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CIK: 0002048733
Total reported value
$132.8M
$132.8M
30 檔
23.5%
The Q1 2025 SEC filing reveals that R.H. Investment Group, LLC held a total portfolio value of $132.8M, covering 30 public equity positions.
During Q1 2025, R.H. Investment Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PM | Philip Morris International | Stock-Consumer Staples | 6.84% | +0.52% | +0.72% | |
| 2 | MA | Mastercard Inc - A | Stock-Financials | 6.60% | -0.09% | -0.51% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.78% | +0.05% | -0.09% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 5.65% | -0.83% | -1.83% | |
| 5 | ADP | Automatic Data Processing | Stock-Tech | 5.11% | +0.24% | -6.44% | |
| 6 | WFC | Wells Fargo & Co | Stock-Financials | 4.94% | -0.24% | -0.63% | |
| 7 | COP | Conocophillips | Stock-Energy | 4.65% | -0.89% | +0.43% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 4.59% | +0.39% | +0.09% | |
| 9 | AMGN | Amgen Inc | Stock-Healthcare | 4.35% | +0.01% | — | |
| 10 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.34% | -0.12% | +1.80% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.25% | -0.06% | +0.39% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.20% | +0.08% | +5.16% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 4.05% | -0.66% | -0.56% | |
| 14 | UNP | Union Pacific CORP | Stock-Industrials | 3.85% | +0.18% | +1.23% | |
| 15 | FDX | Fedex CORP | Stock-Industrials | 3.75% | — | -0.37% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.69% | -0.42% | — | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.59% | +0.70% | +3.40% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.54% | +0.45% | +0.64% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.47% | -0.50% | +21.17% | |
| 20 | USB | US Bancorp | Stock-Financials | 3.29% | +0.20% | — | |
| 21 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 2.38% | +0.08% | +9.09% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.81% | +0.15% | +1.39% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.74% | +0.06% | — | |
| 24 | PFF | Ishares Preferred & Income S | ETF-Other | 1.08% | -0.27% | — | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.08% | +0.15% | -7.06% | |
| 26 | EPD | Enterprise Products Partners | Stock-Energy | 0.39% | -0.25% | — | |
| 27 | CLX | Clorox Company | Stock-Consumer Staples | 0.28% | -0.16% | EXIT | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.27% | -0.03% | — | |
| 29 | NFG | National Fuel Gas Co | Stock-Energy | 0.23% | -0.04% | -11.04% | |
| 30 | SO | Southern Co/the | Stock-Utilities | 0.21% | — | — |
According to official SEC Form 13F filings, R.H. Investment Group, LLC reported a total U.S. public equity portfolio value of $132.8M across 30 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PM, MA, BRK-B) accounted for 23.5% of total reported equity market value during Q1 2025.
During Q1 2025, R.H. Investment Group, LLC's top holdings by market value included PM (6.8%)、MA (6.6%)、BRK-B (5.8%). The largest single position, PM, represented 6.8% of total portfolio value.
In Q1 2025, R.H. Investment Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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