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R.h. Investment Group, Llc

Portfolio Manager
R.H. Investment Group, LLC
Performance
+1.85% (2026 Q1)
AUM (13F)
$129.66M
# of Holdings
45
Performance Rank
Allocation (Top 20)
83.67%

R.h. Investment Group, Llc Holdings Map

Top 45 R.h. Investment Group, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
WMT
WALMART INC
6.17%62.9K$8.0M
-0.80%(-504)
2025-Q1: 66.9K shares2025-Q2: 64.8K shares2025-Q3: 64.2K shares2025-Q4: 63.4K shares2026-Q1: 62.9K shares
$85.55(+52.88%)
2026-03-31
PM
PHILIP MORRIS INTL INC
5.46%44.0K$7.1M
-0.10%(-43)
2025-Q1: 44.8K shares2025-Q2: 44.5K shares2025-Q3: 44.1K shares2025-Q4: 44.1K shares2026-Q1: 44.0K shares
$121.02(+40.02%)
2026-03-31
GOOG
ALPHABET INC
5.42%22.3K$7.0M
+0.95%(+210)
2025-Q1: 23.5K shares2025-Q2: 23.5K shares2025-Q3: 23.1K shares2025-Q4: 22.1K shares2026-Q1: 22.3K shares
$179.92(+113.57%)
2026-03-31
MA
MASTERCARD INCORPORATED
4.93%12.6K$6.4M
+1.75%(+217)
2025-Q1: 12.5K shares2025-Q2: 12.5K shares2025-Q3: 12.4K shares2025-Q4: 12.4K shares2026-Q1: 12.6K shares
$510.62(-2.65%)
2026-03-31
JNJ
JOHNSON & JOHNSON
4.88%26.2K$6.3M
-0.11%(-28)
2025-Q1: 26.3K shares2025-Q2: 26.4K shares2025-Q3: 26.3K shares2025-Q4: 26.3K shares2026-Q1: 26.2K shares
$153.45(+46.99%)
2026-03-31
TRV
TRAVELERS COMPANIES INC
4.73%20.3K$6.1M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 20.3K shares2025-Q3: 20.3K shares2025-Q4: 20.3K shares2026-Q1: 20.3K shares
$237.70(+26.78%)
2026-03-31
COP
CONOCOPHILLIPS
4.65%48.2K$6.0M
+2.29%(+1.08K)
2025-Q1: 46.0K shares2025-Q2: 47.0K shares2025-Q3: 47.0K shares2025-Q4: 47.1K shares2026-Q1: 48.2K shares
$102.32(+20.52%)
2026-03-31
WFC
WELLS FARGO & CO
4.58%70.1K$5.9M
-0.16%(-110)
2025-Q1: 71.5K shares2025-Q2: 71.4K shares2025-Q3: 70.3K shares2025-Q4: 70.2K shares2026-Q1: 70.1K shares
$63.36(+26.08%)
2026-03-31
AAPL
APPLE INC
4.36%21.8K$5.6M
+0.97%(+210)
2025-Q1: 21.5K shares2025-Q2: 21.7K shares2025-Q3: 21.7K shares2025-Q4: 21.6K shares2026-Q1: 21.8K shares
$241.58(+17.64%)
2026-03-31
XOM
EXXON MOBIL CORP
4.3%35.7K$5.6M
-0.28%(-100)
2025-Q1: 35.4K shares2025-Q2: 35.8K shares2025-Q3: 35.8K shares2025-Q4: 35.8K shares2026-Q1: 35.7K shares
$112.40(+37.79%)
2026-03-31

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