R.H. Investment Group
Latest statistics and disclosures from R.H. Investment Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WMT, PM, GOOG, MA, JNJ, and represent 26.86% of R.H. Investment Group's stock portfolio.
- Added to shares of these 10 stocks: IWF, IWD, XLK, VTI, NVDA, IWP, IWS, IWO, PLTR, IWN.
- Started 12 new stock positions in IWO, IWS, AMZN, GOSS, PLTR, QQQ, NVDA, IWP, IWF, IWN. IWD, XLK.
- Reduced shares in these 6 stocks: GOOGL, WMT, XOM, WFC, PM, JNJ.
- R.H. Investment Group was a net buyer of stock by $7.6M.
- R.H. Investment Group has $130M in assets under management (AUM), dropping by 8.59%.
- Central Index Key (CIK): 0002048733
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Portfolio Holdings for R.H. Investment Group
R.H. Investment Group holds 45 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wal-Mart Stores (WMT) | 6.2 | $8.0M | 63k | 127.26 |
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| Philip Morris International (PM) | 5.5 | $7.1M | 44k | 160.94 |
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| Alphabet Cap Stk Cl C (GOOG) | 5.4 | $7.0M | 22k | 314.74 |
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| Mastercard Incorporated Cl A (MA) | 4.9 | $6.4M | 13k | 507.12 |
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| Johnson & Johnson (JNJ) | 4.9 | $6.3M | 26k | 241.30 |
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| Travelers Companies (TRV) | 4.7 | $6.1M | 20k | 301.59 |
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| ConocoPhillips (COP) | 4.7 | $6.0M | +2% | 48k | 125.22 |
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| Wells Fargo & Company (WFC) | 4.6 | $5.9M | 70k | 84.66 |
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| Apple (AAPL) | 4.4 | $5.6M | 22k | 258.90 |
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| Exxon Mobil Corporation (XOM) | 4.3 | $5.6M | 36k | 156.22 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.2 | $5.4M | 11k | 479.75 |
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| Enterprise Products Partners (EPD) | 4.0 | $5.1M | +2% | 135k | 38.03 |
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| Amgen (AMGN) | 3.9 | $5.1M | 15k | 349.81 |
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| Us Bancorp Com New (USB) | 3.6 | $4.7M | +2% | 85k | 55.36 |
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| Thermo Fisher Scientific (TMO) | 3.6 | $4.6M | 9.2k | 503.46 |
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| Union Pacific Corporation (UNP) | 3.3 | $4.2M | 17k | 249.10 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.9 | $3.8M | +15% | 12k | 333.70 |
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| Procter & Gamble Company (PG) | 2.9 | $3.8M | 26k | 144.90 |
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| McDonald's Corporation (MCD) | 2.9 | $3.8M | 12k | 307.01 |
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| Automatic Data Processing (ADP) | 2.8 | $3.7M | +3% | 18k | 200.78 |
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| UnitedHealth (UNH) | 2.1 | $2.8M | +12% | 9.1k | 305.98 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.9 | $2.5M | 4.0k | 621.34 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $2.3M | 7.4k | 307.97 |
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| Diageo Spon Adr New (DEO) | 1.6 | $2.0M | +7% | 26k | 77.09 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $1.8M | -20% | 5.7k | 317.32 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 1.0 | $1.3M | +29% | 26k | 49.69 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $1.2M | NEW | 2.6k | 443.15 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.9 | $1.1M | NEW | 5.2k | 221.95 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $643k | 21k | 30.74 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.5 | $614k | NEW | 4.3k | 141.69 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $549k | +132% | 6.8k | 81.23 |
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| NVIDIA Corporation (NVDA) | 0.4 | $488k | NEW | 2.7k | 182.08 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $419k | NEW | 3.2k | 132.70 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $408k | NEW | 2.7k | 151.85 |
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| Verizon Communications (VZ) | 0.3 | $399k | 8.3k | 48.04 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $372k | NEW | 1.1k | 331.05 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $352k | NEW | 2.5k | 140.76 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $339k | NEW | 1.7k | 198.43 |
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| Pepsi (PEP) | 0.2 | $291k | 1.9k | 154.80 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $291k | NEW | 480.00 | 606.09 |
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| Amazon (AMZN) | 0.2 | $285k | NEW | 1.3k | 221.25 |
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| National Fuel Gas (NFG) | 0.2 | $256k | 2.7k | 95.58 |
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| Southern Company (SO) | 0.2 | $225k | 2.3k | 97.17 |
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| Clorox Company (CLX) | 0.2 | $211k | 2.0k | 105.67 |
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| Gossamer Bio (GOSS) | 0.0 | $9.1k | NEW | 26k | 0.35 |
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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 2026 Q1 filed April 14, 2026
- 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