R.H. Investment Group

SCOTTSDALE, AZfiles as R.H. Investment Group, LLC

$133m in 47 US stocks at the end of 30 June 2026. The top 10 are 49.3% of the money. It changed about 4.7% of the portfolio this quarter.

Value

$133m

Stocks

Top 10 share

49.3%

Turnover

4.7%

What changed this quarter

New

Bought for the first time this quarter.

CrowdStrike HoldingsCRWD
0.2% of the fund
Axon EnterpriseAXON
0.2% of the fund
TeslaTSLA
0.2% of the fund

Added

Bought more of a stock they already held.

DiageoDEO
1.6% of the fund
+3%
Vanguard BD Index FDSVUSB
1.1% of the fund
+6%

Cut

Sold some of their stake.

Vanguard Index FDSVTI
2.5% of the fund
-23%
NvidiaNVDA
0.4% of the fund
-6%
Ishares TRPFF
0.2% of the fund
-53%

Sold out

Sold their entire stake.

CloroxCLX
-100%

Holdings

Philip Morris InternationalPM
Share
6.0%
Value
$8m
Shares
43,854
Held
AlphabetGOOG
Share
5.9%
Value
$8m
Shares
22,054
Held
WalmartWMT
Share
5.3%
Value
$7m
Shares
62,545
Held
Travelers CompaniesTRV
Share
5.0%
Value
$7m
Shares
20,186
Held
Johnson & JohnsonJNJ
Share
5.0%
Value
$7m
Shares
25,915
Held
MastercardMA
Share
4.8%
Value
$6m
Shares
12,523
Held
AppleAAPL
Share
4.8%
Value
$6m
Shares
21,812
Held
Wells Fargo & CompanyWFC
Share
4.3%
Value
$6m
Shares
69,656
Held
Berkshire HathawayBRK-B
Share
4.2%
Value
$6m
Shares
11,200
Held
AmgenAMGN
Share
3.9%
Value
$5m
Shares
14,477
Held
US BancorpUSB
Share
3.8%
Value
$5m
Shares
83,784
Held
ConocoPhillipsCOP
Share
3.8%
Value
$5m
Shares
47,998
Held
Enterprise Products Partners L.P.EPD
Share
3.7%
Value
$5m
Shares
133,965
Held
ExxonMobil HoldingsXOM
Share
3.6%
Value
$5m
Shares
35,331
Held
Thermo Fisher ScientificTMO
Share
3.5%
Value
$5m
Shares
9,168
Held
Union PacificUNP
Share
3.5%
Value
$5m
Shares
16,890
Held
Automatic Data ProcessingADP
Share
3.1%
Value
$4m
Shares
18,282
Held
Procter & GamblePG
Share
2.9%
Value
$4m
Shares
26,086
Held
UnitedHealth GroupUNH
Share
2.8%
Value
$4m
Shares
9,066
Held
McDonald'sMCD
Share
2.5%
Value
$3m
Shares
12,294
Held
Vanguard Index FDSVTI
Share
2.5%
Value
$3m
Shares
8,791
-23%
Vanguard Index FDSVOO
Share
2.1%
Value
$3m
Shares
4,043
Held
JPMorgan ChaseJPM
Share
1.8%
Value
$2m
Shares
7,390
Held
DiageoDEO
Share
1.6%
Value
$2m
Shares
27,035
+3%
AlphabetGOOGL
Share
1.5%
Value
$2m
Shares
5,741
Held
Vanguard BD Index FDSVUSB
Share
1.1%
Value
$1m
Shares
28,100
+6%
Ishares TRIWF
Share
1.0%
Value
$1m
Shares
10,592
Held
Ishares TRIWD
Share
0.9%
Value
$1m
Shares
5,162
Held
Select Sector Spdr TRXLK
Share
0.6%
Value
$825,714
Shares
4,334
Held
Vanguard Star FDSVXUS
Share
0.4%
Value
$577,485
Shares
6,755
Held
NvidiaNVDA
Share
0.4%
Value
$506,028
Shares
2,529
-6%
Ishares TRIWP
Share
0.3%
Value
$462,070
Shares
3,156
Held
Ishares TRIWS
Share
0.3%
Value
$442,445
Shares
2,688
Held
Ishares TRIWO
Share
0.3%
Value
$442,417
Shares
1,123
Held
Ishares TRIWN
Share
0.3%
Value
$377,810
Shares
1,708
Held
Invesco QQQ TRQQQ
Share
0.3%
Value
$353,472
Shares
480
Held
Verizon CommunicationsVZ
Share
0.3%
Value
$351,422
Shares
8,300
Held
CrowdStrike HoldingsCRWD
Share
0.2%
Value
$325,861
Shares
427
New
Amazon.comAMZN
Share
0.2%
Value
$306,505
Shares
1,286
Held
Ishares TRPFF
Share
0.2%
Value
$301,851
Shares
9,900
-53%
Palantir TechnologiesPLTR
Share
0.2%
Value
$291,675
Shares
2,500
Held
PepsiCoPEP
Share
0.2%
Value
$254,552
Shares
1,880
Held
Axon EnterpriseAXON
Share
0.2%
Value
$248,350
Shares
443
New
Southern CompanySO
Share
0.2%
Value
$221,760
Shares
2,317
Held
TeslaTSLA
Share
0.2%
Value
$214,085
Shares
509
New
National Fuel GasNFG
Share
0.2%
Value
$206,923
Shares
2,680
Held
Gossamer BioGOSS
Share
<0.1%
Value
$4,329
Shares
26,300
Held

