Position in RH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$25,985,333
+$6,998,756 QoQ
Shares Held
157,745
+16.2% QoQ
Ownership
0.835%
of shares outstanding
% of Portfolio
6.73%
of 13F equity value
Holder Rank
#1
of 77 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RH Over Time
Shares Held
Position Value (USD)
Derivatives in RH
reported options exposure · as of Mar 31, 2026CallValue
$1,929,516
CallShares
13,800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Xcel Wealth Management, LLC holds $25,985,333 across 1 Specialty Retail name. RH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RH |
Rh
This page
|
157,745 | $25,985,333 |
All Filings in RH
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,985,333 | 157,745 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $18,986,577 | 135,793 | Shares | Sole | 2026-04-21 | |
| 2026-03-31 | $1,929,516 | 13,800 | Call | Sole | 2026-04-21 | |
| 2025-12-31 | $19,731,043 | 110,137 | Shares | Sole | 2026-01-26 | |
| 2025-12-31 | $2,705,165 | 15,100 | Call | Sole | 2026-01-26 | |
| 2025-09-30 | $25,532,539 | 125,677 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $21,525,970 | 113,888 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $29,860,317 | 127,385 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $50,623,152 | 128,619 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $41,653,256 | 124,550 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $30,050,964 | 122,938 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $38,873,129 | 111,621 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $27,799,322 | 95,373 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $23,583,026 | 89,208 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $23,794,420 | 72,194 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $14,532,384 | 59,669 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $12,245,050 | 45,829 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $8,777,070 | 35,669 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,612,071 | 12,306 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,668,068 | 8,182 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,452,997 | 4,577 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,854,009 | 2,780 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,062,635 | 1,565 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,357,265 | 2,275 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,018,108 | 2,275 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $870,460 | 2,275 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $644,651 | 2,590 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||