RIHO Partners, LLC
Registered adviserRegulatory 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 Nasdaq-100 as of 2026-06-30, active share 77.4%; sector active share 43.8% against the combined 13F book's sector weights.
Over time 3 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
13 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 40.4% | $68,267,812 |
| Financial Services | 18.7% | $31,624,201 |
| Technology | 15.3% | $25,853,702 |
| Industrials | 13.6% | $22,968,354 |
| Communication Services | 8.2% | $13,832,363 |
| Energy | 3.7% | $6,274,882 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SGI | Somnigroup International Inc. | +23,269 | 187,368 | $14,689,651 | |
| NVDA | Nvidia Corp | +21,127 | 86,461 | $17,299,981 | |
| ORLY | O Reilly Automotive Inc | +13,376 | 217,928 | $20,068,989 | |
| OSG | Octave Specialty Group Inc | +8,249 | 554,818 | $3,462,064 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MUSA | Murphy USA Inc. | −14,375 | 40,371 | $21,754,720 | |
| MSFT | Microsoft Corp | −1,309 | 22,931 | $8,553,721 | |
| HEI-A | Heico Corp | −191 | 55,055 | $14,199,235 | |
| GOOGL | Alphabet Inc. | −119 | 38,706 | $13,832,363 | |
| PGR | Progressive Corp/Oh/ | −108 | 128,918 | $28,162,137 | |
| AMZN | Amazon Com Inc | −53 | 49,318 | $11,754,452 | |
| TPL | Texas Pacific Land Corp | −31 | 14,338 | $6,274,882 | |
| IESC | IES Holdings, Inc. | −30 | 8,510 | $6,251,956 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| — | 7,100 | $2,517,163 | ||
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PGR |
Progressive Corp/Oh/
Financial Services
|
Reduced | 128,918 | $28,162,137 | 16.68% | |
| MUSA |
Murphy USA Inc.
Consumer Cyclical
|
Reduced | 40,371 | $21,754,720 | 12.89% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Added | 217,928 | $20,068,989 | 11.89% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 86,461 | $17,299,981 | 10.25% | |
| SGI |
Somnigroup International Inc.
Consumer Cyclical
|
Added | 187,368 | $14,689,651 | 8.70% | |
| HEI-A |
Heico Corp
Industrials
|
Reduced | 55,055 | $14,199,235 | 8.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 38,706 | $13,832,363 | 8.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 49,318 | $11,754,452 | 6.96% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 22,931 | $8,553,721 | 5.07% | |
| TPL |
Texas Pacific Land Corp
Energy
|
Reduced | 14,338 | $6,274,882 | 3.72% | |
| IESC |
IES Holdings, Inc.
Industrials
|
Reduced | 8,510 | $6,251,956 | 3.70% | |
| OSG |
Octave Specialty Group Inc
Financial Services
|
Added | 554,818 | $3,462,064 | 2.05% | |
|
|
NEW | 7,100 | $2,517,163 | 1.49% |
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.