R.H. Investment Group, LLC Portfolio Holdings

R.H. Investment Group, LLC

  • $119 Billion
  • Q4 2025

R.H. Investment Group, LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $119 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mastercard Inc with a value of $7.07B, Philip Morris International Inc. with a value of $7.07B, Walmart Inc. with a value of $7.06B, Alphabet Inc. with a value of $6.94B, and Wells Fargo & Company with a value of $6.54B.

Examining the 13F form we can see an increase of $4.22B in the current position value, from $115B to 119B.

R.H. Investment Group, LLC is based out at Scottsdale, AZ

Below you can find more details about R.H. Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $119 Billion
Financial Services: $32 Billion
Consumer Defensive: $20.5 Billion
Healthcare: $18.2 Billion
Energy: $13.1 Billion
Communication Services: $9.55 Billion
Industrials: $8.49 Billion
ETFs: $6.74 Billion
Technology: $5.87 Billion
Other: $3.97 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.41B
$215 Million 0.18% of portfolio
2,680
Q3 2025 Reduced 10.07%

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $119 Billion
  • Prior Value $115 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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