§ 13F · FUND PROFILE
RIHO Partners, LLC.
AUM · $178M (13F)Positions · 14Turnover · n/a · Q2Filed · Aug 18, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PGR | PROGRESSIVE CORP | 129K | $28M | — | −50% |
| 2 | MUSA | MURPHY USA INC | 40K | $22M | — | −63% |
| 3 | ORLY | OREILLY AUTOMOTIVE INC | 218K | $20M | — | −47% |
| 4 | HEI/A | HEICO CORP NEW | 55K | $20M | — | −50% |
| 5 | NVDA | NVIDIA CORPORATION | 86K | $17M | — | −34% |
| 6 | SGI | SOMNIGROUP INTERNATIONAL INC | 187K | $15M | — | −39% |
| 7 | GOOGL | ALPHABET INC | 39K | $14M | — | −50% |
| 8 | AMZN | AMAZON COM INC | 49K | $12M | — | −50% |
| 9 | MSFT | MICROSOFT CORP | 23K | $9M | — | −53% |
| 10 | TPL | TEXAS PACIFIC LAND CORPORATI | 14K | $6M | — | −50% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RIHO SIGNAL
AC read
RIHO Partners, LLC is a institutional fund managing $178 million in assets. The fund runs a focused portfolio of just 14 positions.
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