RIHO Partners, LLC

Q2 2026 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
6/30/2026
Date filed
8/17/2026
Form type
13F-HR
Num holdings
14
Total value ($000)
$177,723
Net value change ($000)
+18,753 (11.8%)
New positions
2
Sold out positions
2
Turnover %
8.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 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)
HEI 8,013 68.7%
NVDA 5,906 51.8%
ROUNDHILL ETF TRUST 3,389 NEW
GOOGL 2,667 23.9%
PGR 2,584 10.1%
SGI 2,560 21.1%
BLD 2,554 NEW
IESC 2,183 53.6%
AMZN 1,472 14.3%
ORLY 1,187 6.3%
Top Reduces (Value $000, Stocks/ETFs)
BLDR -8,183 -100.0%
MUSA -5,288 -19.6%
TPL -544 -8.0%
MSFT -419 -4.7%
SNBR -248 -100.0%
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