R.H. Investment Group, LLC
SEC Form 13F institutional filer · CIK 0002048733
13F-HR · 33 reported holdings · 2026-03-31
Reported long-US-equity value
$0.12B
Top-10 concentration
53.6%
R.H. Investment Group, LLC — $120M AUM allocation strategy
R.H. Investment Group, LLC files SEC Form 13F and reports $120M of long US equity value across 33 reported holdings for 2026-03-31.
Its largest sector bet is Financials 23.8%, followed by Consumer Staples 15.8% and Health Care 13.4%.
The top 10 holdings account for 54% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
R.H. Investment Group, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$120M
total across 33 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
54% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$USB +2.05K sh · +$279K+$VTI +1.5K sh · +$484K+$COP +1.08K sh · +$1.62M
Biggest trims (shares)
−$GOOG −1.5K sh · −$445K−$WMT −504 sh · +$940K−$WFC −110 sh · −$609K
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Diversified Banks8.9%—
- Consumer Staples Merchandise Retail6.7%—
- Tobacco5.9%—
- Interactive Media & Services5.9%—
- Transaction & Payment Processing Services5.4%—
- Pharmaceuticals5.3%—
- Property & Casualty Insurance5.1%—
- Oil & Gas Exploration & Production5.0%—
- Other holdings51.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $WMT | Walmart Inc | 62.9K | $8M | -504 | 6.7% |
| $PM | Philip Morris International Inc | 44K | $7.09M | -43 | 5.9% |
| $GOOGL | Alphabet Inc | 22.3K | $7.03M | +210 | 5.9% |
| $MA | Mastercard Incorporated | 12.6K | $6.39M | +217 | 5.3% |
| $JNJ | Johnson & Johnson | 26.2K | $6.33M | -28 | 5.3% |
| $TRV | The Travelers Companies Inc | 20.3K | $6.13M | +0 | 5.1% |
| $COP | ConocoPhillips | 48.2K | $6.03M | +1.08K | 5.0% |
| $WFC | Wells Fargo & Company | 70.1K | $5.93M | -110 | 5.0% |
| $AAPL | Apple Inc | 21.8K | $5.65M | +210 | 4.7% |
| $XOM | ExxonMobil Holdings Corporation | 35.7K | $5.58M | -100 | 4.7% |
…and 23 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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