RIHO Partners, LLC holds a concentrated book of 14 reported positions worth $177.7M as of Q2 2026 (disclosed Aug 18, 2026, a ~49-day 13F lag). This quarter they opened Roundhill Memory ETF and trimmed Progressive Corp. Their largest long position is Progressive Corp at 16% of the reported non-option book. Cloning the disclosed picks since 2026 would be -1% (-3.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning RIHO Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~49 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: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
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 RIHO Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 2 / 14 | $4.4B |
| Palidye Holdings (Caymans) Ltd | 2 / 14 | $410.9M |
| Voyager Global Management LP | 4 / 14 | $2.6B |
| Gendell Jeffrey L | 2 / 14 | $4.9B |
| Linden Rose Investment LLC | 3 / 14 | $77.7M |
| Hoey Investments, Inc | 5 / 14 | $467.3M |
| Ketron Financial | 4 / 14 | $185.8M |
| Ghe, LLC | 2 / 14 | $150.1M |
Ranked by the share of each fund's own book sitting in the names it shares with RIHO Partners, 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 | Progressive Corp COM | $28.2M | 128.9K | 15.8% | ▼−0.1% Reduced · −108 sh | |
| 2 | Murphy USA Inc COM | $21.8M | 40.4K | 12.2% | ▼−26% Reduced · −14K sh | |
| 3 | Oreilly Automotive Inc COM | $20.1M | 217.9K | 11.3% | ▲+6.5% Added · +13K sh | |
| 4 | Heico Corp New CL A | $19.7M | 55.1K | 11.1% | ▼−0.3% Reduced · −191 sh | |
| 5 | Nvidia Corporation COM | $17.3M | 86.5K | 9.7% | ▲+32% Added · +21K sh | |
| 6 | Somnigroup International Inc COM | $14.7M | 187.4K | 8.3% | ▲+14% Added · +23K sh | |
| 7 | Alphabet Inc CAP STK CL A | $13.8M | 38.7K | 7.8% | ▼−0.3% Reduced · −119 sh | |
| 8 | Amazon Com Inc COM | $11.8M | 49.3K | 6.6% | ▼−0.1% Reduced · −53 sh | |
| 9 | Microsoft Corp COM | $8.6M | 22.9K | 4.8% | ▼−5.4% Reduced · −1K sh | |
| 10 | Texas Pacific Land Corporati COM | $6.3M | 14.3K | 3.5% | ▼−0.2% Reduced · −31 sh | |
| 11 | Ies Holdings Inc COM | $6.3M | 8.5K | 3.5% | ▼−0.3% Reduced · −30 sh | |
| 12 | Octave Specialty Group Inc COM NEW | $3.5M | 554.8K | 1.9% | ▲+1.5% Added · +8K sh | |
| 13 | Roundhill ETF Trust MEMORY ETF | $3.4M | 45.9K | 1.9% | ▲New New position | |
| 14 | Topbuild Cor COM | $2.6M | 7.1K | 1.4% | ▲New New position |
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2112884/holdings"
Use Arkolith to show RIHO Partners, 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 18, 2026 | 49d | 14 | $177.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 48d | 14 | $159.0M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | May 11, 2026 | 131d | 12 | $158.1M | 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.