RIHO Partners, LLC

Q1 2026 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
14
Total value ($000)
$157,416
Net value change ($000)
-692 (-0.4%)
New positions
2
Sold out positions
0
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 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)
MUSA 6,130 29.3%
IESC 4,069 NEW
TPL 2,911 74.5%
ORLY 2,744 17.0%
OSG 2,542 NEW
GOOGL 1,034 10.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -10,145 -53.1%
SGI -2,389 -18.5%
PGR -2,227 -8.0%
HEI -1,699 -12.7%
NVDA -1,670 -12.8%
SNBR -821 -74.1%
BLDR -669 -7.6%
AMZN -502 -4.7%
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