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13F holdings · Q2 2026

R.H. Investment Group

Scottsdale, AZ · files as R.H. Investment Group, LLC
Holdings as of Jun 30, 2026Filed Aug 7, 2026Next filing due Nov 16, 2026CIK 2048733

R.H. Investment Group reported 47 stocks worth $133M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are PM (6.0%), GOOG (5.9%) and WMT (5.3%). Compared with Q1 2026, the fund opened new positions in CRWD, AXON and TSLA, added to DEO, VUSB and IWF, trimmed PM, GOOG and WMT and sold out of CLX.

Reported value$133M+2.4% vs last quarter
Stocks held473 new · 1 sold out
Top 5 weight27.2%spread out
Turnover3%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 7 qtrsHeld
1
PM
Philip Morris Intl Inc
$7.9M6.0%44K−170 (−0%)7 of 7
2
GOOG
Alphabet Inc
$7.8M5.9%22K−281 (−1%)7 of 7
3
WMT
Walmart Inc
$7.1M5.3%63K−315 (−1%)7 of 7
4
TRV
Travelers Cos Inc
$6.7M5.0%20K−133 (−1%)6 of 7
5
JNJ
Johnson & Johnson
$6.6M5.0%26K−315 (−1%)7 of 7
6
MA
Mastercard Incorporated
$6.4M4.8%13K−70 (−1%)7 of 7
7
AAPL
Apple Inc
$6.3M4.8%22KNo change7 of 7
8
WFC
Wells Fargo Co New
$5.8M4.3%70K−445 (−1%)7 of 7
9
BRK.B
Berkshire Hathaway Inc Del
$5.6M4.2%11K−80 (−1%)7 of 7
10
AMGN
Amgen Inc
$5.2M4.0%14K−120 (−1%)7 of 7
🔒 37 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
CLX
Clorox Co Del
$211K2,000

Reported value

last 7 quarters
$106MQ4 '24
$104MQ1 '25
$109MQ2 '25
$115MQ3 '25
$119MQ4 '25
$130MQ1 '26
$133MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 7, 202613F-HRQ2 2026SEC filing ↗

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R.H. Investment Group 13F FAQ

What does R.H. Investment Group own?

R.H. Investment Group reported 47 stocks worth $133M in its 13F filing for Q2 2026, filed Aug 7, 2026. The table above lists every position in the filing (the top 10 without an account).

What did R.H. Investment Group buy and sell in Q2 2026?

Compared with Q1 2026: 3 new positions, 3 added to, 23 trimmed and 1 sold out. New positions include CRWD, AXON and TSLA. It sold all of CLX.

When will R.H. Investment Group file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is R.H. Investment Group's portfolio worth?

The Q2 2026 filing reports $133M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.