R.H. Investment Group, LLC

Q2 2026 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$132,762
Net value change ($000)
+3,099 (2.4%)
New positions
3
Sold out positions
1
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
UNH 987 35.5%
PM 849 12.0%
GOOGL 762 10.8%
AAPL 664 11.8%
TRV 536 8.7%
ADP 418 11.4%
USB 379 8.1%
UNP 346 8.1%
CRWD 326 NEW
VOO 262 10.4%
Top Reduces (Value $000, Stocks/ETFs)
COP -1,041 -17.3%
WMT -916 -11.5%
XOM -746 -13.4%
VTI -571 -14.9%
MCD -461 -12.2%
PFF -340 -53.0%
CLX -211 -100.0%
EPD -209 -4.1%
WFC -179 -3.0%
PLTR -60 -17.0%
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