R.H. Investment Group, LLC Concentrated Active

Location: Scottsdale, AZ

CIK: 0002048733 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 16, 2026

Total Value: $119M (100.0% shares, 0.0% debt)

Holdings (33)

PM PHILIP MORRIS INTL INC 5.9%

Value $7.068M Shares 44,067 Est. Cost $120.59 Unrealized +27.3%

MA MASTERCARD INCORPORATED 5.9%

Value $7.065M Shares 12,376 Est. Cost $514.68 Unrealized +8.6%

WMT WALMART INC 5.9%

Value $7.059M Shares 63,364 Est. Cost $85.80 Unrealized +24.9%

GOOG ALPHABET INC 5.8%

Value $6.943M Shares 22,125 Est. Cost $175.67 Unrealized +63.0%

WFC WELLS FARGO CO NEW 5.5%

Value $6.544M Shares 70,211 Est. Cost $66.67 Unrealized +29.9%

TRV TRAVELERS COMPANIES INC 4.9%

Value $5.894M Shares 20,319 Est. Cost $260.70 Unrealized +7.6%

AAPL APPLE INC 4.9%

Value $5.874M Shares 21,605 Est. Cost $234.14 Unrealized +14.6%

BRK/B BERKSHIRE HATHAWAY INC DEL 4.7%

Value $5.67M Shares 11,280 Est. Cost $461.73 Unrealized +7.8%

JNJ JOHNSON & JOHNSON 4.6%

Value $5.434M Shares 26,258 Est. Cost $149.73 Unrealized +31.6%

TMO THERMO FISHER SCIENTIFIC INC 4.4%

Value $5.297M Shares 9,141 Est. Cost $543.66 Unrealized +4.0%

AMGN AMGEN INC 4.0%

Value $4.778M Shares 14,597 Est. Cost $286.05 Unrealized +10.5%

ADP AUTOMATIC DATA PROCESSING IN 3.8%

Value $4.545M Shares 17,669 Est. Cost $287.62 Unrealized -7.9%

COP CONOCOPHILLIPS 3.7%

Value $4.407M Shares 47,083 Est. Cost $102.01 Unrealized -11.8%

USB US BANCORP DEL 3.7%

Value $4.403M Shares 82,524 Est. Cost $46.52 Unrealized +4.7%

XOM EXXON MOBIL CORP 3.6%

Value $4.307M Shares 35,791 Est. Cost $112.27 Unrealized +2.9%

EPD ENTERPRISE PRODS PARTNERS L 3.5%

Value $4.219M Shares 131,595 Est. Cost $31.28 Unrealized —

UNP UNION PAC CORP 3.3%

Value $3.945M Shares 17,055 Est. Cost $230.29 Unrealized -1.3%

PG PROCTER AND GAMBLE CO 3.2%

Value $3.768M Shares 26,296 Est. Cost $165.47 Unrealized -11.1%

MCD MCDONALDS CORP 3.2%

Value $3.767M Shares 12,324 Est. Cost $290.22 Unrealized +5.1%

VTI VANGUARD INDEX FDS 2.8%

Value $3.34M Shares 9,961 Est. Cost $290.28 Unrealized —

UNH UNITEDHEALTH GROUP INC 2.2%

Value $2.675M Shares 8,104 Est. Cost $522.83 Unrealized -35.5%

VOO VANGUARD INDEX FDS 2.1%

Value $2.539M Shares 4,048 Est. Cost $541.42 Unrealized —

JPM JPMORGAN CHASE & CO. 2.0%

Value $2.381M Shares 7,390 Est. Cost $228.03 Unrealized +35.7%

GOOGL ALPHABET INC 1.9%

Value $2.266M Shares 7,241 Est. Cost $174.14 Unrealized +64.0%

DEO DIAGEO PLC 1.8%

Value $2.107M Shares 24,426 Est. Cost $124.58 Unrealized —

VUSB VANGUARD BD INDEX FDS 0.9%

Value $1.017M Shares 20,400 Est. Cost $49.94 Unrealized —

PFF ISHARES TR 0.5%

Value $647K Shares 20,900 Est. Cost $31.44 Unrealized —

VZ VERIZON COMMUNICATIONS INC 0.3%

Value $338K Shares 8,300 Est. Cost $42.49 Unrealized -4.7%

PEP PEPSICO INC 0.2%

