R.H. Investment Group as of June 30, 2026
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 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.9 | $7.8M | 22k | 353.33 | |
| Wal-Mart Stores (WMT) | 5.3 | $7.1M | 63k | 113.26 | |
| Travelers Companies (TRV) | 5.0 | $6.7M | 20k | 330.12 | |
| Johnson & Johnson (JNJ) | 5.0 | $6.6M | 26k | 253.97 | |
| Mastercard Incorporated Cl A (MA) | 4.8 | $6.4M | 13k | 513.60 | |
| Apple (AAPL) | 4.8 | $6.3M | 22k | 289.36 | |
| Wells Fargo & Company (WFC) | 4.3 | $5.8M | 70k | 82.64 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.2 | $5.6M | 11k | 500.39 | |
| Amgen (AMGN) | 3.9 | $5.2M | 15k | 362.12 | |
| Us Bancorp Com New (USB) | 3.8 | $5.1M | 84k | 60.40 | |
| ConocoPhillips (COP) | 3.8 | $5.0M | 48k | 103.96 | |
| Enterprise Products Partners (EPD) | 3.7 | $4.9M | 134k | 36.76 | |
| Exxon Mobil Corporation (XOM) | 3.6 | $4.8M | 35k | 136.72 | |
| Thermo Fisher Scientific (TMO) | 3.5 | $4.6M | 9.2k | 501.36 | |
| Union Pacific Corporation (UNP) | 3.5 | $4.6M | 17k | 271.99 | |
| Automatic Data Processing (ADP) | 3.1 | $4.1M | 18k | 223.95 | |
| Procter & Gamble Company (PG) | 2.9 | $3.8M | 26k | 146.64 | |
| UnitedHealth (UNH) | 2.8 | $3.8M | 9.1k | 415.63 | |
| McDonald's Corporation (MCD) | 2.5 | $3.3M | 12k | 270.31 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.5 | $3.3M | 8.8k | 370.05 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $2.8M | 4.0k | 686.81 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $2.4M | 7.4k | 327.33 | |
| Diageo Spon Adr New (DEO) | 1.6 | $2.2M | 27k | 80.38 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $2.1M | 5.7k | 357.37 | |
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 1.1 | $1.4M | 28k | 49.78 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $1.3M | 11k | 124.17 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.9 | $1.3M | 5.2k | 242.43 | |
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.6 | $826k | 4.3k | 190.52 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $578k | 6.8k | 85.49 | |
| NVIDIA Corporation (NVDA) | 0.4 | $506k | 2.5k | 200.09 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $462k | 3.2k | 146.41 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $442k | 2.7k | 164.60 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $442k | 1.1k | 393.96 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $378k | 1.7k | 221.20 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $354k | 480.00 | 736.40 | |
| Verizon Communications (VZ) | 0.3 | $351k | 8.3k | 42.34 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $326k | 427.00 | 763.14 | |
| Amazon (AMZN) | 0.2 | $307k | 1.3k | 238.34 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $302k | 9.9k | 30.49 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $292k | 2.5k | 116.67 | |
| Pepsi (PEP) | 0.2 | $255k | 1.9k | 135.40 | |
| Axon Enterprise (AXON) | 0.2 | $248k | 443.00 | 560.61 | |
| Southern Company (SO) | 0.2 | $222k | 2.3k | 95.71 | |
| Tesla Motors (TSLA) | 0.2 | $214k | 509.00 | 420.60 | |
| National Fuel Gas (NFG) | 0.2 | $207k | 2.7k | 77.21 | |
| Gossamer Bio (GOSS) | 0.0 | $4.3k | 26k | 0.16 |
