RIHO Partners as of June 30, 2026
Portfolio Holdings for RIHO Partners
RIHO Partners holds 14 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 |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 15.8 | $28M | 129k | 218.45 | |
| Murphy Usa (MUSA) | 12.2 | $22M | 40k | 538.87 | |
| O'reilly Automotive (ORLY) | 11.3 | $20M | 218k | 92.09 | |
| Heico Corp Cl A (HEI.A) | 11.1 | $20M | 55k | 357.37 | |
| NVIDIA Corporation (NVDA) | 9.7 | $17M | 87k | 200.09 | |
| Tempur-Pedic International (SGI) | 8.3 | $15M | 187k | 78.40 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.8 | $14M | 39k | 357.37 | |
| Amazon (AMZN) | 6.6 | $12M | 49k | 238.34 | |
| Microsoft Corporation (MSFT) | 4.8 | $8.6M | 23k | 373.02 | |
| Texas Pacific Land Corp (TPL) | 3.5 | $6.3M | 14k | 437.64 | |
| Ies Hldgs (IESC) | 3.5 | $6.3M | 8.5k | 734.66 | |
| Octave Specialty Group Com New (OSG) | 1.9 | $3.5M | 555k | 6.24 | |
| Roundhill Etf Trust Memory Etf | 1.9 | $3.4M | 46k | 73.85 | |
| Topbuild | 1.4 | $2.6M | 7.1k | 359.76 |