Company	Share of fund	Value	Shares	Change
Philip Morris InternationalPM	6.0%	$8m	43,854	Held
AlphabetGOOG	5.9%	$8m	22,054	Held
WalmartWMT	5.3%	$7m	62,545	Held
Travelers CompaniesTRV	5.0%	$7m	20,186	Held
Johnson & JohnsonJNJ	5.0%	$7m	25,915	Held
MastercardMA	4.8%	$6m	12,523	Held
AppleAAPL	4.8%	$6m	21,812	Held
Wells Fargo & CompanyWFC	4.3%	$6m	69,656	Held
Berkshire HathawayBRK-B	4.2%	$6m	11,200	Held
AmgenAMGN	3.9%	$5m	14,477	Held
US BancorpUSB	3.8%	$5m	83,784	Held
ConocoPhillipsCOP	3.8%	$5m	47,998	Held
Enterprise Products Partners L.P.EPD	3.7%	$5m	133,965	Held
ExxonMobil HoldingsXOM	3.6%	$5m	35,331	Held
Thermo Fisher ScientificTMO	3.5%	$5m	9,168	Held
Union PacificUNP	3.5%	$5m	16,890	Held
Automatic Data ProcessingADP	3.1%	$4m	18,282	Held
Procter & GamblePG	2.9%	$4m	26,086	Held
UnitedHealth GroupUNH	2.8%	$4m	9,066	Held
McDonald'sMCD	2.5%	$3m	12,294	Held
Vanguard Index FDSVTI	2.5%	$3m	8,791	-23%
Vanguard Index FDSVOO	2.1%	$3m	4,043	Held
JPMorgan ChaseJPM	1.8%	$2m	7,390	Held
DiageoDEO	1.6%	$2m	27,035	+3%
AlphabetGOOGL	1.5%	$2m	5,741	Held
Vanguard BD Index FDSVUSB	1.1%	$1m	28,100	+6%
Ishares TRIWF	1.0%	$1m	10,592	Held
Ishares TRIWD	0.9%	$1m	5,162	Held
Select Sector Spdr TRXLK	0.6%	$825,714	4,334	Held
Vanguard Star FDSVXUS	0.4%	$577,485	6,755	Held
NvidiaNVDA	0.4%	$506,028	2,529	-6%
Ishares TRIWP	0.3%	$462,070	3,156	Held
Ishares TRIWS	0.3%	$442,445	2,688	Held
Ishares TRIWO	0.3%	$442,417	1,123	Held
Ishares TRIWN	0.3%	$377,810	1,708	Held
Invesco QQQ TRQQQ	0.3%	$353,472	480	Held
Verizon CommunicationsVZ	0.3%	$351,422	8,300	Held
CrowdStrike HoldingsCRWD	0.2%	$325,861	427	New
Amazon.comAMZN	0.2%	$306,505	1,286	Held
Ishares TRPFF	0.2%	$301,851	9,900	-53%
Palantir TechnologiesPLTR	0.2%	$291,675	2,500	Held
PepsiCoPEP	0.2%	$254,552	1,880	Held
Axon EnterpriseAXON	0.2%	$248,350	443	New
Southern CompanySO	0.2%	$221,760	2,317	Held
TeslaTSLA	0.2%	$214,085	509	New
National Fuel GasNFG	0.2%	$206,923	2,680	Held
Gossamer BioGOSS	<0.1%	$4,329	26,300	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 21.7% since 30 June 2025.

Where the money is

Financial services24.1%

Everyday goods16.0%

Health care15.2%

Media & telecom7.7%

Energy7.4%

Industrials6.7%

Technology5.6%

Utilities4.0%

Retail & consumer2.9%

Other10.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.