Top 45 R.h. Investment Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | 6.17% | 62.9K | $8.0M | -0.80%(-504) | $85.55(+52.88%) | 2026-03-31 | |
| PM | PHILIP MORRIS INTL INC | 5.46% | 44.0K | $7.1M | -0.10%(-43) | $121.02(+40.02%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 5.42% | 22.3K | $7.0M | +0.95%(+210) | $179.92(+113.57%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 4.93% | 12.6K | $6.4M | +1.75%(+217) | $510.62(-2.65%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 4.88% | 26.2K | $6.3M | -0.11%(-28) | $153.45(+46.99%) | 2026-03-31 | |
| TRV | TRAVELERS COMPANIES INC | 4.73% | 20.3K | $6.1M | +0.00%(+0) | $237.70(+26.78%) | 2026-03-31 | |
| COP | CONOCOPHILLIPS | 4.65% | 48.2K | $6.0M | +2.29%(+1.08K) | $102.32(+20.52%) | 2026-03-31 | |
| WFC | WELLS FARGO & CO | 4.58% | 70.1K | $5.9M | -0.16%(-110) | $63.36(+26.08%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.36% | 21.8K | $5.6M | +0.97%(+210) | $241.58(+17.64%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 4.3% | 35.7K | $5.6M | -0.28%(-100) | $112.40(+37.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.98% | +25.90% |
| Top 20 Holdings Unweighted | +6.70% | +21.48% |
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