RIHO Partners
TUCSON, AZfiles as RIHO Partners, LLC
$178m in 14 US stocks at the end of 30 June 2026. The top 10 are 91.2% of the money. It changed about 12.5% of the portfolio this quarter.
Value
$178m
Stocks
14
Top 10 share
91.2%
Turnover
12.5%
What changed this quarter
New
Bought for the first time this quarter.
- Roundhill ETF TrustDRAM1.9% of the fund
- Topbuild COR1.4% of the fund
Added
Bought more of a stock they already held.
- O'Reilly AutomotiveORLY11.3% of the fund+7%
- NvidiaNVDA9.7% of the fund+32%
- Somnigroup InternationalSGI8.3% of the fund+14%
Cut
Sold some of their stake.
- Murphy USAMUSA12.2% of the fund-26%
- MicrosoftMSFT4.8% of the fund-5%
Sold out
Sold their entire stake.
- Builders FirstSourceBLDR-100%
- Sleep NumberSNBRQ-100%
Holdings
- Roundhill ETF TrustDRAM
- Share
- 1.9%
- Value
- $3m
- Shares
- 45,888
New
- Topbuild COR
- Share
- 1.4%
- Value
- $3m
- Shares
- 7,100
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| ProgressivePGR | 15.8% | $28m | 128,918 | Held |
| Murphy USAMUSA | 12.2% | $22m | 40,371 | -26% |
| O'Reilly AutomotiveORLY | 11.3% | $20m | 217,928 | +7% |
| HeicoHEI-A | 11.1% | $20m | 55,055 | Held |
| NvidiaNVDA | 9.7% | $17m | 86,461 | +32% |
| Somnigroup InternationalSGI | 8.3% | $15m | 187,368 | +14% |
| AlphabetGOOGL | 7.8% | $14m | 38,706 | Held |
| Amazon.comAMZN | 6.6% | $12m | 49,318 | Held |
| MicrosoftMSFT | 4.8% | $9m | 22,931 | -5% |
| Texas Pacific LandTPL | 3.5% | $6m | 14,338 | Held |
| IES HoldingsIESC | 3.5% | $6m | 8,510 | Held |
| Octave Specialty GroupOSG | 1.9% | $3m | 554,818 | Held |
| Roundhill ETF TrustDRAM | 1.9% | $3m | 45,888 | New |
| Topbuild COR | 1.4% | $3m | 7,100 | New |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 12.4% since 31 December 2025.
Where the money is
Retail & consumer38.4%
Financial services17.8%
Industrials14.6%
Technology14.5%
Media & telecom7.8%
Energy3.5%
Other3.3%
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.