StockDriftsStockDriftsTop 47 R.H. Investment Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | 5.98% | 43.9K | $7.9M | -0.39%(-170) | $121.02(+53.69%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 5.87% | 22.1K | $7.8M | -1.26%(-281) | $179.92(+94.80%) | 2026-06-30 | |
| WMT | WALMART INC | 5.34% | 62.5K | $7.1M | -0.50%(-315) | $85.55(+32.25%) | 2026-06-30 | |
| TRV | TRAVELERS COMPANIES INC | 5.02% | 20.2K | $6.7M | -0.65%(-133) | $237.70(+58.10%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 4.96% | 25.9K | $6.6M | -1.20%(-315) | $153.45(+71.17%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 4.84% | 12.5K | $6.4M | -0.56%(-70) | $510.62(+10.41%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.75% | 21.8K | $6.3M | -0.01%(-3) | $232.45(+31.93%) | 2026-06-30 | |
| WFC | WELLS FARGO & CO | 4.34% | 69.7K | $5.8M | -0.63%(-445) | $63.36(+39.08%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.22% | 11.2K | $5.6M | -0.71%(-80) | $456.79(+14.57%) | 2026-06-30 | |
| AMGN | AMGEN INC | 3.95% | 14.5K | $5.2M | -0.82%(-120) | $291.44(+44.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.43% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.19% |
R.H. Investment Group, LLC reports $132.76M in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are PM (6.0%), GOOG (5.9%) and WMT (5.3%). The top 20 holdings account for 82.41% of reported assets. Its disclosed equity book has returned +18.43% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from R.H. Investment Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2048733). View R.H. Investment Group, LLC’s 13F filings on SEC