R.H. Investment Group, LLC

Q3 2026 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
44
Total value ($000)
$139,996
Net value change ($000)
+7,234 (5.4%)
New positions
2
Sold out positions
5
Turnover %
8.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
XOM 5,762 NEW
TMO 1,615 35.1%
COP 1,031 20.7%
AAPL 925 14.7%
ADP 891 21.8%
AMGN 869 16.6%
PM 584 7.4%
EPD 558 11.3%
MA 460 7.2%
DEO 425 19.6%
Top Reduces (Value $000, Stocks/ETFs)
XOM -4,830 -100.0%
WMT -625 -8.8%
UNH -384 -10.2%
MCD -370 -11.1%
GOOG -344 -4.4%
AXON -248 -100.0%
SO -222 -100.0%
TSLA -214 -100.0%
USB -197 -3.9%
WFC -177 -3.1%
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