R.H. Investment Group, LLC
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
34 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 26.8% | $31,935,874 |
| Consumer Defensive | 17.8% | $21,270,349 |
| Healthcare | 16.9% | $20,192,951 |
| Energy | 12.5% | $14,951,801 |
| Technology | 9.7% | $11,529,335 |
| Communication Services | 8.5% | $10,195,422 |
| Industrials | 4.1% | $4,842,430 |
| Consumer Cyclical | 3.2% | $3,843,781 |
| Unclassified | 0.3% | $353,472 |
| Utilities | 0.2% | $221,760 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DEO | Diageo PLC | +789 | 27,035 | $2,173,073 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EPD | Enterprise Products Partners L.P. | −1,030 | 133,965 | $4,924,553 | |
| USB | US Bancorp De | −790 | 83,784 | $5,060,553 | |
| WFC | Wells Fargo & Company/Mn | −445 | 69,656 | $5,756,371 | |
| XOM | ExxonMobil Holdings Corp | −360 | 35,331 | $4,830,454 | |
| JNJ | Johnson & Johnson | −315 | 25,915 | $6,581,632 | |
| WMT | Walmart Inc. | −315 | 62,545 | $7,083,846 | |
| GOOGL | Alphabet Inc. | −281 | 27,795 | $9,844,000 | |
| PG | PROCTER & GAMBLE Co | −240 | 26,086 | $3,825,251 | |
| PM | Philip Morris International Inc. | −170 | 43,854 | $7,933,627 | |
| COP | Conocophillips | −165 | 47,998 | $4,989,872 | |
| UNP | Union Pacific Corp | −165 | 16,890 | $4,594,080 | |
| NVDA | Nvidia Corp | −150 | 2,529 | $506,027 | |
| TRV | Travelers Companies, Inc. | −133 | 20,186 | $6,663,802 | |
| AMGN | Amgen Inc | −120 | 14,477 | $5,242,411 | |
| BRK-B | Berkshire Hathaway Inc | −80 | 11,200 | $5,604,368 | |
| MA | Mastercard Inc | −70 | 12,523 | $6,431,812 | |
| TMO | Thermo Fisher Scientific Inc. | −43 | 9,168 | $4,596,468 | |
| MCD | Mcdonalds Corp | −30 | 12,294 | $3,323,191 | |
| ADP | Automatic Data Processing Inc | −27 | 18,282 | $4,094,253 | |
| UNH | Unitedhealth Group Inc | −23 | 9,066 | $3,768,101 | |
| AAPL | Apple Inc. | −3 | 21,812 | $6,311,520 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 27,795 | $9,844,000 | 8.25% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 43,854 | $7,933,627 | 6.65% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 62,545 | $7,083,846 | 5.94% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Reduced | 20,186 | $6,663,802 | 5.58% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 25,915 | $6,581,632 | 5.52% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 12,523 | $6,431,812 | 5.39% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 21,812 | $6,311,520 | 5.29% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 69,656 | $5,756,371 | 4.82% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 11,200 | $5,604,368 | 4.70% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 14,477 | $5,242,411 | 4.39% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 83,784 | $5,060,553 | 4.24% | |
| COP |
Conocophillips
Energy
|
Reduced | 47,998 | $4,989,872 | 4.18% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Reduced | 133,965 | $4,924,553 | 4.13% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 35,331 | $4,830,454 | 4.05% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 9,168 | $4,596,468 | 3.85% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 16,890 | $4,594,080 | 3.85% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 18,282 | $4,094,253 | 3.43% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 26,086 | $3,825,251 | 3.21% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 9,066 | $3,768,101 | 3.16% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 12,294 | $3,323,191 | 2.78% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 7,390 | $2,418,968 | 2.03% | |
| DEO |
Diageo PLC
Consumer Defensive
|
Added | 27,035 | $2,173,073 | 1.82% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,529 | $506,027 | 0.42% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 480 | $353,472 | 0.30% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 8,300 | $351,422 | 0.29% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
NEW | 427 | $325,860 | 0.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,286 | $306,505 | 0.26% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 2,500 | $291,675 | 0.24% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 1,880 | $254,552 | 0.21% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
NEW | 443 | $248,350 | 0.21% | |
| SO |
Southern Co
Utilities
|
Held | 2,317 | $221,760 | 0.19% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 509 | $214,085 | 0.18% | |
| NFG |
National Fuel Gas Co
Energy
|
Held | 2,680 | $206,922 | 0.17% | |
| GOSS |
Gossamer Bio, Inc.
Healthcare
|
Held | 26,300 | $4,339 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.