gamble Company (PG) | 3.2 | $3.8M | 26k | 143.31 |
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| McDonald's Corporation (MCD) | 3.2 | $3.8M | 12k | 305.63 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.8 | $3.3M | -27% | 10k | 335.27 |
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| UnitedHealth (UNH) | 2.2 | $2.7M | +3% | 8.1k | 330.11 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $2.5M | 4.0k | 627.13 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $2.4M | 7.4k | 322.22 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $2.3M | 7.2k | 313.00 |
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| Diageo Spon Adr New (DEO) | 1.8 | $2.1M | 24k | 86.27 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.9 | $1.0M | +58% | 20k | 49.84 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $647k | 21k | 30.96 |
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| Verizon Communications (VZ) | 0.3 | $338k | 8.3k | 40.73 |
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| Pepsi (PEP) | 0.2 | $270k | 1.9k | 143.52 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $219k | NEW | 2.9k | 75.44 |
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| National Fuel Gas (NFG) | 0.2 | $215k | 2.7k | 80.06 |
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| Southern Company (SO) | 0.2 | $202k | 2.3k | 87.20 |
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| Clorox Company (CLX) | 0.2 | $202k | 2.0k | 100.83 |
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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 Q4 filed Jan. 16, 2026
- 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