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CIK: 0002048733
Total reported value
$132.8M
$132.8M
45 檔
26.2%
In Q1 2026, R.H. Investment Group, LLC's U.S. equity holdings reached a combined market value of $132.8M, distributed across 45 disclosed stock positions.
In Q1 2026, R.H. Investment Group, LLC displayed an active expansion posture, initiating 12 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | Stock-Consumer Staples | 6.17% | -0.83% | -0.80% | |
| 2 | PM | Philip Morris International | Stock-Consumer Staples | 5.46% | +0.52% | -0.10% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.42% | +0.45% | +0.95% | |
| 4 | MA | Mastercard Inc - A | Stock-Financials | 4.93% | -0.09% | +1.75% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.88% | +0.08% | -0.11% | |
| 6 | TRV | Travelers Cos Inc/the | Stock-Financials | 4.73% | +0.29% | — | |
| 7 | COP | Conocophillips | Stock-Energy | 4.65% | -0.89% | +2.29% | |
| 8 | WFC | Wells Fargo & Co | Stock-Financials | 4.58% | -0.24% | -0.16% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 4.36% | +0.39% | +0.97% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 4.30% | -0.66% | -0.28% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.17% | +0.05% | — | |
| 12 | EPD | Enterprise Products Partners | Stock-Energy | 3.96% | -0.25% | +2.58% | |
| 13 | AMGN | Amgen Inc | Stock-Healthcare | 3.94% | +0.01% | — | |
| 14 | USB | US Bancorp | Stock-Financials | 3.61% | +0.20% | +2.48% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.58% | -0.12% | +0.77% | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 3.28% | +0.18% | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.95% | -0.50% | +15.04% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.94% | -0.06% | +0.11% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.92% | -0.42% | — | |
| 20 | ADP | Automatic Data Processing | Stock-Tech | 2.84% | +0.24% | +3.62% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.14% | +0.70% | +12.15% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.94% | +0.15% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.76% | +0.06% | — | |
| 24 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.56% | +0.08% | +7.45% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.40% | +0.15% | -20.72% | |
| 26 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.01% | +0.04% | +29.41% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.91% | +0.09% | — | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.88% | +0.06% | — | |
| 29 | PFF | Ishares Preferred & Income S | ETF-Other | 0.50% | -0.27% | — | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.47% | +0.15% | — | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.42% | +0.02% | +132.53% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | — | — | |
| 33 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.32% | +0.03% | — | |
| 34 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.31% | +0.02% | — | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.31% | -0.05% | — | |
| 36 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.29% | +0.04% | — | |
| 37 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.27% | -0.05% | — | |
| 38 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.26% | +0.02% | — | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.22% | -0.03% | — | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.22% | +0.05% | — | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | +0.01% | — | |
| 42 | NFG | National Fuel Gas Co | Stock-Energy | 0.20% | -0.04% | — | |
| 43 | SO | Southern Co/the | Stock-Utilities | 0.17% | — | — | |
| 44 | CLX | Clorox Company | Stock-Consumer Staples | 0.16% | -0.16% | EXIT | |
| 45 | GOSS | Gossamer Bio Inc | Stock-Other | 0.01% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COP | Conocophillips | +1% | +2.29% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.7% | -0.28% | Trim |
| 3 | EPD | Enterprise Products Partners | +0.4% | +2.58% | Add |
| 4 | JNJ | Johnson & Johnson | +0.3% | -0.11% | Trim |
| 5 | WMT | Walmart Inc | +0.3% | -0.80% | Trim |
| 6 | VXUS | Vanguard Total Intl Stock | +0.2% | +132.53% | Add |
| 7 | VUSB | Vanguard Ultra Short Bond Et | +0.2% | +29.41% | Add |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +15.04% | Add |
| 9 | VZ | Verizon Communications Inc | 0% | — | Unchanged |
| 10 | NFG | National Fuel Gas Co | 0% | — | Unchanged |
| 11 | SO | Southern Co/the | — | — | Unchanged |
| 12 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 13 | CLX | Clorox Company | 0% | — | Unchanged |
| 14 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 15 | PFF | Ishares Preferred & Income S | 0% | — | Unchanged |
| 16 | AMGN | Amgen Inc | -0.1% | — | Unchanged |
| 17 | USB | US Bancorp | -0.1% | +2.48% | Add |
| 18 | UNH | Unitedhealth Group Inc | -0.1% | +12.15% | Add |
| 19 | VOO | Vanguard S&p 500 ETF | -0.2% | — | Unchanged |
| 20 | DEO | Diageo Plc-sponsored Adr | -0.2% | +7.45% | Add |
| 21 | TRV | Travelers Cos Inc/the | -0.2% | — | Unchanged |
| 22 | PG | Procter & Gamble Co/the | -0.2% | +0.11% | Add |
| 23 | JPM | Jpmorgan Chase & Co | -0.2% | — | Unchanged |
| 24 | MCD | Mcdonald's CORP | -0.2% | — | Unchanged |
| 25 | GOOG | Alphabet Inc-cl C | -0.4% | +0.95% | Add |
| 26 | PM | Philip Morris International | -0.5% | -0.10% | Trim |
| 27 | GOOGL | Alphabet Inc-cl A | -0.5% | -20.72% | Trim |
| 28 | AAPL | Apple Inc | -0.6% | +0.97% | Add |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | — | Unchanged |
| 30 | TMO | Thermo Fisher Scientific Inc | -0.9% | +0.77% | Add |
| 31 | WFC | Wells Fargo & Co | -0.9% | -0.16% | Trim |
| 32 | ADP | Automatic Data Processing | -1% | +3.62% | Add |
| 33 | MA | Mastercard Inc - A | -1% | +1.75% | Add |
| 34 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 35 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 36 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 37 | NVDA | Nvidia CORP | — | NEW | New buy |
| 38 | IWP | Ishares Russell Mid-cap Grow | — | NEW | New buy |
| 39 | IWS | Ishares Russell Mid-cap Valu | — | NEW | New buy |
| 40 | IWO | Ishares Russell 2000 Growth | — | NEW | New buy |
| 41 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 42 | IWN | Ishares Russell 2000 Value E | — | NEW | New buy |
| 43 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 44 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 45 | GOSS | Gossamer Bio 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 45 disclosed positions in Q1 2026.
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 WMT, PM, GOOG) accounted for 26.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
IWF
市值: $1.2M
Top Position Liquidated / Trimmed
PM
前期市值: $7.1M
During Q1 2026, R.H. Investment Group, LLC's top holdings by market value included WMT (6.2%)、PM (5.5%)、GOOG (5.4%). The largest single position, WMT, represented 6.2% of total portfolio value.
In Q1 2026, R.H. Investment Group, LLC made 32 total portfolio adjustments, initiating 12 new buys, adding to 14 positions, trimming 6 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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