RIHO Partners, LLC
Top Portfolio Positions
13 positions ·
$147,308,753 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MUSA |
Murphy USA Inc.
Consumer Cyclical
|
54,746 | $27,042,881 | 18.36% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
129,026 | $25,578,114 | 17.36% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
204,552 | $18,882,195 | 12.82% | |
| SGI |
Somnigroup International Inc.
Consumer Cyclical
|
164,099 | $12,130,198 | 8.23% | |
| NVDA |
Nvidia Corp
Technology
|
65,334 | $11,394,249 | 7.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
38,825 | $11,164,517 | 7.58% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
49,371 | $10,282,498 | 6.98% | |
| MSFT |
Microsoft Corp
Technology
|
24,240 | $8,972,920 | 6.09% | |
| BLDR |
Builders FirstSource, Inc.
Industrials
|
99,387 | $8,182,531 | 5.55% | |
| TPL |
Texas Pacific Land Corp
Energy
|
14,369 | $6,818,952 | 4.63% |
Portfolio Trend
2 quarters · across all stocks
Holdings in IESC
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,069,053 | 8,540 | Shares | Sole | 2026-05-18 | |
| No 13F history on record for this holder in this stock. | ||||||