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CIK: 0002048733
Total reported value
$132.8M
$132.8M
33 檔
24.4%
During the Q3 2025 filing period, R.H. Investment Group, LLC (CIK: 0002048733) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $132.8M across 33 reported positions.
In Q3 2025, R.H. Investment Group, LLC displayed an active expansion posture, initiating 4 new positions and adding to 14 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including PM, MA, WMT) accounted for 24.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
TRV
市值: $5.7M
Top Position Liquidated / Trimmed
FDX
前期市值: $3.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PM | Philip Morris International | Stock-Consumer Staples | 6.20% | +0.52% | -1.06% | |
| 2 | MA | Mastercard Inc - A | Stock-Financials | 6.14% | -0.09% | -0.72% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 5.75% | -0.83% | -0.90% | |
| 4 | WFC | Wells Fargo & Co | Stock-Financials | 5.11% | -0.24% | -1.57% | |
| 5 | TRV | Travelers Cos Inc/the | Stock-Financials | 4.93% | +0.29% | +0.20% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.93% | +0.05% | -0.05% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.89% | +0.45% | -1.65% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 4.80% | +0.39% | -0.12% | |
| 9 | ADP | Automatic Data Processing | Stock-Tech | 4.41% | +0.24% | -1.45% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.23% | +0.08% | -0.45% | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.93% | -0.12% | — | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.92% | -0.50% | -14.46% | |
| 13 | COP | Conocophillips | Stock-Energy | 3.86% | -0.89% | +0.06% | |
| 14 | AMGN | Amgen Inc | Stock-Healthcare | 3.59% | +0.01% | — | |
| 15 | EPD | Enterprise Products Partners | Stock-Energy | 3.57% | -0.25% | +996.63% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 3.50% | -0.66% | — | |
| 17 | UNP | Union Pacific CORP | Stock-Industrials | 3.50% | +0.18% | — | |
| 18 | USB | US Bancorp | Stock-Financials | 3.46% | +0.20% | — | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.46% | -0.06% | -0.33% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.25% | -0.42% | — | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.34% | +0.70% | +9.16% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.17% | +0.15% | +0.74% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.02% | +0.06% | — | |
| 24 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 2.02% | +0.08% | — | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.53% | +0.15% | — | |
| 26 | PFF | Ishares Preferred & Income S | ETF-Other | 0.57% | -0.27% | -42.66% | |
| 27 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.56% | +0.04% | — | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.32% | -0.05% | — | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.23% | -0.03% | — | |
| 30 | NFG | National Fuel Gas Co | Stock-Energy | 0.21% | -0.04% | -10.07% | |
| 31 | CLX | Clorox Company | Stock-Consumer Staples | 0.21% | -0.16% | EXIT | |
| 32 | SO | Southern Co/the | Stock-Utilities | 0.19% | — | -6.08% | |
| 33 | BX | Blackstone Inc | Stock-Financials | 0.18% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EPD | Enterprise Products Partners | +3.2% | +996.63% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +1.4% | -1.65% | Trim |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | -14.46% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | — | Unchanged |
| 5 | VOO | Vanguard S&p 500 ETF | +0.4% | +0.74% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | — | Unchanged |
| 7 | AAPL | Apple Inc | +0.2% | -0.12% | Add |
| 8 | WFC | Wells Fargo & Co | +0.2% | -1.57% | Trim |
| 9 | USB | US Bancorp | +0.2% | — | Add |
| 10 | WMT | Walmart Inc | +0.1% | -0.90% | Trim |
| 11 | JNJ | Johnson & Johnson | 0% | -0.45% | Trim |
| 12 | NFG | National Fuel Gas Co | 0% | -10.07% | Trim |
| 13 | SO | Southern Co/the | 0% | -6.08% | Trim |
| 14 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 15 | CLX | Clorox Company | -0.1% | — | Unchanged |
| 16 | UNP | Union Pacific CORP | -0.4% | — | Add |
| 17 | DEO | Diageo Plc-sponsored Adr | -0.4% | — | Add |
| 18 | TMO | Thermo Fisher Scientific Inc | -0.4% | — | Add |
| 19 | MCD | Mcdonald's CORP | -0.4% | — | Add |
| 20 | MA | Mastercard Inc - A | -0.5% | -0.72% | Trim |
| 21 | PFF | Ishares Preferred & Income S | -0.5% | -42.66% | Trim |
| 22 | XOM | Exxon Mobil CORP | -0.6% | — | Add |
| 23 | PM | Philip Morris International | -0.6% | -1.06% | Trim |
| 24 | ADP | Automatic Data Processing | -0.7% | -1.45% | Trim |
| 25 | AMGN | Amgen Inc | -0.8% | — | Add |
| 26 | PG | Procter & Gamble Co/the | -0.8% | -0.33% | Add |
| 27 | COP | Conocophillips | -0.8% | +0.06% | Add |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.9% | -0.05% | Trim |
| 29 | UNH | Unitedhealth Group Inc | -1.3% | +9.16% | Add |
| 30 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
| 31 | FDX | Fedex CORP | — | EXIT | Sold out |
| 32 | VUSB | Vanguard Ultra Short Bond Et | — | NEW | New buy |
| 33 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 34 | BX | Blackstone Inc | — | NEW | New buy |
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 33 disclosed positions in Q3 2025.
During Q3 2025, R.H. Investment Group, LLC's top holdings by market value included PM (6.2%)、MA (6.1%)、WMT (5.8%). The largest single position, PM, represented 6.2% of total portfolio value.
In Q3 2025, R.H. Investment Group, LLC made 30 total portfolio adjustments, initiating 4 new buys, adding to 14 positions, trimming 11 holdings, and fully liquidating 1 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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