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CIK: 0002048733
Total reported value
$132.8M
$132.8M
31 檔
24.6%
At the close of Q2 2025, R.H. Investment Group, LLC disclosed equity holdings valued at approximately $132.8M, spread across 31 reported holdings.
During Q2 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 | 7.43% | +0.52% | -0.65% | |
| 2 | MA | Mastercard Inc - A | Stock-Financials | 6.45% | -0.09% | — | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 5.81% | -0.83% | -3.18% | |
| 4 | WFC | Wells Fargo & Co | Stock-Financials | 5.24% | -0.24% | -0.20% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.03% | +0.05% | +0.04% | |
| 6 | TRV | Travelers Cos Inc/the | Stock-Financials | 4.98% | +0.29% | — | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 4.97% | +0.24% | +1.18% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.48% | -0.50% | +22.59% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 4.09% | +0.39% | +1.13% | |
| 10 | COP | Conocophillips | Stock-Energy | 3.87% | -0.89% | +2.08% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.83% | +0.45% | — | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.80% | -0.06% | +0.46% | |
| 13 | AMGN | Amgen Inc | Stock-Healthcare | 3.75% | +0.01% | +0.83% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.70% | +0.08% | +0.30% | |
| 15 | UNP | Union Pacific CORP | Stock-Industrials | 3.60% | +0.18% | +0.77% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 3.54% | -0.66% | +1.10% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.47% | -0.12% | +2.95% | |
| 18 | FDX | Fedex CORP | Stock-Industrials | 3.45% | — | +3.66% | |
| 19 | USB | US Bancorp | Stock-Financials | 3.42% | +0.20% | +1.94% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.30% | -0.42% | +0.33% | |
| 21 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 2.25% | +0.08% | +2.92% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.11% | +0.15% | +11.09% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.04% | +0.70% | +0.42% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.96% | +0.06% | — | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | +0.15% | — | |
| 26 | PFF | Ishares Preferred & Income S | ETF-Other | 1.03% | -0.27% | — | |
| 27 | EPD | Enterprise Products Partners | Stock-Energy | 0.34% | -0.25% | — | |
| 28 | NFG | National Fuel Gas Co | Stock-Energy | 0.23% | -0.04% | — | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.23% | -0.03% | — | |
| 30 | CLX | Clorox Company | Stock-Consumer Staples | 0.22% | -0.16% | EXIT | |
| 31 | SO | Southern Co/the | Stock-Utilities | 0.21% | — | +2.79% |
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 31 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including PM, MA, WMT) accounted for 24.6% of total reported equity market value during Q2 2025.
During Q2 2025, R.H. Investment Group, LLC's top holdings by market value included PM (7.4%)、MA (6.5%)、WMT (5.8%). The largest single position, PM, represented 7.4% of total portfolio value.
In Q2 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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