RHL GROUP, LLC
SEC Form 13F institutional filer · CIK 0002066311
13F-HR · 124 reported holdings · 2026-03-31
Reported long-US-equity value
$0.03B
Top-10 concentration
77.5%
RHL GROUP, LLC — $29.4M AUM allocation strategy
RHL GROUP, LLC files SEC Form 13F and reports $29.4M of long US equity value across 124 reported holdings for 2026-03-31.
Its largest sector bet is Energy 33.9%, followed by Information Technology 24.1% and Health Care 11.2%.
The top 10 holdings account for 78% 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.
RHL GROUP, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$29.4M
total across 124 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
78% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$DVN +71.2K sh · +$3.99M+$DTE +18.8K sh · +$2.5M+$WDC +7.06K sh · +$1.91M
Biggest trims (shares)
−$SCHW −107K sh · −$2.75M−$NVDA −13.3K sh · −$2.6M−$PLTR −12.6K sh · −$2.64M
Exited to nil (held last quarter, gone now)
$HOOD ($1.35M last qtr)$AMZN ($215K last qtr)$DHR ($79K last qtr)$TJX ($22.4K last qtr)$IWM ($10K last qtr)
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)
- Oil & Gas Exploration & Production33.2%—
- Technology Hardware, Storage & Peripherals9.9%—
- Multi-Utilities9.2%—
- Pharmaceuticals9.0%—
- Semiconductors7.2%—
- Application Software6.3%—
- Construction Machinery & Heavy Transportation Equipment2.0%—
- Specialty Chemicals1.7%—
- Other holdings21.5%—
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 |
|---|---|---|---|---|---|
| $DVN | Devon Energy Corporation | 101K | $5.08M | +71.2K | 17.3% |
| $OXY | Occidental Petroleum Corporation | 72.1K | $4.69M | — | 15.9% |
| $DTE | DTE Energy Company | 20.6K | $2.72M | +18.8K | 9.2% |
| $MRK | Merck & Company Inc | 22K | $2.65M | +4K | 9.0% |
| $WDC | Western Digital Corporation | 7.07K | $1.91M | +7.06K | 6.5% |
| $PLTR | Palantir Technologies Inc | 12.6K | $1.85M | -12.6K | 6.3% |
| $NVDA | NVIDIA Corporation | 10.3K | $1.8M | -13.3K | 6.1% |
| $AAPL | Apple Inc | 4K | $1.01M | +133 | 3.5% |
| $CAT | Caterpillar Inc | 832 | $589K | -3 | 2.0% |
| $SHW | Sherwin-Williams Company | 1.57K | $504K | +164 | 1.7% |
…and 114 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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