R.H. Investment Group, LLC Concentrated Active

Location: Scottsdale, AZ

CIK: 0002048733 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 14, 2026

Total Value: $130M (100.0% shares, 0.0% debt)

Holdings (45)

WMT WALMART INC 6.2%

Value $8M Shares 62,860 Est. Cost $85.80 Unrealized +42.2%

PM PHILIP MORRIS INTL INC 5.5%

Value $7.085M Shares 44,024 Est. Cost $120.59 Unrealized +45.9%

GOOG ALPHABET INC 5.4%

Value $7.03M Shares 22,335 Est. Cost $175.67 Unrealized +84.2%

MA MASTERCARD INCORPORATED 4.9%

Value $6.386M Shares 12,593 Est. Cost $515.10 Unrealized +4.6%

JNJ JOHNSON & JOHNSON 4.9%

Value $6.329M Shares 26,230 Est. Cost $149.73 Unrealized +52.2%

TRV TRAVELERS COMPANIES INC 4.7%

Value $6.128M Shares 20,319 Est. Cost $260.70 Unrealized +10.7%

COP CONOCOPHILLIPS 4.7%

Value $6.031M Shares 48,163 Est. Cost $102.03 Unrealized +0.6%

WFC WELLS FARGO & CO 4.6%

Value $5.935M Shares 70,101 Est. Cost $66.67 Unrealized +35.1%

AAPL APPLE INC 4.4%

Value $5.648M Shares 21,815 Est. Cost $234.14 Unrealized +12.3%

XOM EXXON MOBIL CORP 4.3%

Value $5.576M Shares 35,691 Est. Cost $112.27 Unrealized +23.6%

BRK/B BERKSHIRE HATHAWAY INC DEL 4.2%

Value $5.412M Shares 11,280 Est. Cost $461.73 Unrealized +6.9%

EPD ENTERPRISE PRODS PARTNERS L 4.0%

Value $5.134M Shares 134,995 Est. Cost $31.45 Unrealized —

AMGN AMGEN INC 3.9%

Value $5.106M Shares 14,597 Est. Cost $286.05 Unrealized +22.2%

USB US BANCORP 3.6%

Value $4.682M Shares 84,574 Est. Cost $46.77 Unrealized +21.1%

TMO THERMO FISHER SCIENTIFIC INC 3.6%

Value $4.637M Shares 9,211 Est. Cost $543.66 Unrealized +5.7%

UNP UNION PAC CORP 3.3%

Value $4.248M Shares 17,055 Est. Cost $230.29 Unrealized +5.7%

VTI VANGUARD INDEX FDS 2.9%

Value $3.824M Shares 11,459 Est. Cost $295.96 Unrealized —

PG PROCTER & GAMBLE CO 2.9%

Value $3.815M Shares 26,326 Est. Cost $165.47 Unrealized -8.3%

MCD MCDONALDS CORP 2.9%

Value $3.784M Shares 12,324 Est. Cost $290.22 Unrealized +9.3%

ADP AUTOMATIC DATA PROCESSING IN 2.8%

Value $3.676M Shares 18,309 Est. Cost $285.98 Unrealized -15.8%

UNH UNITEDHEALTH GROUP INC 2.1%

Value $2.781M Shares 9,089 Est. Cost $499.62 Unrealized -38.2%

VOO VANGUARD INDEX FDS 1.9%

Value $2.515M Shares 4,048 Est. Cost $541.42 Unrealized —

JPM JPMORGAN CHASE & CO 1.8%

Value $2.276M Shares 7,390 Est. Cost $228.03 Unrealized +36.6%

DEO DIAGEO PLC 1.6%

Value $2.023M Shares 26,246 Est. Cost $121.28 Unrealized —

GOOGL ALPHABET INC 1.4%

