RIHO Partners, LLC
CIK: 2112884SEC EDGAR →
Portfolio Value
$41.7B
Holdings
14
As of
Q2 2026
New Positions
14
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | OREILLY AUTOMOTIVE INC | 217,928 | $20.1B | 48.07% |
| 2 | SOMNIGROUP INTERNATIONAL INC | 187,368 | $14.7B | 35.19% |
| 3 | OCTAVE SPECIALTY GROUP INC | 554,818 | $3.5B | 8.29% |
| 4 | — ROUNDHILL ETF TRUST | 45,888 | $3.4B | 8.12% |
| 5 | PROGRESSIVE CORP | 128,918 | $28.2M | 0.07% |
| 6 | MURPHY USA INC | 40,371 | $21.8M | 0.05% |
| 7 | HEICO CORP NEW | 55,055 | $19.7M | 0.05% |
| 8 | NVIDIA CORPORATION | 86,461 | $17.3M | 0.04% |
| 9 | ALPHABET INC | 38,706 | $13.8M | 0.03% |
| 10 | AMAZON COM INC | 49,318 | $11.8M | 0.03% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 3 | $20.1B | 48.2% |
| Unknown | 2 | $18.1B | 43.3% |
| Financial Services | 2 | $3.5B | 8.4% |
| Industrials | 3 | $28.5M | 0.1% |
| Technology | 2 | $25.9M | 0.1% |
| Communication Services | 1 | $13.8M | 0.0% |
| Energy | 1 | $6.3M | 0.0% |