R.H. Investment Group, LLC
CIK: 0002048733SEC EDGAR →
Portfolio Value
$119.4M
Holdings
33
As of
Q4 2025
New Positions
33
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PHILIP MORRIS INTL INC | 44,067 | $7.1M | 5.92% |
| 2 | MASTERCARD INCORPORATED | 12,376 | $7.1M | 5.92% |
| 3 | WALMART INC | 63,364 | $7.1M | 5.91% |
| 4 | ALPHABET INC | 22,125 | $6.9M | 5.81% |
| 5 | WELLS FARGO CO NEW | 70,211 | $6.5M | 5.48% |
| 6 | TRAVELERS COMPANIES INC | 20,319 | $5.9M | 4.94% |
| 7 | APPLE INC | 21,605 | $5.9M | 4.92% |
| 8 | BERKSHIRE HATHAWAY INC DEL | 11,280 | $5.7M | 4.75% |
| 9 | JOHNSON & JOHNSON | 26,258 | $5.4M | 4.55% |
| 10 | THERMO FISHER SCIENTIFIC INC | 9,141 | $5.3M | 4.44% |
Quarterly Changes
New Positions (33)
$7.1M · 44K shares
$7.1M · 12K shares
$7.1M · 63K shares
$6.9M · 22K shares
$6.5M · 70K shares
$5.9M · 20K shares
$5.9M · 22K shares
$5.7M · 11K shares
$5.4M · 26K shares
$5.3M · 9K shares
$4.8M · 15K shares
$4.5M · 18K shares
$4.4M · 47K shares
$4.4M · 83K shares
$4.3M · 36K shares
$4.2M · 132K shares
$3.9M · 17K shares
$3.8M · 26K shares
$3.8M · 12K shares
$3.3M · 10K shares
$2.7M · 8K shares
$2.5M · 4K shares
$2.4M · 7K shares
$2.3M · 7K shares
$2.1M · 24K shares
$1.0M · 20K shares
$647K · 21K shares
$338K · 8K shares
$269K · 2K shares
$219K · 3K shares
$214K · 3K shares
$202K · 2K shares
$201K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 11 | $34.4M | 28.8% |
| Healthcare | 4 | $18.2M | 15.2% |
| Consumer Defensive | 5 | $13.4M | 11.2% |
| Energy | 4 | $13.1M | 11.0% |
| Unknown | 2 | $12.7M | 10.7% |
| Communication Services | 2 | $9.2M | 7.7% |
| Industrials | 2 | $8.5M | 7.1% |
| Technology | 1 | $5.9M | 4.9% |
| Consumer Cyclical | 1 | $3.8M | 3.2% |
| Utilities | 1 | $202K | 0.2% |