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R.H. Investment Group, LLC
Period ended Sep 30, 2026 · Latest filing Nov 9, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $139,996,013
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- PHILIP MORRIS INTL INC · COM · 718172109 · shares: $8,518,086
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $7,447,554
- APPLE INC · COM · 037833100 · shares: $7,236,858
- TRAVELERS COMPANIES INC · COM · 89417E109 · shares: $7,063,533
- MASTERCARD INCORPORATED · CL A · 57636Q104 · shares: $6,892,272
- JOHNSON & JOHNSON · COM · 478160104 · shares: $6,823,099
- WALMART INC · COM · 931142103 · shares: $6,459,311
- THERMO FISHER SCIENTIFIC INC · COM · 883556102 · shares: $6,211,135
- AMGEN INC · COM · 031162100 · shares: $6,111,473
- CONOCOPHILLIPS · COM · 20825C104 · shares: $6,020,612
Reported holdings
44 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 44,639 shares | $8,518,086 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 21,857 shares | $7,447,554 |
| APPLE INC | COM | 037833100 | — | 21,731 shares | $7,236,858 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 19,813 shares | $7,063,533 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 12,498 shares | $6,892,272 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 25,773 shares | $6,823,099 |
| WALMART INC | COM | 931142103 | — | 62,157 shares | $6,459,311 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 9,201 shares | $6,211,135 |
| AMGEN INC | COM | 031162100 | — | 14,499 shares | $6,111,473 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 48,107 shares | $6,020,612 |
| EXXONMOBIL HOLDINGS CORP | COM SHS *A* | 30233Q108 | — | 35,405 shares | $5,762,173 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 11,446 shares | $5,699,536 |
| WELLS FARGO & CO | COM | 949746101 | — | 69,690 shares | $5,578,649 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 153,965 shares | $5,482,694 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 19,318 shares | $4,985,203 |
| US BANCORP | COM NEW | 902973304 | — | 84,204 shares | $4,863,602 |
| UNION PAC CORP | COM | 907818108 | — | 17,337 shares | $4,717,792 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 26,682 shares | $3,876,292 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 9,220 shares | $3,384,478 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 8,931 shares | $3,342,497 |
| MCDONALDS CORP | COM | 580135101 | — | 12,789 shares | $2,953,492 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 4,043 shares | $2,833,577 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 | — | 30,348 shares | $2,597,789 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 7,428 shares | $2,457,405 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 5,812 shares | $1,999,793 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | — | 28,800 shares | $1,427,040 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 10,592 shares | $1,326,754 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 5,162 shares | $1,279,815 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 3,834 shares | $750,506 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 3,131 shares | $715,058 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 6,755 shares | $573,905 |
| AMAZON COM INC | COM | 023135106 | — | 2,199 shares | $547,881 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | — | 3,156 shares | $434,518 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 | — | 2,688 shares | $432,069 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 | — | 1,123 shares | $400,799 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 8,325 shares | $381,868 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 1,414 shares | $374,357 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 1,966 shares | $367,740 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | — | 1,708 shares | $357,741 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 480 shares | $355,090 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | — | 9,900 shares | $292,050 |
| PEPSICO INC | COM | 713448108 | — | 1,885 shares | $238,867 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 627 shares | $217,745 |
| NATIONAL FUEL GAS CO | COM | 636180101 | — | 2,680 shares | $203,305 |