§ 13F · FUND PROFILE
R.H. Investment Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $115M (13F)Positions · 33Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | 63K | $8M | 6.2% | −1% |
| 2 | PM | PHILIP MORRIS INTL INC | 44K | $7M | 5.5% | ±0% |
| 3 | GOOG | ALPHABET INC | 22K | $7M | 5.4% | +1% |
| 4 | MA | MASTERCARD INCORPORATED | 13K | $6M | 4.9% | +2% |
| 5 | JNJ | JOHNSON & JOHNSON | 26K | $6M | 4.9% | ±0% |
| 6 | TRV | TRAVELERS COMPANIES INC | 20K | $6M | 4.7% | ±0% |
| 7 | COP | CONOCOPHILLIPS | 48K | $6M | 4.7% | +2% |
| 8 | WFC | WELLS FARGO & CO | 70K | $6M | 4.6% | ±0% |
| 9 | AAPL | APPLE INC | 22K | $6M | 4.4% | +1% |
| 10 | XOM | EXXON MOBIL CORP | 36K | $6M | 4.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE R.H. SIGNAL
AC read
R.H. Investment Group, LLC is a Other fund managing $115 million in assets. The fund runs a portfolio of 33 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed