R.H. Investment Group, LLC 13F Holdings · Q2 2026
R.H. Investment Group, LLC reported 47 securities worth $132.76M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: PM (5.98%), GOOG (5.87%), WMT (5.34%). Among its top 25 positions this quarter: 1 added, 22 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PM | PHILIP MORRIS INTL INC | $7.9M | 5.98% | 43,854 | Trimmed |
| 2 | GOOG | ALPHABET INC | $7.8M | 5.87% | 22,054 | Trimmed |
| 3 | WMT | WALMART INC | $7.1M | 5.34% | 62,545 | Trimmed |
| 4 | TRV | TRAVELERS COMPANIES INC | $6.7M | 5.02% | 20,186 | Trimmed |
| 5 | JNJ | JOHNSON & JOHNSON | $6.6M | 4.96% | 25,915 | Trimmed |
| 6 | MA | MASTERCARD INCORPORATED | $6.4M | 4.84% | 12,523 | Trimmed |
| 7 | AAPL | APPLE INC | $6.3M | 4.75% | 21,812 | Trimmed |
| 8 | WFC | WELLS FARGO & CO | $5.8M | 4.34% | 69,656 | Trimmed |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.6M | 4.22% | 11,200 | Trimmed |
| 10 | AMGN | AMGEN INC | $5.2M | 3.95% | 14,477 | Trimmed |
| 11 | USB | US BANCORP | $5.1M | 3.81% | 83,784 | Trimmed |
| 12 | COP | CONOCOPHILLIPS | $5.0M | 3.76% | 47,998 | Trimmed |
| 13 | EPD | ENTERPRISE PRODS PARTNERS L | $4.9M | 3.71% | 133,965 | Trimmed |
| 14 | XOM | EXXON MOBIL CORP | $4.8M | 3.64% | 35,331 | Trimmed |
| 15 | TMO | THERMO FISHER SCIENTIFIC INC | $4.6M | 3.46% | 9,168 | Trimmed |
| 16 | UNP | UNION PAC CORP | $4.6M | 3.46% | 16,890 | Trimmed |
| 17 | ADP | AUTOMATIC DATA PROCESSING IN | $4.1M | 3.08% | 18,282 | Trimmed |
| 18 | PG | PROCTER & GAMBLE CO | $3.8M | 2.88% | 26,086 | Trimmed |
| 19 | UNH | UNITEDHEALTH GROUP INC | $3.8M | 2.84% | 9,066 | Trimmed |
| 20 | MCD | MCDONALDS CORP | $3.3M | 2.50% | 12,294 | Trimmed |
| 21 | VTI | VANGUARD INDEX FDS | $3.3M | 2.45% | 8,791 | Trimmed |
| 22 | VOO | VANGUARD INDEX FDS | $2.8M | 2.09% | 4,043 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $2.4M | 1.82% | 7,390 | Hold |
| 24 | DEO | DIAGEO PLC | $2.2M | 1.64% | 27,035 | Added |
| 25 | GOOGL | ALPHABET INC | $2.1M | 1.55% | 5,741 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR