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, GOOG, WMT, TRV, JNJ, and represent 27.16% of R.H. Investment Group's stock portfolio.
- Added to shares of these 6 stocks: IWF, CRWD, AXON, TSLA, VUSB, DEO.
- Started 3 new stock positions in CRWD, TSLA, AXON.
- Reduced shares in these 10 stocks: VTI, PFF, CLX, GOOG, JNJ, XOM, USB, UNP, TRV, AMGN.
- Sold out of its position in CLX.
- R.H. Investment Group was a net seller of stock by $-369k.
- R.H. Investment Group has $133M in assets under management (AUM), dropping by 2.39%.
- Central Index Key (CIK): 0002048733
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Portfolio Holdings for R.H. Investment Group
R.H. Investment Group holds 47 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Philip Morris International (PM) | 6.0 | $7.9M | 44k | 180.91 |
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| Alphabet Cap Stk Cl C (GOOG) | 5.9 | $7.8M | 22k | 353.33 |
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| Wal-Mart Stores (WMT) | 5.3 | $7.1M | 63k | 113.26 |
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| Travelers Companies (TRV) | 5.0 | $6.7M | 20k | 330.12 |
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| Johnson & Johnson (JNJ) | 5.0 | $6.6M | 26k | 253.97 |
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| Mastercard Incorporated Cl A (MA) | 4.8 | $6.4M | 13k | 513.60 |
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| Apple (AAPL) | 4.8 | $6.3M | 22k | 289.36 |
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| Wells Fargo & Company (WFC) | 4.3 | $5.8M | 70k | 82.64 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.2 | $5.6M | 11k | 500.39 |
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| Amgen (AMGN) | 3.9 | $5.2M | 15k | 362.12 |
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| Us Bancorp Com New (USB) | 3.8 | $5.1M | 84k | 60.40 |
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| ConocoPhillips (COP) | 3.8 | $5.0M | 48k | 103.96 |
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| Enterprise Products Partners (EPD) | 3.7 | $4.9M | 134k | 36.76 |
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| Exxon Mobil Corporation (XOM) | 3.6 | $4.8M | 35k | 136.72 |
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| Thermo Fisher Scientific (TMO) | 3.5 | $4.6M | 9.2k | 501.36 |
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| Union Pacific Corporation (UNP) | 3.5 | $4.6M | 17k | 271.99 |
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| Automatic Data Processing (ADP) | 3.1 | $4.1M | 18k | 223.95 |
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| Procter & Gamble Company (PG) | 2.9 | $3.8M | 26k | 146.64 |
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| UnitedHealth (UNH) | 2.8 | $3.8M | 9.1k | 415.63 |
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| McDonald's Corporation (MCD) | 2.5 | $3.3M | 12k | 270.31 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.5 | $3.3M | -23% | 8.8k | 370.05 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $2.8M | 4.0k | 686.81 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $2.4M | 7.4k | 327.33 |
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| Diageo Spon Adr New (DEO) | 1.6 | $2.2M | +3% | 27k | 80.38 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $2.1M | 5.7k | 357.37 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 1.1 | $1.4M | +6% | 28k | 49.78 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $1.3M | +300% | 11k | 124.17 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.9 | $1.3M | 5.2k | 242.43 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.6 | $826k | 4.3k | 190.52 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $578k | 6.8k | 85.49 |
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| NVIDIA Corporation (NVDA) | 0.4 | $506k | -5% | 2.5k | 200.09 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $462k | 3.2k | 146.41 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $442k | 2.7k | 164.60 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $442k | 1.1k | 393.96 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $378k | 1.7k | 221.20 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $354k | 480.00 | 736.40 |
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| Verizon Communications (VZ) | 0.3 | $351k | 8.3k | 42.34 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $326k | NEW | 427.00 | 763.14 |
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| Amazon (AMZN) | 0.2 | $307k | 1.3k | 238.34 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $302k | -52% | 9.9k | 30.49 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $292k | 2.5k | 116.67 |
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| Pepsi (PEP) | 0.2 | $255k | 1.9k | 135.40 |
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| Axon Enterprise (AXON) | 0.2 | $248k | NEW | 443.00 | 560.61 |
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| Southern Company (SO) | 0.2 | $222k | 2.3k | 95.71 |
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| Tesla Motors (TSLA) | 0.2 | $214k | NEW | 509.00 | 420.60 |
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| National Fuel Gas (NFG) | 0.2 | $207k | 2.7k | 77.21 |
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| Gossamer Bio (GOSS) | 0.0 | $4.3k | 26k | 0.16 |
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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 Q2 filed Aug. 7, 2026
- 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