R.H. Investment Group, LLC Top Holdings and 13F Report (2026) About R.H. Investment Group, LLCInvestment ActivityR.H. Investment Group, LLC has $132.76 million in total holdings as of June 30, 2026.R.H. Investment Group, LLC owns shares of 47 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 1.45% of the portfolio was purchased this quarter.About 1.73% of the portfolio was sold this quarter.This quarter, R.H. Investment Group, LLC has purchased 45 new stocks and bought additional shares in 3 stocks.R.H. Investment Group, LLC sold shares of 24 stocks and completely divested from 1 stock this quarter.Largest Holdings Philip Morris International $7,933,695Alphabet $7,792,340WALMART INC $7,083,799Travelers Companies $6,663,802Johnson & Johnson $6,581,590 Largest New Holdings this Quarter 22788C105 - CrowdStrike $325,861 Holding05464C101 - Axon Enterprise $248,350 Holding88160R101 - Tesla $214,085 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 7,944 shares (about $986.41K)CrowdStrike 427 shares (about $325.86K)Axon Enterprise 443 shares (about $248.35K)Tesla 509 shares (about $214.09K)Vanguard Ultra-Short Bond ETF 1,700 shares (about $84.63K) Largest Sales this Quarter Vanguard Total Stock Market ETF 2,668 shares (about $987.30K)iShares Preferred and Income Securities ETF 11,000 shares (about $335.39K)Alphabet 281 shares (about $99.29K)Johnson & Johnson 315 shares (about $80.00K)ExxonMobil 360 shares (about $49.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofR.H. Investment Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPMPhilip Morris International$7,933,695$30,755 â–¼-0.4%43,8546.0%Consumer StaplesGOOGAlphabet$7,792,340$99,286 â–¼-1.3%22,0545.9%Communication ServicesWALMART INC$7,083,799$35,677 â–¼-0.5%62,5455.3%COMTRVTravelers Companies$6,663,802$43,906 â–¼-0.7%20,1865.0%FinanceJNJJohnson & Johnson$6,581,590$80,000 â–¼-1.2%25,9155.0%HealthcareMAMastercard$6,431,813$35,952 â–¼-0.6%12,5234.8%FinanceAAPLApple$6,311,520$868 â–¼0.0%21,8124.8%TechnologyWFCWells Fargo & Company$5,756,335$36,775 â–¼-0.6%69,6564.3%FinanceBRK.BBerkshire Hathaway$5,604,368$40,031 â–¼-0.7%11,2004.2%FinanceAMGNAmgen$5,242,411$43,454 â–¼-0.8%14,4773.9%HealthcareUSBU.S. Bancorp$5,060,531$47,716 â–¼-0.9%83,7843.8%FinanceCOPConocoPhillips$4,989,890$17,153 â–¼-0.3%47,9983.8%EnergyEPDEnterprise Products Partners$4,924,553$37,863 â–¼-0.8%133,9653.7%EnergyXOMExxonMobil$4,830,462$49,219 â–¼-1.0%35,3313.6%EnergyTMOThermo Fisher Scientific$4,596,468$21,558 â–¼-0.5%9,1683.5%HealthcareUNPUnion Pacific$4,593,955$44,879 â–¼-1.0%16,8903.5%IndustrialsADPAutomatic Data Processing$4,094,254$6,047 â–¼-0.1%18,2823.1%IndustrialsPGProcter & Gamble$3,825,181$35,193 â–¼-0.9%26,0862.9%Consumer StaplesUNHUnitedHealth Group$3,768,102$9,559 â–¼-0.3%9,0662.8%HealthcareMCDMcDonald's$3,323,191$8,109 â–¼-0.2%12,2942.5%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$3,253,132$987,300 â–¼-23.3%8,7912.5%ETFVOOVanguard S&P 500 ETF$2,776,773$3,434 â–¼-0.1%4,0432.1%ETFJPMJPMorgan Chase & Co.$2,418,9690.0%7,3901.8%FinanceDEODiageo$2,173,073$63,420 â–²3.0%27,0351.6%Consumer StaplesGOOGLAlphabet$2,051,6610.0%5,7411.5%Communication ServicesVUSBVanguard Ultra-Short Bond ETF$1,398,818$84,626 â–²6.4%28,1001.1%ETFIWFiShares Russell 1000 Growth ETF$1,315,209$986,407 â–²300.0%10,5921.0%ETFIWDiShares Russell 1000 Value ETF$1,251,4240.0%5,1620.9%ETFXLKTechnology Select Sector SPDR Fund$825,7140.0%4,3340.6%ETFVXUSVanguard Total International Stock ETF$577,4850.0%6,7550.4%ETFNVDANVIDIA$506,028$30,014 â–¼-5.6%2,5290.4%TechnologyIWPiShares Russell Mid-Cap Growth ETF$462,0700.0%3,1560.3%ETFIWSiShares Russell Mid-Cap Value ETF$442,4450.0%2,6880.3%ETFIWOiShares Russell 2000 Growth ETF$442,4170.0%1,1230.3%ETFIWNiShares Russell 2000 Value ETF$377,8100.0%1,7080.3%ETFQQQInvesco QQQ$353,4720.0%4800.3%ETFVZVerizon Communications$351,4220.0%8,3000.3%Communication ServicesCRWDCrowdStrike$325,861$325,861 â–²New Holding4270.2%TechnologyAMZNAmazon.com$306,5050.0%1,2860.2%Consumer DiscretionaryPFFiShares Preferred and Income Securities ETF$301,851$335,390 â–¼-52.6%9,9000.2%ETFPALANTIR TECHNOLOGIES INC$291,6750.0%2,5000.2%CL APEPPepsiCo$254,5520.0%1,8800.2%Consumer StaplesAXONAxon Enterprise$248,350$248,350 â–²New Holding4430.2%IndustrialsSOSouthern$221,7600.0%2,3170.2%UtilitiesTSLATesla$214,085$214,085 â–²New Holding5090.2%Consumer DiscretionaryNFGNational Fuel Gas$206,9230.0%2,6800.2%UtilitiesGOSSGossamer Bio$4,3290.0%26,3000.0%HealthcareCLXClorox$0$211,340 â–¼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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