R.H. Investment Group, LLC Portfolio Holdings

R.H. Investment Group, LLC

  • $109 Billion
  • Q2 2025

R.H. Investment Group, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $109 Billion distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Philip Morris International Inc. with a value of $8.11B, Mastercard Inc with a value of $7.04B, Walmart Inc. with a value of $6.34B, Wells Fargo & Company with a value of $5.72B, and Berkshire Hathaway Inc Class B with a value of $5.49B.

Examining the 13F form we can see an increase of $5.13B in the current position value, from $104B to 109B.

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 $109 Billion
Financial Services: $29.6 Billion
Consumer Defensive: $21.5 Billion
Healthcare: $14.1 Billion
Industrials: $13.1 Billion
Energy: $8.7 Billion
ETFs: $8.31 Billion
Communication Services: $5.45 Billion
Technology: $4.46 Billion
Other: $3.83 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$261B
$8.11 Billion 7.43% of portfolio
44,525
Q2 2025 Reduced 0.65%
$548B
$7.04 Billion 6.45% of portfolio
12,526
Q1 2025 Reduced 0.51%
$281B
$6.34 Billion 5.81% of portfolio
64,794
Q2 2025 Reduced 3.18%
$302B
$5.72 Billion 5.24% of portfolio
71,381
Q2 2025 Reduced 0.2%
$621B
$5.49 Billion 5.03% of portfolio
11,296
Q2 2025 Added 0.04%
$3.69T
$4.46 Billion 4.09% of portfolio
21,725
Q2 2025 Added 1.13%
$1.24T
$4.17 Billion 3.83% of portfolio
23,530
Q1 2025 Added 0.64%
$368B
$4.14 Billion 3.8% of portfolio
26,016
Q2 2025 Added 0.46%
$452B
$4.04 Billion 3.7% of portfolio
26,423
Q2 2025 Added 0.3%
$442B
$3.86 Billion 3.54% of portfolio
35,791
Q2 2025 Added 1.1%
$222B
$3.6 Billion 3.3% of portfolio
12,324
Q2 2025 Added 0.33%
$245B
$2.23 Billion 2.04% of portfolio
7,149
Q2 2025 Added 0.42%
$859B
$2.14 Billion 1.96% of portfolio
7,390
Q4 2024 New
$1.21T
$1.28 Billion 1.17% of portfolio
7,241
Q1 2025 Reduced 7.06%
$202B
$248 Million 0.23% of portfolio
1,880
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $109 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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