Institutional Fund
Riho Partners, LLC
Tucson, AZCIK 21128843 filings on record
Portfolio Value
$158.97M
Q1 2026
Holdings
14
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+0.5%
from $158.11M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Murphy USA Inc17.0%
- Progressive Corp16.1%
- Oreilly Automotive Inc11.9%
- Somnigroup International Inc7.6%
- Heico Corp New7.3%
- Nvidia Corporation7.2%
- Other32.9%
Portfolio Holdings
14 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Murphy USA Inc | 54.7K | $27.04M | 17.0% | +2.9K | Added |
| 2 | Progressive Corp | 129.0K | $25.58M | 16.1% | +6.9K | Added |
| 3 | Oreilly Automotive Inc | 204.6K | $18.88M | 11.9% | +27.6K | Added |
| 4 | Somnigroup International Inc | 164.1K | $12.13M | 7.6% | +19.3K | Added |
| 5 | Heico Corp New | 55.2K | $11.66M | 7.3% | +2.3K | Added |
| 6 | Nvidia Corporation | 65.3K | $11.39M | 7.2% | −4.7K | Reduced |
| 7 | Alphabet Inc | 38.8K | $11.16M | 7.0% | +6.5K | Added |
| 8 | Amazon Com Inc | 49.4K | $10.28M | 6.5% | +2.6K | Added |
| 9 | Microsoft Corp | 24.2K | $8.97M | 5.6% | −15.3K | Reduced |
| 10 | Builders Firstsource Inc | 99.4K | $8.18M | 5.1% | +13.3K | Added |
4 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio