R.H. Investment Group, LLC

Q4 2025 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
12/31/2025
Date filed
1/16/2026
Form type
13F-HR
Num holdings
33
Total value ($000)
$119,405
Net value change ($000)
+4,220 (3.7%)
New positions
1
Sold out positions
1
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/30/2025 Next filing: 4/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 1,307 23.2%
TMO 771 17.0%
WFC 655 11.1%
AMGN 647 15.7%
JNJ 557 11.4%
GOOGL 506 28.7%
WMT 441 6.7%
USB 415 10.4%
VUSB 372 57.7%
AAPL 349 6.3%
Top Reduces (Value $000, Stocks/ETFs)
VTI -1,171 -26.0%
ADP -540 -10.6%
PG -216 -5.4%
DEO -214 -9.2%
BX -205 -100.0%
UNP -86 -2.1%
PM -77 -1.1%
CLX -45 -18.2%
COP -42 -0.9%
NFG -33 -13.3%
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