Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
R.H. Investment Group, LLC (CIK 2048733) reported $129.7M across 45 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WMT ($8.0M, 6.17%), PM ($7.1M, 5.46%), GOOG ($7.0M, 5.42%), MA ($6.4M, 4.93%), JNJ ($6.3M, 4.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | $8.0M | 6.17% | 62,860 | Trimmed |
| 2 | PM | PHILIP MORRIS INTL INC | $7.1M | 5.46% | 44,024 | Trimmed |
| 3 | GOOG | ALPHABET INC | $7.0M | 5.42% | 22,335 | Added |
| 4 | MA | MASTERCARD INCORPORATED | $6.4M | 4.93% | 12,593 | Added |
| 5 | JNJ | JOHNSON & JOHNSON | $6.3M | 4.88% | 26,230 | Trimmed |
| 6 | TRV | TRAVELERS COMPANIES INC | $6.1M | 4.73% | 20,319 | Hold |
| 7 | COP | CONOCOPHILLIPS | $6.0M | 4.65% | 48,163 | Added |
| 8 | WFC | WELLS FARGO & CO | $5.9M | 4.58% | 70,101 | Trimmed |
| 9 | AAPL | APPLE INC | $5.6M | 4.36% | 21,815 | Added |
| 10 | XOM | EXXON MOBIL CORP | $5.6M | 4.30% | 35,691 | Trimmed |
| 11 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.4M | 4.17% | 11,280 | Hold |
| 12 | EPD | ENTERPRISE PRODS PARTNERS L | $5.1M | 3.96% | 134,995 | Added |
| 13 | AMGN | AMGEN INC | $5.1M | 3.94% | 14,597 | Hold |
| 14 | USB | US BANCORP | $4.7M | 3.61% | 84,574 | Added |
| 15 | TMO | THERMO FISHER SCIENTIFIC INC | $4.6M | 3.58% | 9,211 | Added |
| 16 | UNP | UNION PAC CORP | $4.2M | 3.28% | 17,055 | Hold |
| 17 | VTI | VANGUARD INDEX FDS | $3.8M | 2.95% | 11,459 | Added |
| 18 | PG | PROCTER & GAMBLE CO | $3.8M | 2.94% | 26,326 | Added |
| 19 | MCD | MCDONALDS CORP | $3.8M | 2.92% | 12,324 | Hold |
| 20 | ADP | AUTOMATIC DATA PROCESSING IN | $3.7M | 2.84% | 18,309 | Added |
| 21 | UNH | UNITEDHEALTH GROUP INC | $2.8M | 2.14% | 9,089 | Added |
| 22 | VOO | VANGUARD INDEX FDS | $2.5M | 1.94% | 4,048 | Hold |
| 23 | JPM | JPMORGAN CHASE & CO | $2.3M | 1.76% | 7,390 | Hold |
| 24 | DEO | DIAGEO PLC | $2.0M | 1.56% | 26,246 | Added |
| 25 | GOOGL | ALPHABET INC | $1.8M | 1.40% | 5,741 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31