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CIK: 0002112884
Total reported value
$177.7M
$177.7M
14 檔
53.6%
According to the latest 13F quarterly dataset, RIHO Partners, LLC managed an equity portfolio of $177.7M at the end of Q1 2026, spanning 14 distinct U.S. exchange-listed positions.
In Q1 2026, RIHO Partners, LLC displayed an active expansion posture, initiating 2 new positions and adding to 10 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MUSA, PGR, ORLY) accounted for 53.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
IESC
市值: $4.1M
Top Position Liquidated / Trimmed
MSFT
前期市值: $19.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 17.01% | -4.77% | +5.63% | |
| 2 | PGR | Progressive CORP | Stock-Financials | 16.09% | -0.24% | +5.67% | |
| 3 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 11.88% | -0.59% | +15.61% | |
| 4 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 7.63% | +0.64% | +13.34% | |
| 5 | HEI-A | Heico Corp-class A | Stock-Other | 7.34% | +3.73% | +4.38% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 7.17% | +2.56% | -6.73% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.02% | +0.76% | +19.95% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.47% | +0.14% | +5.67% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 5.64% | -0.83% | -38.68% | |
| 10 | BLDR | Builders Firstsource Inc | Stock-Industrials | 5.15% | -5.15% | EXIT | |
| 11 | TPL | Texas Pacific Land CORP | Stock-Energy | 4.29% | -0.76% | +5.62% | |
| 12 | IESC | Ies Holdings Inc | Stock-Industrials | 2.56% | +0.96% | — | |
| 13 | OSG | Octave Specialty Group Inc | Stock-Other | 1.60% | +0.35% | — | |
| 14 | SNBRQ | Sleep Number CORP | Stock-Other | 0.16% | -0.16% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MUSA | Murphy USA Inc | +3.8% | +5.63% | Add |
| 2 | TPL | Texas Pacific Land CORP | +1.8% | +5.62% | Add |
| 3 | ORLY | O'reilly Automotive Inc | +1.7% | +15.61% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | +19.95% | Add |
| 5 | AMZN | Amazon.com Inc | -0.4% | +5.67% | Add |
| 6 | BLDR | Builders Firstsource Inc | -0.5% | +15.52% | Add |
| 7 | SNBRQ | Sleep Number CORP | -0.5% | +5.68% | Add |
| 8 | SGI | Somnigroup International Inc | -0.6% | +13.34% | Add |
| 9 | NVDA | Nvidia CORP | -1.1% | -6.73% | Trim |
| 10 | HEI-A | Heico Corp-class A | -1.1% | +4.38% | Add |
| 11 | PGR | Progressive CORP | -1.5% | +5.67% | Add |
| 12 | MSFT | Microsoft CORP | -6.5% | -38.68% | Trim |
| 13 | IESC | Ies Holdings Inc | — | NEW | New buy |
| 14 | OSG | Octave Specialty Group Inc | — | NEW | New buy |
According to official SEC Form 13F filings, RIHO Partners, LLC reported a total U.S. public equity portfolio value of $177.7M across 14 disclosed positions in Q1 2026.
During Q1 2026, RIHO Partners, LLC's top holdings by market value included MUSA (17.0%)、PGR (16.1%)、ORLY (11.9%). The largest single position, MUSA, represented 17.0% of total portfolio value.
In Q1 2026, RIHO Partners, LLC made 14 total portfolio adjustments, initiating 2 new buys, adding to 10 positions, trimming 2 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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