Value $1.822M Shares 5,741 Est. Cost $174.14 Unrealized +85.6%

VUSB VANGUARD BD INDEX FDS 1.0%

Value $1.312M Shares 26,400 Est. Cost $49.88 Unrealized —

IWF ISHARES TR 0.9%

Value $1.173M Shares 2,648 Est. Cost $443.15 Unrealized —

IWD ISHARES TR 0.9%

Value $1.146M Shares 5,162 Est. Cost $221.95 Unrealized —

PFF ISHARES TR 0.5%

Value $642K Shares 20,900 Est. Cost $31.44 Unrealized —

XLK SELECT SECTOR SPDR TR 0.5%

Value $614K Shares 4,334 Est. Cost $141.69 Unrealized —

VXUS VANGUARD STAR FDS 0.4%

Value $549K Shares 6,755 Est. Cost $78.74 Unrealized —

NVDA NVIDIA CORPORATION 0.4%

Value $488K Shares 2,679 Est. Cost $186.63 Unrealized 0.0%

IWP ISHARES TR 0.3%

Value $419K Shares 3,156 Est. Cost $132.70 Unrealized —

IWS ISHARES TR 0.3%

Value $408K Shares 2,688 Est. Cost $151.85 Unrealized —

VZ VERIZON COMMUNICATIONS INC 0.3%

Value $399K Shares 8,300 Est. Cost $42.49 Unrealized +3.1%

IWO ISHARES TR 0.3%

Value $372K Shares 1,123 Est. Cost $331.05 Unrealized —

PLTR PALANTIR TECHNOLOGIES INC 0.3%

Value $352K Shares 2,500 Est. Cost $154.17 Unrealized 0.0%

IWN ISHARES TR 0.3%

Value $339K Shares 1,708 Est. Cost $198.43 Unrealized —

PEP PEPSICO INC 0.2%

Value $291K Shares 1,880 Est. Cost $156.55 Unrealized -1.2%

QQQ INVESCO QQQ TR 0.2%

Value $291K Shares 480 Est. Cost $606.09 Unrealized —

AMZN AMAZON COM INC 0.2%

Value $285K Shares 1,286 Est. Cost $226.83 Unrealized 0.0%

NFG NATIONAL FUEL GAS CO 0.2%

Value $256K Shares 2,680 Est. Cost $61.28 Unrealized +36.4%

SO SOUTHERN CO 0.2%

Value $225K Shares 2,317 Est. Cost $84.24 Unrealized +6.3%

CLX CLOROX CO DEL 0.2%

Value $211K Shares 2,000 Est. Cost $157.37 Unrealized -27.3%

GOSS GOSSAMER BIO INC 0.0%

Value $9,137 Shares 26,300 Est. Cost $2.26 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
WMT	WALMART INC	62,860	$8M	6.2%	$85.80	+42.2%	COM	931142103
PM	PHILIP MORRIS INTL INC	44,024	$7.085M	5.5%	$120.59	+45.9%	COM	718172109
GOOG	ALPHABET INC	22,335	$7.03M	5.4%	$175.67	+84.2%	CAP STK CL C	02079K107
MA	MASTERCARD INCORPORATED	12,593	$6.386M	4.9%	$515.10	+4.6%	CL A	57636Q104
JNJ	JOHNSON & JOHNSON	26,230	$6.329M	4.9%	$149.73	+52.2%	COM	478160104
TRV	TRAVELERS COMPANIES INC	20,319	$6.128M	4.7%	$260.70	+10.7%	COM	89417E109
COP	CONOCOPHILLIPS	48,163	$6.031M	4.7%	$102.03	+0.6%	COM	20825C104
WFC	WELLS FARGO & CO	70,101	$5.935M	4.6%	$66.67	+35.1%	COM	949746101
AAPL	APPLE INC	21,815	$5.648M	4.4%	$234.14	+12.3%	COM	037833100
XOM	EXXON MOBIL CORP	35,691	$5.576M	4.3%	$112.27	+23.6%	COM	30231G102
