StockDriftsStockDriftsTop 50 Rhl Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CLIP | GLOBAL X 1-3 MONTH | 32.3% | 388.3K | $38.8M | +33.36%(+97.13K) | $100.29(-0.12%) | 2026-06-30 | |
| TUSI | TOUCHSTONE ULTRA SHORT | 10.63% | 511.3K | $12.8M | +627.95%(+441.03K) | $25.29(+0.10%) | 2026-06-30 | |
| DFCF | DIMENSIONAL CORE FIXED | 6.15% | 176.0K | $7.4M | -56.48%(-228.42K) | $42.39(-1.69%) | 2026-06-30 | |
| VCLT | VANGUARD LONG-TERM | 5.75% | 92.1K | $6.9M | -44.12%(-72.74K) | $76.01(-5.36%) | 2026-06-30 | |
| CGMS | CAPITAL GROUP U.S. | 5.19% | 231.0K | $6.2M | -48.85%(-220.59K) | $27.52(-1.39%) | 2026-06-30 | |
| BALT | INNOVATOR DEFINED WEALTH | 4.36% | 154.2K | $5.2M | new | $33.85(+2.45%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 3.71% | 13.1K | $4.5M | +8620.00%(+12.93K) | $247.07(+53.39%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 3.16% | 5.0K | $3.8M | +2018.30%(+4.74K) | $294.34(-25.20%) | 2026-06-30 | |
| SPY | STATE STREET SPDR S&P | 3% | 4.8K | $3.6M | +160600.00%(+4.82K) | $689.36(+12.21%) | 2026-06-30 | |
| WDC | WESTERN DIGITAL CORP | 2.92% | 5.5K | $3.5M | -22.39%(-1.58K) | $221.25(+101.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -3.85% |
| Top 20 Holdings Unweighted | — | — | — | — | +2.41% |
Rhl Group LLC reports $120.22M in US-listed equity holdings across 271 positions in its most recent 13F filing. Its largest disclosed positions are CLIP (32.3%), TUSI (10.6%) and DFCF (6.2%). The top 20 holdings account for 89.34% of reported assets. Its disclosed equity book has returned -3.85% cumulatively over 2 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 Rhl Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2066311). View Rhl Group LLC’s 13F filings on SEC