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CIK: 0002048733
Total reported value
$132.8M
$132.8M
33 檔
26.1%
The Q4 2025 SEC filing reveals that R.H. Investment Group, LLC held a total portfolio value of $132.8M, covering 33 public equity positions.
In Q4 2025, R.H. Investment Group, LLC adopted a defensive or profit-taking posture, trimming 12 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PM | Philip Morris International | Stock-Consumer Staples | 5.92% | +0.52% | +0.04% | |
| 2 | MA | Mastercard Inc - A | Stock-Financials | 5.92% | -0.09% | -0.48% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 5.91% | -0.83% | -1.32% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.81% | +0.45% | -4.39% | |
| 5 | WFC | Wells Fargo & Co | Stock-Financials | 5.48% | -0.24% | -0.07% | |
| 6 | TRV | Travelers Cos Inc/the | Stock-Financials | 4.94% | +0.29% | -0.12% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.92% | +0.39% | -0.44% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.75% | +0.05% | -0.09% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.55% | +0.08% | -0.17% | |
| 10 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.44% | -0.12% | -2.04% | |
| 11 | AMGN | Amgen Inc | Stock-Healthcare | 4.00% | +0.01% | -0.27% | |
| 12 | ADP | Automatic Data Processing | Stock-Tech | 3.81% | +0.24% | +1.99% | |
| 13 | COP | Conocophillips | Stock-Energy | 3.69% | -0.89% | +0.11% | |
| 14 | USB | US Bancorp | Stock-Financials | 3.69% | +0.20% | — | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 3.61% | -0.66% | — | |
| 16 | EPD | Enterprise Products Partners | Stock-Energy | 3.53% | -0.25% | — | |
| 17 | UNP | Union Pacific CORP | Stock-Industrials | 3.30% | +0.18% | — | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.16% | -0.06% | +1.41% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.15% | -0.42% | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.80% | -0.50% | -27.54% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.24% | +0.70% | +3.84% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.13% | +0.15% | -0.98% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.99% | +0.06% | — | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.90% | +0.15% | — | |
| 25 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.76% | +0.08% | +0.41% | |
| 26 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.85% | +0.04% | +58.14% | |
| 27 | PFF | Ishares Preferred & Income S | ETF-Other | 0.54% | -0.27% | — | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.28% | -0.05% | — | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.23% | -0.03% | — | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.18% | +0.02% | — | |
| 31 | NFG | National Fuel Gas Co | Stock-Energy | 0.18% | -0.04% | — | |
| 32 | SO | Southern Co/the | Stock-Utilities | 0.17% | — | — | |
| 33 | CLX | Clorox Company | Stock-Consumer Staples | 0.17% | -0.16% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.9% | -4.39% | Trim |
| 2 | TMO | Thermo Fisher Scientific Inc | +0.5% | -2.04% | Trim |
| 3 | AMGN | Amgen Inc | +0.4% | -0.27% | Trim |
| 4 | WFC | Wells Fargo & Co | +0.4% | -0.07% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | — | Unchanged |
| 6 | JNJ | Johnson & Johnson | +0.3% | -0.17% | Trim |
| 7 | VUSB | Vanguard Ultra Short Bond Et | +0.3% | +58.14% | Add |
| 8 | USB | US Bancorp | +0.2% | — | Unchanged |
| 9 | WMT | Walmart Inc | +0.2% | -1.32% | Trim |
| 10 | AAPL | Apple Inc | +0.1% | -0.44% | Trim |
| 11 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 12 | TRV | Travelers Cos Inc/the | 0% | -0.12% | Trim |
| 13 | PEP | Pepsico Inc | — | — | Unchanged |
| 14 | SO | Southern Co/the | 0% | — | Unchanged |
| 15 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 16 | NFG | National Fuel Gas Co | 0% | — | Unchanged |
| 17 | PFF | Ishares Preferred & Income S | 0% | — | Unchanged |
| 18 | EPD | Enterprise Products Partners | 0% | — | Unchanged |
| 19 | CLX | Clorox Company | 0% | — | Unchanged |
| 20 | VOO | Vanguard S&p 500 ETF | 0% | -0.98% | Trim |
| 21 | VZ | Verizon Communications Inc | 0% | — | Unchanged |
| 22 | MCD | Mcdonald's CORP | -0.1% | — | Unchanged |
| 23 | UNH | Unitedhealth Group Inc | -0.1% | +3.84% | Add |
| 24 | COP | Conocophillips | -0.2% | +0.11% | Add |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -0.09% | Trim |
| 26 | UNP | Union Pacific CORP | -0.2% | — | Unchanged |
| 27 | MA | Mastercard Inc - A | -0.2% | -0.48% | Trim |
| 28 | DEO | Diageo Plc-sponsored Adr | -0.3% | +0.41% | Add |
| 29 | PM | Philip Morris International | -0.3% | +0.04% | Add |
| 30 | PG | Procter & Gamble Co/the | -0.3% | +1.41% | Add |
| 31 | ADP | Automatic Data Processing | -0.6% | +1.99% | Add |
| 32 | VTI | Vanguard Total Stock Mkt ETF | -1.1% | -27.54% | Trim |
| 33 | VXUS | Vanguard Total Intl Stock | — | NEW | New buy |
| 34 | BX | Blackstone Inc | — | EXIT | Sold out |
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 Q4 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 26.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
VXUS
市值: $219.2K
Top Position Liquidated / Trimmed
BX
前期市值: $205.0K
During Q4 2025, R.H. Investment Group, LLC's top holdings by market value included PM (5.9%)、MA (5.9%)、WMT (5.9%). The largest single position, PM, represented 5.9% of total portfolio value.
In Q4 2025, R.H. Investment Group, LLC made 21 total portfolio adjustments, initiating 1 new buys, adding to 7 positions, trimming 12 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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