R.H. Investment Group as of June 30, 2025
Portfolio Holdings for R.H. Investment Group
R.H. Investment Group holds 31 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Philip Morris International (PM) | 7.4 | $8.1M | 45k | 182.13 | |
| Mastercard Incorporated Cl A (MA) | 6.5 | $7.0M | 13k | 561.94 | |
| Wal-Mart Stores (WMT) | 5.8 | $6.3M | 65k | 97.78 | |
| Wells Fargo & Company (WFC) | 5.2 | $5.7M | 71k | 80.12 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.0 | $5.5M | 11k | 485.77 | |
| Travelers Companies (TRV) | 5.0 | $5.4M | 20k | 267.54 | |
| Automatic Data Processing (ADP) | 5.0 | $5.4M | 18k | 308.40 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.5 | $4.9M | 16k | 303.92 | |
| Apple (AAPL) | 4.1 | $4.5M | 22k | 205.17 | |
| ConocoPhillips (COP) | 3.9 | $4.2M | 47k | 89.74 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.8 | $4.2M | 24k | 177.39 | |
| Procter & Gamble Company (PG) | 3.8 | $4.1M | 26k | 159.32 | |
| Amgen (AMGN) | 3.7 | $4.1M | 15k | 279.21 | |
| Johnson & Johnson (JNJ) | 3.7 | $4.0M | 26k | 152.75 | |
| Union Pacific Corporation (UNP) | 3.6 | $3.9M | 17k | 230.07 | |
| Exxon Mobil Corporation (XOM) | 3.5 | $3.9M | 36k | 107.80 | |
| Thermo Fisher Scientific (TMO) | 3.5 | $3.8M | 9.3k | 405.46 | |
| FedEx Corporation (FDX) | 3.5 | $3.8M | 17k | 227.32 | |
| Us Bancorp Del Com New (USB) | 3.4 | $3.7M | 83k | 45.25 | |
| McDonald's Corporation (MCD) | 3.3 | $3.6M | 12k | 292.17 | |
| Diageo Spon Adr New (DEO) | 2.2 | $2.5M | 24k | 100.84 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $2.3M | 4.1k | 568.03 | |
| UnitedHealth (UNH) | 2.0 | $2.2M | 7.1k | 311.97 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $2.1M | 7.4k | 289.91 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $1.3M | 7.2k | 176.23 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 1.0 | $1.1M | 37k | 30.68 | |
| Enterprise Products Partners (EPD) | 0.3 | $372k | 12k | 31.01 | |
| National Fuel Gas (NFG) | 0.2 | $252k | 3.0k | 84.71 | |
| Pepsi (PEP) | 0.2 | $248k | 1.9k | 132.04 | |
| Clorox Company (CLX) | 0.2 | $240k | 2.0k | 120.07 | |
| Southern Company (SO) | 0.2 | $227k | 2.5k | 91.83 |
