R.H. Investment Group, LLC
Filing Date
Global Rank
#5,645
/ 8,603
▲ 218
· as of Mar 2026
Top Industry
Drug Manufacturers - General
11.3%
3Y Alpha vs SPY
-6.4%
Period ended 3 months ago
Filed Apr 14, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+15.7%
SPY
+24.0%
Annualised alpha
-5.7%
Max drawdown
−12.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
31 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.6%
+0.6 pts
Top 5
33.4%
−0.1 pts
Top 10
60.4%
−0.1 pts
HHI
508
Diversified−6
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 29.1% | $29,777,514 |
| Consumer Defensive | 20.9% | $21,346,914 |
| Healthcare | 18.1% | $18,543,141 |
| Energy | 11.5% | $11,717,538 |
| Technology | 9.9% | $10,089,367 |
| Industrials | 4.0% | $4,137,884 |
| Consumer Cyclical | 4.0% | $4,098,010 |
| Communication Services | 2.0% | $2,067,541 |
| Unclassified | 0.3% | $277,046 |
| Utilities | 0.2% | $223,636 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EPD | Enterprise Products Partners L.P. | +3,400 | 134,995 | $5,108,210 | |
| USB | US Bancorp De | +2,050 | 84,574 | $4,398,693 | |
| DEO | Diageo PLC | +1,820 | 26,246 | $1,954,014 | |
| COP | Conocophillips | +1,080 | 48,163 | $6,357,516 | |
| UNH | Unitedhealth Group Inc | +985 | 9,089 | $2,459,392 | |
| ADP | Automatic Data Processing Inc | +640 | 18,309 | $3,720,022 | |
| MA | Mastercard Inc | +217 | 12,593 | $6,292,218 | |
| AAPL | Apple Inc. | +210 | 21,815 | $5,536,428 | |
| TMO | Thermo Fisher Scientific Inc. | +70 | 9,211 | $4,527,482 | |
| PG | PROCTER & GAMBLE Co | +30 | 26,326 | $3,802,527 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −1,500 | 5,741 | $1,650,881 | |
| WMT | Walmart Inc. | −504 | 62,860 | $7,812,240 | |
| WFC | Wells Fargo & Company/Mn | −110 | 70,101 | $5,580,740 | |
| PM | Philip Morris International Inc. | −43 | 44,024 | $7,278,928 | |
| JNJ | Johnson & Johnson | −28 | 26,230 | $6,411,661 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
31 positions ·
$102,278,591 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 62,860 | $7,812,240 | 7.64% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 44,024 | $7,278,928 | 7.12% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 26,230 | $6,411,661 | 6.27% | |
| COP |
Conocophillips
Energy
|
Added | 48,163 | $6,357,516 | 6.22% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 12,593 | $6,292,218 | 6.15% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Held | 20,319 | $5,926,645 | 5.79% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 70,101 | $5,580,740 | 5.46% | |
| AAPL |
Apple Inc.
Technology
|
Added | 21,815 | $5,536,428 | 5.41% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 11,280 | $5,405,376 | 5.28% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 14,597 | $5,135,954 | 5.02% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 134,995 | $5,108,210 | 4.99% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 9,211 | $4,527,482 | 4.43% | |
| USB |
US Bancorp De
Financial Services
|
Added | 84,574 | $4,398,693 | 4.30% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 17,055 | $4,137,884 | 4.05% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 12,324 | $3,830,175 | 3.74% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 26,326 | $3,802,527 | 3.72% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 18,309 | $3,720,022 | 3.64% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 9,089 | $2,459,392 | 2.40% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 7,390 | $2,173,842 | 2.13% | |
| DEO |
Diageo PLC
Consumer Defensive
|
Added | 26,246 | $1,954,014 | 1.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 5,741 | $1,650,881 | 1.61% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 2,679 | $467,217 | 0.46% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 8,300 | $416,660 | 0.41% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
NEW | 2,500 | $365,700 | 0.36% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 1,880 | $291,945 | 0.29% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 480 | $277,046 | 0.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 1,286 | $267,835 | 0.26% | |
| NFG |
National Fuel Gas Co
Energy
|
Held | 2,680 | $251,812 | 0.25% | |
| SO |
Southern Co
Utilities
|
Held | 2,317 | $223,636 | 0.22% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
Held | 2,000 | $207,260 | 0.20% | |
| GOSS |
Gossamer Bio, Inc.
Healthcare
|
NEW | 26,300 | $8,652 | 0.01% |