R.H. Investment Group as of March 31, 2026
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 | |
| Philip Morris International (PM) | 5.5 | $7.1M | 44k | 160.94 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.4 | $7.0M | 22k | 314.74 | |
| Mastercard Incorporated Cl A (MA) | 4.9 | $6.4M | 13k | 507.12 | |
| Johnson & Johnson (JNJ) | 4.9 | $6.3M | 26k | 241.30 | |
| Travelers Companies (TRV) | 4.7 | $6.1M | 20k | 301.59 | |
| ConocoPhillips (COP) | 4.7 | $6.0M | 48k | 125.22 | |
| Wells Fargo & Company (WFC) | 4.6 | $5.9M | 70k | 84.66 | |
| Apple (AAPL) | 4.4 | $5.6M | 22k | 258.90 | |
| Exxon Mobil Corporation (XOM) | 4.3 | $5.6M | 36k | 156.22 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.2 | $5.4M | 11k | 479.75 | |
| Enterprise Products Partners (EPD) | 4.0 | $5.1M | 135k | 38.03 | |
| Amgen (AMGN) | 3.9 | $5.1M | 15k | 349.81 | |
| Us Bancorp Com New (USB) | 3.6 | $4.7M | 85k | 55.36 | |
| Thermo Fisher Scientific (TMO) | 3.6 | $4.6M | 9.2k | 503.46 | |
| Union Pacific Corporation (UNP) | 3.3 | $4.2M | 17k | 249.10 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.9 | $3.8M | 12k | 333.70 | |
| Procter & Gamble Company (PG) | 2.9 | $3.8M | 26k | 144.90 | |
| McDonald's Corporation (MCD) | 2.9 | $3.8M | 12k | 307.01 | |
| Automatic Data Processing (ADP) | 2.8 | $3.7M | 18k | 200.78 | |
| UnitedHealth (UNH) | 2.1 | $2.8M | 9.1k | 305.98 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.9 | $2.5M | 4.0k | 621.34 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $2.3M | 7.4k | 307.97 | |
| Diageo Spon Adr New (DEO) | 1.6 | $2.0M | 26k | 77.09 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $1.8M | 5.7k | 317.32 | |
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 1.0 | $1.3M | 26k | 49.69 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $1.2M | 2.6k | 443.15 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.9 | $1.1M | 5.2k | 221.95 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $643k | 21k | 30.74 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.5 | $614k | 4.3k | 141.69 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $549k | 6.8k | 81.23 | |
| NVIDIA Corporation (NVDA) | 0.4 | $488k | 2.7k | 182.08 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $419k | 3.2k | 132.70 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $408k | 2.7k | 151.85 | |
| Verizon Communications (VZ) | 0.3 | $399k | 8.3k | 48.04 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $372k | 1.1k | 331.05 | |
| Palantir Technologies Cl A (PLTR) | 0.3 | $352k | 2.5k | 140.76 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $339k | 1.7k | 198.43 | |
| Pepsi (PEP) | 0.2 | $291k | 1.9k | 154.80 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $291k | 480.00 | 606.09 | |
| Amazon (AMZN) | 0.2 | $285k | 1.3k | 221.25 | |
| National Fuel Gas (NFG) | 0.2 | $256k | 2.7k | 95.58 | |
| Southern Company (SO) | 0.2 | $225k | 2.3k | 97.17 | |
| Clorox Company (CLX) | 0.2 | $211k | 2.0k | 105.67 | |
| Gossamer Bio (GOSS) | 0.0 | $9.1k | 26k | 0.35 |
