RIHO Partners, LLC Q2 2026 Filing

Filed August 18, 2026

Portfolio Value

$41.7B

Holdings

14

Report Date

Q2 2026

Filing Type

13F-HR

All Holdings (14 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	ORLYOREILLY AUTOMOTIVE INC	217,928	$20.1B	48.07%
2	TPDSOMNIGROUP INTERNATIONAL INC	187,368	$14.7B	35.19%
3	OSGOCTAVE SPECIALTY GROUP INC	554,818	$3.5B	8.29%
4	—ROUNDHILL ETF TRUST	45,888	$3.4B	8.12%
5	PGRPROGRESSIVE CORP	128,918	$28.2M	0.07%
6	MUSAMURPHY USA INC	40,371	$21.8M	0.05%
7	HEIHEICO CORP NEW	55,055	$19.7M	0.05%
8	NVDANVIDIA CORPORATION	86,461	$17.3M	0.04%
9	GOOGLALPHABET INC	38,706	$13.8M	0.03%
10	AMZNAMAZON COM INC	49,318	$11.8M	0.03%
11	MSFTMICROSOFT CORP	22,931	$8.6M	0.02%
12	TPLTEXAS PACIFIC LAND CORPORATI	14,338	$6.3M	0.02%
13	IESCIES HOLDINGS INC	8,510	$6.3M	0.01%
14	BLDTOPBUILD COR	7,100	$2.6M	0.01%