R.H. Investment Group, LLC

Q3 2025 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
9/30/2025
Date filed
10/30/2025
Form type
13F-HR
Num holdings
33
Total value ($000)
$115,185
Net value change ($000)
+6,110 (5.6%)
New positions
3
Sold out positions
1
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 1/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EPD 3,743 1006.2%
GOOGL 1,462 35.0%
AAPL 1,068 24.0%
JNJ 841 20.8%
TMO 743 19.6%
VUSB 645 NEW
GOOGL 484 37.9%
UNH 465 20.9%
VZ 365 NEW
WMT 282 4.5%
Top Reduces (Value $000, Stocks/ETFs)
FDX -3,766 -100.0%
PM -964 -11.9%
PFF -457 -40.9%
VTI -373 -7.6%
ADP -336 -6.2%
PG -161 -3.9%
DEO -132 -5.4%
SO -7 -3.1%
NFG -4 -1.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type