Institutional Fund
R.H. Investment Group, LLC
Scottsdale, AZCIK 20487335 filings on record
Portfolio Value
$129.66M
Q1 2026
Holdings
45
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+8.6%
from $119.40M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Walmart Inc6.2%
- Philip Morris Intl Inc5.5%
- Alphabet Inc5.4%
- Mastercard Incorporated4.9%
- Johnson & Johnson4.9%
- Travelers Companies Inc4.7%
- Other68.4%
Portfolio Holdings
45 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Walmart Inc | 62.9K | $8.00M | 6.2% | −504 | Reduced |
| 2 | Philip Morris Intl Inc | 44.0K | $7.09M | 5.5% | −43 | Reduced |
| 3 | Alphabet Inc | 22.3K | $7.03M | 5.4% | +210 | Added |
| 4 | Mastercard Incorporated | 12.6K | $6.39M | 4.9% | +217 | Added |
| 5 | Johnson & Johnson | 26.2K | $6.33M | 4.9% | −28 | Reduced |
| 6 | Travelers Companies Inc | 20.3K | $6.13M | 4.7% | 0 | Held |
| 7 | Conocophillips | 48.2K | $6.03M | 4.7% | +1.1K | Added |
| 8 | Wells Fargo Co New | 70.1K | $5.93M | 4.6% | −110 | Reduced |
| 9 | Apple Inc | 21.8K | $5.65M | 4.4% | +210 | Added |
| 10 | Exxon Mobil Corp | 35.7K | $5.58M | 4.3% | −100 | Reduced |
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