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R.H. Investment Group, LLC Top Holdings and 13F Report (2026)

About R.H. Investment Group, LLC

Investment Activity

  • R.H. Investment Group, LLC has $140.00 million in total holdings as of September 30, 2026.
  • R.H. Investment Group, LLC owns shares of 44 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
  • Approximately 6.23% of the portfolio was purchased this quarter.
  • About 4.31% of the portfolio was sold this quarter.
  • This quarter, R.H. Investment Group, LLC has purchased 47 new stocks and bought additional shares in 23 stocks.
  • R.H. Investment Group, LLC sold shares of 8 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Alphabet
$7,447,554
Apple
$7,236,858
Mastercard
$6,892,272

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP
$5,762,173 Holding
18915M107 - Cloudflare
$217,745 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP
35,405 shares (about $5.76M)
Enterprise Products Partners
20,000 shares (about $712.20K)
Diageo
3,313 shares (about $283.59K)
Automatic Data Processing
1,036 shares (about $267.35K)
CrowdStrike
987 shares (about $261.31K)

Largest Sales this Quarter

Travelers Companies
373 shares (about $132.98K)
PALANTIR TECHNOLOGIES INC
534 shares (about $99.88K)
Technology Select Sector SPDR Fund
500 shares (about $97.88K)
Alphabet
197 shares (about $67.13K)
WALMART INC
388 shares (about $40.32K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofR.H. Investment Group, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Philip Morris International Inc. stock logo
PM
Philip Morris International
$8,518,086$149,795 ▲1.8%44,6396.1%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$7,447,554$67,126 ▼-0.9%21,8575.3%Communication Services
Apple Inc. stock logo
AAPL
Apple
$7,236,858$26,975 ▼-0.4%21,7315.2%Technology
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$7,063,533$132,978 ▼-1.8%19,8135.0%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$6,892,272$13,787 ▼-0.2%12,4984.9%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$6,823,099$37,593 ▼-0.5%25,7734.9%Healthcare
WALMART INC
$6,459,311$40,321 ▼-0.6%62,1574.6%COM
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$6,211,135$22,277 ▲0.4%9,2014.4%Healthcare
Amgen Inc. stock logo
AMGN
Amgen
$6,111,473$9,273 ▲0.2%14,4994.4%Healthcare
ConocoPhillips stock logo
COP
ConocoPhillips
$6,020,612$13,641 ▲0.2%48,1074.3%Energy
EXXONMOBIL HOLDINGS CORP
$5,762,173$5,762,173 ▲New Holding35,4054.1%COM SHS *A*
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,699,536$122,496 ▲2.2%11,4464.1%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$5,578,649$2,722 ▲0.0%69,6904.0%Finance
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$5,482,694$712,200 ▲14.9%153,9653.9%Energy
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$4,985,203$267,350 ▲5.7%19,3183.6%Industrials
U.S. Bancorp stock logo
USB
U.S. Bancorp
$4,863,602$24,259 ▲0.5%84,2043.5%Finance
Union Pacific Corporation stock logo
UNP
Union Pacific
$4,717,792$121,639 ▲2.6%17,3373.4%Industrials
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$3,876,292$86,585 ▲2.3%26,6822.8%Consumer Staples
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$3,384,478$56,530 ▲1.7%9,2202.4%Healthcare
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,342,497$52,396 ▲1.6%8,9312.4%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$2,953,492$114,315 ▲4.0%12,7892.1%Consumer Discretionary
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,833,5770.0%4,0432.0%ETF
Diageo plc stock logo
DEO
Diageo
$2,597,789$283,593 ▲12.3%30,3481.9%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,457,405$12,572 ▲0.5%7,4281.8%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,999,793$24,430 ▲1.2%5,8121.4%Communication Services
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$1,427,040$34,685 ▲2.5%28,8001.0%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,326,7540.0%10,5920.9%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$1,279,8150.0%5,1620.9%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$750,506$97,875 ▼-11.5%3,8340.5%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$715,058$137,485 ▲23.8%3,1310.5%Technology
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$573,9050.0%6,7550.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$547,881$227,474 ▲71.0%2,1990.4%Consumer Discretionary
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$434,5180.0%3,1560.3%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$432,0690.0%2,6880.3%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$400,7990.0%1,1230.3%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$381,868$1,147 ▲0.3%8,3250.3%Communication Services
CrowdStrike stock logo
CRWD
CrowdStrike
$374,357$261,309 ▲231.1%1,4140.3%Technology
PALANTIR TECHNOLOGIES INC
$367,740$99,885 ▼-21.4%1,9660.3%CL A
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$357,7410.0%1,7080.3%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$355,0900.0%4800.3%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$292,0500.0%9,9000.2%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$238,867$634 ▲0.3%1,8850.2%Consumer Staples
Cloudflare, Inc. stock logo
NET
Cloudflare
$217,745$217,745 ▲New Holding6270.2%Technology
National Fuel Gas Company stock logo
NFG
National Fuel Gas
$203,3050.0%2,6800.1%Utilities
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$0$4,830,462 ▼-100.0%00.0%Energy
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$0$248,350 ▼-100.0%00.0%Industrials
Southern Company (The) stock logo
SO
Southern
$0$221,760 ▼-100.0%00.0%Utilities
Tesla, Inc. stock logo
TSLA
Tesla
$0$214,085 ▼-100.0%00.0%Consumer Discretionary
Gossamer Bio, Inc. stock logo
GOSS
Gossamer Bio
$0$4,329 ▼-100.0%00.0%Healthcare

Showing largest 100 holdings. View all holdings.
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