Value $270K Shares 1,880 Est. Cost $156.55 Unrealized -6.8%

VXUS VANGUARD STAR FDS 0.2%

Value $219K Shares 2,905 Est. Cost $75.44 Unrealized —

NFG NATIONAL FUEL GAS CO 0.2%

Value $215K Shares 2,680 Est. Cost $61.28 Unrealized +34.4%

SO SOUTHERN CO 0.2%

Value $202K Shares 2,317 Est. Cost $84.24 Unrealized +7.9%

CLX CLOROX CO DEL 0.2%

Value $202K Shares 2,000 Est. Cost $157.37 Unrealized -31.2%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PM	PHILIP MORRIS INTL INC	44,067	$7.068M	5.9%	$120.59	+27.3%	COM	718172109
MA	MASTERCARD INCORPORATED	12,376	$7.065M	5.9%	$514.68	+8.6%	CL A	57636Q104
WMT	WALMART INC	63,364	$7.059M	5.9%	$85.80	+24.9%	COM	931142103
GOOG	ALPHABET INC	22,125	$6.943M	5.8%	$175.67	+63.0%	CAP STK CL C	02079K107
WFC	WELLS FARGO CO NEW	70,211	$6.544M	5.5%	$66.67	+29.9%	COM	949746101
TRV	TRAVELERS COMPANIES INC	20,319	$5.894M	4.9%	$260.70	+7.6%	COM	89417E109
AAPL	APPLE INC	21,605	$5.874M	4.9%	$234.14	+14.6%	COM	037833100
BRK/B	BERKSHIRE HATHAWAY INC DEL	11,280	$5.67M	4.7%	$461.73	+7.8%	CL B NEW	084670702
JNJ	JOHNSON & JOHNSON	26,258	$5.434M	4.6%	$149.73	+31.6%	COM	478160104
TMO	THERMO FISHER SCIENTIFIC INC	9,141	$5.297M	4.4%	$543.66	+4.0%	COM	883556102
AMGN	AMGEN INC	14,597	$4.778M	4.0%	$286.05	+10.5%	COM	031162100
ADP	AUTOMATIC DATA PROCESSING IN	17,669	$4.545M	3.8%	$287.62	-7.9%	COM	053015103
COP	CONOCOPHILLIPS	47,083	$4.407M	3.7%	$102.01	-11.8%	COM	20825C104
USB	US BANCORP DEL	82,524	$4.403M	3.7%	$46.52	+4.7%	COM NEW	902973304
XOM	EXXON MOBIL CORP	35,791	$4.307M	3.6%	$112.27	+2.9%	COM	30231G102
EPD	ENTERPRISE PRODS PARTNERS L	131,595	$4.219M	3.5%	$31.28	—	COM	293792107
UNP	UNION PAC CORP	17,055	$3.945M	3.3%	$230.29	-1.3%	COM	907818108
PG	PROCTER AND GAMBLE CO	26,296	$3.768M	3.2%	$165.47	-11.1%	COM	742718109
MCD	MCDONALDS CORP	12,324	$3.767M	3.2%	$290.22	+5.1%	COM	580135101
VTI	VANGUARD INDEX FDS	9,961	$3.34M	2.8%	$290.28	—	TOTAL STK MKT	922908769
UNH	UNITEDHEALTH GROUP INC	8,104	$2.675M	2.2%	$522.83	-35.5%	COM	91324P102
VOO	VANGUARD INDEX FDS	4,048	$2.539M	2.1%	$541.42	—	S&P 500 ETF SHS	922908363
JPM	JPMORGAN CHASE & CO.	7,390	$2.381M	2.0%	$228.03	+35.7%	COM	46625H100
GOOGL	ALPHABET INC	7,241	$2.266M	1.9%	$174.14	+64.0%	CAP STK CL A	02079K305
DEO	DIAGEO PLC	24,426	$2.107M	1.8%	$124.58	—	SPON ADR NEW	25243Q205
VUSB	VANGUARD BD INDEX FDS	20,400	$1.017M	0.9%	$49.94	—	VANGUARD ULTRA	92203C303
PFF	ISHARES TR	20,900	$647K	0.5%	$31.44	—	PFD AND INCM SEC	464288687
VZ	VERIZON COMMUNICATIONS INC	8,300	$338K	0.3%	$42.49	-4.7%	COM	92343V104
PEP	PEPSICO INC	1,880	$270K	0.2%	$156.55	-6.8%	COM	713448108
VXUS	VANGUARD STAR FDS	2,905	$219K	0.2%	$75.44	—	VG TL INTL STK F	921909768
NFG	NATIONAL FUEL GAS CO	2,680	$215K	0.2%	$61.28	+34.4%	COM	636180101
SO	SOUTHERN CO	2,317	$202K	0.2%	$84.24	+7.9%	COM	842587107
CLX	CLOROX CO DEL	2,000	$202K	0.2%	$157.37	-31.2%	COM	189054109