R.H. Investment Group, LLC

Q1 2026 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
45
Total value ($000)
$129,663
Net value change ($000)
+10,258 (8.6%)
New positions
12
Sold out positions
0
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
COP 1,624 36.9%
XOM 1,269 29.5%
IWF 1,173 NEW
IWD 1,146 NEW
WMT 941 13.3%
EPD 915 21.7%
JNJ 895 16.5%
XLK 614 NEW
NVDA 488 NEW
VTI 484 14.5%
Top Reduces (Value $000, Stocks/ETFs)
ADP -869 -19.1%
MA -679 -9.6%
TMO -660 -12.5%
WFC -609 -9.3%
GOOGL -444 -19.6%
BRK-B -258 -4.6%
AAPL -226 -3.8%
JPM -105 -4.4%
DEO -84 -4.0%
VOO -24 -0.9%
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