RIHO Partners as of Dec. 31, 2025
Portfolio Holdings for RIHO Partners
RIHO Partners holds 12 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 17.6 | $28M | 122k | 227.72 | |
| Murphy Usa (MUSA) | 13.2 | $21M | 52k | 403.52 | |
| Microsoft Corporation (MSFT) | 12.1 | $19M | 40k | 483.62 | |
| O'reilly Automotive (ORLY) | 10.2 | $16M | 177k | 91.21 | |
| Heico Corp Cl A (HEI.A) | 8.5 | $13M | 53k | 252.43 | |
| NVIDIA Corporation (NVDA) | 8.3 | $13M | 70k | 186.50 | |
| Tempur-Pedic International (SGI) | 8.2 | $13M | 145k | 89.28 | |
| Amazon (AMZN) | 6.8 | $11M | 47k | 230.82 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.4 | $10M | 32k | 313.00 | |
| Builders FirstSource (BLDR) | 5.6 | $8.9M | 86k | 102.89 | |
| Texas Pacific Land Corp (TPL) | 2.5 | $3.9M | 14k | 287.22 | |
| Sleep Number Corp (SNBR) | 0.7 | $1.1M | 131k | 8.46 |
