R.H. Investment Group, LLC holds a diversified book of 47 reported positions worth $132.8M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Crowdstrike Holdings Inc - A and trimmed Philip Morris International. Their largest long position is Philip Morris International at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +29% (+16.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.7 points over this window.
Growth of $10,000 cloning R.H. Investment Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
90% mapped to company sectors
+3 sectors below the cut, 7% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as R.H. Investment Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 6 / 47 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 4 / 47 | $4.4B |
| Prospect Hill Management, LLC | 9 / 47 | $240.0M |
| H&H International Investment, LLC | 7 / 47 | $16.0B |
| Hoffman, Alan N Investment Management | 6 / 47 | $136.3M |
| Stuart Investment Advisors, Inc. | 9 / 47 | $197.9M |
| Dumac, Inc. | 5 / 47 | $874.9M |
| 9823 Capital, L.P. | 5 / 47 | $117.2M |
Ranked by the share of each fund's own book sitting in the names it shares with R.H. Investment Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Philip Morris Intl Inc COM | $7.9M | 43.9K | 6.0% | ▼−0.4% Reduced · −170 sh | |
| 2 | Alphabet Inc CAP STK CL C | $7.8M | 22.1K | 5.9% | ▼−1.3% Reduced · −281 sh | |
| 3 | Walmart Inc COM | $7.1M | 62.5K | 5.3% | ▼−0.5% Reduced · −315 sh | |
| 4 | Travelers Companies Inc COM | $6.7M | 20.2K | 5.0% | ▼−0.7% Reduced · −133 sh | |
| 5 | Johnson & Johnson COM | $6.6M | 25.9K | 5.0% | ▼−1.2% Reduced · −315 sh | |
| 6 | Mastercard Incorporated CL A | $6.4M | 12.5K | 4.8% | ▼−0.6% Reduced · −70 sh | |
| 7 | Apple Inc COM | $6.3M | 21.8K | 4.8% | ▼~0% Reduced · −3 sh | |
| 8 | Wells Fargo & Co COM | $5.8M | 69.7K | 4.3% | ▼−0.6% Reduced · −445 sh | |
| 9 | Berkshire Hathaway Inc Del CL B NEW | $5.6M | 11.2K | 4.2% | ▼−0.7% Reduced · −80 sh | |
| 10 | Amgen Inc COM | $5.2M | 14.5K | 3.9% | ▼−0.8% Reduced · −120 sh | |
| 11 | US Bancorp COM NEW | $5.1M | 83.8K | 3.8% | ▼−0.9% Reduced · −790 sh | |
| 12 | ConocoPhillips COM | $5.0M | 48.0K | 3.8% | ▼−0.3% Reduced · −165 sh | |
| 13 | Enterprise Prods Partners L COM | $4.9M | 134.0K | 3.7% | ▼−0.8% Reduced · −1K sh | |
| 14 | Exxon Mobil Corp COM | $4.8M | 35.3K | 3.6% | ▼−1.0% Reduced · −360 sh | |
| 15 | Thermo Fisher Scientific Inc COM | $4.6M | 9.2K | 3.5% | ▼−0.5% Reduced · −43 sh | |
| 16 | Union Pac Corp COM | $4.6M | 16.9K | 3.5% | ▼−1.0% Reduced · −165 sh | |
| 17 | Automatic Data Processing In COM | $4.1M | 18.3K | 3.1% | ▼−0.1% Reduced · −27 sh | |
| 18 | Procter & Gamble Co COM | $3.8M | 26.1K | 2.9% | ▼−0.9% Reduced · −240 sh | |
| 19 | Unitedhealth Group Inc COM | $3.8M | 9.1K | 2.8% | ▼−0.3% Reduced · −23 sh | |
| 20 | McDonalds Corp COM | $3.3M | 12.3K | 2.5% | ▼−0.2% Reduced · −30 sh | |
| 21 | Vanguard Index FDS TOTAL STK MKT | $3.3M | 8.8K | 2.5% | ▼−23% Reduced · −3K sh | |
| 22 | Vanguard Index FDS S&P 500 ETF SHS | $2.8M | 4.0K | 2.1% | ▼−0.1% Reduced · −5 sh | |
| 23 | JPMorgan Chase & Co COM | $2.4M | 7.4K | 1.8% | —Held | |
| 24 | Diageo PLC SPON ADR NEW | $2.2M | 27.0K | 1.6% | ▲+3.0% Added · +789 sh | |
| 25 | Alphabet Inc CAP STK CL A | $2.1M | 5.7K | 1.5% | —Held | |
| 26 | Vanguard BD Index FDS VANGUARD ULTRA | $1.4M | 28.1K | 1.1% | ▲+6.4% Added · +2K sh | |
| 27 | Ishares TR RUS 1000 GRW ETF | $1.3M | 10.6K | 1.0% | ▲+300% Added · +8K sh | |
| 28 | Ishares TR RUS 1000 VAL ETF | $1.3M | 5.2K | 0.9% | —Held | |
| 29 | Select Sector SPDR TR ST STR TECHN ETF | $826K | 4.3K | 0.6% | —Held | |
| 30 | Vanguard Star FDS VG TL INTL STK F | $577K | 6.8K | 0.4% | —Held | |
| 31 | Nvidia Corporation COM | $506K | 2.5K | 0.4% | ▼−5.6% Reduced · −150 sh | |
| 32 | Ishares TR RUS MD CP GR ETF | $462K | 3.2K | 0.3% | —Held | |
| 33 | Ishares TR RUS MDCP VAL ETF | $442K | 2.7K | 0.3% | —Held | |
| 34 | Ishares TR RUS 2000 GRW ETF | $442K | 1.1K | 0.3% | —Held | |
| 35 | Ishares TR RUS 2000 VAL ETF | $378K | 1.7K | 0.3% | —Held | |
| 36 | Invesco QQQ TR UNIT SER 1 | $353K | 480 | 0.3% | —Held | |
| 37 | Verizon Communications Inc COM | $351K | 8.3K | 0.3% | —Held | |
| 38 | Crowdstrike Hldgs Inc CL A | $326K | 427 | 0.2% | ▲New New position | |
| 39 | Amazon Com Inc COM | $307K | 1.3K | 0.2% | —Held | |
| 40 | Ishares TR PFD AND INCM SEC | $302K | 9.9K | 0.2% | ▼−53% Reduced · −11K sh | |
| 41 | Palantir Technologies Inc CL A | $292K | 2.5K | 0.2% | —Held | |
| 42 | Pepsico Inc COM | $255K | 1.9K | 0.2% | —Held | |
| 43 | Axon Enterprise Inc COM | $248K | 443 | 0.2% | ▲New New position | |
| 44 | Southern Co COM | $222K | 2.3K | 0.2% | —Held | |
| 45 | Tesla Inc COM | $214K | 509 | 0.2% | ▲New New position | |
| 46 | National Fuel Gas Co COM | $207K | 2.7K | 0.2% | —Held | |
| 47 | Gossamer Bio Inc COM | $4K | 26.3K | <0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show R.H. Investment Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 38d | 47 | $132.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 14d | 45 | $129.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 16d | 33 | $119.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 30d | 33 | $115.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 17d | 31 | $109.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 28d | 30 | $103.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 14d | 31 | $106.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.