RP
RIHO Partners, LLC Institutional Portfolio & 13F Holdings (Q2 2026)
RIHO Partners, LLCCIK: 0002112884
Momentum followerQuality / disciplined sizingSector-focused
Total reported value
$177.7M
Reporting period: 2026-06-30 · Number of holdings: 14
RIHO Partners, LLC disclosed 14 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $177.7M and a quarterly turnover rate of 28.6%.
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Personality snowflake
- Concentration
- 39.04
- Portfolio Stability
- 28.58
- Momentum
- 100
- Sector conviction
- 84.38
- Diversification
- 28
- Sizing Uniformity
- 93.72
RIHO Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.098 — mathematically equivalent to about 10 equally-sized positions, close to its 14 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.63), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 5.4 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out BLDR
Trim MUSA
-26.3% -$5.3M
Add HEI-A
-0.3% $8.0M
Add NVDA
+32.3% $5.9M
New buy 77926X320
New buy BLD
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | Stock-Financials | 15.85% | -0.24% | -0.08% | |
| 2 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 12.24% | -4.77% | -26.26% | |
| 3 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 11.29% | -0.59% | +6.54% | |
| 4 | HEI-A | Heico Corp-class A | Stock-Other | 11.07% | +3.73% | -0.35% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 9.73% | +2.56% | +32.34% | |
| 6 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 8.27% | +0.64% | +14.18% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.78% | +0.76% | -0.31% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.61% | +0.14% | -0.11% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 4.81% | -0.83% | -5.40% | |
| 10 | TPL | Texas Pacific Land CORP | Stock-Energy | 3.53% | -0.76% | -0.22% | |
| 11 | IESC | Ies Holdings Inc | Stock-Industrials | 3.52% | +0.96% | -0.35% | |
| 12 | OSG | Octave Specialty Group Inc | Stock-Other | 1.95% | +0.35% | +1.51% | |
| 13 | ✓ | Stock-Other | 1.91% | +1.91% | NEW | ||
| 14 | BLD | Topbuild CORP | Stock-Industrials | 1.44% | +1.44% | NEW |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Portfolio Performance
Performance for Q3 2026
+0.8%
Performance Last 4 Quarters
+3.8%
- Stdev
- +20.3%
- Beta
- +0.61
- Alpha
- -5.9%
- Max Drawdown
- -4.6%
- Annualized Perf
- +7.7%
- Batting Avg vs S&P
- +66.7%
- Sortino
- +1.03
- Stutzer
- +0.15
- Treynor
- +0.15
- Sterling
- —
- Calmar
- +1.67
- Information Ratio
- -0.84
- Tracking Error
- +18.4%
- Stdev Down
- +8.8%
- Winning Months %
- +50%
- Losing Months %
- +50%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.15
- Sharpe
- +0.45
- Stdev Sectors
- +13.8%
- Skewness
- +0.98
- Kurtosis
- -0.33
- Upside Potential
- +3.43
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
RIHO Partners, LLC's most significant position changes for 2026-06-30: Sold out: Builders Firstsource Inc (BLDR); New buy: ; New buy: Topbuild CORP (BLD); Sold out: Sleep Number CORP (SNBRQ); Trim: Murphy USA Inc (MUSA) — shares -26.26%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HEI-A | Heico Corp-class A | +3.7% | -0.35% | Trim |
| 2 | NVDA | Nvidia CORP | +2.6% | +32.34% | Add |
| 3 | ✓ | +1.9% | NEW | New buy | |
| 4 | BLD | Topbuild CORP | +1.4% | NEW | New buy |
| 5 | IESC | Ies Holdings Inc | +1% | -0.35% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.8% | -0.31% | Trim |
| 7 | SGI | Somnigroup International Inc | +0.6% | +14.18% | Add |
| 8 | OSG | Octave Specialty Group Inc | +0.4% | +1.51% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | -0.11% | Trim |
| 10 | SNBRQ | Sleep Number CORP | -0.2% | EXIT | Sold out |
| 11 | PGR | Progressive CORP | -0.2% | -0.08% | Trim |
| 12 | ORLY | O'reilly Automotive Inc | -0.6% | +6.54% | Add |
| 13 | TPL | Texas Pacific Land CORP | -0.8% | -0.22% | Trim |
| 14 | MSFT | Microsoft CORP | -0.8% | -5.40% | Trim |
| 15 | MUSA | Murphy USA Inc | -4.8% | -26.26% | Trim |
| 16 | BLDR | Builders Firstsource Inc | -5.2% | EXIT | Sold out |
Filing History
FAQ
What is RIHO Partners, LLC and what type of investor is it?
RIHO Partners, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $177.7M, spread across 14 disclosed positions.
What are RIHO Partners, LLC's largest equity positions?
Based on the latest 13F filing, RIHO Partners, LLC's top holdings by market value are:
1. Progressive CORP (PGR) — $28.2M (15.8%)
2. Murphy USA Inc (MUSA) — $21.8M (12.2%)
3. O'reilly Automotive Inc (ORLY) — $20.1M (11.3%)
4. Heico Corp-class A (HEI-A) — $19.7M (11.1%)
5. Nvidia CORP (NVDA) — $17.3M (9.7%)
What changes did RIHO Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, RIHO Partners, LLC made 16 notable position adjustments: 2 new positions were initiated, 4 existing holdings were added to, 8 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Builders Firstsource Inc (BLDR); New buy: ; New buy: Topbuild CORP (BLD); Sold out: Sleep Number CORP (SNBRQ); Trim: Murphy USA Inc (MUSA) — shares -26.26%
What sectors does RIHO Partners, LLC focus on?
RIHO Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Consumer Discretionary: 45.1%
• Financials: 18.6%
• Information Technology: 17.1%
• Communication Services: 9.2%
• Industrials: 5.8%
• Energy: 4.2%
Investment Profile
RIHO Partners, LLC returned an annualized 7.7% over the trailing 6 months — underperforming the S&P 500 by 5.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.61 (less volatile than the market) and a 67% quarterly batting average against the index.
Its portfolio is moderately concentrated and moderately active, with 45.1% of the portfolio concentrated in Consumer Discretionary.
Its turnover score has risen from 0 to 29 over the past 2 quarters — a shift toward more active trading.
It has added to its ORLY position over the past two quarters (+$3.9M, now $20.1M), while trimming MSFT over the same stretch (-$10.6M, still holding $8.6M).
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Developer Access
Access RIHO Partners, LLC's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/riho-partners-llcCLI
npx alphasmo institutions get riho-partners-llc