R.H. Investment Group, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 70.7%; sector active share 39.7% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
47 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 | 24.1% | $31,935,874 |
| Consumer Defensive | 16.0% | $21,270,349 |
| Healthcare | 15.2% | $20,192,951 |
| Energy | 11.3% | $14,951,801 |
| Unclassified | 10.4% | $13,778,501 |
| Technology | 8.7% | $11,529,335 |
| Communication Services | 7.7% | $10,195,422 |
| Industrials | 3.6% | $4,842,430 |
| Consumer Cyclical | 2.9% | $3,843,781 |
| Utilities | 0.2% | $221,760 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFF | iShares Preferred and Income Securities ETF | −11,000 | 9,900 | $301,851 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | −2,668 | 8,791 | $3,253,021 | |
| 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 | −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 | |
| GOOG | Alphabet Inc. | −281 | 22,054 | $7,792,339 | |
| PG | PROCTER & GAMBLE Co | −240 | 26,086 | $3,825,251 | |
| PM | Philip Morris International Inc. | −170 | 43,854 | $7,933,627 | |
| UNP | Union Pacific Corp | −165 | 16,890 | $4,594,080 | |
| COP | Conocophillips | −165 | 47,998 | $4,989,872 | |
| 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 | |
| VOO | VANGUARD 500 INDEX FUND | −5 | 4,043 | $2,776,772 | |
| AAPL | Apple Inc. | −3 | 21,812 | $6,311,520 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CLX | Clorox Co | 2,000 | $207,260 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 43,854 | $7,933,627 | 5.98% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 22,054 | $7,792,339 | 5.87% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 62,545 | $7,083,846 | 5.34% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Reduced | 20,186 | $6,663,802 | 5.02% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 25,915 | $6,581,632 | 4.96% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 12,523 | $6,431,812 | 4.84% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 21,812 | $6,311,520 | 4.75% | |
| WFC |
Wells Fargo & Company
Financial Services
|
Reduced | 69,656 | $5,756,371 | 4.34% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 11,200 | $5,604,368 | 4.22% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 14,477 | $5,242,411 | 3.95% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 83,784 | $5,060,553 | 3.81% | |
| COP |
Conocophillips
Energy
|
Reduced | 47,998 | $4,989,872 | 3.76% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Reduced | 133,965 | $4,924,553 | 3.71% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 35,331 | $4,830,454 | 3.64% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 9,168 | $4,596,468 | 3.46% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 16,890 | $4,594,080 | 3.46% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 18,282 | $4,094,253 | 3.08% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 26,086 | $3,825,251 | 2.88% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 9,066 | $3,768,101 | 2.84% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 12,294 | $3,323,191 | 2.50% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 8,791 | $3,253,021 | 2.45% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 4,043 | $2,776,772 | 2.09% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 7,390 | $2,418,968 | 1.82% | |
| DEO |
Diageo PLC
Consumer Defensive
|
Added | 27,035 | $2,173,073 | 1.64% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 5,741 | $2,051,661 | 1.55% | |
| VUSB |
VANGUARD ULTRA-SHORT BOND ETF
|
Added | 28,100 | $1,398,818 | 1.05% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 10,592 | $1,315,208 | 0.99% | |
| IWD |
iShares Russell 1000 Value ETF
|
Held | 5,162 | $1,251,423 | 0.94% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Held | 4,334 | $825,713 | 0.62% | |
| VXUS |
Vanguard Total International Stock ETF
|
Held | 6,755 | $577,484 | 0.43% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,529 | $506,027 | 0.38% | |
|
|
Held | 3,156 | $462,069 | 0.35% | ||
| IWS |
iShares Russell Mid-Cap Value ETF
|
Held | 2,688 | $442,444 | 0.33% | |
| IWO |
iShares Russell 2000 Growth ETF
|
Held | 1,123 | $442,417 | 0.33% | |
|
|
Held | 1,708 | $377,809 | 0.28% | ||
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 480 | $353,472 | 0.27% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 8,300 | $351,422 | 0.26% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
NEW | 427 | $325,860 | 0.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,286 | $306,505 | 0.23% | |
| PFF |
iShares Preferred and Income Securities ETF
|
Reduced | 9,900 | $301,851 | 0.23% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 2,500 | $291,675 | 0.22% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 1,880 | $254,552 | 0.19% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
NEW | 443 | $248,350 | 0.19% | |
| SO |
Southern Co
Utilities
|
Held | 2,317 | $221,760 | 0.17% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 509 | $214,085 | 0.16% | |
| NFG |
National Fuel Gas Co
Energy
|
Held | 2,680 | $206,922 | 0.16% | |
| 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.