BRK/B	BERKSHIRE HATHAWAY INC DEL	11,280	$5.412M	4.2%	$461.73	+6.9%	CL B NEW	084670702
EPD	ENTERPRISE PRODS PARTNERS L	134,995	$5.134M	4.0%	$31.45	—	COM	293792107
AMGN	AMGEN INC	14,597	$5.106M	3.9%	$286.05	+22.2%	COM	031162100
USB	US BANCORP	84,574	$4.682M	3.6%	$46.77	+21.1%	COM NEW	902973304
TMO	THERMO FISHER SCIENTIFIC INC	9,211	$4.637M	3.6%	$543.66	+5.7%	COM	883556102
UNP	UNION PAC CORP	17,055	$4.248M	3.3%	$230.29	+5.7%	COM	907818108
VTI	VANGUARD INDEX FDS	11,459	$3.824M	2.9%	$295.96	—	TOTAL STK MKT	922908769
PG	PROCTER & GAMBLE CO	26,326	$3.815M	2.9%	$165.47	-8.3%	COM	742718109
MCD	MCDONALDS CORP	12,324	$3.784M	2.9%	$290.22	+9.3%	COM	580135101
ADP	AUTOMATIC DATA PROCESSING IN	18,309	$3.676M	2.8%	$285.98	-15.8%	COM	053015103
UNH	UNITEDHEALTH GROUP INC	9,089	$2.781M	2.1%	$499.62	-38.2%	COM	91324P102
VOO	VANGUARD INDEX FDS	4,048	$2.515M	1.9%	$541.42	—	S&P 500 ETF SHS	922908363
JPM	JPMORGAN CHASE & CO	7,390	$2.276M	1.8%	$228.03	+36.6%	COM	46625H100
DEO	DIAGEO PLC	26,246	$2.023M	1.6%	$121.28	—	SPON ADR NEW	25243Q205
GOOGL	ALPHABET INC	5,741	$1.822M	1.4%	$174.14	+85.6%	CAP STK CL A	02079K305
VUSB	VANGUARD BD INDEX FDS	26,400	$1.312M	1.0%	$49.88	—	VANGUARD ULTRA	92203C303
IWF	ISHARES TR	2,648	$1.173M	0.9%	$443.15	—	RUS 1000 GRW ETF	464287614
IWD	ISHARES TR	5,162	$1.146M	0.9%	$221.95	—	RUS 1000 VAL ETF	464287598
PFF	ISHARES TR	20,900	$642K	0.5%	$31.44	—	PFD AND INCM SEC	464288687
XLK	SELECT SECTOR SPDR TR	4,334	$614K	0.5%	$141.69	—	STATE STREET TEC	81369Y803
VXUS	VANGUARD STAR FDS	6,755	$549K	0.4%	$78.74	—	VG TL INTL STK F	921909768
NVDA	NVIDIA CORPORATION	2,679	$488K	0.4%	$186.63	0.0%	COM	67066G104
IWP	ISHARES TR	3,156	$419K	0.3%	$132.70	—	RUS MD CP GR ETF	464287481
IWS	ISHARES TR	2,688	$408K	0.3%	$151.85	—	RUS MDCP VAL ETF	464287473
VZ	VERIZON COMMUNICATIONS INC	8,300	$399K	0.3%	$42.49	+3.1%	COM	92343V104
IWO	ISHARES TR	1,123	$372K	0.3%	$331.05	—	RUS 2000 GRW ETF	464287648
PLTR	PALANTIR TECHNOLOGIES INC	2,500	$352K	0.3%	$154.17	0.0%	CL A	69608A108
IWN	ISHARES TR	1,708	$339K	0.3%	$198.43	—	RUS 2000 VAL ETF	464287630
PEP	PEPSICO INC	1,880	$291K	0.2%	$156.55	-1.2%	COM	713448108
QQQ	INVESCO QQQ TR	480	$291K	0.2%	$606.09	—	UNIT SER 1	46090E103
AMZN	AMAZON COM INC	1,286	$285K	0.2%	$226.83	0.0%	COM	023135106
NFG	NATIONAL FUEL GAS CO	2,680	$256K	0.2%	$61.28	+36.4%	COM	636180101
SO	SOUTHERN CO	2,317	$225K	0.2%	$84.24	+6.3%	COM	842587107
CLX	CLOROX CO DEL	2,000	$211K	0.2%	$157.37	-27.3%	COM	189054109
GOSS	GOSSAMER BIO INC	26,300	$9,137	0.0%	$2.26	0.0%	COM	38341P102